What gets built, phase by phase
A PFEP engagement runs in six phases, each with a defined deliverable and a defined stopping point. You can stop at the end of any of them and still own something useful.
The phases
P0 — Mobilise
Advisory. Programme charter, sponsor alignment, pilot value-stream selection, and a baseline metric pack — agreed before any data work begins.
P1 — Data Substrate
Power Query. Connectors built to your source systems, data cleansing, a Data Quality Score engine, and a single unified, refreshable PFEP query — the governed dataset everything downstream reads from.
P2 — Variability & Segmentation
Power BI. Demand and lead-time variability instrumented (ADU, coefficient of variation), parts segmented ABC/XYZ, first DAX measures and a segmentation dashboard.
P3 — Position & Size Buffers
VBA. Decoupling-point logic, safety-stock sizing, EOQ/Min-Max calculations, container and kanban sizing, and a what-if scenario engine for testing buffer decisions before committing to them.
P4 — Pilot Execution
Power BI + VBA. Live executive and operational dashboards, a weekly cadence run, exception automation, and user training on the pilot value stream.
P5 — Stabilise, Govern & Scale
Governance. Roll-out to the full part population, a leading/lagging KPI framework, refresh scheduling, documentation, and handover — including a scalable pair of configured AI agents: one running daily buffer-zone and exception analysis against the PFEP dataset, the other applying Hoshin Kanri X-Matrix discipline to keep the programme’s objectives and targets aligned as it moves from pilot into ongoing governance. Built for single-site operations, with a multi-site path if the engagement grows — so the system runs without ongoing dependency on the advisor.
See the strategy behind the agent
The AI agent pairing above runs on Hoshin Kanri strategy deployment: vision cascaded into annual objectives, initiatives, KPIs, and named owners — with the agent doing detection work manual review can’t keep pace with, surfacing orphan initiatives, missing KPIs, weak ownership, and red/amber execution risk. This briefing walks through the model and what it changes for a Director of Operations.
Scoped and costed before you commit
Every engagement is priced against the specific scope agreed in the P0 charter — not a fixed package. The day rate sits under the €900/day cap the Enterprise Ireland Lean rails support (see Funding), so a substantial share of a diagnostic-stage engagement is grant-eligible.
Worth knowing up front: these are reimbursement grants. Expenditure is incurred first and claimed back against an approved letter of offer, so the cash-flow sequence is something we plan into the schedule rather than discover halfway through.
Get a scoped, costed proposal
A scoping call establishes which phases apply to your operation and what they’ll cost — grant-eligible costs included.
Supply Chain Data Insights 