GoldFinch AI for Supply Plan Analysis

Overview

GoldFinch Supply Plan analyzes demand, supply, inventory, lead times, planning parameters, and replenishment policies across every Item and Warehouse to generate recommended:

• Purchase Orders
• Work Orders
• Transfer Orders

GoldFinch AI takes supply planning one step further.

Instead of simply generating replenishment recommendations, GoldFinch AI analyzes the completed Supply Plan, identifies potential issues, explains why the recommendations were made, and provides actionable insights to help planners focus on the areas that require attention.

The result is an AI-powered planning assistant that helps users understand the health of their supply plan, rather than manually reviewing thousands of calculation lines.

What Can GoldFinch AI Analyze?

Is My Supply Plan Complete?

GoldFinch AI validates the completed Supply Plan to determine whether every demand can be fulfilled.

The analysis includes:

• Current inventory
• Existing supply
• Future demand
• Multi-level BOM explosions
• SKU relationships
• Component availability
• Planning exceptions

Rather than simply reporting shortages, GoldFinch AI identifies the underlying causes, such as:

• Missing BOM components
• Missing SKU configuration
• Planning exceptions
• Data configuration issues

For manufacturers with thousands of components and multi-level BOMs, identifying a single missing component before production begins can prevent delayed Work Orders and missed customer shipments.

Example Summary

Of 3,684 Item/Warehouse combinations, 3,093 are fully balanced, 586 contain surplus inventory, and only 5 remain short even after all recommended replenishment orders have been created. GoldFinch AI identifies the exact cause of each remaining shortage.

Do I Have Enough Inventory?

GoldFinch AI categorizes every Item/Warehouse combination into:

• Covered by existing inventory
• Covered after recommended replenishment
• Still short after replenishment

Instead of reviewing thousands of planning records, planners immediately know which shortages require attention.

Example Summary

802 Item/Warehouse combinations are fully covered by existing inventory, 2,581 require the recommended replenishment orders to satisfy demand, and only 5 remain short after all suggested replenishment actions.

Do I Have Too Much Inventory?

Excess inventory ties up working capital and warehouse space.

GoldFinch AI identifies:

• Overstocked items
• Excess inventory quantities
• Slow-moving inventory
• Potential planning parameter issues

The results are prioritized by business impact to help purchasing teams reduce unnecessary inventory investment.

Example Summary

586 Item/Warehouse combinations contain surplus inventory totaling 1,348,552 units. GoldFinch AI highlights the largest excess positions and flags potential data anomalies that may require review.

When Will an Item Run Out?

GoldFinch AI simulates inventory levels assuming no additional replenishment actions are taken.

The analysis identifies:

• Which items will stock out
• When shortages will occur
• Which shortages will occur within the next 30 days
• Which shortages require immediate attention

This allows planners to prioritize purchasing and production activities based on business impact.

Example Summary

Without replenishment, 2,970 of 3,684 Item/Warehouse combinations would eventually stock out. Of those, 1,604 would run out within the next 30 days, allowing planners to focus on the most urgent shortages first.

How It Works

The process is fully automated and can be scheduled to run overnight.

1. GoldFinch Supply Plan generates replenishment recommendations.
2. Supply Plan calculation data, BOMs, SKU relationships, Items, inventory balances, and planning parameters are sent to a secure GoldFinch AI workspace.
3. GoldFinch AI analyzes the completed Supply Plan using customizable prompts and business rules.
4. AI-generated insights are written back to Salesforce.
5. Dashboards and reports are automatically refreshed.
6. Users can subscribe to dashboards or receive AI-generated planning summaries by email before the workday begins.

No manual exports or spreadsheet analysis are required.

Benefits

GoldFinch AI helps planners spend less time reviewing data and more time making decisions.

Key benefits include:

• Validate the completeness of the Supply Plan
• Explain replenishment recommendations
• Detect configuration and planning issues
• Identify inventory shortages before production is affected
• Highlight excess inventory and working capital opportunities
• Prioritize the most critical planning exceptions
• Deliver AI-generated planning summaries directly in Salesforce
• Automate overnight analysis so planners start each day with actionable insights