Oak Operations LLC designs and deploys custom-tailored supply chain planning models and data intelligence systems. We help high-growth businesses optimize inventory, align cross-functional teams, and expand margins.
Select your business's primary operational symptom below to see the root cause and our target solution.
You are running out of top-selling products, resulting in lost revenue, while simultaneously holding thousands of dollars of slow-moving inventory in your warehouse.
We build dynamic, automated demand planners in Excel or Google Sheets that connect directly to your sales channels. We implement lead-time and variability math to secure your inventory.
You spend hours exporting CSVs and copying data. You cannot easily see true profitability by SKU after factoring in freight, duties, and acquisition costs.
We consolidate your sales, ERP, and shipping data into real-time interactive dashboards (Looker Studio / Excel) that automatically calculate landed costs and track margins.
Sales promises growth, finance sees cash flow constraints, and warehouse operations suffers from labor or capacity overloads because they didn't see the demand wave coming.
We implement lightweight, practical S&OP planning cycles and cross-functional capacity tools that align leadership on a single, shared demand forecast.
Late shipments disrupt operations, vendor rates rise unchecked, and you have no clear historical record of supplier accuracy to negotiate better terms.
We design custom supplier scorecards and build structured RFP/RFQ frameworks to evaluate vendor performance, optimize pricing, and diversify lead-time risk.
Practical, high-impact solutions built around your business — not bloated enterprise software.
Custom Google Sheets and Excel models for demand planning and MRP. No overpriced software — just clean, maintainable tools your team will actually use.
Operational dashboards that connect your data to real P&L performance. See margin by SKU, supplier performance, and trends — all in one place.
Sales and Operations Planning processes designed for SMB scale. Align your sales, finance, and ops teams around a single version of the truth.
Manage spend, improve vendor relationships, and build supplier scorecards that reduce risk and drive accountability across your supply base.
Real-world operational challenges solved for high-growth e-commerce, distribution, and regulated retail businesses.
A fast-growing wellness brand was struggling with $200k in stagnant stock while key items were constantly sold out.
A multi-channel distributor could not trace true SKU profitability after combined freight, duty, and tariff fluctuations.
A beverage brand faced massive warehouse labor overruns and delayed shipments due to sales and operations misalignment.
Oak Operations LLC was founded to bridge the gap between complex supply chain theory and practical, scalable execution for growing businesses. We design and implement operational engines that integrate directly with your existing spreadsheets, ERPs, and processes.
We focus entirely on the metrics that drive enterprise value: inventory health, margin clarity, cross-functional alignment, and vendor accountability.
Daniel brings 8+ years of leadership in high-growth e-commerce and regulated retail. As a former Planning Director and Director of Supply Chain Intelligence, he has architected planning teams and data pipelines that supported 7-figure revenue scales.
Ready to optimize your supply chain and unlock your operational data? Let's connect. Fill out the request form or schedule a session directly on our calendar.
Skip the back-and-forth — grab a 30-minute discovery call on the calendar.
Open Scheduling CalendarOpens in a new tab via Calendly.