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Microsoft Solution Specialists for Finance, Supply Chain, and Operations.

KINETIQ specializes in the planning, automation, data, and AI platforms that run your business. Trusted experts in D365 BPP, Power Platform, and Microsoft Fabric for manufacturers, distributors, logistics, and industrial companies.

Trusted by Finance, Operations, IT, & Supply Chain Leaders.

Most Businesses Run on Disconnected Systems.

Finance, supply chain, and operations teams work from different data, patch gaps manually, and find out about problems after they've already impeacted revenue and margins.

The KINETIQ team changes that.

Fragmented Systems

What Disconnected Systems Cost You

Fragmented systems cost you speed, efficiency, and margin

Manual process, legacy systems, and spreadsheets slow every decision down

Problems are caught after they've already impacted the business

CONNECTED PLATFORM

What A Connected Platform Changes

Connected data, automation, planning, and processes give you back speed, efficiency, and margin

Automated, governed processes replace manual work and legacy patchwork

Proactive, real-time systems let you catch problems while there's time to act

HOW WE CREATE VALUE

Connecting Systems, Processes, and Teams.

Unified Data Foundation

We connect your supply chain, operations, and financial systems into a single data foundation on Microsoft Fabric. Every team works from the same numbers, and every downstream system, from planning to automation, builds on data that's accurate and current.

Centralize fragmented systems

Eliminate data silos

Cross-system visibility

Connected Planning & Forecasting

We build planning on top of that connected data, so FP&A, operations, supply chain, fleet, and workforce planning are integrated and connected. Forecasts can adapt in real-time with the latest information and your teams stay aligned.

Aligned FP&A, S&OP, and workforce planning

Forecasts that adapt in real-time

One plan across the business, not disconnected versions

AI & Automation

We build automated workflows on top of connected data, so routine tasks run without manual input and your teams are flagged only when something needs a decision. Approvals, exception management, and reporting run on rules you define, freeing your team to focus on the decisions that require human judgement.

Automated workflows across operations and finance

Exception-based alerts instead of manual monitoring

Teams focused on decisions, not data-gathering

How We Help Our Customers

Planning & Forcasting Systems

Planning and forecasting solutions that connect FP&A, supply chain, workforce planning, and operations, so the business can adapt to change in real-time.

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Data Engineering, Analytics, & AI

Unify your siloed data and build analytics, AI, and intelligent workflows that run on top of it. Connect teams and processes with the data they need.

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Managed Services

We support and manage the systems we build after go-live, so your platform stays reliable, current, and running the way it was designed to.

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Forward Deployed Engineers

A dedicated team embedded inside your organization, co-owning and delivering your transformation roadmap.

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Proven in the Field.

Connecting Operations to P&L Impact

Here are just five examples of where the KINETIQ team has helped connect operational data to planning and analytics, so you can see the P&L impact before change happens, not after.

Supply Chain Intelligence

Logistics, transportation, warehousing, and inventory data sit siloed, so problems show up late and are traced back after the fact. We connect that data into a single data model and build early warning signals that flag disruption before it reaches the P&L, whether that's a delayed shipment, a capacity issue, or an inventory position drifting off plan.

Inventory Planning & Analytics

Excess inventory ties up working capital. A shortfall costs you sales and expedited freight. And the wrong inventory in the wrong location creates imbalances that impact both. We build the analytics that tell you what to stock, where to stock it, and how much to hold, based on current demand and supply data.

Predictive Analytics

Equipment failures, demand shifts, and quality issues rarely happen without warning signs. We use your connected data to build models that surface those signs early, supporting preventive maintenance, more accurate demand forecasting, and fewer surprises across the shop floor.

Supply Chain Planning

S&OP, SIOP, and S&OE often run on spreadsheets and disconnected data, making it hard to keep supply, demand, and financial plans aligned as conditions change. We connect that data and build the processes that keep those plans in sync, so the business works from one plan instead of reconciling several.

Production Planning & Analytics

A supplier delay or a quality hold can throw off a production schedule fast, and without visibility, teams find out after the impact has already spread. We build the analytics that flag those disruptions early and the exception management processes that help the organization respond and replan, creating a closed feedback loop for future production planning.

The Difference Between Managing Consequences and Managing the Business.

Most finance, supply chain, and operations teams are managing consequences. The ones who get ahead are working from unified data, connected planning, and intelligent automation.

Testimonials

Results. In Their Words.

As the CEO of a healthcare company, Advaita Health Ventures, I can confidently say that the KINETIQ team have revolutionized our decision-making processes. Through their expertise, we now leverage real-time data to enhance both our financial performance and patient outcomes. Their deep understanding of interoperability has been a game-changer, allowing us to redesign our processes with greater efficiency and significantly reduced leakage.

Tripp Johnson
CEO & Founder

Power BI is a powerful FP&A tool that allows us to do planning, combine data from multiple sources and create a unified view of financial and operational data, enabling comprehensive analysis and insights. Just like any other tool, we can only use it if we know how to. KINETIQ helped us fill this gap by training me and my team to learn the basic. They customized the training program that fit our goals and helped us understand and become familiar with the dataset. The hands-on training and interactive engagement made it an exciting experience for all of us. We learned a valuable skill. Thank you, KINETIQ!

Mery Lim
Financial Planning Manager

We've experienced a transformative journey with KINETIQ, whose expertise in automation shifted our business from tedious, time-consuming tasks to efficient, automated processes. Their assistance allowed us to increase our speed and accuracy, improving our overall working environment. We've seen a rise in productivity and morale, as our team can now focus on strategic initiatives. KINETIQ has truly revolutionized our operations and working culture. We unequivocally recommend them to any organization looking to streamline and automate their business processes.

Matthew Sypa
VP of Technology Transformation

The KINETIQ team has helped Lodestar supercharge its FP&A game, by helping build out several valuable, and detailed reports in Power BI and SQL. Their ability to data science and finance in a way that delivers fast, accurate and highly valuable insights means that I'm able to provide better quality to my clients with minimal effort, meaning I spend less time modelling and more time focused on strategy.  KINETIQ go above and beyond to support their client's needs, are highly professional, and are generally a pleasure to work with. I would recommend KINETIQ to any business seeking the highest quality professionals to guide them on best-in-class automation and data solutions.

Gabriel Andres
Founder & Fractional CFO

The Hard Questions. AnsweredHonestly.

Read our FAQs:

Our Engagement Model

How do you structure engagements?

We start with a focused initial deployment that delivers measurable value in 60–90 days, then evolve into a long-term strategic partnership. Once value is proven, we continue building and scaling your decision intelligence system in structured phases.

How involved does our team need to be?

KINETIQ works as an extension of your organization, leading delivery across data, architecture, and execution. Your team stays closely involved as subject matter experts, with regular working sessions and executive steering to ensure alignment and adoption.

Time-to-Value & ROI

How quickly will we see value?

Most clients see measurable impact within the first 60–90 days through a focused initial deployment. We prioritize high-value use cases first—so improvements to leading indicators in areas like inventory, service levels, and cost to serve are visible early.

How do you quantify ROI?

We tie every deployment to clear operational and financial outcomes — reducing decision latency, protecting service levels, lowering expediting costs, and improving margin. Value is defined upfront and tracked continuously as the system scales.

Risk Management & Delivery

How do you reduce implementation risk?

We start with a narrowly scoped deployment tied to clear, measurable outcomes, minimizing upfront risk. Once value is proven, we scale into larger programs—guided by ROI and supported by strong governance and controls.

What happens if priorities change mid-engagement?

We begin with a focused, high-value use case, then scale based on proven results. This allows us to continuously reprioritize based on business impact without disrupting delivery or losing momentum.

Data Integration & Systems Compatibility

Do we need to replace our existing systems?

No—this can be a “better together” approach or a full migration, depending on your goals. We work with your team to define the right roadmap and advise the optimal blend of integration vs. replacement—maximizing ROI while maintaining control over total cost of ownership.

What systems can you integrate with?

We integrate across ERP, WMS, TMS, MES, CRM, and other operational platforms—including SAP, Oracle, JD Edwards, Dynamics, Infor, Epicor, and Salesforce. Whether data is structured, unstructured, or streaming, we unify it into a single decision intelligence system.

Adoption, Ownership & Support

How do you handle change management and user adoption during deployment?

KINETIQ designs every engagement with adoption in mind — embedding change management, knowledge transfer, and team enablement throughout delivery, not as an afterthought. The system is built to be owned and operated by your organization from day one.

Will we be dependent on you long-term?

Your team owns the system, with full visibility and control. We remain embedded as a specialized delivery partner — handling complex work, continuously evolving the system, and ensuring your team stays ahead of what's possible.

Security & Governance

How do you ensure security and governance as the system scales?

We leverage Microsoft Fabric’s enterprise-grade security, including role-based access, data encryption, and integration with your identity systems. With Microsoft Purview, we provide end-to-end governance—data lineage, classification, auditing, and policy enforcement—ensuring full visibility and control as the system scales across teams and use cases.

Data Quality & Readiness

Our data is messy—can this still work?

Yes. We don’t rely on clean upstream systems—we make your data decision-grade within Microsoft Fabric. Our approach is designed to work with fragmented, inconsistent data and improve it over time.

How do you improve data quality without slowing things down?

We focus on the data required to drive immediate decisions, then improve quality incrementally as the system is expanded. This avoids long cleanup efforts and ensures progress is tied directly to business value.

Delayed Decisions Impact Your Business. Let's Talk About It.

Book a discovery call with our team