Why FINANCE, OPS, & IT Leaders Choose KINETIQ

Your Business Runs on Decisions. Most of Them Are Too Slow.

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.

We meet you wherever your data lives.

Fabric
Azure
Dynamics 365
SAP
Oracle
JD Edwards
Infor
Epicor
Blue Yonder
Manhattan Associates
Koerber
THE KINETIQ EXECUTION PLAYBOOK

Unified Data, Connected Planning, and Intelligent Automation, Working Together.

UNIFIED DATA

Stop Making Decisions on Data You Don't Trust.

Most organizations run on fragmented data spread across ERPs, spreadsheets, and disconnected systems. We unify it into a single data foundation on Microsoft Fabric, built on the data you already have.

Full visibility across finance, supply chain, HR, and operations

One governed data layer your entire organization can trust

Data silos eliminated for consistent, reliable decisions

CONNECTED PLANNING

Planning & Forecasting That Adapts in Real Time

Most financial and operational plans are out of date the moment they're published. We connect demand, supply, finance, workforce, and fleet data into planning solutions that update continuously, so your team is always working from a current plan.

FP&A, S&OP, and operational planning connected to the same data

Forecasts that update in real-time as conditions change

One plan across the business, not separate versions per team and function

INTELLIGENT AUTOMATION

Intelligent Exception Management & Agentic Workflows

Manual coordination and analysis is slow. Delayed decisions mean lost revenue, compressed margins, cost overruns, and problems caught after they've already impacted the business. We build the workflows that connect context to action, automating the repeatable tasks and keeping your team in the loop for the decisions that need judgment.

Automated workflows across finance, supply chain, and operations

Exceptions caught and resolved before they impact business performance

Pre-defined workloads and tasks handled end-to-end by AI agents

THE KINETIQ METHOD

A Clear Path From Where You Are to Where You Need to Be.

We work as a trusted partner alongside your team to deploy, scale, and evolve the systems that run your business.

1
KINETIQ BLUEPRINT

Clarity Before Commitment.

Before we write a line of code, we identify exactly where value is being lost across your business. We quantify the impact, prioritize the highest-leverage opportunities, and define the target-state architecture with your team. We deliver a clear, ROI-driven blueprint, and full stakeholder alignment, before any commitment to build.

2
KINETIQ LAUNCH

Measurable Results in 60–90 Days.

We deliver a defined scope of work against your highest-impact areas, unifying your data and building the workflows that deliver early wins. The goal is visible results that build internal confidence, validate the approach, and create momentum for scale. No multi-year commitment before you've seen results.

3
KINETIQ FORESIGHT

Connected Planning & Forecasting

With your data unified, we connect demand, supply, workforce, and financial data into a planning layer that updates continuously. FP&A, S&OP, workforce, fleet, and operational planning run on the same current data, so your team is always working from one plan instead of reconciling several.

4
KINETIQ VANGUARD

Embedded Resources & Deployed Engineers

KINETIQ deploys resources where they matter most, taking the data, planning, AI, and automation foundations built during initial engagements and extending them across your business. We work as an embedded partner, helping you keep unlocking P&L value as your needs evolve.

WHERE KINETIQ DELIVERS

Built for the Complexity of Modern Enterprise.

We've solved these problems before — across manufacturing, CPG, logistics, distribution, and heavy industry.

Manufacturing & Production

Production schedule adherence, capacity constraint visibility, shop floor signal integration, downtime detection, inventory positioning across sites.

Consumer Packaged Goods

Demand forecast accuracy, trade promotion impact, service level optimization, distribution cost visibility, SKU rationalization.

Logistics & Distribution

Network throughput, carrier performance, freight cost variance, warehouse utilization, on-time delivery tracking.

Supply Chain Planning

Inventory optimization, replenishment signal automation, demand-supply balancing, safety stock rightsizing, supplier lead time variability.

ERP-Connected Operations

Real-time operational data from SAP, Oracle, JD Edwards, Epicor, Infor — unified, trusted, and connected to your execution layer without ripping and replacing.

Procurement & Sourcing

Supplier performance tracking, purchase order visibility, lead time variability, cost variance detection, and sourcing risk signals — connected to your planning and execution layer in real time.

Warehouse & Fulfillment

Inventory accuracy, pick/pack throughput, labor utilization, dock scheduling, and order cycle time — unified across warehouse management systems and ERPs into a single operational view.

Inventory & Working Capital

Inventory positioning across sites, safety stock optimization, excess and obsolescence visibility, and working capital impact — so you're not tying up cash in stock you don't need or running out of what you do.

Testimonials

What our clients are saying

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 Cost of Standing Still

HOW MOST BUSINESSES OPERATE TODAY

Disconnected Systems Have a Cost

Fragmented data and manual processes lead to delays, errors, lost revenue, compresed margins, and excess costs.

Decisions Made on Yesterday's Data: By the time reports are ready, the window to act has passed, costing margin, service levels, and revenue you never recover.

Every Team Has a Different Version of the Truth: Finance, operations, and supply chain are working from different numbers, while the business waits and costs accumulate.

Disruptions Are Discovered After the Damage Is Done: Disruptions, variances, delays, and shifting demand surface in missed targets, P&L impact, and customer complaints

Decisions Depend on Manual Coordination: Critical decisions move through email chains and spreadsheets, slowly, inconsistently, and at a higher cost to serve.

Valuable Data Sits Unused or Inaccessible: Data that could drive better decisions is locked in systems that don't talk to each other, leaving margin and efficiency gains on the table.

Resources Are Misallocated: Without real visibility, decisions get made on incomplete information, tying up cash, headcount, or capacity in the wrong places.

THE KINETIQ ADVANTAGE

Connected Systems, Faster Decisions, Protected Margins

Intelligent coordination across systems creates a competitive advantage

Decisions Made on Live Data: Your team acts on what's happening now, protecting margin, service levels, and revenue before the window closes.

One Version of the Truth, Shared Across the Business: Finance, operations, and supply chain work from the same numbers, so decisions move instead of waiting on reconciliation.

Disruptions Surfaced Before The Damage Is Done: Variances, delays, and shifting demand get flagged early, before they show up in missed targets, P&L impact, or customer complaints.

Decisions Made with Connected Workflows: Decisions and exceptions move through integrated workflows instead of email chains and spreadsheets, faster, more consistently, and at a lower cost to serve.

Valuable Data is Unified and Accessible: Data that used to sit locked in disconnected systems now drives decisions, capturing the margin and efficiency gains that were left on the table.

Resources Allocated with Confidence: Real visibility into cash, headcount, and capacity means decisions get made on what's actually happening, not a guess.

Get Started Now

Every week of delayed decisions, manual coordination, and fragmented data has a cost. Let's show you exactly where you're losing value, and what it looks like when you close that gap.