🏭 Case Study: Prevent Supply Shortages with a Standard Ordering Guide
🧭At a Glance
A leading CO₂ supplier partnered with SORTAgile, supported by training and coaching from Gwendo, to stop recurring stock-shortages at customer sites. By co-developing a simple ordering guide with staff and clients, they prevented emergency reorders and protected revenue.
- ⏱ Emergency reorders reduced by 90%
- 📦 Customer orders grew from 10 MT → 24 MT per quarter
- 🤝 Improved trust and reliability with clients
- 🔄 Standardized model replicable for future accounts
🚦Stage 1: BEFORE- Frequent Stock-Outs
- 📉 Customers often ran out of CO₂, halting production
- 🛑 No clear guidance on monitoring or reordering
- 💸 Telemetry systems too costly or non-functional
- 📑 Ordering and receiving procedures inconsistent
💬 “New customers weren’t walked through the stock monitoring and ordering process. When they ran out, they rushed to competitors.”
🚦Stage 2: DURING -Lean Redesign
SORTAgile supported the Chief Commercial Manager and delivery team to create a practical “How-To” Ordering Guide.
- 📊 Introduced a reorder formula (consumption + safety stock)
- 📝 Standardized LPO process and approvals
- 🚛 Clear delivery timelines and receiving checklist
- 🧤 PPE, COA, and documentation requirements added
- 👥 Delivery staff engaged in co-design for ownership
- 📅 Customers aligned on reorder levels and SLAs
- 📄 Guide explained, printed, and shared with clients
📈Stage 3: AFTER – Reliable Ordering and Delivery
- ⏱ Emergency stock-outs eliminated
- 📦 Orders expected to grow from 10 MT → 24 MT per quarter
- 🤝 Stronger client-supplier trust
- 🔄 Standardized guide adopted as model for future onboarding
The Journey in One Line
⚠
Unplanned Stock-Outs →
📝 Standard Ordering Guide →
📦 Reliable Supply & Growth
✨Small Guide. Big Impact.
This case shows how Lean leadership and coaching turn lost sales into recurring business through practical standardization and staff involvement.