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Custom Advanced Planning Systems tailored to your operations
Unlock operational excellence with intelligent planning built around your business. Unlike off-the-shelf tools, our custom APS integrates directly with your existing stack: CRM, ERP, POS, staffing, and fulfillment systems, delivering a seamless planning layer that’s purpose-built for how you operate. Get tailored forecasting, real-time inventory visibility, and adaptive planning, built to drive efficiency and boost revenue.
What’s Really Holding Back Your Operations?
From time-consuming manual tasks to disconnected systems, we develop custom APS solutions that address these challenges to drive efficiency:
Disconnected Core Systems
Your CRM, ERP, inventory, scheduling, and support tools operate in silos, causing delays, fragmented data, and broken workflows across teams.
Solution: We design a custom APS that connects your entire stack through a custom integration layer—creating a unified environment for planning, execution, and decision-making.
Solution: We design a custom APS that connects your entire stack through a custom integration layer—creating a unified environment for planning, execution, and decision-making.
Native integrations – built for Salesforce, NetSuite, Shopify, HubSpot, Freshdesk, and in-house systems
Business logic mapping – ensures systems work in sync with how your teams actually operate
Real-time orchestration – aligns departments through dynamic routing, approvals, and task syncing
Central command center – one interface for planning across departments
Access control and compliance – roles and permissions aligned with your structure
Manual Data Sync Between Tools
Teams manually move data across spreadsheets, dashboards, and apps, leading to delays, inconsistencies, and wasted effort.
Solution: The APS we develop eliminates manual effort with automated ETL pipelines that sync all your systems in real time.
Solution: The APS we develop eliminates manual effort with automated ETL pipelines that sync all your systems in real time.
Data connectors for your stack – QuickBooks, Zendesk, Airtable, and proprietary tools
ETL pipelines mapped to your workflows – reflecting how data flows in your org
Live data sync rules – prioritized for reporting, customer ops, and supply chain accuracy
Unified dashboards – customized to your KPIs, not generic templates
Audit-ready access controls – ensuring data integrity and transparency
Lack of Unified Visibility Into Operations
No central view of task progress, resource allocation, or performance metrics, decision-making stalls and priorities get misaligned.
Solution: The custom APS we develop delivers a unified dashboard layer, giving the team real-time visibility across departments, systems, and KPIs in one place.
Solution: The custom APS we develop delivers a unified dashboard layer, giving the team real-time visibility across departments, systems, and KPIs in one place.
Custom dashboard interfaces – built using Power BI, Grafana, or fully custom web UIs
Live performance tracking – visualize KPIs, workloads, deadlines, and forecasts in real time
Cross-functional reporting – combine data from CRM, ERP, inventory, and project tools in a single view
Interactive planning workspace – drill into bottlenecks, reallocate resources, and monitor outcomes instantly
Tailored access by role – ensure the right teams see the right data with secure, role-based views
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Inaccurate Forecasting
When planning relies on static reports and guesswork, it leads to missed targets, poor resource allocation, and short-term responses that limit long-term performance.
Solution: We embed predictive analytics into your planning process, customized to your business context.
Solution: We embed predictive analytics into your planning process, customized to your business context.
Dynamic forecasting models – built around your POS data, customer behavior, and seasonal trends
Hyper-local and team-level accuracy – forecasts tailored by store, team, region, or segment
Continuous data refresh – ensures forecasts reflect current conditions, not last month’s reports
Scenario planning tools – simulate pricing, demand, or capacity changes before making big moves
Improved planning confidence – shift from reactive to proactive with real-time, AI-powered insights
Inefficient Resource Scheduling
Teams, equipment, or service windows are scheduled manually—leading to idle time or overlap.
Solution: APS delivers a custom scheduling engine that allocates resources using real-time availability, task duration, and location,integrated with internal calendars, Google Workspace, or Outlook 365.
Solution: APS delivers a custom scheduling engine that allocates resources using real-time availability, task duration, and location,integrated with internal calendars, Google Workspace, or Outlook 365.
Unified planning dashboard – Built with Power BI, Grafana, or custom web UIs to provide real-time task progress, team workloads, and KPI tracking in a single view
AI-driven scheduling engine – Allocates people, inventory, and equipment using real-time availability, task dependencies, and location data
Integrated calendar sync – Seamless connection with internal systems, Google Workspace, and Outlook 365 for dynamic schedule updates
Cross-functional data layer – Consolidates inputs from CRM, ERP, inventory management, and project tools for holistic planning
Interactive bottleneck resolution – Drill down into resource conflicts and rebalance execution plans with AI-powered recommendations
Role-based access control – Ensure the right data is available to the right teams, securely and contextually
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Workflow Execution Bottleneck
Critical approvals tied to spend, staffing, or service delivery get stuck in manual workflows—slowing execution, hurting responsiveness, and causing execution delays and missed SLAs.
Solution: Integrated into your custom APS, Agentic AI automates task assignment and escalation, eliminating workflow slowdowns and manual coordination.
Solution: Integrated into your custom APS, Agentic AI automates task assignment and escalation, eliminating workflow slowdowns and manual coordination.
AI-based task orchestration – automatically routes tasks based on urgency, customer tier, and SLA commitments
Real-time prioritization – adapts dynamically as new tasks or exceptions enter the system
Seamless tool integration – connects with Jira, Asana, or your internal systems to eliminate manual handoffs
Escalation automation – flags bottlenecks and reassigns tasks before deadlines are missed
Execution visibility – provides managers with a live view of workflow status, blockers, and resource loads
Real-Life Example: How Custom APS Streamlined Operations and Increased ROI
35% Faster Fulfillment for E-Commerce Brand with Custom APS
An e-commerce brand selling on Shopify and Amazon struggled with late shipments, overselling, and support backlogs caused by disconnected systems. They implemented a custom APS that:
The built a Custom APS that:
- Integrated Shopify, WMS, and Klaviyo to sync inventory with campaigns
- Embedded demand forecasting to prevent overselling during promos
- Provided customer support with live order and shipping updates
- Used AI agents to automate task routing and flag fulfillment delays
Results:
- Order fulfillment speed increased by 35%
- Stockouts during campaigns dropped by 22%
- Campaign conversion rates improved by 17% thanks to real-time inventory sync
42% Manual Work Reduction for Financial Advisory with Custom APS
A growing U.S.-based financial services firm faced operational bottlenecks due to fragmented client workflows, with onboarding, portfolio planning, and reporting spread across custodians, CRM platforms, spreadsheets, and email threads. A Custom APS was implemented to streamline operations:
- A centralized data layer syncing custodial feeds, CRM, and planning tools in real time
- Automated onboarding and compliance tasks using RPA
- AI-generated portfolio summaries, client FAQ handling, and proactive alerts
- A unified client portal for account dashboards, documents, and secure messaging
Results:
- 42% reduction in manual workload across advisory and support teams
- 25% increase in advisor-client engagement metrics
- Onboarding time reduced by 50%
Retail Chain Saves 60+ Hours Weekly with Custom APS
A fast-growing retail chain faced challenges with disconnected POS, inventory, and workforce systems—leading to stockouts, manual scheduling, and limited operational visibility. To streamline operations and enable smarter decision-making, the custom APS was implemented:
- API-based integration of sales, staffing, and supply chain tools for seamless data flow
- Web dashboards for store managers to plan promotions and shifts based on real-time sales and staffing data
- Predictive models using foot traffic, seasonality, and local demand to guide inventory and scheduling
- Centralized dashboards with live KPIs for stock, labor, and revenue by location
Results:
- 60+ hours saved per week on planning and coordination
- 40% reduction in stockouts during peak shopping periods
- 19% increase in weekly store-level revenue
65% Time Saved on Reporting with Agentic AI for Solar Provider
A mid-sized U.S. solar energy company faced reporting delays and inconsistencies due to manual data collection across monitoring tools and CRMs. A custom reporting solution powered by Agentic AI was implemented to streamline performance tracking and stakeholder updates.
It included:
- AI-generated BI reports with auto-filled KPIs, visualizations, and executive summaries
- Real-time data pipelines centralizing inputs from monitoring, CRM, and support tools
- Adaptive templates tailored for internal teams, executives, and investors
- Embedded AI alerts to highlight anomalies directly within reports
Results:
- 65% reduction in time spent on reporting tasks
- 100% of critical issues flagged automatically
- 3x faster delivery of investor-ready reports
Industry-Tailored Advanced Planning Systems
E-Commerce
- Forecast demand accurately to avoid overselling and reduce excess inventory
- Prioritize orders intelligently to cut shipping costs and meet delivery promises
- Schedule warehouse teams dynamically to handle peak volume without overstaffing
Retail
- Optimize inventory per store to prevent stockouts and limit capital tied in overstock
- Allocate shelf space strategically to increase sales per square foot
- Align staff shifts with predicted foot traffic to improve customer experience and reduce labor waste
Fintech
- Scale transaction processing to handle demand surges without delays or outages
- Allocate compliance and fraud resources based on real-time risk scoring
- Optimize customer support staffing across all channels to boost responsiveness and satisfaction
Energy & Utilities
- Schedule predictive maintenance to reduce downtime and avoid service disruptions
- Balance load efficiently to cut distribution losses and reduce operational costs
- Dispatch field teams smartly to speed up response times and improve service quality
Healthcare
- Streamline patient flow to minimize wait times and improve care delivery rates
- Plan staffing based on demand patterns to ensure compliance and reduce overtime costs
- Synchronize supply chains to maintain availability of critical medicine and equipment
Manufacturing
- Schedule production under multiple constraints to meet deadlines and maximize output
- Plan material usage to lower inventory holding costs while preventing production delays
- Adapt schedules in real time to recover quickly from equipment failures or shortages
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Back Office Automation
The client faced the challenge of upgrading their legacy manual and offline processes to new digital and emerging technologies and wanted to change the way suppliers, customers, and contractors interact with each other and improve their delivery process. The solution we implemented was a tailor-made web application that digitized the entire business process - CRM, warehouse management, and product delivery tracking.
They immediately understood needs and expectations and assembled an excellent team to ensure the project is delivered on time and within budget. They remain very flexible and responsive.
Supply chain dashboard
The client needed to optimize the work of employees by building a data source integration and reporting system to use at different management levels. Ultimately, we developed a system that unifies relevant data from all sources and stores them in a structured form, which saves more than 900 hours of manual work monthly.
Their technical knowledge and skills offer great advantages. The entire team has been extremely professional.
Cargo Documents Digitalisation
In logistics, every carrier relies on documentation, especially paper. Numerous paper documents are prone to frequent misplacement and erroneous signatures, while strict submission requirements exist. Dataforest has innovated a web application to streamline paper-intensive processes into an entirely digitized one with just a few clicks, significantly enhancing efficiency and accuracy.
If you are looking for a strong product manager who takes the time to become enmeshed in your business and industry, then Maryna is the person for the job.
All Success Stories
Let’s build a system that works the way your business runs.
Streamline planning, reduce overhead, and boost revenue with a custom APS designed for your business.
6 Key Steps to Creating a Custom Advanced Planning System
Analyze Operational Workflows and Pain Points
Start by mapping current planning workflows across departments (e.g., inventory, staffing, scheduling, compliance). Identify delays, redundancies, manual tasks, and disconnected tools holding back performance.
01
Define Success Metrics and Business Priorities
Set clear goals such as reducing planning time, improving resource allocation, lowering costs, or increasing responsiveness. Align KPIs with what matters most to your business—whether it’s faster order fulfillment, fewer stockouts, or real-time reporting.
02
Integrate Core Systems with Custom Data Pipelines
Connect your existing tools (e.g., POS, CRM, ERP, WMS, EMR) through secure, real-time APIs and ETL pipelines. This unifies data from multiple silos and ensures consistency across departments.
03
Automate Decision-Making with AI & Agentic Logic
Use predictive models, rule-based triggers, and AI agents to automate tasks like demand forecasting, staff scheduling, anomaly detection, or task routing—tailored to your specific business logic.
04
Deliver User-Centric Interfaces and Dashboards
Equip teams with intuitive, role-specific dashboards that display real-time data, alerts, and action items. Ensure managers and execs have high-level views, while frontline teams see what matters to their day-to-day execution.
05
Test, Scale, and Continuously Optimize
Roll out in phases, test for accuracy and adoption, and gather feedback. Continuously optimize your APS with new logic, metrics, or data sources as your operations evolve.
06
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FAQ
Compared to traditional planning systems, how does your custom AI scheduling system handle unexpected disruptions such as machine breakdowns or rush orders?
What level of customization is possible to accommodate our unique production constraints and business rules?
How does your RAG system learn from past scheduling decisions to continuously improve the quality of production plans over time?
What is the typical ROI timeframe for implementing your advanced production scheduling solution, and what metrics should we track to measure success?
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