IBP Signal Issue #16 merger integration and decision continuity thumbnail

Issue #16 | 2026-09-22 | 7 min read

The Merger Closed. Your Planning Model Didn't.

M&A can change the business faster than planning can integrate. A Minimum Viable Decision System preserves decision continuity while the permanent model is built.

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IBP Signal Issue #12 recovery assumption gap and supply chain planning thumbnail

Issue #12 | 2026-08-26 | 6 min read

Your demand plan wasn't wrong. Your recovery plan was.

Honeywell Aerospace cut 2026 guidance despite strong demand signals. The planning failure wasn't the forecast. It was the recovery assumption behind the supply ramp.

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IBP Signal Issue #11 touchless planning and planner exception judgment thumbnail

Issue #11 | 2026-08-19 | 5 min read

The Machine Runs the Routine. The Planner Owns the Exception.

AB InBev's touchless planning signal shows that automation does not remove planner responsibility. It moves that responsibility toward exception judgment, assumption stewardship, and process design.

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IBP Signal Issue #10 planning agents and decision-rights thumbnail

Issue #10 | 2026-08-12 | 6 min read

The Planning Agents Are Here. Now Comes the Hard Part.

Agentic AI planning tools are arriving inside live IBP workflows. The next advantage belongs to teams that define accept, override, and escalate rules before the next cycle.

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IBP Signal Issue #9 tariff-adjusted demand verification thumbnail

Issue #9 | 2026-08-05 | 5 min read

The tariff deadline passed. Now your planner has to prove which demand was real.

The July 24 tariff reset creates a demand-planning breakpoint. Your next Demand Review must separate structural consumption from tariff-induced frontloading.

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IBP Signal Issue #8 network risk model thumbnail

Issue #8 | 2026-07-29 | 6 min read

Your Network Plan Is Now a Risk Model

Network flexibility is not an optimization afterthought. It is a capital-commitment discipline, and most organizations are still optimizing for the wrong test.

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IBP Signal Issue #7 resilience cost preparedness gap thumbnail

Issue #7 | 2026-07-22 | 7 min read

Everyone Is Buying Resilience. Few Can Prove What It Protects.

CEOs are paying more for resilience, but many organizations still cannot prove which risks those investments reduce or how long the business can keep operating under shock.

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IBP Signal Issue #6 unified planning decision rights thumbnail

Issue #6 | 2026-07-15 | 6 min read

Three Planning Teams. One Dashboard. Zero Rehearsal.

Lowe's unified planning move shows why decision rights, not dashboards, determine whether IBP teams can turn AI recommendations into faster supply chain decisions.

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IBP Signal Issue #5 CSDDD value-chain readiness thumbnail

Issue #5 | 2026-07-08 | 7 min read

The 2029 Deadline Is Real. Your Value Chain Isn't Ready.

Omnibus I narrowed CSDDD direct scope, but indirect value-chain audit pressure will reshape procurement governance and S&OP planning before 2029.

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IBP Signal Issue #4 Strait of Hormuz reopening thumbnail

Issue #4 | 2026-07-01 | 7 min read

The Strait Reopens. Your Plan Doesn't.

The Strait of Hormuz is reopening. Most IBP cycles treated the closure as temporary. Here's why that assumption is about to fail your next planning cycle.

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IBP Signal Issue #3 preview thumbnail

Issue #3 | 2026-06-24 | 7 min read

Container Volumes Are Telling Two Stories. Your Plan Is Built for One.

Two credible container-volume signals are moving in opposite directions. The planning risk is not which forecast is right. It is whether the plan can survive both.

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IBP Signal Issue #2 preview thumbnail

Issue #2 | 2026-06-17 | 7 min read

Semiconductor bottlenecks are an IBP scenario-planning problem

Semiconductor concentration is not just a capacity issue. For IBP leaders, it is a scenario-planning test: can the supply plan respond when assumptions move?

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IBP Signal Issue #1 thumbnail

Issue #1 | 2026-06-10 | 8 min read

AI planning does not fail in the model. It fails in the meeting.

Most AI planning pilots do not fail because the model is weak. They fail because the planning cycle has not clarified ownership, constraints, and decision timing.

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