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Workforce Planning & Scheduling

Workforce Planning, Rostering & Scheduling – Driving Service, Cost, and Workforce Engagement in Australia & New Zealand

The right workforce planning, rostering, and scheduling can improve service, reduce costs, and boost engagement. Here’s how ANZ organisations can get it right, and how Trace Consultants can help.

1. Why Workforce Planning, Rostering, and Scheduling Matter

For organisations across healthcare, aged care, retail, hospitality, logistics, and government services, the workforce is both the largest cost and the most critical enabler of service. Yet too often, staffing decisions are reactive—filling rosters at the last minute, plugging gaps with overtime, or overstaffing to be “safe”.

This ad-hoc approach can erode margins, burn out staff, and leave service levels vulnerable. In contrast, organisations that plan, roster, and schedule with precision can:

  • Match labour supply to demand more accurately.
  • Reduce overtime and agency costs.
  • Improve staff satisfaction and retention.
  • Maintain or improve service levels, even in peak periods.
  • Build resilience to sudden changes.

At Trace Consultants, we help Australian and New Zealand organisations design workforce strategies that balance service, cost, and workforce engagement—backed by data, informed by industry best practice, and tailored to each client’s operating environment.

2. Breaking Down the Three Layers

While often grouped together, workforce planning, rostering, and scheduling operate at different levels of detail and time horizon.

2.1 Workforce Planning – The Strategic Layer

Workforce planning answers:
“How many people, in what roles, with what skills, do we need over the next 1–5 years?”

It’s about anticipating demand and shaping the workforce to match:

  • Long-term recruitment planning.
  • Skill development and training pathways.
  • Shifts in service models or technology use.
  • Geographic redeployment of roles.

2.2 Rostering – The Tactical Layer

Rostering answers:
“How do we allocate staff to shifts over the next 2–8 weeks?”

It’s about:

  • Matching staff availability and skills to forecast demand.
  • Ensuring compliance with awards, enterprise agreements, and labour laws.
  • Balancing full-time, part-time, casual, and contract staff mix.
  • Supporting fairness and transparency for staff.

2.3 Scheduling – The Operational Layer

Scheduling answers:
“Who is doing what, where, and when today or tomorrow?”

It’s the real-time execution:

  • Allocating specific tasks, jobs, or locations.
  • Managing last-minute changes (absences, urgent jobs).
  • Communicating updates to staff clearly and quickly.

3. The ANZ Workforce Context

3.1 Labour Market Tightness

Low unemployment and skills shortages make efficient workforce use critical—every wasted hour is an opportunity cost.

3.2 Award and Agreement Complexity

Australian and New Zealand organisations operate under a patchwork of awards, EBAs, and compliance requirements, making manual rostering risky.

3.3 Geographic Challenges

From remote aged care facilities in WA to seasonal horticulture in NZ, location shapes workforce availability and cost.

3.4 Increasing Service Expectations

Customers, patients, and citizens expect faster response, extended hours, and personalised service—all of which put pressure on staffing models.

4. Common Challenges We See

  1. Reactive Rostering – Rosters built to “fill gaps” rather than meet demand forecasts.
  2. Poor Demand Forecasting – No clear link between workload demand and roster design.
  3. Overtime & Agency Blowouts – Due to short-notice coverage and inflexible rosters.
  4. Low Staff Engagement – Perceived unfairness, unpredictable shifts, and poor communication.
  5. Manual Processes – Spreadsheets that can’t handle complexity or compliance rules.
  6. Disconnected Systems – Workforce planning, payroll, and operations not integrated.

5. Best Practice Principles

From our work at Trace Consultants, there are six principles that underpin effective workforce planning, rostering, and scheduling:

5.1 Start with Demand

Accurate demand forecasting is the foundation. This could be:

  • Patient admissions and acuity in healthcare.
  • Sales transactions in retail.
  • Bookings or job orders in services.

5.2 Define Your Service Model

Be clear on what “good” looks like:

  • Response times.
  • Service coverage hours.
  • Skill-to-task matching.

5.3 Use the Right Workforce Mix

Balance:

  • Permanent vs. casual.
  • Full-time vs. part-time.
  • Specialist vs. multi-skilled roles.

5.4 Build Flexibility

Use split shifts, on-call pools, and redeployment to handle variability without excess cost.

5.5 Leverage Technology

Move beyond manual rostering. Modern workforce management systems automate compliance checks, allow self-service, and integrate with payroll.

5.6 Engage Staff in the Process

Transparency and fairness in rostering build trust and improve retention.

6. The Role of Technology

Technology can transform workforce planning and rostering from a reactive, admin-heavy process into a strategic enabler.

Capabilities include:

  • AI-driven demand forecasting – factoring in historical patterns, seasonality, and external events.
  • Automated compliance checks – ensuring rosters meet award/EBA requirements.
  • Self-service portals – letting staff view rosters, swap shifts, and request leave.
  • Real-time updates – pushing changes to staff via mobile apps.

At Trace Consultants, we help clients select and implement technology that suits their size, complexity, and budget—whether enterprise-grade systems or tactical, lower-cost solutions.

7. Building an Integrated Workforce Planning Model

An integrated model links the strategic, tactical, and operational layers:

  1. Strategic Workforce Planning informs recruitment, training, and workforce mix decisions.
  2. Demand Forecasting feeds rostering cycles, ensuring labour supply meets predicted workload.
  3. Rostering allocates staff to shifts in compliance with agreements and operational needs.
  4. Daily Scheduling assigns tasks and locations, adjusting for real-time changes.
  5. Performance Measurement tracks cost, productivity, and service outcomes—feeding back into planning.

8. Industry Applications

Healthcare & Aged Care

  • Matching staff skills to patient acuity levels.
  • Managing home care visit schedules for efficiency and compliance.
  • Reducing agency dependency.

Retail & Hospitality

  • Aligning staff hours to peak trading patterns.
  • Balancing service quality with wage cost control.

Logistics & Field Services

  • Optimising driver or technician schedules to minimise travel time.
  • Managing fatigue compliance in transport.

Government & Emergency Services

  • Ensuring 24/7 coverage with fatigue and skill mix considerations.
  • Scaling up for surge events or seasonal demand.

9. How Trace Consultants Can Help

At Trace Consultants, we take a data-led, people-centred approach to workforce planning, rostering, and scheduling projects.

Our support typically includes:

  • Current State Assessment – Analysing rostering practices, workforce mix, and cost/service performance.
  • Demand Forecasting Models – Using historical and external data to predict workload patterns.
  • Roster Design – Aligning shifts, skills, and coverage to forecast demand.
  • Technology Selection & Deployment – Identifying and implementing the right workforce management tools.
  • Change Management – Building leadership and frontline capability to sustain improvements.
  • Performance Tracking Frameworks – Setting KPIs for cost, productivity, and service levels.

Because we’re independent and vendor-agnostic, our recommendations are always aligned to your operational goals, not tied to a particular software or supplier.

10. Measuring Success

Improvements should be measured against a clear baseline, using metrics such as:

  • Labour cost as a % of revenue or service output.
  • Overtime and agency hours as a % of total hours.
  • Staff turnover and absenteeism rates.
  • Compliance breaches or penalties.
  • Service level performance.

11. Future Trends

  • Predictive Workforce Planning – Using AI and machine learning to anticipate demand changes earlier.
  • Total Workforce Management – Integrating permanent, casual, contractor, and gig workers into one system.
  • Employee Experience Focus – Designing rosters that improve work-life balance as a retention tool.
  • Sustainability & Social Responsibility – Considering workforce planning’s role in meeting ESG goals.

Final Thoughts

Workforce planning, rostering, and scheduling are not just administrative tasks—they are strategic levers that can make or break service delivery, cost control, and workforce engagement.

In Australia and New Zealand’s competitive and resource-constrained environment, the organisations that succeed will be those that treat their workforce as a planned, optimised asset—not just a cost to manage.

By combining data analysis, operational insight, and a deep understanding of people and change, Trace Consultants helps organisations build workforce planning frameworks that deliver service excellence, cost efficiency, and a better employee experience.

Strategy & Design

Network Optimisation & Warehouse Design: Creating Efficient, Scalable Supply Chains in Australia & New Zealand

The right network strategy and warehouse design can reduce costs, improve service, and build resilience. Here’s how ANZ organisations can get it right—and how Trace Consultants can help.

Network Optimisation & Warehouse Design: Creating Efficient, Scalable Supply Chains in Australia & New Zealand

1. Why Network Optimisation and Warehouse Design Matter

In Australia and New Zealand, the supply chain landscape is shaped by distance, geography, infrastructure constraints, and increasingly demanding customers. Whether you’re a retailer servicing both bricks-and-mortar and e-commerce channels, a manufacturer supplying multiple regions, or a government agency with critical service levels to meet, your network design and warehouse setup directly determine your cost base, responsiveness, and resilience.

The reality is this: a well-designed network, paired with optimised warehouse layouts and processes, can deliver service improvements and cost reductions in the double digits. A poorly designed network can create bottlenecks, inflate working capital, and slow your ability to adapt.

At Trace Consultants, we see network optimisation and warehouse design not as isolated projects, but as two halves of the same strategic coin—each influencing the other and together shaping long-term performance.

2. Understanding Network Optimisation

What It Is

Network optimisation is the process of designing or refining your distribution network to ensure goods flow through the right number, type, and location of facilities—at the lowest cost possible while still meeting service targets.

This involves:

  • Facility location planning – Deciding where to place DCs, warehouses, cross-docks, and other nodes.
  • Flow path optimisation – Determining how goods move between suppliers, facilities, and customers.
  • Inventory positioning – Deciding what products to hold where, and in what quantities.
  • Transport network design – Balancing modes, lead times, and freight costs.

Why It Matters in ANZ

The unique geography of Australia and New Zealand magnifies the consequences of network decisions:

  • Long distances between population centres increase freight costs and lead times.
  • Port reliance creates potential chokepoints in import-heavy supply chains.
  • Seasonality and regional demand variation make flexible capacity critical.
  • Infrastructure limitations in rural and remote areas require creative transport solutions.

3. Warehouse Design – More Than Just Floorplans

What It Involves

Warehouse design is the strategic planning of a facility’s layout, processes, and equipment to ensure space is used efficiently, goods flow smoothly, and operations are safe and scalable.

Key elements include:

  • Site selection & footprint planning – Ensuring the building supports operational needs now and in the future.
  • Internal layout – Positioning receiving, storage, picking, packing, and dispatch areas for minimal travel and handling.
  • Racking configuration – Balancing storage density with accessibility.
  • Material handling equipment selection – Choosing forklifts, conveyors, automation, or robotics based on throughput and ROI.
  • Process flow design – Streamlining inbound, internal, and outbound operations.
  • Workforce ergonomics & safety – Designing for compliance, safety, and productivity.

The ANZ Context

In Australia and New Zealand, warehouse design must factor in:

  • Labour market constraints – Shortages can make automation attractive, but ROI analysis is critical.
  • Property market dynamics – Availability of industrial space in key locations can be limited.
  • Environmental requirements – Energy efficiency, sustainability targets, and local compliance standards.

4. Why Network Optimisation and Warehouse Design Should Be Done Together

It’s tempting to treat network design and warehouse design as separate initiatives—one decides where facilities go, the other decides what happens inside them. But in practice, they’re deeply interconnected.

Examples:

  • A centralised network might favour a high-automation, high-throughput warehouse.
  • A decentralised network might require smaller, more flexible facilities with lower automation investment.
  • Inventory strategy will dictate racking design, storage space allocation, and pick-face layout.
  • Transport decisions influence dock door numbers, staging space, and yard design.

At Trace Consultants, we often run network and warehouse design modelling in parallel—ensuring they align with each other, and with the client’s broader supply chain strategy.

5. The Process – From Strategy to Execution

Step 1: Current State Assessment

Understand the existing network, warehouse performance, costs, and constraints. Map flows, inventory positions, and facility capabilities.

Step 2: Data Collection & Validation

Gather volume, order profile, SKU, and transport data. Validate it to ensure modelling is accurate.

Step 3: Scenario Modelling

Test different network configurations (e.g., fewer DCs vs. more regional facilities) and warehouse layouts (e.g., different picking methods, automation levels).

Step 4: Trade-Off Analysis

Balance cost, service, flexibility, and risk. In ANZ, this often means weighing higher facility costs against reduced transport spend or improved service to remote customers.

Step 5: Design Finalisation

Confirm the network footprint and warehouse designs that best meet strategic objectives.

Step 6: Implementation Roadmap

Develop a phased plan for property acquisition, construction or fit-out, technology deployment, and change management.

6. Common Pitfalls to Avoid

  • Designing in isolation – Making warehouse changes without considering the network, or vice versa.
  • Over-automating too soon – Investing heavily in technology without sufficient throughput or stability to justify it.
  • Ignoring demand volatility – Designing only for today’s volumes rather than future scenarios.
  • Underestimating change management – Not preparing teams for new processes and technologies.
  • Failing to stress-test designs – Not modelling how facilities and the network perform under surge or disruption conditions.

7. The Role of Technology in Network & Warehouse Design

While advanced planning systems and simulation tools are valuable, technology is only as good as the process and assumptions behind it.

Typical tools used include:

  • Network optimisation software for location and flow modelling.
  • Warehouse simulation tools to test layouts and equipment choices.
  • Digital twins for scenario testing and risk modelling.

Trace Consultants helps clients select fit-for-purpose tools—whether enterprise platforms or tactical, lower-cost solutions for faster ROI.

8. Sustainability and ESG in Design

Both network optimisation and warehouse design offer significant opportunities to support sustainability goals:

  • Reducing transport kilometres by locating closer to demand.
  • Energy-efficient warehouse design with LED lighting, solar, and insulation.
  • Waste reduction through process improvements.
  • Green building standards for new facilities.

Embedding sustainability into design decisions not only supports compliance and brand reputation but can also drive cost savings.

9. How Trace Consultants Can Help

At Trace Consultants, we bring independent, solution-agnostic advice to network optimisation and warehouse design projects.

Our approach includes:

  • End-to-end perspective – Linking network strategy to warehouse design, operations, and technology.
  • Scenario-based modelling – Ensuring decisions are data-driven and tested against future demand and disruption scenarios.
  • Commercial focus – Balancing cost reduction with service and flexibility.
  • Implementation support – From property fit-out to process change and technology deployment.
  • Sustainability integration – Embedding ESG goals into design decisions.

Because we don’t sell property, equipment, or software, our recommendations are shaped solely by your operational requirements and strategic objectives.

10. Real-World Impact in the ANZ Context

In the ANZ market, optimised networks and warehouse designs have:

  • Reduced transport costs by cutting empty running and optimising routes.
  • Freed up capital through better inventory positioning.
  • Improved customer service levels, especially in regional areas.
  • Increased capacity without the need for new facilities, simply through layout redesign.

These outcomes don’t happen by accident—they come from structured analysis, cross-functional collaboration, and disciplined execution.

11. Future Trends in Network Optimisation & Warehouse Design

  • AI-driven demand forecasting to better position stock in networks.
  • Micro-fulfilment centres to service last-mile delivery faster.
  • Flexible automation that can be redeployed as needs change.
  • Digital twins for real-time performance monitoring and scenario planning.
  • Net zero design principles influencing both network structure and facility specifications.

Final Thoughts

In Australia and New Zealand, the physical network and the warehouses within it are the backbone of supply chain performance. Get the design right, and you unlock lower costs, faster service, and stronger resilience. Get it wrong, and you bake inefficiency into your operations for years.

By bringing together network optimisation and warehouse design into a single, integrated process, Trace Consultants helps organisations make better decisions—grounded in data, aligned with strategy, and ready for the future.

Sustainability

Emergency Services and Emergency Response Supply Chains: Building Capability, Speed, and Resilience in Australia & New Zealand

From bushfires to cyclones, emergency response supply chains in ANZ must be ready to act. Here’s how to design and run them for speed, resilience, and impact—and how Trace Consultants can help.

Emergency Services and Emergency Response Supply Chains: Building Capability, Speed, and Resilience in Australia & New Zealand

1. Why Emergency Response Supply Chains Matter More Than Ever

Emergency services in Australia and New Zealand—police, fire, ambulance, defence, search and rescue, and specialist disaster recovery teams—operate in high-pressure environments where supply chain performance can be the difference between life and death.

When bushfires tear through regional Victoria, when cyclones hit Far North Queensland, or when earthquakes strike Wellington, these organisations need the right equipment, in the right place, at the right time—every time.

Unlike most commercial supply chains, these networks must operate with uncertain demand, unpredictable timing, and extremely high stakes. They can’t wait for supplier lead times to catch up or for a normal procurement process to run its course. They require pre-positioned inventory, flexible capacity, and rapid mobilisation protocols.

At Trace Consultants, we’ve seen firsthand how well-designed emergency response supply chains can save critical hours, reduce operational risk, and improve outcomes for both responders and communities.

2. What Makes Emergency Response Supply Chains Different

While they share some fundamentals with commercial supply chains, emergency response supply chains have distinct characteristics:

  1. Unpredictable Demand Profiles – Events may be seasonal (e.g., bushfire season) or completely unforeseen (e.g., pandemics, large-scale accidents).
  2. Critical Service Levels – Performance isn’t measured in DIFOT percentages alone—it’s measured in lives saved, property protected, and operational continuity.
  3. Multi-Agency Coordination – Fire services, police, defence, local government, and private contractors often operate in the same network during a crisis.
  4. Geographic Reach – Coverage must extend into remote and difficult-to-access areas.
  5. Surge Capability – Ability to rapidly scale resources, transport, and personnel.
  6. Resilience to Disruption – Supply lines must remain functional during infrastructure failure, extreme weather, or security incidents.

3. The Building Blocks of an Effective Emergency Response Supply Chain

3.1 Pre-Event Preparedness

Preparedness is the foundation. This involves:

  • Demand Scenario Modelling – Understanding likely event types and volume surges.
  • Strategic Stock Positioning – Locating supplies in depots or forward bases close to risk areas.
  • Contracted Standby Resources – Agreements with suppliers and logistics providers to mobilise at short notice.

3.2 Real-Time Visibility

In emergencies, leaders need a live view of:

  • Current stock levels and locations.
  • Resource status (e.g., vehicles, medical teams).
  • Transport availability and estimated arrival times.

3.3 Flexible Sourcing and Distribution

Supplies may need to be redirected mid-transit or sourced from non-traditional vendors. Multi-modal transport (road, air, sea) is often critical.

3.4 Rapid Mobilisation Protocols

Clear processes for activating resources, escalating requests, and bypassing non-essential steps during emergencies.

3.5 Inter-Agency Collaboration

Shared platforms, data standards, and joint planning exercises improve coordination across organisations.

4. Common Weaknesses in Current Systems

Across Australia and New Zealand, emergency response networks sometimes face:

  • Fragmented Systems – Different agencies using incompatible technology platforms.
  • Lack of Stock Visibility – No single view of available assets across the network.
  • Over-Reliance on Manual Processes – Slowing down mobilisation.
  • Limited Surge Planning – Insufficient contracted capacity or pre-approved supplier arrangements.
  • Post-Event Bottlenecks – Slow replenishment after major events, leaving gaps in readiness.

5. Designing for ANZ Realities

5.1 Geography

Both Australia and New Zealand have vast rural areas, long distances between population centres, and regions prone to isolation during extreme events. Pre-positioning stock and mobile capability is essential.

5.2 Climate & Seasonal Risk

  • Bushfires in summer and early autumn.
  • Cyclones in the north during warmer months.
  • Flooding in low-lying areas.
  • Severe winter storms in alpine and southern regions.

APS-style scenario planning, adapted for emergency needs, allows agencies to forecast and plan for these patterns.

5.3 Cross-Border Support

State-to-state and trans-Tasman cooperation is common. Designing processes for asset sharing and redeployment improves resilience.

6. Technology’s Role in Modern Emergency Response Supply Chains

Technology is no longer optional—it’s an enabler for speed, coordination, and accountability.

  • Asset Tracking Systems – RFID or GPS to monitor critical equipment and vehicles.
  • Supply Chain Control Towers – Providing a live, integrated view of supply and demand.
  • Mobile Apps for Field Teams – To request, confirm, and receive supplies in the field.
  • Data Integration with Suppliers – Enabling automated replenishment triggers.

Trace Consultants works with agencies to select and implement fit-for-purpose solutions—ranging from full-scale planning systems to tactical low-code tools that can be deployed rapidly.

7. Workforce and Resource Planning

Emergency response isn’t just about physical supplies—it’s also about the people who operate the systems, equipment, and vehicles.

Effective workforce planning for emergency supply chains covers:

  • Skill Availability – Ensuring trained personnel are ready for mobilisation.
  • Shift & Rostering Systems – Balancing fatigue management with operational demand.
  • Cross-Training – Increasing workforce flexibility.
  • Volunteer Integration – Managing large-scale community volunteer involvement during crises.

8. Supply Chain Resilience Principles for Emergencies

To build resilience:

  1. Diversify Suppliers – Avoid dependency on a single source.
  2. Pre-Negotiate Contracts – Include surge pricing and mobilisation clauses.
  3. Build Redundancy in Transport Modes – Keep options open for road, rail, air, or maritime movement.
  4. Invest in Data Redundancy – Ensure systems remain operational even during power or connectivity loss.
  5. Run Regular Simulations – Test readiness under realistic conditions.

9. The Role of Private Sector Partners

Many emergency responses rely on private sector partners—logistics providers, construction companies, equipment suppliers—to augment government capabilities. Building strong, tested relationships is essential for quick mobilisation.

10. How Trace Consultants Can Help

At Trace Consultants, we help emergency services and supporting agencies design, optimise, and implement emergency response supply chains that are ready for real-world challenges.

Our support typically includes:

  • Current State Assessment – Reviewing readiness, resilience, and response capability.
  • Network Design – Determining optimal stock locations, depot layouts, and distribution flows.
  • Technology Selection & Deployment – Implementing tools for visibility, tracking, and scenario modelling.
  • Supplier & Contract Strategy – Creating agreements that enable rapid, scalable response.
  • Workforce & Rostering Integration – Ensuring personnel capability aligns with supply capacity.
  • Post-Event Review Frameworks – Capturing lessons and embedding continuous improvement.

Because we’re independent and vendor-agnostic, our recommendations are shaped solely around your operational needs and constraints.

11. Measuring Success

An effective emergency response supply chain can be measured by:

  • Mobilisation Time – How fast resources are deployed after an event trigger.
  • Fulfilment Accuracy – Whether the right supplies reach the right location.
  • Surge Capacity – Ability to meet peak demand without failure.
  • Post-Event Recovery – Speed of stock and capability replenishment.
  • Inter-Agency Coordination Scores – Quality of collaboration during joint responses.

12. Future Trends in ANZ Emergency Response Supply Chains

  • AI for Event Prediction – Using climate, social, and infrastructure data to forecast potential incidents.
  • Drones for Rapid Delivery – Especially in remote or inaccessible locations.
  • Sustainable Readiness – Balancing preparedness with environmentally responsible practices.
  • Digital Twins – Simulating emergency scenarios and testing supply chain response before a real event occurs.

Final Thoughts

Emergency services and emergency response supply chains in Australia and New Zealand operate under unique pressures. The stakes are higher, the conditions more unpredictable, and the margin for error far smaller than in most commercial contexts.

With the right design, governance, technology, and partnerships, these supply chains can deliver speed, resilience, and life-saving reliability. The key is preparation—because when the event hits, it’s already too late to start building capability.

Trace Consultants brings the strategic insight, operational depth, and practical delivery experience to help emergency services plan, adapt, and perform when it matters most.

Planning, Forecasting, S&OP and IBP

Advanced Planning Systems: A Practical Guide for Australian & New Zealand Organisations

Advanced Planning Systems can transform how ANZ businesses forecast, plan, and respond to change. Here’s how they work, why they matter, and how Trace Consultants can help you get the best from them.

Advanced Planning Systems: A Practical Guide for Australian & New Zealand Organisations

1. Why Advanced Planning Systems Are Moving Up the ANZ Agenda

In Australia and New Zealand, supply chains face a unique blend of challenges—vast distances, variable lead times, constrained labour markets, and unpredictable demand. In this environment, the traditional approach to supply chain planning—spread across spreadsheets, disconnected systems, and departmental silos—has real limits.

Enter Advanced Planning Systems (APS): technology platforms designed to connect, optimise, and automate planning processes across demand, supply, inventory, and production. They provide a single version of the truth, enabling faster and more accurate decision-making.

At Trace Consultants, we see APS not as a “plug-and-play” magic bullet but as a toolset that must be carefully selected, configured, and embedded into your operating model to deliver lasting value.

2. What Exactly Is an Advanced Planning System?

An APS is a specialised software platform that integrates data from across your business and uses algorithms, analytics, and automation to optimise supply chain plans. Unlike traditional ERP planning modules, APS tools are designed to look forward, model scenarios, and optimise outcomes rather than simply record transactions.

Core capabilities often include:

  • Demand Planning & Forecasting – Using statistical models and machine learning to generate accurate demand plans.
  • Inventory Optimisation – Balancing stock levels across the network to minimise working capital while maintaining service.
  • Supply Planning – Aligning procurement, production, and distribution to meet demand within capacity constraints.
  • Production Scheduling – Optimising manufacturing sequences for efficiency, throughput, and quality.
  • Scenario Planning – Simulating “what-if” situations, such as supplier delays or demand surges, before they happen.

The best APS platforms create visibility across the entire supply chain, from suppliers to customers, enabling proactive rather than reactive management.

3. Why APS Matters for Australian and New Zealand Businesses

3.1 Long Lead Times & Geographic Spread

Import-heavy supply chains, inter-island transport in NZ, and long-haul domestic freight in Australia make accurate forecasting and inventory positioning essential.

3.2 Seasonal and Promotional Volatility

From peak tourism periods to retail holiday seasons, APS can model seasonal curves and promotional lifts, helping avoid both stockouts and overstocks.

3.3 Cost Pressures

Labour, transport, and raw material costs are all rising. APS can reduce inefficiencies and improve asset utilisation, lowering cost per unit.

3.4 Sustainability and ESG Goals

APS can help reduce waste, optimise transport routes, and improve energy usage—supporting sustainability reporting and compliance.

4. The Benefits of an APS Done Well

When implemented properly, APS can deliver:

  • Improved Forecast Accuracy – Better predictions of demand patterns, leading to more efficient supply decisions.
  • Reduced Working Capital – Lower inventory holdings without risking service.
  • Increased Service Levels – Meeting customer demand more consistently.
  • Enhanced Supply Chain Resilience – Rapid response to disruptions with scenario modelling.
  • Better Cross-Functional Alignment – Commercial, operational, and financial teams planning from the same numbers.
  • Faster Decision-Making – Automated alerts and planning cycles reduce lag between event and action.

5. Common Pitfalls in APS Projects

Many ANZ organisations struggle to unlock the full potential of APS because of:

  1. Poor Data Quality – An APS is only as good as the data it receives.
  2. Unclear Objectives – Without a clear business case, scope creep and underuse are common.
  3. Over-Customisation – Excessive tailoring can make systems hard to maintain and upgrade.
  4. Lack of Change Management – APS adoption requires new behaviours as well as new tools.
  5. Technology-Led Thinking – Choosing the system before defining the process and requirements.

At Trace Consultants, we put process and people first, ensuring technology supports rather than dictates the operating model.

6. How APS Fits with S&OP and IBP

An APS can turbocharge your Sales & Operations Planning (S&OP) process by providing the data, analytics, and scenarios needed to make informed decisions.

In more mature organisations, APS also supports Integrated Business Planning (IBP)—linking operational plans to strategic and financial plans.

Think of it like this:

  • S&OP/IBP = The decision-making framework.
  • APS = The intelligence engine feeding that framework.

7. Selecting the Right APS for Your Business

Step 1: Define Your Objectives

What problem are you trying to solve—forecast accuracy, inventory reduction, production efficiency, or all of the above?

Step 2: Map Your Processes

Document your current planning processes and identify pain points.

Step 3: Build Functional Requirements

Define what capabilities the system must have, including integration needs.

Step 4: Evaluate Vendors

Compare functionality, scalability, ease of use, and total cost of ownership.

Step 5: Plan for Implementation and Adoption

Consider training, process redesign, and governance from the outset.

Trace Consultants often supports clients through vendor evaluation, helping them navigate the crowded APS market with objectivity.

8. Implementation: From Planning to Go-Live

A successful APS project usually follows these phases:

  1. Discovery & Design – Process mapping, data audits, and solution design.
  2. Configuration – Setting up the system to align with business processes.
  3. Data Migration – Cleansing, loading, and validating master and transaction data.
  4. Testing & Simulation – Running planning cycles in a sandbox to refine settings.
  5. Training & Change Management – Ensuring users understand both the system and the “why” behind it.
  6. Go-Live & Hypercare – Monitoring and fine-tuning in the early weeks of operation.

9. How Trace Consultants Can Help

We bring a practical, supply-chain-first approach to APS projects—helping you avoid the common traps and realise value faster.

Our support spans:

  • Readiness Assessments – Evaluating your current state, data maturity, and business case.
  • Process & Operating Model Design – Defining how planning will work before the system is selected.
  • Vendor Selection Support – Shortlisting and assessing vendors based on your needs, not their marketing.
  • Implementation Partner Support – Acting as your advocate during vendor-led implementations.
  • Change Management & Training – Ensuring adoption through role clarity, capability building, and leadership engagement.
  • Post-Go-Live Optimisation – Measuring outcomes, refining settings, and embedding continuous improvement.

You can read more on our technology transformation services.

10. APS in Key ANZ Industries

Retail & FMCG

Managing high SKU counts, promotions, and omnichannel distribution requires precise forecasting and inventory optimisation.

Manufacturing

APS can optimise production sequencing, material planning, and capacity utilisation.

Healthcare & Pharmaceuticals

For these sectors, APS supports critical service levels, compliance, and shelf-life management.

Mining & Resources

Complex, multi-tier supply chains with long lead times benefit from APS-driven inventory and demand planning.

11. Measuring APS Success

Success should be measured against the original business case. Common metrics include:

  • Forecast accuracy
  • Inventory turns
  • Service level (fill rate, DIFOT)
  • Planning cycle time reduction
  • Working capital reduction
  • Waste or obsolescence reduction

12. Future of APS in ANZ

  • AI & Machine Learning – Further automation of forecasting and optimisation.
  • End-to-End Digital Twins – Simulating the supply chain in real time.
  • Sustainability Metrics Integration – Embedding carbon, waste, and energy KPIs into planning.
  • Cloud-Native Solutions – Greater scalability and integration flexibility.

Final Word

In the ANZ supply chain landscape—where distance, cost, and complexity create constant challenges—Advanced Planning Systems offer a real competitive advantage. But they’re only effective when they’re matched to the right processes, embedded into the right operating model, and embraced by the people who use them.

At Trace Consultants, we ensure APS investments deliver measurable value—aligning your planning processes, technology, and people so your supply chain can perform at its best.

Planning, Forecasting, S&OP and IBP

Sales & Operations Planning (S&OP) in Australia & New Zealand

S&OP is the link between strategy and execution in your supply chain. Here’s how ANZ businesses can design and run an effective S&OP process—and how Trace Consultants can help you get it right.

Sales & Operations Planning (S&OP) in Australia & New Zealand

A Practical Guide to Driving Service, Cost, and Strategic Alignment

1. Why S&OP Has Become a Critical Capability in ANZ

For many Australian and New Zealand businesses, the past few years have been defined by unpredictability—demand swings, supply disruption, labour shortages, and changing consumer expectations. Traditional planning cycles, once enough to keep operations steady, have been tested to their limits.

Sales & Operations Planning (S&OP) has emerged as a critical capability for businesses wanting to align their commercial ambitions with operational realities. Done well, S&OP connects strategy with execution, bringing sales, marketing, operations, finance, and supply chain teams onto the same page.

At Trace Consultants, we see S&OP as more than a monthly meeting—it’s a management discipline that, when embedded properly, delivers better decisions, more responsive operations, and improved financial outcomes.

2. What S&OP Actually Is (and Isn’t)

The Core Definition

At its heart, S&OP is a cross-functional business process that balances demand and supply, aligns operational plans with financial targets, and ensures all stakeholders are working from a single agreed view of the future.

A robust S&OP process:

  • Integrates data from sales, marketing, operations, and finance
  • Generates a consensus demand plan
  • Aligns supply plans to meet that demand within agreed constraints
  • Highlights gaps, risks, and opportunities
  • Supports proactive decision-making before issues hit customers or the bottom line

What It’s Not

S&OP is not just a supply chain tool, a sales forecast, or an operations meeting. When reduced to these, it loses its strategic edge. True S&OP brings together all parts of the business to make trade-off decisions and drive profitability.

3. The Five Common Weaknesses in S&OP Processes

In ANZ, we often see organisations struggling with S&OP because of:

  1. Siloed thinking – Sales, marketing, operations, and finance working to different targets.
  2. Weak data foundations – Poor or inconsistent forecasting inputs.
  3. Overcomplicated processes – Time-heavy processes that don’t lead to actionable decisions.
  4. Lack of senior engagement – Without executive buy-in, tough decisions get deferred.
  5. Disconnect from strategy – S&OP focused purely on operational firefighting rather than longer-term priorities.

These challenges aren’t unique to one industry—they appear in retail, manufacturing, FMCG, and even government supply chains. They also explain why many S&OP initiatives stall after initial enthusiasm.

4. The Building Blocks of Effective S&OP

Trace Consultants works with ANZ organisations to strengthen S&OP across six building blocks:

4.1 Clear Purpose and Objectives

Define what S&OP must achieve—be it service improvement, working capital reduction, margin protection, or a blend of these. Without a clear aim, the process becomes a reporting cycle instead of a decision-making engine.

4.2 Data and Forecasting Foundations

High-quality inputs drive high-quality outputs. This means:

  • Capturing historical sales and supply data accurately
  • Applying statistical forecasting methods (with human intelligence layered on)
  • Regularly tracking forecast accuracy and bias

4.3 Cross-Functional Collaboration

The power of S&OP lies in uniting functions that rarely sit down together. The best processes have marketing talking about promotional lift, operations discussing capacity, and finance ensuring plans meet margin targets—all in the same conversation.

4.4 Governance and Cadence

Strong S&OP runs on a clear schedule—monthly or even weekly for volatile environments—with defined steps, from demand review to supply review to executive sign-off.

4.5 Scenario Planning

Decision-makers should see the impact of different choices before committing. Scenario modelling shows what happens if demand surges, supply is delayed, or raw materials increase in cost.

4.6 Integration with IBP

S&OP can be the stepping stone to Integrated Business Planning (IBP), where strategic, operational, and financial planning merge into one process. Many Trace Consultants clients use S&OP as the foundation for IBP maturity.

5. How S&OP Delivers Value

A well-run S&OP process can drive tangible results in ANZ organisations:

  • Improved Service Levels – Inventory and capacity are aligned to meet demand more reliably.
  • Lower Inventory Costs – Excess stock is reduced without increasing stockouts.
  • Better Cash Flow – Working capital is managed more effectively.
  • Stronger Margins – Trade-offs between service, cost, and revenue are made with full visibility.
  • Faster Decision-Making – Risks and opportunities are identified early, not after the fact.

For example, in FMCG and retail, promotional campaigns often create unpredictable spikes in demand. With S&OP, the commercial team can share early campaign details, operations can model the impact, and procurement can adjust orders accordingly—preventing lost sales or costly excess.

6. S&OP in the ANZ Context

6.1 Geographic Challenges

Long transport distances, multi-modal logistics, and regional service requirements make lead time management critical. S&OP ensures supply decisions consider geography alongside demand.

6.2 Seasonal Demand Patterns

Agriculture, tourism, and retail all face seasonal swings. S&OP helps organisations ramp up or down efficiently, avoiding costly overcapacity.

6.3 Labour and Skills Shortages

With skilled labour in short supply in many industries, workforce planning becomes a key part of supply capability discussions.

6.4 Sustainability and Compliance

Increasingly, S&OP is used to track and plan for ESG targets, ensuring supply and demand plans align with sustainability commitments and compliance obligations.

7. Technology’s Role in Modern S&OP

S&OP can run in Excel in the early stages, but technology unlocks speed, scale, and deeper insights.

Trace Consultants supports clients in selecting and implementing the right tools—whether that’s a full-scale advanced planning system, a fit-for-purpose mid-tier solution, or tactical low-code tools that bridge system gaps.

Key technology enablers include:

  • Advanced Planning Systems (APS) – Integrated platforms combining demand, supply, and scenario planning.
  • Data Visualisation Tools – Dashboards to track forecast accuracy, inventory health, and service metrics.
  • Automation – Reducing manual reconciliation of data.
  • Collaboration Platforms – Enabling real-time decision-making across sites and regions.

8. How Trace Consultants Can Help

We take a practical, tailored, and outcomes-focused approach to S&OP, bringing together supply chain depth, commercial understanding, and change management capability.

Here’s how we typically help:

8.1 Current State Review

We assess your existing planning processes, data quality, governance, and decision-making structures to identify strengths and gaps.

8.2 S&OP Design and Framework

We co-design a fit-for-purpose S&OP process that reflects your industry, business size, and growth ambitions.

8.3 Capability and Tools

We help you choose the right enabling tools—whether it’s upgrading existing systems or deploying cost-effective tactical solutions.

8.4 Embedding the Process

Through facilitation, coaching, and governance support, we ensure your teams don’t just follow the process, but own it.

8.5 Continuous Improvement

We monitor performance metrics—service levels, forecast accuracy, inventory turns—and refine the process over time.

You can read more about our approach on our S&OP services page.

9. The Path to a Mature S&OP Process

Moving from ad hoc planning to a fully mature S&OP process takes time. A typical journey includes:

  1. Foundation Stage – Establishing basic demand and supply reviews.
  2. Integration Stage – Linking commercial, operational, and financial plans.
  3. Optimisation Stage – Embedding scenario modelling and executive decision-making.
  4. Transformation Stage – Extending into IBP and strategic planning.

10. Future Trends in S&OP for ANZ Businesses

  • AI-Enhanced Forecasting – Machine learning models to detect subtle demand patterns.
  • End-to-End Visibility – Linking supplier data, production schedules, and distribution networks in real time.
  • Sustainability Metrics in S&OP – Integrating carbon footprint and resource efficiency into planning decisions.
  • Resilience-Focused Planning – Stress-testing supply plans against extreme weather, geopolitical shifts, or supply disruption.

Final Thoughts

S&OP is not a one-off project—it’s a leadership discipline. In Australia and New Zealand’s complex and fast-changing markets, it gives organisations the agility to act decisively, the alignment to execute consistently, and the insight to allocate resources where they deliver the most value.

Whether you’re just starting out or looking to mature your existing process, Trace Consultants can help design, implement, and embed an S&OP framework that works for your unique context—delivering better service, stronger margins, and more resilient operations.

Warehousing & Distribution

Warehouse Design in Australia & New Zealand: A Practical Guide for Growth

Unlock your warehouse's full potential with intelligent design, automation, and operational insights tailored for Australia and New Zealand. Learn how Trace Consultants can help you build a future-ready facility.

Warehouse Design in Australia & New Zealand: A Practical Guide for Growth

Why Warehouse Design Matters More Than Ever

Today’s warehouses are far more than storage spaces; they’re critical hubs that drive service, cost-efficiency, and sustainability across supply chains. For businesses in Australia and New Zealand, geography, labour dynamics, and booming e-commerce make smart warehouse design a strategic necessity.

Whether you're replenishing perishable stock in suburban Melbourne, fulfilling fast-moving orders in Auckland, or balancing store and online distribution across ANZ, how you structure your warehouse impacts everything—from picking speed to energy usage and customer satisfaction.

If you want to understand how warehouse layout links to bigger supply chain performance goals, Trace Consultants takes a solution-agnostic approach—grounded in real operational needs, not property deals or vendor pressure.

1. Start with Clear Objectives and Local Realities

Effective warehouse design begins with clarity. What are you trying to achieve—faster deliveries, lower labour costs, better service levels, sustainability, flexibility? The Trace Consultants team always start with diagnostic work that looks at both current performance and future requirements before a single drawing is sketched.

In Australia and NZ, these objectives must also accommodate unique factors: sprawling distances, supply-chain bottlenecks in remote areas, labour tightness, and escalating sustainability expectations.

2. Best Practices That Shape a High-Performing Warehouse

Several design principles consistently lift performance:

  • Understand your flows and volume. Map inbound goods, staging, stacking, picking, packing, and shipping—then align your layout to minimise unnecessary movement and physical touches.
  • Prioritise one-way flow to avoid congestion and inefficiencies.
  • Limit material handling touches—ideally to fewer than five during a single movement—to cut labour costs and boost accuracy.
  • Optimise space and racking by balancing vertical storage with accessibility and safety.
  • Integrate technology where it adds value, from warehouse management systems to automation or robotics—backed by a clear business case.
  • Design for safety and sustainability, aligning with OH&S compliance and environmental goals.

Trace Consultants regularly blends these principles with modelling tools to forecast how a design will work under real-world volumes.

3. Warehouse Design Meets Broader Supply-Chain Strategy

Warehouse design doesn’t happen in isolation—it’s tightly linked to distribution network structure, facility location, demand patterns, and supply-chain resilience.

When Trace Consultants designs warehouse layouts, they consider omnichannel service models, inventory spread, transport footprints, and seasonal demand alongside physical layout.

4. ANZ Challenges—and How to Navigate Them

E-commerce Surge & Labour Pressure

With online growth continuing and labour markets tight, warehouses must be efficient, flexible and often automated to fulfil orders on time. Trace Consultants brings retail, FMCG, and industrial experience to solving these constraints.

Geographic and Logistical Constraints

From Perth to the Far North and across NZ’s islands, transport distances drive cost and complexity. Facility location and internal flow must work together to maintain service levels. This is where Trace’s network design expertise is crucial.

Sustainability Commitments

Modern warehouses must reduce environmental impact—whether through energy-efficient lighting, solar integration, or reduced transport miles. Trace Consultants integrates sustainability into both design and operational recommendations.

5. How Trace Consultants Can Help

Objective, Tailored Insights
Trace Consultants has no vested interest in selling a property or system, meaning you get independent advice designed for long-term success.

Retail-Specific Expertise
They understand Australian and NZ retail dynamics, omnichannel fulfilment complexity, and SKU-rich environments, supported by strong modelling capability. Learn more here.

Network and Layout Integration
They align your warehouse with the broader supply chain—whether it’s a DC, dark store, or micro-fulfilment hub—using network optimisation modelling.

Smart Automation Decisions
Trace guides automation choices—from AS/RS systems to IoT tracking—based on your specific operational needs. Read their perspective.

Process, Workforce & Sustainability
Layout changes are matched with process improvement, ergonomic design, and sustainability initiatives to lock in long-term performance.

End-to-End Execution
From strategy and design to implementation and change management, Trace Consultants supports the full journey.

6. A Typical Project Journey

  1. Assessment – Review flows, inventory, throughput, and costs.
  2. Benchmark & Modelling – Test scenarios and layout options.
  3. Pilot & Iterate – Trial changes in a contained zone.
  4. Roll-out – Implement approved design across facility.
  5. Sustain & Learn – Monitor KPIs and refine over time.

7. Future Trends in Warehouse Design

  • AI-driven slotting for faster picking.
  • Autonomous vehicles and drones for internal and last-mile movement.
  • Green infrastructure like solar rooftops and recycled building materials.
  • Multi-use hubs supporting click-and-collect, returns, and rapid fulfilment.

8. FAQ: Warehouse Design in ANZ

What triggers a redesign?
Lease expiries, growth, e-commerce scale-up, M&A, poor DIFOT, or sustainability goals are common triggers.

How long does it take?
Initial layouts may be done in weeks; full execution across multiple sites can take 6–12 months.

Is automation worth it?
If your labour costs are rising or throughput demands are increasing, yes—when supported by a sound business case.

Final Word

In Australia and New Zealand’s competitive supply-chain landscape, a well-designed warehouse is more than efficient storage—it’s a strategic advantage.

By partnering with Trace Consultants, you gain a team that links warehouse design to network strategy, sustainability, and operational excellence—creating facilities that are faster, smarter, and built for the future.

Procurement

Procurement Value Levers – Unlocking Savings and Efficiency | Trace Consultants

July 2025
Procurement isn't just about cost-cutting—it's about strategic value creation. Explore the key levers your organisation can pull to achieve significant savings and improved efficiency.

Procurement – Value Levers

Procurement is a strategic cornerstone for organisations aiming to control costs, improve efficiencies, and boost profitability. Far from simply negotiating prices, effective procurement focuses on multiple dimensions—leveraging value levers across vendors, product design, and internal processes. Understanding and employing these levers can unlock significant financial and operational benefits for businesses across Australia and New Zealand.

In this article, we'll explore key procurement value levers, offering practical insights into their applications and highlighting how Trace Consultants can support organisations to fully realise procurement’s potential.

Understanding Procurement Value Levers

Value levers in procurement are strategic actions and practices organisations use to influence the cost, quality, and sustainability of goods and services they buy. These levers fall into three broad categories:

  • Vendor
  • Design
  • Process

Let’s dive deeper into each of these categories and explore their specific value levers.

Vendor Levers

Vendor-based procurement levers involve managing suppliers more effectively to drive better outcomes. Key vendor levers include:

Supplier Consolidation

Supplier consolidation involves reducing the number of suppliers to streamline procurement operations, leverage buying power, and simplify supplier management. Consolidation reduces administrative overhead, improves pricing through volume leverage, and can significantly enhance service quality due to closer supplier relationships.

At Trace Consultants, we work closely with our clients to identify strategic opportunities for supplier consolidation without compromising on risk management. Our deep market knowledge helps identify the right balance of supplier diversity and consolidation.

Reduced Packaging

Sustainable packaging practices not only deliver environmental benefits but can also significantly reduce costs. Organisations can work collaboratively with suppliers to reduce excess packaging, transition to reusable packaging options, and lower disposal costs.

Trace Consultants helps businesses undertake comprehensive packaging assessments and implements tailored solutions that align environmental goals with cost-saving objectives.

OEM or Low-Cost Country (LCC) Sourcing

Exploring Original Equipment Manufacturers (OEM) or sourcing from low-cost countries can substantially reduce procurement costs. Organisations must balance cost benefits against quality, lead times, and supply chain risks.

With our extensive global sourcing expertise, Trace Consultants provides practical guidance to identify, vet, and onboard reliable OEM or LCC suppliers, ensuring optimal value and minimal disruption.

Design Levers

Design levers revolve around influencing product specifications and solutions during procurement:

Substitution

Substituting materials or products with lower-cost or more efficient alternatives is a powerful design lever. Organisations can realise substantial savings through careful evaluation and substitution without compromising functionality.

Trace Consultants provides detailed market insights and assists clients in evaluating and validating suitable substitutes, ensuring functionality, compliance, and user acceptance.

Complementary Products

Bundling complementary products or services can yield better pricing and simplified procurement management. Consolidated procurement for complementary goods often leads to substantial savings through economies of scale and streamlined logistics.

At Trace Consultants, we work with procurement teams to identify complementary product bundling opportunities, ensuring alignment with organisational objectives and maximising value.

Standardisation and Customisation

Standardisation of components or customisation based on specific business needs are critical design levers. Standardising products or services reduces complexity, inventory costs, and streamlines procurement processes, while targeted customisation ensures functional alignment with unique organisational requirements.

Our procurement experts at Trace Consultants help organisations determine the ideal balance between standardisation and customisation to achieve operational efficiency and cost-effectiveness.

Process Levers

Process levers focus on optimising procurement processes themselves:

Warranties

Negotiating warranty terms is an often-overlooked procurement lever. Better warranty terms can reduce lifecycle costs and protect organisations from unforeseen maintenance expenses.

Trace Consultants provides guidance on structuring warranty agreements that align with product lifecycles and operational needs, optimising long-term savings and risk management.

Direct or Distribution

Choosing between direct procurement from manufacturers or purchasing via distribution channels can significantly impact costs, inventory levels, and lead times. Direct purchasing typically offers lower costs, while distributors often provide greater flexibility and service.

We at Trace Consultants analyse procurement options, evaluating the total cost of ownership, service levels, and supply chain risk to recommend the most beneficial procurement channels for our clients.

Warehousing Optimisation

Efficient warehousing is crucial for reducing inventory holding costs, improving service levels, and optimising working capital. Organisations can achieve substantial cost reductions through strategic warehouse design, effective inventory management, and efficient logistics operations.

Trace Consultants specialises in warehousing optimisation, helping businesses implement effective warehouse networks, inventory management systems, and logistics practices tailored to specific operational needs.

How Trace Consultants Can Help

Trace Consultants is a boutique supply chain and procurement advisory firm dedicated to supporting Australian and New Zealand organisations achieve significant value through targeted procurement strategies. Our experienced team provides objective, practical, and tailored advice, ensuring each procurement initiative aligns closely with strategic business goals.

We offer:

  • Spend Analysis & Optimisation: Identifying opportunities to rationalise, consolidate, and pressure-test costs and scopes of services.
  • Strategic Procurement Reviews: Undertaking comprehensive reviews of existing procurement practices and recommending tailored improvements.
  • Sustainable Procurement: Implementing strategies that reduce environmental impact, meet compliance standards, and leverage sustainability as a competitive advantage.
  • Technology Integration: Leveraging advanced technologies like AI and analytics to provide deeper insights, automate processes, and facilitate better decision-making.

Our objective and solution-agnostic approach ensures organisations receive unbiased advice, positioning procurement as a strategic enabler rather than merely a cost-saving department.

Effective procurement involves far more than price negotiations—it leverages strategic decisions around vendors, design choices, and internal processes to unlock significant organisational value. By thoughtfully applying procurement value levers, businesses can improve their competitive edge, enhance efficiency, and significantly impact the bottom line.

At Trace Consultants, our procurement specialists collaborate closely with organisations, helping to identify, analyse, and implement targeted procurement strategies tailored specifically to their operational needs and strategic objectives.

Ready to explore how procurement value levers can enhance your organisation's performance? Contact Trace Consultants today and let's start the conversation.

Planning, Forecasting, S&OP and IBP

How to Use Agentic AI in Supply Chain – A Practical and Actionable Guide

July 2025
Agentic AI is revolutionising supply chains in Australia and New Zealand. Here's how your business can practically leverage this technology for tangible results.

How to Use Agentic AI in Supply Chain – A Practical and Actionable Guide

Today's supply chains are increasingly complex, facing unpredictable demand, disruptions, heightened customer expectations, and global challenges. Businesses across Australia and New Zealand are turning to innovative technologies like Agentic AI to navigate these challenges in practical and tangible ways.

But what exactly is Agentic AI, and how can your business effectively implement it?

What Exactly is Agentic AI?

Agentic AI uses intelligent software agents that independently perform specific tasks, make decisions, and adapt based on real-time information. Unlike standard automation tools, Agentic AI systems continuously learn, proactively respond to changes, and operate autonomously, making them ideal for handling complex and rapidly changing supply chains.

Practical Uses of Agentic AI in Your Supply Chain

1. Improving Demand Forecasting and Inventory Management

One of the immediate benefits of Agentic AI is better demand forecasting. Traditional forecasting methods often struggle with the variability of markets. Agentic AI analyses large datasets, recognises patterns, and adapts quickly to changing conditions.

These intelligent tools can:

  • Predict demand using historical sales data, promotions, and market trends
  • Adjust forecasts instantly based on real-time data
  • Recommend optimal inventory levels to avoid shortages or excess stock

2. Enhancing Visibility and Managing Exceptions

Many businesses struggle with having a clear view of their supply chains in real-time. Agentic AI provides active monitoring, quickly identifying problems and recommending actions.

Agentic AI helps you:

  • Track shipments and highlight potential delays early
  • Suggest alternative routes or suppliers when issues arise
  • Automate responses to routine disruptions, speeding up issue resolution

3. Optimising Transport and Logistics

In transport and logistics, efficiency and cost control are critical. Agentic AI can independently handle route planning, scheduling, and selecting carriers.

Agentic AI applications include:

  • Real-time optimisation of routes based on traffic, weather, and vehicle load
  • Evaluating carriers and freight rates to select the most efficient options
  • Maximising vehicle utilisation through load consolidation and backhauls

4. Streamlining Procurement and Supplier Management

Agentic AI significantly simplifies procurement processes, automating tasks from sourcing to vendor management.

With Agentic AI, you can:

  • Automate routine procurement tasks such as creating purchase orders and managing vendor negotiations
  • Continuously evaluate supplier performance to improve decision-making
  • Manage contracts intelligently to secure better terms and pricing

5. Boosting Warehouse Efficiency and Resource Management

Agentic AI can drastically improve warehouse operations through smarter resource management and operational visibility.

These AI-driven solutions:

  • Allocate resources based on current workloads and predicted demand
  • Adjust workforce scheduling dynamically, reducing unnecessary labour costs
  • Improve picking efficiency and automate inventory counts

Steps to Implement Agentic AI Practically

Implementing Agentic AI doesn't require a complete overhaul of your existing systems. Instead, focus on practical, achievable steps:

Step 1: Identify Quick Wins
Start by finding areas where AI can deliver rapid results, such as forecasting or transport optimisation.

Step 2: Utilise Your Existing Data
You don't need perfect data immediately. Start with what you have, and let AI systems refine accuracy over time.

Step 3: Implement Incrementally
Use an agile approach—start small, evaluate, refine, and then gradually expand the use of AI.

Step 4: Integrate with Current Systems
Choose Agentic AI tools that easily integrate with your current ERP, WMS, or TMS systems.

Step 5: Continuously Improve
Regularly monitor the performance of your AI tools and adjust them based on new information and business changes.

Key Benefits of Agentic AI for Your Business

  • Efficiency Gains: Automating repetitive tasks frees staff to focus on strategic activities.
  • Better Decision-Making: AI decisions are data-driven, reducing mistakes and improving outcomes.
  • Increased Agility: Quickly adapt to market shifts and supply chain disruptions.
  • Cost Savings: Lower expenses through smarter procurement, logistics, and inventory management.

How Trace Consultants Can Help Your Business

At Trace Consultants, we specialise in practical, results-focused supply chain solutions for Australian and New Zealand businesses. We understand the complexities of integrating AI and focus on making the technology accessible and immediately beneficial for your operations.

Trace Consultants assists by:

  • Identifying Opportunities: Pinpointing where Agentic AI will have the greatest impact in your operations.
  • Providing Pragmatic Solutions: We deliver AI tools that fit seamlessly with your existing systems and processes.
  • Supporting Implementation: Our team works alongside yours to ensure effective integration and immediate usability.
  • Continuous Optimisation: Regular performance evaluations and process refinements ensure ongoing improvements.

We don’t implement technology for its own sake. Our goal is always clear—delivering strategic, practical results that positively impact your bottom line. Agentic AI isn't a futuristic concept; it’s a practical tool available today.

Ready to Get Started with Agentic AI?

Agentic AI isn't about replacing your people—it's about equipping them with powerful tools to drive efficiency, responsiveness, and profitability.

Adopting a clear, practical approach will ensure AI quickly delivers real value. Start small, measure results, and scale effectively. Whether your goal is improved forecasting, streamlined procurement, or optimised logistics, the time to act is now.

If you're ready to explore the practical advantages of Agentic AI for your supply chain, Trace Consultants is here to help. Contact us to start your journey towards a smarter, more efficient supply chain today.

Procurement

Procurement of Preventative Maintenance Services for Heavy Asset Industries – A Strategic Approach

July 2025
Heavy industries rely on their assets every day. This article explores how effective procurement of preventative maintenance services can reduce downtime, improve safety, and deliver long-term value for infrastructure-intensive businesses.

Procurement of Preventative Maintenance Services – A Strategic Imperative for Heavy Asset and Infrastructure Industries

In Australia and New Zealand, organisations operating in infrastructure, mining, utilities, energy, ports, rail, defence, and transport rely heavily on high-value, long-life assets. For these industries, asset performance isn’t just a function of uptime—it directly influences operational capacity, workforce safety, regulatory compliance, and the bottom line.

With economic headwinds, regulatory pressure, and shifting expectations around ESG and cost efficiency, preventative maintenance is no longer a ‘nice to have’—it’s a critical lever in asset lifecycle management. Yet, despite its importance, procurement of preventative maintenance services remains under-optimised in many organisations. Contracts are often reactive, cost-driven, fragmented across assets, or fail to align with long-term operational strategies.

This article explores how to strategically approach the procurement of preventative maintenance services, the challenges asset-intensive industries face, and how Trace Consultants can help organisations unlock value from these essential services.

Why Preventative Maintenance Matters

Preventative maintenance (PM) refers to scheduled servicing and upkeep of assets to prevent failure and extend useful life. Unlike reactive or corrective maintenance, PM aims to address wear-and-tear before breakdowns occur.

In asset-intensive industries, PM is crucial for:

  • Reducing Unplanned Downtime: Preventative schedules ensure critical assets don’t fail during production or peak periods.
  • Extending Asset Life: Regular servicing delays the need for capital replacement.
  • Minimising Safety and Compliance Risks: Failures in infrastructure, mining, or energy can have catastrophic consequences for workers and the environment.
  • Managing Costs Over Time: A well-designed PM strategy reduces reactive spend, emergency callouts, and insurance claims.

While the operational benefits are clear, achieving these outcomes requires disciplined procurement and vendor management practices—not just skilled technicians.

Common Challenges in Procuring PM Services

Despite PM’s critical role, many organisations fail to fully optimise their procurement approach. Common issues include:

1. Fragmented Contracts and Siloed Assets

Organisations with multiple sites or business units often let each area procure its own PM services. This leads to:

  • Duplication of effort and variation in scope
  • Inconsistent standards and KPIs
  • Missed opportunities to leverage scale for cost and service benefits

2. Overly Reactive or Time-Based Models

Many PM contracts are still based on rigid time intervals rather than asset condition or usage data. This can result in:

  • Over-servicing of some assets
  • Under-servicing of others
  • Poor cost-to-benefit ratios

3. Insufficient Scope Definition

Scope of services is often poorly defined, leading to:

  • Misalignment on what’s included/excluded
  • Lack of accountability between owner and provider
  • Ambiguity during contract performance reviews

4. Lack of Strategic Supplier Relationships

PM providers are often viewed as transactional service vendors, rather than long-term partners. This undermines innovation, continuous improvement, and responsiveness.

5. Difficulty Demonstrating Value

PM spend can appear as overhead. Without robust performance metrics or benchmarking, procurement teams struggle to demonstrate the value of preventative investment.

Key Considerations for Procurement Teams

To address these challenges, organisations need to apply strategic sourcing principles to PM procurement. Below are the core considerations.

1. Understand the Criticality of Assets

Not all assets are created equal. Procurement should align servicing models to asset criticality:

  • High-criticality assets (e.g. high-voltage transformers, escalators in transport hubs, medical chillers in hospitals) may require condition-based or real-time monitoring.
  • Medium or low-criticality assets can be serviced through a mix of scheduled inspections and standard intervals.

A risk-based segmentation approach enables prioritisation of spend and performance management.

2. Define the Scope Clearly and Consistently

Good procurement starts with a clear, consistent definition of:

  • Asset categories and components
  • Inspection, servicing, calibration, testing, and reporting requirements
  • Access needs, site-specific constraints, and compliance needs (e.g. ISO standards, regulatory guidelines)

Trace Consultants often help organisations document their current state and develop functional scopes of work that align to ISO55000 asset management principles.

3. Consider Whole-of-Life Outcomes

Rather than just lowest cost per visit, sourcing strategies should consider:

  • Expected life extension per asset category
  • Reduced downtime risk
  • Reduced reactive maintenance callouts
  • Improved compliance metrics and insurance risk ratings

This moves the conversation from ‘price per hour’ to ‘value per outcome.’

4. Engage the Right Providers

Not all PM providers are the same. Procurement teams should assess:

  • Experience with similar asset classes
  • Ability to scale across sites and geographies
  • Digital capability (e.g. condition monitoring, reporting tools)
  • Safety record and compliance rigour
  • Culture fit and partnership approach

Where appropriate, alternative contracting models like performance-based maintenance contracts or bundled service agreements may be more effective than transactional models.

5. Embed Reporting and Continuous Improvement

Contracts must specify clear KPIs such as:

  • Completion rates vs. schedule
  • Asset reliability improvements
  • Downtime reduction
  • Response and rectification times
  • Audit findings and non-conformances

Embedding mechanisms for quarterly reviews, lessons learned, and innovation pilots strengthens supplier engagement.

A Strategic Sourcing Framework for Preventative Maintenance Services

Trace Consultants recommends a structured approach to PM procurement, using a strategic sourcing and transformation lens. Below is a typical methodology we apply.

Phase 1: Spend & Asset Base Analysis

  • Review current PM spend, service contracts, and categories
  • Analyse asset inventory, criticality, and condition
  • Assess historical maintenance performance and cost drivers

Phase 2: Opportunity Identification

  • Identify duplicate contracts, low-performing vendors, or high-reactive spend areas
  • Conduct benchmarking on servicing frequencies, costs, and outcomes
  • Evaluate internal vs. external service provision trade-offs

Phase 3: Scope and Specification Design

  • Define standardised scopes of work and service level agreements (SLAs)
  • Prioritise high-impact categories or assets
  • Develop asset care plans by type and criticality

Phase 4: Market Engagement Strategy

  • Develop Go-To-Market (GTM) strategy (bundled vs. category-based)
  • Determine contracting model (e.g. term-based, performance-based)
  • Prepare RFx documents with clear evaluation criteria

Phase 5: Supplier Selection and Contracting

  • Support tender evaluations, negotiations, and supplier onboarding
  • Finalise KPIs, reporting obligations, and escalation processes

Phase 6: Implementation and Performance Management

  • Support transition to new providers or processes
  • Embed contract management practices and digital dashboards
  • Facilitate quarterly reviews and continuous improvement

Preventative Maintenance in Key Infrastructure Sectors

The approach to PM procurement must be tailored to industry-specific operating environments. Below are a few considerations across key infrastructure sectors:

Mining and Resources

  • Assets operate in remote, harsh conditions; reliability is critical
  • Fly-in/fly-out (FIFO) servicing models often apply
  • Contracted providers need to meet stringent safety standards and operate 24/7

Transport and Logistics

  • Rail, port, and airport assets require strict adherence to service windows to avoid passenger or freight disruption
  • Shared asset environments demand clear accountability between multiple parties (e.g. lessor, operator, government)

Utilities and Energy

  • Preventative maintenance plays a central role in network reliability and bushfire prevention
  • PM plans must integrate with real-time SCADA and asset condition data
  • Increasing expectations around ESG reporting linked to asset management

Social Infrastructure (Hospitals, Universities, Correctional Facilities)

  • PM influences safety and comfort of occupants
  • Growing expectation to bundle services (e.g. HVAC, plumbing, fire safety) for integrated FM delivery models

The Role of Technology in PM Procurement

Technology plays an increasingly important role in both the execution and procurement of PM services.

Asset Management Systems (AMS)

Robust AMS platforms (e.g. IBM Maximo, TechnologyOne, Assetic) enable:

  • Asset lifecycle tracking
  • Condition monitoring
  • Maintenance scheduling
  • Contractor integration

Procurement teams must ensure service contracts are structured to align with the organisation’s digital architecture.

Power BI and Analytics Dashboards

Dashboards enable procurement, operations, and engineering to:

  • Visualise PM performance across sites
  • Track contractor compliance
  • Monitor asset performance trends
  • Compare reactive vs. preventative ratios

Mobile-Enabled Field Reporting

Best-in-class PM providers offer digital tools that:

  • Capture field servicing data in real time
  • Flag defects and non-conformance immediately
  • Auto-generate audit trails and compliance reports

Trace Consultants helps organisations design performance frameworks and contract requirements to ensure technology integration is considered during procurement—not as an afterthought.

How Trace Consultants Can Help

At Trace Consultants, we specialise in helping asset-intensive industries optimise procurement and performance across their supply chain and operations.

When it comes to preventative maintenance services, our approach is both strategic and practical. We partner with clients across Australia and New Zealand to:

  • Analyse maintenance spend and vendor performance
  • Define standardised scopes, SLAs and evaluation frameworks
  • Develop Go-To-Market strategies and manage the procurement process
  • Identify opportunities for cost reduction, bundling, or insourcing/outsourcing
  • Support supplier transition and contract implementation
  • Benchmark performance and enable continuous improvement through data

Our work is grounded in deep industry knowledge—from mining to energy, transport to healthcare—and we pride ourselves on being hands-on, trusted advisors.

By engaging Trace Consultants, clients gain not just procurement expertise but a team that understands the operating context of their assets and the broader strategic drivers behind their maintenance strategies.

To learn more about our services and recent work, visit our insights page: www.traceconsultants.com.au/insights

Preventative maintenance is no longer just an operational issue. For asset-intensive industries across Australia and New Zealand, it is a strategic lever for performance, risk mitigation, and long-term value creation.

Yet too often, preventative maintenance services are procured like commodity labour—without the strategic rigour, planning, and alignment to outcomes required to drive real impact.

As infrastructure ages, capital budgets tighten, and safety and compliance expectations rise, the organisations that treat PM as a strategic procurement category—not just a cost centre—will be best positioned for long-term success.

Whether you’re about to go to market, reassessing vendor performance, or looking to drive cost efficiencies, Trace Consultants is ready to help you transform how you procure and manage preventative maintenance services.

How well is your preventative maintenance procurement strategy working for you?

Strategy & Design

Optimising Warehouse Network Design for Retail Supply Chains in Australia and New Zealand

July 2025
Strategic warehouse network design is critical to success in retail. Learn how objectivity, solution-agnostic thinking and planning for inventory and service trade-offs can unlock real value.

Warehouse Network Design – For Retail Supply Chains

In today’s highly competitive retail environment, your warehouse network is more than just a place to store products—it’s a critical lever for enabling speed, reducing costs, and responding to customer demand with agility. Retailers across Australia and New Zealand are feeling the pressure to make their supply chains leaner, more responsive, and future-proof—and at the centre of this transformation is effective warehouse network design.

Whether you’re a supermarket chain managing fresh product replenishment, a department store balancing store and eCommerce stock, or an online pure-play brand scaling rapidly across states, how your network is structured will materially impact service, cost, and capital.

At Trace Consultants, we help retailers take an objective, data-driven and solution-agnostic approach to network design. In this article, we’ll explore what makes a well-designed warehouse network, why it matters, and how to avoid common mistakes that lock in inefficiencies and unnecessary spend.

Why Warehouse Network Design Matters in Retail

The role of your warehouse network is to ensure the right product is in the right place at the right time—at the lowest possible cost.

A well-designed network:

  • Optimises inventory levels while maintaining availability
  • Reduces transport kilometres and delivery lead times
  • Supports omnichannel fulfilment (store, click & collect, and home delivery)
  • Reduces duplication of infrastructure, inventory, and effort
  • Enhances service levels and customer satisfaction
  • Scales with business growth and seasonality without constant redesign

In contrast, a poorly planned network can result in bloated inventory, costly emergency replenishments, missed delivery windows, and fixed costs that outstrip business need.

Common Triggers for Network Redesign in Retail

Organisations don’t undertake a warehouse network redesign lightly—it’s typically driven by major change. Common triggers include:

  • Lease expiries: Forcing a decision on whether to renew, relocate, or consolidate
  • Growth into new markets: State-by-state expansion or trans-Tasman eCommerce fulfilment
  • eCommerce acceleration: Needing faster fulfilment and more agile picking models
  • M&A or consolidation: Harmonising supply chains across banners or brands
  • High working capital or inventory duplication
  • Increased service failures or DIFOT performance issues
  • Sustainability goals: Reducing emissions and waste in the logistics network

If these sound familiar, it’s time to take a step back and look at your network through a strategic lens. Trace Consultants can help you assess your current network and model scenarios that align to your future business strategy.

Key Principles for Effective Warehouse Network Design

1. Objectivity is Critical

Network decisions should never be driven by opportunistic property deals or supplier pressure. These short-term “wins” often result in long-term inefficiencies. At Trace, we always begin with an objective diagnostic—free from pre-determined solutions—to define what the business actually needs.

We ask:

  • What are the strategic goals of the business (growth, margin, service)?
  • What level of inventory is needed to meet demand?
  • What service levels are expected across channels and regions?

Our independence means our recommendations are free from bias—we don’t sell properties, lease facilities, or push automation unless it’s justified by the business case.

2. Solution-Agnostic Thinking

Being solution-agnostic means we don’t start with the answer. Instead, we help you explore the right trade-offs between:

  • Centralised vs. decentralised networks
  • Owned vs. leased vs. 3PL
  • Manual vs. automated solutions
  • Dedicated eCommerce fulfilment vs. integrated models

Every option comes with cost, complexity, and operational implications. Through scenario modelling, Trace enables you to choose the model that best suits your business—not just today, but in five or ten years’ time.

Explore how we support this approach on our Supply Chain Services page.

3. Inventory-Informed Design

Inventory and network design go hand in hand. Where and how you hold stock has a direct impact on:

  • Working capital requirements
  • Replenishment speed
  • Safety stock levels
  • Inter-DC transfers and inventory duplication

At Trace, we combine demand forecasting and inventory analytics to ensure the network is designed around SKU behaviour, not just site location.

We segment inventory by:

  • Velocity (fast vs. slow movers)
  • Size and handling complexity
  • Channel-specific demand patterns
  • Shelf-life or perishability

This ensures facilities are designed for real operational needs—not just what fits on a floor plan.

4. Service-Responsive Modelling

Network design is only valuable if it delivers on service. That means being explicit about:

  • Store replenishment windows and cut-off times
  • Online order delivery SLAs
  • Frequency of dispatch to remote or regional locations
  • Returns handling and reverse logistics

If your new network design can’t meet your service promise without driving up costs, it’s the wrong design. At Trace Consultants, we integrate fulfilment and logistics planning into every scenario.

5. Scenarios and Sensitivity Analysis

There’s rarely one perfect answer. That’s why robust scenario modelling is at the core of our methodology. Trace runs multiple configurations to explore:

  • 2-site vs. 3-site vs. 5-site networks
  • Hybrid own/3PL models
  • Store vs. customer-fulfilment priorities
  • Automation readiness and ROI
  • State vs. regional vs. metro-focused strategies

We overlay volume projections, service metrics, labour availability, and transport costs to stress-test the options and build an evidence-based recommendation.

Critical Considerations in Retail Network Design

Beyond the strategic principles, retailers must evaluate several practical and commercial factors when redesigning their networks:

● Capacity and Throughput Planning

You must plan not just for average volumes but peak capacity—think Black Friday, Christmas, or end-of-financial-year promotions.

● Labour Availability and Cost

Warehouse performance hinges on your workforce. Proximity to labour markets, wage expectations, and temp/casual availability can make or break a site’s viability.

● Technology and Systems Readiness

WMS, OMS, TMS and planning tools need to support the network vision. A distributed model without system visibility will result in costly inefficiencies.

● Transport Integration

Warehousing and transport are interdependent. Every network decision must consider inbound linehaul, store deliveries, courier partnerships, and last-mile capabilities.

● Property Market Volatility

Lease duration, make-good clauses, exit flexibility, and capital investment requirements must all be carefully evaluated—especially in a volatile property market.

Trace Consultants’ multidisciplinary approach ensures you consider these dimensions holistically—not in siloes.

Impact on Inventory and Working Capital

A well-designed network doesn’t just cut freight—it frees up capital.

Poor network choices often result in:

  • Inventory duplication
  • Higher safety stock across nodes
  • Inter-warehouse transfers
  • Overstocking due to inaccurate replenishment logic

By integrating warehouse network strategy with inventory optimisation, we help retailers unlock working capital and reduce stock obsolescence.

Learn more about our Inventory and Planning support.

Risks of Poor Network Design

Getting this wrong can leave your business locked into multi-year costs and inflexible infrastructure. Common risks include:

  • Sites that are underutilised or oversized
  • Excess inventory in the wrong places
  • Inability to meet service commitments
  • Increased emissions and cost-to-serve
  • High lease break penalties or stranded capital
  • Failure to adapt to market or channel shifts

That’s why network design must be approached as a long-term, strategic decision—guided by data, not gut feel.

How Trace Consultants Can Help

At Trace Consultants, we work with some of Australia and New Zealand’s most recognisable retailers to design, model and implement high-performance warehouse networks.

We bring:

✅ Objective and independent advice – no vested interest in systems, property or suppliers
✅ Deep expertise in retail and omnichannel fulfilment
✅ Robust modelling tools and scenario planning capability
✅ End-to-end visibility from strategy through to implementation
✅ Experience across fresh food, general merchandise, eCommerce, and discount retail
✅ A collaborative style that brings your operations, finance and logistics teams along the journey

Whether you're reassessing your network post-COVID, planning a new distribution centre, or trying to reduce logistics cost-to-serve—Trace can support you through a structured, data-driven and pragmatic approach.

Explore our full range of Supply Chain Strategy and Optimisation services.

The warehouse network is not just the backbone of your supply chain—it’s a strategic asset that influences inventory, cost, service, and customer experience. For retail businesses in Australia and New Zealand, the stakes are higher than ever.

Getting the design right requires objectivity, being solution-agnostic, and a deep understanding of how your supply chain operates—from inbound freight and storage needs to customer service expectations and financial trade-offs.

If your business is considering network expansion, consolidation, or simply wants to sanity-check its current footprint—reach out to Trace Consultants. We’ll help you design a network that’s fit-for-purpose, future-ready, and financially sound.

Workforce Planning & Scheduling

Unlocking Workflow Efficiency in Aged Care: How to Maximise My Aged Care Portal Using MS Power Apps

July 2025
Aged Care executives know the My Aged Care Portal can be clunky. But what if you could work with its limitations—not against them—and unlock new efficiencies? Here’s how MS Power Apps can help.

Maximising Workflow Efficiency Using My Aged Care Portal by Leveraging MS Power Apps

The Reality of Aged Care Administration

Anyone working in Aged Care knows that compliance and service go hand in hand. But too often, the administrative tools designed to enable care—like the My Aged Care (MAC) Portal—can feel more like a constraint than a capability.

For executives tasked with managing workforce costs, maintaining service continuity, and staying compliant with government requirements, the MAC Portal presents a common pain point. It's necessary for funding and accountability, yet it introduces friction into rostering, scheduling, and case management workflows. Repetitive data entry, fragmented approval processes, and lack of real-time integration with workforce systems often force frontline teams to work in silos, create duplicative workarounds, or fall into inefficiencies that ultimately impact both cost and quality of care.

But what if there was a better way? What if the MAC Portal wasn’t something to fight against—but something to design around?

At Trace Consultants, we’re seeing a clear shift: aged care providers are moving away from waiting for government IT systems to evolve, and instead proactively building tools around them. And one of the most effective enablers is Microsoft Power Apps.

The MAC Portal Challenge: Designed for Compliance, Not Efficiency

The MAC Portal is a critical platform for aged care providers—used to receive referrals, manage assessments, access client funding approvals, and meet reporting requirements. But while it supports government compliance, it wasn’t designed with seamless integration or modern user experience in mind.

Common pain points include:

  • Manual data entry that needs to be replicated across scheduling, case management, and rostering tools
  • Delays in referral visibility or assignment slowing down intake and onboarding
  • Fragmented workflow between client approval and workforce scheduling
  • Lack of integration with internal CRMs or workforce management systems
  • High administrative burden on care coordinators, team leaders and schedulers

These gaps create operational inefficiencies and increase the risk of:

  • Missed service windows or under-delivery against Home Care Package (HCP) or CHSP hours
  • Inefficient workforce deployment and last-minute shift changes
  • Reduced ability to forecast demand and match the right care worker with the right client
  • Rising costs due to overtime, travel inefficiencies, and duplicated admin

In short, the MAC Portal is a reality—but it doesn’t need to be the limiting factor in your operating model.

Designing Around Constraints: The Power of Workflow Mapping

One of the most important first steps in improving efficiency is to map your existing workflow in and around the MAC Portal. That means asking:

  • What actions are triggered when a referral is received?
  • Where do handovers, duplication or rework occur?
  • What tools (Excel, email, SharePoint, workforce software) are used downstream?
  • Who is responsible for manually bridging gaps between MAC and other systems?

Once that’s understood, you can identify where digital tools like Microsoft Power Apps can automate, streamline, or enhance these processes—without needing to rebuild your core systems or compromise compliance.

This design-led approach ensures that your workflows are purpose-built for your organisation’s structure, care models, and technology stack—while still fitting around the MAC Portal’s constraints. Trace Consultants provides support in mapping these workflows and identifying digital tools that best fit your operations.

The Case for Microsoft Power Apps in Aged Care

Microsoft Power Apps is a low-code/no-code platform that enables organisations to build custom business applications that integrate with Microsoft 365, SharePoint, Teams, and other systems—even if they don’t integrate directly with MAC.

Why Power Apps is ideal for Aged Care:

  • Custom workflows: You can build intake, scheduling, or service tracking tools tailored to how your teams work—not generic templates.
  • Mobile-first: Apps work across desktop and mobile, enabling real-time updates from care workers, schedulers, and coordinators in the field.
  • Data capture: Structured forms allow accurate data collection at the source—reducing rework and improving auditability.
  • System integration: While MAC may not offer open APIs, Power Apps can link with your rostering software, payroll, SharePoint, and CRMs to fill the gaps.
  • Automation: Combine Power Apps with Power Automate to streamline approval chains, notify staff of new referrals, or update care plans automatically.
  • Scalable and cost-effective: Built on your existing Microsoft licence, Power Apps often avoid the cost and complexity of third-party integrations.

Trace Consultants has helped aged care clients build and deploy custom Microsoft Power Apps that fit within existing compliance frameworks while creating meaningful process improvements.

A Real-World Workflow Example

To make this real, let’s walk through a simplified care delivery workflow—and how MS Power Apps can improve it when working around the MAC Portal.

Scenario: Home Care Referral and Service Scheduling

Traditional Workflow (Pain Points Highlighted)

  1. New HCP referral received via MAC Portal
  2. Referral printed or copied into email to team leader
  3. Admin manually enters client info into CRM and scheduling system
  4. Team leader assigns case manager and care coordinator
  5. Coordinator builds schedule in rostering tool or Excel
  6. Care workers notified manually via SMS or calls
  7. MAC Portal updated separately after visits completed

Challenges:

  • Multiple data handovers
  • Rework across CRM, MAC and rostering
  • No visibility for care workers or admin staff in real-time
  • Scheduling often misaligned with workforce availability

Improved Workflow with MS Power Apps

  1. New referral received → Coordinator logs referral in Power App (structured form)
  2. App pushes referral info to SharePoint and notifies care team
  3. Coordinator assigns worker based on location, availability, skills (Power App links to roster data)
  4. Auto-generated weekly schedule built in Power App, accessible via mobile
  5. Visit outcomes logged by workers on mobile, triggering alerts if follow-up is needed
  6. Power Automate flags services completed for MAC update and triggers internal QA processes

Benefits:

  • Eliminates email/Excel duplication
  • Reduces admin time and service delays
  • Improves transparency across scheduling, rostering, and care delivery
  • Enables better compliance and reporting without manual MAC re-entry

This type of solution is achievable when partnering with experienced consulting teams like Trace Consultants.

Unlocking Efficiency in Rostering and Scheduling

Effective rostering in aged care is about more than just filling shifts. It’s about aligning workforce capacity to demand, managing fatigue, and ensuring clients receive the right care, from the right person, at the right time.

By redesigning rostering workflows around the MAC Portal’s known constraints, aged care providers can:

  • Streamline shift planning: Use Power Apps to create structured, automated processes for intake-to-schedule.
  • Optimise travel: Build tools that factor in client locations and workforce geography to minimise travel time and costs.
  • Enable responsiveness: Equip schedulers with real-time alerts and mobile tools to respond quickly to cancellations or changes.
  • Improve client continuity: Match workers to clients based on past history, preferences, and continuity goals.
  • Increase forecast accuracy: Track scheduled vs. actual service delivery to inform future workforce planning.

We work with providers to build these capabilities through tailored solutions. Learn more about rostering and scheduling improvement at Trace.

Risks of Not Acting

Many aged care providers are still relying on workarounds like spreadsheets, emails, and manual processes to bridge gaps between the MAC Portal and their rostering systems. These create:

  • Hidden costs: Labour hours lost to admin tasks that could be automated
  • Compliance risks: Inconsistent data and missed documentation
  • Workforce frustration: Fatigue from manual scheduling, missed shifts or travel inefficiencies
  • Client dissatisfaction: Inconsistencies in care quality or availability

With increased scrutiny on aged care delivery and funding models, inefficiencies that were once tolerated are now under the spotlight. Providers who continue to “make do” may struggle to meet compliance requirements, retain staff, or scale services cost-effectively.

How Trace Consultants Can Help

At Trace Consultants, we support aged care organisations across Australia by helping them optimise their service delivery through smarter workflows and practical technology deployment.

Our approach is grounded in:

  • Deep understanding of aged care operational models
  • Experience working within MAC Portal constraints
  • Capability to build and deploy Microsoft Power Apps that support workforce planning
  • Strategic focus on linking workflow changes to measurable cost and service improvements

Whether you're beginning your workflow transformation or looking to scale an existing initiative, our Supply Chain IT Transformation team can help you move forward—faster.

Why Now?

The aged care sector is under pressure to do more with less: more compliance, more hours delivered, more responsiveness to client needs—without increasing overheads. Investing in a smart, workflow-led approach to technology is no longer optional. It’s strategic.

With the Australian Government investing in digital transformation of aged care, and the sector moving toward more structured reporting and transparency, now is the time to build the digital muscle needed to thrive—not just survive.

Redesigning workflows around MAC and investing in tools like Power Apps is a practical, scalable way to build that muscle—delivering real ROI, improving staff experience, and ultimately enabling better care.

Turning a Constraint into a Catalyst

The My Aged Care Portal isn’t going anywhere. But that doesn’t mean your operating model needs to be constrained by it.

By designing workflows around its limitations, and using modern tools like Microsoft Power Apps, aged care providers can unlock significant value—reducing admin costs, improving rostering outcomes, and ultimately enabling more time for what matters most: delivering care.

At Trace Consultants, we specialise in helping aged care organisations operationalise these improvements—with a deep understanding of your workforce, systems, and service model.

Ready to rethink how you work with MAC instead of against it?
Visit our Contact Us page or reach out to our team to explore how we can help.

Procurement

How to Reduce Property Services Spend through Smarter Scoping and Go-To-Market Strategy

July 2025
Property services spend is often underestimated, yet ripe for optimisation. Discover how effective scoping and structured go-to-market strategies can unlock savings—without compromising service.

Reducing Property Services Spend Through Effective Scoping and Go-To-Market

The Overlooked Cost Base in Critical Facilities

In complex environments like airports, hospitals, universities, integrated resorts, stadiums, and commercial precincts, the focus is often on front-of-house excellence—serving passengers, patients, students, guests, and crowds.

But behind the scenes, a quiet but significant cost driver is at play: property services.

Cleaning, security, mechanical, electrical, plumbing (MEP), waste management, and general contracting services represent millions in annual spend for most organisations. Yet they often go under-managed—locked into legacy scopes, loosely governed, and rarely put to market in a disciplined way.

Trace Consultants recently partnered with a major hospitality and entertainment group, helping them reduce their property services spend by ~24% through detailed scope optimisation and a structured go-to-market (GTM) process. The result wasn’t just lower cost—it was better service, clearer accountability, and long-term sustainability.

In this article, we’ll unpack how you can unlock similar savings and operational uplift—whether you're managing a terminal, hospital, campus, or commercial precinct—and how Trace Consultants can help.

Why Property Services Spend Often Escapes Scrutiny

Property and facilities-related services are foundational to operations—but also easy to overlook:

  • Costs are spread across departments or sites
  • Scope creep happens silently over time
  • Performance is hard to measure (e.g. what defines “clean”?)
  • Contracts are often renewed on rollover rather than tendered
  • Teams managing contracts are under-resourced or decentralised

For high-footfall environments like airports and stadiums, the variability of demand—driven by flight schedules, events, or peak periods—adds another layer of complexity.

Meanwhile, universities, hospitals and integrated resorts face demands for 24/7 service, regulatory compliance, and increasing pressure on both quality and ESG outcomes.

Despite all this, property services are often treated as BAU—not as a strategic lever for performance and cost management.

Step 1: Understand the Scope – Because Not All Services Are Created Equal

Each category within property services comes with unique dynamics, compliance risks, and cost drivers:

Service CategoryCost and Complexity DriversCleaningShift patterns, loading, sqm, operating hours, deep cleans, consumablesSecurityStatic guards, mobile patrols, technology integration, licencing, response timesMechanical / ElectricalPreventative vs. reactive balance, asset lifecycle, location accessPlumbingEmergency vs. planned jobs, high-risk compliance, out-of-hours coverageWaste ManagementWaste streams (general, clinical, hazardous), disposal frequency, sustainability targetsGeneral ContractingMinor works, ad hoc repairs, procurement pathways, response SLAs

At Trace, we start with a forensic review of the current state, going beyond contracts and cost sheets. We map service delivery, challenge embedded practices, and walk sites with staff to understand where inefficiencies lie.

In airports, for instance, this might reveal:

  • Redundant cleaning rotations in underutilised gates
  • Security patrol duplication between public and restricted zones
  • Inefficient maintenance scheduling around curfews or high-traffic windows

Understanding what’s really needed—and how it’s being delivered—is step one in reducing spend.

Step 2: Redesign the Scope – Don’t Just Cut, Optimise

A common trap is equating cost savings with cutting services. But real value comes from optimising scope, not arbitrarily reducing it.

Here’s how Trace typically improves scope effectiveness:

  • Align service frequency to need: Not all areas require daily cleaning—e.g., back-of-house or staff corridors
  • Right-size labour vs. consumables: Splitting these can uncover inflated margins or double-ups
  • Rebalance in-house vs. outsourced: Some minor maintenance may be better insourced or bundled
  • Modernise security models: Transition from static guards to technology-first solutions where appropriate
  • Standardise waste processes: Clarify bin types, location zoning, and vendor responsibilities

For example, in our recent hospitality engagement, public area cleaning schedules had not been reviewed post-pandemic—despite significantly lower foot traffic in some venues. Adjusting scope to reflect current volumes created an immediate savings opportunity, without sacrificing guest experience.

Step 3: Go to Market With a Clear and Competitive Strategy

Going to market isn’t just about getting quotes—it’s about setting up vendors for success and driving competitive tension.

Trace’s category-specific GTM playbooks ensure that:

  1. Scoping documents are clear and standardised across locations and vendors
  2. Market engagement is broad—beyond the usual incumbent shortlist
  3. Pricing templates are detailed and comparable, capturing all rate drivers
  4. Evaluation frameworks balance cost, capability, innovation, and ESG
  5. Commercial models and risk allocations are negotiated based on benchmarks

Airports and universities, in particular, benefit from this multi-category GTM model, allowing them to test bundling options while maintaining service differentiation.

Step 4: Explore Bundling vs. Specialist Contracts Strategically

Consolidating services under a single vendor can simplify management and improve pricing—but only if done right.

We recommend bundling only when:

  • Services are naturally interdependent (e.g., mechanical and electrical)
  • You have strong FM contract governance capability
  • Vendors are genuinely multi-disciplinary—not sub-contracting behind the scenes
  • There's clear service-level ownership and risk transfer

In contrast, specialist contracts may be preferable where:

  • Service delivery is highly regulated (e.g., clinical waste in hospitals)
  • The cost of failure is high (e.g., critical HVAC failure at an airport)
  • Operational control needs to stay close to site management (e.g., cleaning at stadiums during events)

Trace helps clients model bundled vs. unbundled contract structures and run dual-track sourcing where needed—ensuring decisions are based on data, not convenience.

Step 5: Drive Long-Term Value with Contract Management Discipline

Securing a better deal is only half the battle. Sustaining the savings requires ongoing contract governance and performance management.

This includes:

  • Service-level dashboards for cleaning compliance, security response, maintenance closures, etc.
  • Monthly supplier reviews using actual data and agreed KPIs
  • Audit and verification of vendor-reported performance
  • Invoice compliance checks—especially around call-outs, overtime, and consumables
  • Annual reviews of scope, standards and benchmarking

In our hospitality engagement, Trace supported the client in rolling out site-based scorecards for each service line. This drove:

  • A consistent approach to supplier management across multiple venues
  • Early identification of underperformance and rectification
  • Improved stakeholder engagement at the frontline

This same playbook applies across sectors—whether you're managing a runway, a lecture theatre, a surgical theatre, or a retail precinct.

Why Airports Should Be Paying Attention

Airports are uniquely complex environments:

  • They operate 24/7
  • They span vast, mixed-use spaces (public, restricted, airside)
  • They face strict regulatory and safety compliance
  • Their asset bases are ageing and high-maintenance
  • They are under pressure to improve ESG performance

Despite this, many airports remain locked into long-standing vendor arrangements with little competitive testing or scope review. The opportunity to reduce cost, improve service resilience, and embed sustainability into the property services model is significant.

Trace has deep experience working in high-availability, compliance-driven environments and can bring mature procurement and facilities advisory capability to airport operations teams.

Broader Impacts: ESG, Sustainability, and Social Procurement

Property services now sit squarely within broader ESG and regulatory frameworks:

  • Waste reduction and diversion from landfill
  • Sustainable cleaning and chemical usage
  • Emissions from contractor fleets and equipment
  • Modern slavery and ethical sourcing in labour supply chains
  • Local, Indigenous, and social enterprise supplier participation

Trace incorporates these into our scoping, GTM, and evaluation frameworks—ensuring savings are achieved without sacrificing social value or environmental responsibility.

For government-owned entities, universities, and airports bound by state procurement policies, this is increasingly non-negotiable.

How Trace Consultants Can Help

Trace Consultants offers end-to-end commercial and operational advisory to help your organisation take control of property services spend.

We specialise in supporting:

  • Airports and transport hubs
  • Hospitals and health networks
  • Universities and education precincts
  • Integrated resorts and event venues
  • Retail and commercial asset managers
  • Stadiums and major sporting venues

Our services include:

✅ Spend diagnostics and opportunity identification
✅ Scope review and optimisation
✅ GTM strategy and execution
✅ Vendor evaluation and negotiation support
✅ Contract performance frameworks
✅ Implementation planning and benefits tracking

We’re not just procurement people—we’re operators. We bring on-the-ground knowledge of how these services are delivered, and how they can be delivered better.

Property Services as a Strategic Lever

If you're overseeing a major asset or precinct and haven’t reviewed your property services spend recently, chances are you're leaving value on the table.

Ask yourself:

  • Are our scopes aligned with today’s operational needs?
  • Are our vendors delivering value, or just ticking boxes?
  • When did we last competitively tender this category?
  • Do we have the data and discipline to drive long-term performance?

Whether it’s cleaning at a terminal, security at a stadium, M&E at a university, or waste at a shopping centre, the same principles apply: clarify the scope, test the market, manage the outcomes.

Trace Consultants can help you every step of the way.

👉 Contact us to discuss how we can help you reduce costs, strengthen operations, and turn property services into a competitive advantage.

How NDIS Providers Can Optimise Workforce Planning and Rostering to Reduce Costs and Maintain Service

Balancing cost efficiency with care quality is the core challenge in NDIS and aged care workforce design. Here’s how smarter planning, forecasting, and rostering can make the difference—and how Trace Consultants can help.

NDIS Workforce Planning, Rostering and Scheduling: How to Bring Down Cost Base and Maintain Service

The High Stakes of Care Workforce Design

Across Australia, National Disability Insurance Scheme (NDIS) providers, aged care organisations and government-funded care services are under increasing pressure. Inflationary cost pressures, increased scrutiny on service quality, a tightening labour market, and the ongoing shift toward consumer-directed care have made one thing clear: effective workforce planning is no longer a back-office function—it's a strategic imperative.

Care is personal. It happens in homes, communities, and facilities. But behind the scenes, the ability to put the right person in the right place at the right time—at the right cost—is where organisational sustainability lives or dies.

Rostering inefficiencies, workforce under-utilisation, or last-minute agency reliance can quickly balloon into unsustainable operating costs. At the same time, the complexity of service delivery—particularly in-home and mobile care—requires organisations to maintain high service responsiveness without letting costs spiral out of control.

At Trace Consultants, we’ve worked with providers across aged care, disability support, and government services to transform how they plan, schedule, and deploy their frontline teams. In this article, we explore the key levers to reduce workforce costs while maintaining service, and how you can start applying them today.

The Cost Challenge: Why Workforce is Your Largest Lever

It’s no secret: labour costs account for more than 60–70% of operating expenses across care-based organisations.

But it’s not just about wages.

The cost base is influenced by:

  • Inefficient rostering patterns
  • Under-utilised travel time
  • Excessive overtime
  • Overuse of high-cost agency staff
  • Misalignment of staffing to demand
  • Poor visibility across permanent, part-time, and casual staff capacity
  • Fragmented scheduling systems

In the NDIS space, complexity multiplies due to variable funding structures, individualised care plans, location-based workforce challenges, and compliance requirements.

Without the right planning and scheduling infrastructure, organisations are often flying blind—leading to missed visits, cost overruns, or care that simply doesn’t meet expectations.

What “Good” Looks Like: Workforce Excellence in NDIS and Aged Care

Organisations that lead in workforce optimisation tend to exhibit several shared traits:

  • Clear service design and workforce demand models based on geography, time-of-day, and skill type
  • Optimised workforce mix (e.g., FTE, part-time, casual, agency) suited to demand variability
  • Integrated rostering and scheduling tools that reflect real-time changes and preferences
  • KPI visibility across cost per hour, billable vs. non-billable hours, utilisation, and missed shifts
  • Minimal travel time and high shift continuity
  • Forecasting capability that enables proactive recruitment or shift balancing

Most importantly, they are data-led in how they forecast demand, schedule supply, and track performance.

This requires a maturity lift in processes, people capability, and enabling technology. And that’s where many providers are now investing.

Five Levers to Drive Workforce Efficiency While Preserving Service

1. Align Workforce Strategy to Client Demand

Start by clearly defining your client promise:

  • What type of service are you delivering?
  • When do clients need it most (days, times)?
  • Where are the clients located?
  • What level of qualifications or support are required?

This demand profile should drive your workforce strategy, not the other way around.

Tools like heatmaps, time-of-day demand analysis, and client clustering can reveal patterns that help you structure a more efficient service model.

Trace Consultants helps organisations build demand profiles using historical data, booking trends, and NDIS plan analysis. This sets the foundation for workforce redesign.

2. Optimise Workforce Composition and Mix

Most providers carry a sub-optimal mix of:

  • Full-time employees
  • Part-time and casual workers
  • Agency or contingent staff
  • Subcontracted labour

Each has its place. But the mix must reflect the volatility of demand across services, time, and geography.

Over-reliance on casual or agency staff leads to cost blowouts, inconsistent care, and administrative overhead.
Under-leveraging permanent part-time staff can leave capacity on the table.

The right approach often involves building roster-friendly part-time models, training for broader skill coverage, and reducing dependency on high-cost temp options.

Trace works with clients to model the “future state” workforce mix aligned to demand and rostering best practice.

3. Improve Rostering and Scheduling Practices

Here’s where the rubber hits the road.

Good planning means nothing if it doesn’t translate into efficient, fair, and client-aligned rosters.

Common pain points we see include:

  • Manual rostering using spreadsheets or basic scheduling tools
  • Inconsistent shift allocation processes across service types
  • Lack of continuity for clients or fragmentation of worker hours
  • Excessive non-billable time due to gaps, travel, or cancellations

Modern rostering platforms can support:

  • Optimised shift allocation based on distance, availability, continuity, preferences
  • Automated travel time calculations and route optimisation
  • Integration with demand forecasting engines and HR systems
  • Real-time visibility of shift gaps and worker availability

Trace supports providers to assess current scheduling maturity, select fit-for-purpose technologies, and implement best practice scheduling governance frameworks.

4. Leverage Data to Improve Utilisation and Reduce Cost Per Hour

Understanding your labour costs shouldn’t be guesswork.

Yet many providers struggle to answer:

  • What’s our true cost per hour of care?
  • How much of our staff time is billable?
  • Where are we seeing the highest leakage or inefficiency?

Dashboards that track cost per service type, staff utilisation, unavailable hours, overtime, and shift-fill rates are critical.

We help build reporting frameworks that don’t just inform—but enable managers to take action.

That could be:

  • Rebalancing workloads
  • Coaching underperforming team leaders
  • Reallocating hours
  • Addressing gaps in team coverage

5. Strengthen Planning and Forecasting Capability

Too often, rostering teams are reactive.

By embedding a demand-led planning cycle, your organisation can forecast future workforce requirements based on expected:

  • Care hours
  • Client onboarding
  • Seasonality
  • Geographic expansion
  • NDIS funding cycles

With this foresight, recruitment, training, and rostering become proactive. You avoid lurching from crisis to crisis or building a workforce that doesn’t reflect client needs.

Trace Consultants brings forecasting models used in retail, health, and logistics sectors into the care context—enabling a more mature, analytical approach to workforce planning.

The Role of Technology: Choosing the Right Tools

There is no shortage of workforce and rostering platforms—AlayaCare, Lumary, Skedulo, ShiftCare, Humanforce, and others are commonly used across the sector.

But technology alone won’t solve broken rostering processes or a misaligned workforce model.

The right approach involves:

  • Functional requirement development based on current vs. future state needs
  • Assessment of system interoperability (HR, payroll, CRM, finance)
  • Clear business case for investment (cost saving, service uplift)
  • Strong change management and governance

Trace Consultants often supports clients with end-to-end technology reviews, vendor selection, implementation support, and benefits tracking—ensuring tools deliver real value, not just more complexity.

Redesigning for Home-Based and Mobile Care

As government policy continues to push toward community and home-based care, the challenge of rostering becomes even harder.

You now need to account for:

  • Variable travel times
  • Suburb-based zoning
  • Client preferences for continuity
  • Shift clustering across areas
  • Route optimisation

Trace has worked with providers to develop rostering zones, mobile-first staff schedules, and route-based planning tools. These reduce non-billable hours and improve reliability—without adding cost.

Compliance, Quality and Cost: Finding the Balance

Providers often find themselves in a tug-of-war between:

  • Cost efficiency
  • Compliance and risk
  • Service quality and continuity
  • Workforce satisfaction and wellbeing

Poor rostering leads to burnout. Excessive agency use risks compliance. Budget cuts impact service access.

The only solution is smarter workforce design and stronger operating discipline—backed by data, process maturity, and the right tech.

How Trace Consultants Can Help

At Trace Consultants, we specialise in workforce planning, scheduling optimisation, and operating model transformation across complex service environments.

We’ve supported aged care organisations, disability services, health agencies, and government departments to:

  • Build demand and workforce forecasting models
  • Redesign rostering and scheduling processes
  • Select and implement fit-for-purpose workforce tech
  • Analyse and optimise workforce composition and cost base
  • Strengthen KPI frameworks and reporting
  • Improve service consistency, staff satisfaction and continuity

Our heritage in supply chain planning and operational optimisation gives us a different lens: we bring rigour, precision, and practical solutions—tailored to the nuances of human-centred service delivery.

Getting Started on Your Workforce Efficiency Journey

If you're an executive in the NDIS, aged care, or broader government-funded care system, now is the time to act.

The market is shifting. Service delivery is getting more complex. Labour will remain tight for the foreseeable future.

You can’t control funding levels or government policy—but you can control how effectively your workforce is planned, scheduled, and deployed.

Start by asking:

  • Do we understand our demand profile?
  • Are our rostering and scheduling practices helping or hurting?
  • What’s our true cost per hour of care—and how do we improve it?
  • Is our workforce mix aligned to our model of care?
  • Are we using data and tech effectively to support decision making?

If you’re not confident in the answers, Trace Consultants is here to help.

Looking to reduce your cost base while improving service consistency?
Contact Trace Consultants to explore how better workforce planning and rostering can transform your organisation.

👉 Get in touch with Trace

Strategy & Design

How AI is Changing Management Consulting - an AI prompted - point of view by Shanaka Jayasinghe

The future of consulting isn’t less human, it’s more. Here’s what that means for our industry.

The Future of Management Consulting, with AI

A point of view by Shanaka Jayasinghe, Partner at Trace Consultants

Let me get this out of the way upfront: yes, I used AI to help draft this article.

Not because I couldn’t write it. But because, like everyone else, I’m learning how to use these tools effectively—and because it would be disingenuous to talk about the future of management consulting without using the very technology we’re all trying to understand.

AI is already transforming the way organisations think, plan, and operate. For consulting firms—especially those of us who work deeply in supply chain and procurement—this presents both a challenge and an opportunity. We must confront what AI automates, where human expertise still holds unmatched value, and how our role needs to evolve.

At Trace, we see this evolution playing out every day across our projects—from rethinking warehouse and transport networks, the automation of forecasting & purchasing decisions, to the redesigning back-of-house logistics for major hospitals.

The future isn’t about competing with AI. It’s about integrating it—so we can go deeper, act faster, and deliver smarter outcomes for our clients.

A Shift in the Consulting Project Landscape

In a short space of time, we’ve already seen a clear shift in the types of consulting projects clients are engaging. The era of the multi-year tech transformation—requiring armies of consultants, vendors, and SI partners—feels like it’s winding down. Whether driven by economic pressure, AI enablement, or both, organisations are now leaning into more agile, focused initiatives. The brief is clearer: reduce cost, move faster, unlock value.

Clients want surgical improvements to their business model—clear problems, straightforward solutions, pragmatic delivery, and real-time benefit tracking. It’s no longer about grand programs with abstract business cases. It’s about doing fewer things, better.

And in this environment, it’s not the “smartest” consultant who stands out—it’s the most helpful. The real value lies in the application of a solution, not just its design. Those who can implement change, navigate complexity, and deliver impact without overcomplicating it will outperform. That’s the difference between good and great—and it’s what will determine who thrives in the age of AI.

Consulting’s Core Promise Hasn’t Changed—But How We Deliver It Must

Great consulting has never been just about providing answers. It’s about helping clients solve problems they can’t—or shouldn’t—tackle alone. It’s about building trust, embedding change, and transferring capability.

I read a fantastic piece on consulting back in 2018 that's shaped my perspective since. Robert Hillard wrote in The Mandarin, consulting is at its best when it’s:

  • Trusted – grounded in long-term relationships, not transactions
  • Transformative – unlocking change that sticks
  • Transferable – leaving clients better equipped than before

These principles remain true in the age of AI. But how we deliver against them is changing—fast.

A Growing Irony in the Consulting Sector

There’s a strange paradox emerging. Many global consulting firms are promoting AI as the key to competitive advantage. Yet in doing so, they’re also accelerating the commoditisation of some of their own services.

As a former Director at Accenture, I’ve seen firsthand how large firms—built for scale and capacity—are grappling with this shift. Their latest global strategy, as reported in the AFR, reflects a sharp pivot towards AI-powered service lines. But in doing so, many are caught in a tension between automating delivery and preserving value.

If AI can automate benchmarking, generate strategy slides, simulate business cases, and process supply chain data in minutes—then why engage a traditional consultant?

The answer, of course, is: it depends on what you want.

If you want a generic solution based on global best practice and internal toolkits, AI might be enough. But if you want something fit-for-purpose, grounded in the operational realities of your business, and actually implementable—then you still need people who understand how supply chains work on the ground, how technology integrates across the stack, and how to drive alignment across stakeholders.

That’s where the difference lies. And it’s where Trace has always focused our value.

The Spotlight on Big Consulting—and the Rise of Boutique Specialists

The broader context cannot be ignored. The PwC Australia tax scandal has prompted a wave of scrutiny around consulting engagements—especially within government.

Large firms, once the default, are now under more pressure than ever to justify cost, independence, and delivery value. In this environment, boutique firms like us have found greater traction—not just because we’re smaller, but because we’re specialists.

We bring deep, operational expertise in supply chain and procurement—not just strategy, but execution. We know how to redesign supply chain technology architectures and work with operators to optimise for outcomes - whether that be oriented towards driving service, growth or cost outcomes. We know what warehouse constraints actually look like on site. We know how to navigate and implement change in complex government and commercial environments.

What’s Becoming Less Valuable in Consulting

AI has already made some aspects of our profession redundant—and more change is coming.

Tasks like deck-building, benchmarking, financial modelling, and process mapping are being automated. These used to be core deliverables; now they’re inputs, or even by-products, of the real work.

Some forms of IT consulting, particularly those relying on offshoring or capacity-based delivery models, are at risk. Why engage a team to build a data model over three weeks when an AI tool can structure 80% of it in a day?

Clients expect—and deserve—faster, more efficient delivery.

Let’s call it out clearly:

1. Generic Benchmarking and Presentation Building

Once a differentiator, now a commodity. If you’re producing decks that repackage existing content, clients will quickly realise they can generate it themselves—with better data and in less time.

2. Surface-Level Expertise

Summarising industry trends or deploying generic maturity models without tailoring to the client’s operating model, commercial context, or tech stack is no longer good enough. Clients want specific, actionable insights.

3. Chargeable-Hour Based Operating Models

Charging for time rather than outcomes is under threat. When a task is automatable, the expectation will shift toward fixed-price, outcome-based delivery—especially in areas like procurement diagnostics, network design modelling, or demand planning.

Consultants need to go beyond what AI can do. That’s the new bar.

What’s Becoming More Valuable in Consulting

As AI takes over commoditised tasks, the real value in consulting shifts to the things it can’t do—yet.

1. Deep Domain and Operational Expertise

Nowhere is this more true than in supply chain and procurement.

From configuring a WMS system for complex warehouse flows to evaluating supplier transition risk across a hospital network, the nuance required can’t be faked.

Our clients choose us because we understand their operations at a granular level. We know what happens at the loading dock. We understand how a supplier shift affects patient flow, shift rostering, or site safety.

That’s not something AI can infer from a spreadsheet.

2. Human Connection and Change Enablement

AI doesn’t build trust. It doesn’t resolve tension in a boardroom or help a CFO navigate uncertainty in a capital project.

Consulting is still about people. That’s more true than ever in a world where technology creates answers, but humans make decisions.

3. Strategic Intuition and Decision Framing

AI can present options—but it can’t navigate trade-offs in a complex business environment.

Whether we’re advising on S&OP frameworks, indirect procurement strategies, or warehouse footprints, our clients value judgement—the kind that comes from doing it before, in multiple contexts, and knowing where to flex.

The Architecture Challenge: Data Disintegration in Supply Chains

If there’s one thing holding organisations back from AI-enabled transformation—it’s their fragmented system landscape.

In supply chain, we see this daily:

  • ERP for finance and materials
  • APS for planning
  • WMS and TMS for logistics
  • P2P for procurement
  • BI tools for reporting
  • All alongside countless excel spreadsheets!!!

Each holds different data, structures, and timestamps—creating blind spots and inefficiencies.

This leads to:

  • Limited visibility of landed costs or working capital
  • Duplicate supplier records
  • Misaligned planning and execution
  • Excel-heavy workarounds

AI won’t solve this alone. But it can help:

  • Integration layers to harmonise data
  • Agents to fill data gaps with external benchmarks
  • Decision engines to simulate outcomes across constraints

But only if consultants know how to apply it operationally.

Bridging the Gap: From Data Fragmentation to AI Enablement

AI’s power is only as strong as the data it can access. In supply chain and procurement, fragmented systems often limit that potential. Legacy platforms, siloed functions, and poor integration can stall even the best AI tools. Effective consultants help cut through this. Drawing on deep operational experience, they guide businesses to prioritise tech investments with a practical lens—introducing targeted solutions that capture and connect the right data without overengineering. This approach maximises the impact of AI while keeping integration costs lean.

At Trace, we’ve helped clients unlock critical data and enable AI-driven planning, forecasting, and workflow automation. If you're navigating this space, reach out to Tim Fagan or Mat Tolley—they’re doing this work right now and can help you move faster, smarter.

A New Model of Consulting: AI-Augmented, Human-Led

At Trace, we believe the future isn’t AI versus people—it’s AI plus people, each playing to their strengths.

Our model is simple:

  • AI does the heavy lifting – data ingestion, pattern recognition, workflow automation
  • Our consultants lead the thinking – alignment, change, solution design, implementation

Whether optimising a warehouse network, designing linen logistics for a new hospital, or deploying scheduling tools for aged care—our team uses AI to go faster but always lead with human judgement.

What This Means for Talent

The consultant of the future isn’t just a generalist. They’re:

  • A systems thinker
  • An operations expert
  • A change leader
  • A technologist (even if not a coder)
  • A trusted advisor

At Trace, our team includes planners, engineers, operators, integrators—and the occasional AI enthusiast.

These are the people who will thrive in the future of consulting.

The More Things Change, the More We Need to Stay Human

AI will replace parts of consulting. But it will also elevate it.

Our job is not to resist the shift—but to lean into it with clarity, ethics, and courage.

To stop charging for what’s easy.
To focus on what’s hard.
To go deeper.
To be faster.
To stay human.

At Trace, that’s been our model since day one: operational depth, client intimacy, real-world results.

Yes, I used AI to help write this.

But it’s the human insight that makes it matter.

Technology

Why Planning your Loading Dock Is the Missing Piece in Your Logistics Strategy

June 2025
Dock scheduling software, like Mobiledock, can optimise loading dock operations by managing delivery times, reducing bottlenecks, and aligning resources. This article explores the cost-saving benefits, such as labour reduction and improved efficiency.

When we’re expecting a tradie to visit, we often spend a lot of time waiting around being unproductive…this is what happens at our loading docks too, but that lost productivity has much greater impacts on cost and customer service. Dock scheduling software is a game changer in this space, ensuring your dock managers know what to expect for the day, so they can adequately align the resources and capacity that is available to the activity expected on the Docks.  The key here is to allow the carriers to automatically book time in line with the operational policies of each site. This generates the expected demand and resource at your facilities – which is the catalyst for enabling the successful execution of subsequent back of house operations in the delivery of services to customers or end users.

In this article, we explore the two key scenarios that occur daily in loading docks across Australia, the impacts this has on your costs and efficiencies, and the how dock scheduling can provide a solution.

Back-Of-House planning – where complexities arise

As a patron to sports stadiums, theatres, shopping centres or even airports, we often don’t consider the extensive back of house areas where goods are received, stored and staged, before we see them served to us. The effective management of back of house operations is crucial for balancing operational costs with customer service levels. We typically see two common challenges with loading docks: too many deliveries to handle at one time, or too many idle resources waiting for inbound deliveries.

Example of unscheduled demand at loading docks

Influx of deliveries exceed capacity

Where unexpected influxes of deliveries occur at once, many of these cannot be serviced which results in:

- Holding up drivers in queues for extended periods,

- Operational shortcuts and workarounds in an effort to process quicker (i.e. staff disregarding safety procedures, manually dismantling pallets where forklifts are unavailable),

- Congested processing and storage areas, creating a bottleneck in goods flow processes,

- Cold chain compliance risks, and

- Perpetual and compounding delays to BOH operations downstream of the loading dock.

Over committing resources to prepare for unexpected delivery volumes

When we don’t know what’s coming, we will tend to err on the side of caution and prepare for the most we think we need. Over investment in dock resources means:

- More congestion at the dock with under utilised people and equipment,

- Excessive labour costs and inflated cost to serve,

- Increased maintenance and upkeep costs, and

- Clustered and ad hoc deliveries at suboptimal times.

When we don’t lock in delivery times, suppliers and drivers will show up when it suits them – not when it aligns with our own operational needs and workflow efficiency. No schedule means no control, and the resulting impact this can then have on the operational value chain through to our customers is significant.

Dock scheduling software as an enabler to strategic back of house design

A major enabler for combatting the above loading dock issues is distributing dock demand over the day to account for our capacity and align with our operational needs (e.g. for a hospitality business, we want our Loading Dock resources focused on processing fresh food deliveries  earlier in the day to allow kitchen production processes). This is where the concept of dock scheduling software comes in – by facilitating a scheduling system for truck arrivals to the dock, organisations can plan when suppliers will arrive and ensure there is appropriate space, equipment, and labour to receive goods and avoid queues and backlog.

Not only can dock scheduling keep your loading dock running smoothly, it also provides an opportunity to further optimise, such as reducing dock hours all together, and reducing manual administration requirements.

Mobiledock – the Loading Dock Management software solution

Mobiledock is an Australian developed, highly configurable web-based Loading dock scheduling platform that provides ‘air traffic control’ for loading docks, transforming operations from bottlenecks into streamlined, secure, and synchronised logistics hubs.

Mobiledock provides:

• A comprehensive booking and automated approvals system that provides carriers with an instant confirmation of loading dock timeslots which are also optimise dock usage and labour hours.

• Real-time visibility on an intuitive timeline interface for dock staff and business managers to prepare for receival of goods

• Powerful reporting tools to gain insights and drive performance improvements such as arrival times and turnaround times across partners and dock operations

• Enhanced site security through pre-authorisations for drivers, contractors, and service agents requesting access to the loading docks.

• Easy appointment setting, freeing up time for higher-value tasks.

The cost benefit outcomes of implementing Mobiledock have proven substantial.

• Alignment of Loading Dock resources to “when” specific deliveries are needed

• Reduction in required manned hours on dock, significantly reducing labour costs

• Distributing arrival times leads to a reduction in required bays

• Scheduling through Mobiledock streamlines various methods of communication from suppliers, reducing manual hours and improving overall communication.

Mobiledock’s timeline view of scheduled deliveries per dock across your property

With 32 retailers, 9 high rise buildings, and only one loading dock entrance, the 22-hectare Barangaroo precinct tackles loading dock administration with ease using Mobiledock automated entry processes.

“This enables the Dockmaster to focus on operations rather than conducting manual checks and administration. These advancements in technology get vehicles off the surrounding streets and into our facility […] reducing local road congestion.” – Mark Hedges, Property Services, Barangaroo.

To read more about the ‘Barangaroo Effect’, click here.

Next steps

Trace Consultants is a trusted partner for organisations looking to optimise BOH operations through loading dock process optimisation and management systems. With experience across stadiums, integrated resort style precincts, event centres, hospitals, universities, and more, we can provide tailored solutions to meet your unique circumstances.

Our Services Include:

• Dock layout design and optimisation

• Process mapping, review and optimisation

• Implementation and integration of dock management systems

• Customised training and change management for staff

• Performance monitoring and continuous improvement support

To read about Mobiledock and proven implementation results, head to the Mobiledock website.

To discuss opportunities for dock scheduling software and other back of house optimisation strategies, contact us at Trace Consultants here.

Workforce Planning & Scheduling

Workforce Planning: The Biggest Disruptor in Australian Supply Chains Over the Next Decade

June 2025
Workforce planning is revolutionising Australian supply chains. Discover how EBA scenario modelling, insource vs outsource decisions, workforce composition, AI, automation, and KPI dashboards are shaping the future of logistics.

The Workforce Revolution in Australian Supply Chains

Australian supply chains are navigating a perfect storm of challenges: global disruptions, labour shortages, and rapid technological change. Over the next decade, workforce planning will emerge as the single biggest disruptor, reshaping how businesses operate and compete. By strategically aligning talent with operational goals, companies can tackle issues like skills gaps, enterprise bargaining agreements (EBAs), and the rise of AI and automation while making critical decisions about insourcing, outsourcing, and workforce composition.

This article dives into why workforce planning is critical for Australian supply chain success, exploring EBA scenario modelling, constructive negotiations, insource vs outsource decisions, workforce mix (full-time, part-time, casual, agency), AI, automation, rostering, and the power of KPI dashboards. We’ll also highlight how Trace Consultants can help Australian businesses unlock their workforce potential and drive supply chain excellence.

Why Workforce Planning is Australia’s Supply Chain Game-Changer

From the ports of Fremantle to the warehouses of Sydney, Australian supply chains face unique pressures. Labour shortages, driven by an ageing workforce and regional skills gaps, are compounded by rising costs and global competition. Workforce planning—aligning human capital with business strategy—offers a proactive solution. According to McKinsey, companies with robust workforce planning are better equipped to adapt to market shifts and technological advancements, ensuring long-term resilience.

Here’s why workforce planning will dominate Australian supply chains over the next decade:

  1. Tackling Labour Shortages: With Australia’s unemployment rate at historic lows, finding skilled workers for logistics and manufacturing is tougher than ever. Workforce planning identifies future talent needs and builds recruitment pipelines.
  2. Optimising Workforce Composition: Balancing full-time, part-time, casual, and agency workers ensures flexibility and cost efficiency.
  3. Navigating Insource vs Outsource Decisions: Workforce planning helps businesses decide whether to insource critical functions or outsource to third parties.
  4. Leveraging Technology: AI and automation are transforming operations, requiring new skills and roles. Workforce planning ensures employees are ready.
  5. Mastering EBAs: Data-driven EBA scenario modelling aligns labour agreements with business goals.
  6. Driving Real-Time Insights: KPI dashboards provide visibility into workforce performance, enabling agile decision-making.

Let’s explore these key areas in detail.

EBA Scenario Modelling: Aligning Agreements with Business Goals

Enterprise Bargaining Agreements (EBAs) are a cornerstone of Australian industrial relations, governed by the Fair Work Act. Negotiating EBAs in supply chain industries—where demand fluctuates and margins are tight—requires precision. EBA scenario modelling uses data to simulate agreement outcomes, ensuring they support both employees and the business.

The Value of EBA Scenario Modelling

EBA scenario modelling forecasts the financial and operational impacts of proposed agreements. For example, businesses can test scenarios involving wage increases, penalty rates, or flexible shifts to understand their effects on labour costs and productivity. This empowers informed negotiations, ensuring agreements are fair and sustainable.

Key benefits include:

  • Cost Transparency: Modelling reveals the true cost of wage hikes or changes to conditions, preventing budget blowouts.
  • Operational Agility: Scenarios test rostering flexibility to meet peak demand, critical for supply chains.
  • Employee Engagement: Fair, data-backed agreements boost morale and reduce turnover.

Constructive Negotiations: Fostering Collaboration

Constructive negotiations build trust between employers and unions, minimising disputes and creating win-win outcomes. Workforce planning supports this by providing data to guide discussions. For instance, scenario modelling can show how proposed changes align with industry benchmarks, ensuring transparency.

Trace Consultants excels in EBA scenario modelling and negotiation support. Our data-driven tools help Australian businesses craft agreements that drive productivity while keeping employees happy.

Insource vs Outsource Decisions: Strategic Workforce Modelling

Deciding whether to insource or outsource supply chain functions—like warehousing, transport, or inventory management—is a critical strategic choice. Workforce planning provides the data and modelling needed to make informed decisions, balancing cost, control, and flexibility.

Insource vs Outsource Modelling

Insource vs outsource modelling evaluates the costs, risks, and benefits of each approach. For example:

  • Insourcing: Offers greater control and alignment with company culture but requires investment in training, infrastructure, and compliance with EBAs.
  • Outsourcing: Provides flexibility and lower upfront costs but may reduce visibility and increase reliance on third-party providers.

Modelling considers factors like labour costs, scalability, and service quality. For instance, a business might model the cost of hiring full-time warehouse staff versus outsourcing to a logistics provider during peak seasons.

Key considerations include:

  • Cost Efficiency: Insourcing may be cheaper long-term for stable operations, while outsourcing suits variable demand.
  • Workforce Capability: Insourcing requires skilled employees, while outsourcing shifts this responsibility to providers.
  • Compliance: Insourcing demands adherence to EBAs and workplace laws, while outsourcing transfers some compliance risks.

Making the Right Choice

Workforce planning ensures insource vs outsource decisions align with long-term goals. For example, a retailer might insource last-mile delivery to enhance customer experience but outsource warehousing to manage seasonal spikes.

Trace Consultants helps Australian businesses model insource vs outsource scenarios, providing clarity on costs, risks, and workforce implications. Our expertise ensures decisions drive efficiency and competitiveness.

Workforce Composition: Balancing Full-Time, Part-Time, Casual, and Agency Workers

The workforce mix—the blend of full-time, part-time, casual, and agency workers—is a critical lever for supply chain flexibility. Workforce planning optimises this mix to meet operational needs while controlling costs and ensuring compliance.

Understanding Workforce Composition

Each worker type offers unique benefits:

  • Full-Time: Provides stability and deep expertise but comes with higher fixed costs and EBA obligations.
  • Part-Time: Offers flexibility for predictable demand patterns, ideal for retail or distribution.
  • Casual: Suits short-term or variable needs, with higher hourly rates but fewer entitlements.
  • Agency: Enables rapid scaling during peaks (e.g., Black Friday) but may lack company alignment.

Workforce planning analyses demand patterns, labour costs, and compliance requirements to design the optimal mix. For example, a logistics firm might use full-time drivers for core routes, part-time staff for weekday peaks, and agency workers for holiday surges.

Benefits of Optimised Workforce Mix

A balanced workforce mix delivers:

  • Cost Control: Casual and agency workers reduce fixed costs during low-demand periods.
  • Agility: A flexible mix ensures rapid response to demand fluctuations.
  • Employee Satisfaction: Offering part-time or casual roles attracts diverse talent, such as students or retirees.

Trace Consultants designs tailored workforce composition strategies, helping Australian businesses balance cost, flexibility, and compliance. Our data-driven approach ensures the right mix for your supply chain.

AI and Technology Advancements: Reshaping the Workforce

Artificial Intelligence (AI) and technological advancements are transforming Australian supply chains, from automated warehouses to predictive analytics. Workforce planning ensures employees are equipped to thrive in this tech-driven landscape.

AI in Workforce Management

AI streamlines supply chain operations by automating tasks like demand forecasting and inventory management. According to ScienceDirect, AI reduces manual workloads but creates demand for new skills, such as data analysis and system oversight. Workforce planning addresses this by:

  • Identifying Skill Gaps: AI tools analyse workforce capabilities and highlight training needs.
  • Tailoring Training: Personalised programs upskill employees in AI platforms or analytics.
  • Streamlining Recruitment: AI-powered tools match candidates to roles based on skills and fit.

Automation: Enhancing, Not Replacing, Workers

Automation, such as robotic picking systems or autonomous forklifts, is reshaping Australian warehouses. Research suggests automation will reduce low-skilled roles but create high-skilled jobs requiring coordination and oversight. Workforce planning prepares businesses by:

  • Upskilling Staff: Training equips workers to manage automated systems.
  • Redesigning Roles: Jobs shift toward strategic tasks, like monitoring performance or troubleshooting.
  • Maintaining Human Oversight: Human judgment remains vital for complex decisions.

Trace Consultants helps Australian businesses integrate AI and automation into workforce strategies. We conduct skills audits, develop training programs, and design roles that maximise technology’s value while empowering workers.

Rostering and Scheduling: Boosting Efficiency

Effective rostering and scheduling are critical for Australian supply chains, ensuring staff are deployed efficiently while complying with EBAs and awards. AI-powered rostering software is revolutionising this process.

The Power of Automated Rostering

Modern rostering tools automate shift planning, factoring in employee availability, skills, and EBA conditions. Employment Hero notes that automated systems reduce errors, ensure compliance with award rates, and provide real-time cost visibility. Benefits include:

  • Budget Alignment: Rosters calculate wage costs upfront, preventing overspending.
  • Flexibility: Employees can swap shifts or bid for extras, boosting engagement.
  • Compliance: Software ensures adherence to EBA terms, penalty rates, and public holiday rules.

Real-Time Adaptability

Supply chain demands shift quickly—think port delays or e-commerce spikes. Automated rostering allows managers to adjust schedules instantly, minimising disruptions. For example, if a truck breaks down, staff can be reassigned to other tasks.

Trace Consultants implements tailored rostering solutions for Australian supply chains, integrating with automation and EBA requirements for seamless efficiency.

KPI Dashboards: Real-Time Decision-Making

KPI dashboards provide real-time visibility into workforce and supply chain performance, enabling agile management. According to industry research, dashboards facilitate proactive monitoring, helping businesses address issues before they escalate.

Key Workforce KPIs

Effective workforce planning tracks five to seven KPIs, as recommended by HiBob. Examples include:

  • Turnover Rate: Measures retention and flags engagement issues.
  • Training Completion: Tracks skill development progress.
  • Labour Cost per Shift: Ensures rostering aligns with budgets.
  • Schedule Adherence: Identifies rostering inefficiencies.
  • Employee Satisfaction: Gauges morale via surveys or eNPS.

Empowering Real-Time Decisions

Dashboards consolidate data from rostering, payroll, and operations, offering a holistic view. For instance, a dashboard might show overstaffing during quiet periods, prompting schedule adjustments. Real-time insights also enable rapid responses to disruptions, like labour shortages.

Trace Consultants designs custom KPI dashboards for Australian businesses, integrating with your systems to deliver actionable insights that drive workforce and operational success.

The Future of Workforce Planning in Australian Supply Chains

Workforce planning will evolve with emerging trends:

  • Generative AI: Enhanced forecasting and scenario modelling for precise planning.
  • Sustainability: Aligning workforce strategies with environmental goals.
  • Gig Economy Integration: Incorporating casual and agency workers into long-term plans.

Australian businesses must act now to stay ahead, investing in workforce planning to build resilience and competitiveness.

How Trace Consultants Can Help

At Trace Consultants, we’re passionate about helping Australian supply chains thrive. Our workforce planning expertise empowers businesses to navigate disruptions and seize opportunities. Here’s how we support you:

  • EBA Scenario Modelling: Data-driven tools to craft fair, sustainable agreements.
  • Insource vs Outsource Modelling: Strategic analysis to optimise cost and control.
  • Workforce Composition Strategy: Tailored mixes of full-time, part-time, casual, and agency workers.
  • AI and Automation Integration: Skills audits and training to prepare your workforce.
  • Rostering Solutions: Automated systems for compliance and efficiency.
  • Custom KPI Dashboards: Real-time insights for data-driven decisions.

Based in Australia, Trace Consultants is your trusted partner for supply chain success. Visit our Insights page to learn more.

Embrace Workforce Planning for a Competitive Edge

Workforce planning is the key to unlocking the future of Australian supply chains. By mastering EBAs, insourcing vs outsourcing, workforce composition, AI, automation, and KPI dashboards, businesses can achieve efficiency, agility, and resilience.

The next decade, those who invest in workforce planning will lead the industry. Partner with Trace Consultants to transform your workforce strategy and drive supply chain excellence.

Ready to get started? Contact us at www.traceconsultants.com.au to future-proof your supply chain.

Sustainability

Prudential Standard CPS 230 Overview: Mastering Supply Chain and Operational Risk Management

June 2025
Discover how APRA’s CPS 230, effective July 2025, reshapes operational risk management for Australian financial institutions. Learn about supply chain compliance, third-party risk, and how Trace Consultants can guide your organisation to resilience.

Supply Chains at the Heart of CPS 230 Compliance

In the fast-evolving Australian financial services landscape, supply chains are critical to operational success. From cloud computing platforms to payment processing vendors, financial institutions rely heavily on third-party and fourth-party providers to deliver essential services. However, this dependence introduces significant risks, from vendor insolvencies to cyberattacks. The Australian Prudential Regulation Authority’s (APRA) Prudential Standard CPS 230 Operational Risk Management, effective July 1, 2025, places supply chain risk management at the forefront of operational resilience.

For financial services companies and risk professionals, CPS 230 is a game-changer, requiring robust oversight of supply chain partners to ensure continuity and compliance. As a leading supply chain consulting firm, Trace Consultants is uniquely positioned to help Australian financial institutions navigate these requirements. This article delves into CPS 230’s supply chain focus, its implications, and how our expertise can drive your compliance success.

Understanding CPS 230: A Supply Chain Perspective

CPS 230 replaces CPS 231 (Outsourcing) and CPS 232 (Business Continuity Management), introducing a comprehensive framework for operational risk management. It applies to all APRA-regulated entities, including authorised deposit-taking institutions (ADIs), insurers, and registrable superannuation entity (RSE) licensees. Non-significant financial institutions (non-SFIs) have until July 1, 2026, to comply with certain business continuity and scenario analysis requirements.

The standard’s supply chain focus is driven by the growing complexity of financial services supply chains, which now include:

  • Third-Party Providers: Vendors providing critical services like cloud storage, cybersecurity, or claims management.
  • Fourth-Party Providers: Subcontractors (e.g., data centre operators) that support primary vendors.
  • Global Dependencies: Offshore suppliers introducing geopolitical and regulatory risks.

CPS 230 aims to:

  • Mitigate risks from supply chain disruptions, such as vendor failures or cyberattacks.
  • Ensure financial institutions maintain operational resilience through robust supply chain oversight.
  • Enhance business continuity planning to safeguard critical services.

Why Supply Chain Risk Management is Critical

Modern financial institutions rely on intricate supply chains to deliver services efficiently. However, these supply chains are vulnerable to disruptions, including:

  • Vendor Insolvency: Financial collapse of a key supplier, such as a cloud provider, can halt critical operations.
  • Cybersecurity Breaches: Third-party providers are prime targets for cyberattacks, risking data breaches and service interruptions.
  • Supply Chain Complexity: Fourth-party providers introduce hidden risks that are challenging to monitor.
  • External Shocks: Geopolitical events, natural disasters, or regulatory changes can disrupt global supply chains.

CPS 230 mandates a proactive approach to managing these risks, ensuring financial institutions can maintain operations and protect customers, depositors, and policyholders during disruptions.

CPS 230’s Supply Chain Requirements for Financial Institutions

CPS 230 introduces specific requirements to strengthen supply chain risk management. Below are the key obligations for financial services companies and risk professionals:

1. Identifying Material Service Providers (MSPs)

Financial institutions must identify material service providers (MSPs)—vendors critical to operations or posing significant risks. Examples include:

  • Cloud computing and IT infrastructure providers.
  • Payment processing or credit assessment vendors.
  • Fund administration or claims management services.

Key Actions:

  • Create and maintain a register of MSPs, submitted to APRA annually by October 1, 2025, for the first submission.
  • Assess materiality based on APRA’s criteria and the institution’s risk profile.
  • Map fourth-party providers to identify hidden supply chain dependencies.

2. Conducting Supply Chain Due Diligence

Robust due diligence is required before engaging MSPs, particularly for offshore and fourth-party providers. This includes:

  • Evaluating financial stability through financial statements and credit reports.
  • Reviewing cybersecurity measures, such as SOC reports and penetration testing results.
  • Assessing business continuity plans to ensure suppliers can withstand disruptions.

Key Actions:

  • Develop a supply chain due diligence framework tailored to CPS 230.
  • Document findings to support contract negotiations and APRA compliance reviews.

3. Strengthening Supply Chain Contracts

Contracts with MSPs must include provisions to ensure supply chain resilience, such as:

  • Access to critical systems and data during disruptions.
  • Clear obligations for business continuity and disaster recovery.
  • Mechanisms for ongoing performance monitoring and audits.

Key Actions:

  • Update existing contracts to comply with CPS 230 by the earlier of their renewal date or July 1, 2026.
  • Notify APRA before entering material offshore arrangements or significant contract changes.

4. Building Supply Chain Continuity Plans

CPS 230 requires business continuity plans (BCPs) to address supply chain disruptions. This includes:

  • Defining tolerances for disruptions to critical services (e.g., maximum downtime for payment systems).
  • Developing contingency plans, such as alternative suppliers or software escrow arrangements, to mitigate vendor failures.
  • Conducting scenario analysis to test supply chain resilience.

Key Actions:

  • Obtain board approval for BCPs aligned with the institution’s risk appetite.
  • Report significant supply chain disruptions to APRA within 24 hours.

5. Governance and Supply Chain Oversight

The board is responsible for overseeing supply chain risk management, ensuring:

  • No gaps in responsibility for third- and fourth-party provider oversight.
  • Regular reviews of MSP performance and supply chain resilience.
  • Prompt remediation of material weaknesses identified through audits.

Key Actions:

  • Establish governance structures for supply chain risk management.
  • Conduct independent audits to verify CPS 230 compliance.

6. Managing Fourth-Party Supply Chain Risks

CPS 230 extends oversight to fourth-party providers, which are often critical to service delivery. For example, a cloud provider’s subcontractor for data storage could disrupt operations if not properly managed.

Key Actions:

  • Map fourth-party dependencies within the supply chain.
  • Include fourth-party risk assessments in due diligence and monitoring processes.

Implications for Australian Financial Institutions

CPS 230’s supply chain focus has significant implications for Australian financial institutions:

  • Increased Compliance Costs: Mapping complex supply chains, updating contracts, and implementing monitoring systems require substantial investment.
  • Enhanced Resilience: Robust supply chain management reduces the risk of disruptions, protecting customers and stakeholders.
  • Regulatory Scrutiny: APRA will conduct prudential reviews starting in 2025-2026, with ongoing supervision by 2027-2028, focusing on supply chain compliance.
  • Competitive Edge: Institutions that proactively manage supply chain risks can differentiate themselves as reliable, resilient partners.

How Trace Consultants Can Help

As a leading supply chain consulting firm, Trace Consultants is uniquely equipped to help Australian financial institutions achieve CPS 230 compliance. Our deep expertise in supply chain risk management and operations ensures your organisation is prepared for this transformative regulation. Here’s how we can support you:

1. Supply Chain Mapping and Gap Analysis

We conduct detailed supply chain audits to:

  • Identify MSPs and fourth-party providers critical to your operations.
  • Assess current supply chain practices against CPS 230 requirements.
  • Deliver tailored roadmaps to address gaps, leveraging APRA’s “Day One Checklist.”

2. Supply Chain Due Diligence Expertise

Our team provides end-to-end support for due diligence, including:

  • Developing frameworks to evaluate supplier financial stability, cybersecurity, and resilience.
  • Assessing risks from offshore and fourth-party providers.
  • Documenting findings to ensure compliance with APRA’s expectations.

3. Supply Chain Continuity Planning

We design robust BCPs tailored to your supply chain, including:

  • Contingency strategies, such as software escrow, to mitigate vendor insolvency risks.
  • Scenario analysis and stress testing to identify supply chain vulnerabilities.
  • Board-approved plans that meet CPS 230’s disruption tolerance requirements.

4. Supply Chain Governance and Training

We help establish effective governance structures for supply chain risk management, including:

  • Defining roles for board and risk teams in overseeing third- and fourth-party providers.
  • Providing training for risk professionals on CPS 230’s supply chain requirements.
  • Facilit Canadá independent audits to address weaknesses.

5. Technology-Enabled Supply Chain Management

Our expertise in governance, risk, and compliance (GRC) software streamlines CPS 230 compliance. We:

  • Implement tools to manage MSP registers, automate incident reporting, and monitor supplier performance.
  • Integrate supply chain risk management into your operational risk framework.

6. Ongoing Supply Chain Monitoring

Trace Consultants offers continuous support to ensure sustained compliance, including:

  • Regular reviews of supply chain resilience and MSP performance.
  • Updates to risk management frameworks as regulations evolve.
  • Preparation for APRA prudential reviews and audits.

With our specialised focus on supply chain risk management, Trace Consultants is your trusted partner for CPS 230 compliance, ensuring your supply chain is resilient and regulatory-ready.

Practical Steps for CPS 230 Supply Chain Compliance

To prepare for CPS 230, financial institutions should prioritise the following:

  1. Map Your Supply Chain: Identify all third- and fourth-party providers, focusing on those critical to operations.
  2. Strengthen Risk Frameworks: Integrate supply chain risk management into your operational risk policies.
  3. Update Supplier Contracts: Ensure agreements include CPS 230-compliant provisions for continuity and monitoring.
  4. Leverage GRC Tools: Use software to streamline supply chain oversight and compliance tasks.
  5. Engage Stakeholders: Align board, executive, and risk teams on supply chain obligations.
  6. Partner with Trace Consultants: Tap into our supply chain expertise to develop tailored compliance strategies.

Challenges and Opportunities in Supply Chain Risk Management

Challenges

  • Complex Supply Chains: Mapping and monitoring fourth-party providers is resource-intensive.
  • Compliance Costs: Investing in due diligence, contract updates, and GRC systems can strain budgets.
  • Tight Deadlines: The July 1, 2025, deadline requires swift action to achieve compliance.

Opportunities

  • Resilient Supply Chains: Robust risk management ensures continuity during disruptions.
  • Customer Confidence: Compliance demonstrates a commitment to protecting stakeholders.
  • Market Differentiation: Early adoption of CPS 230 principles positions institutions as leaders in resilience.

The Future of Supply Chain Risk Management

CPS 230 sets a new standard for supply chain risk management in Australia’s financial services sector. As supply chains become more complex and interconnected, proactive oversight is essential to mitigate risks and ensure resilience. APRA’s focus on third- and fourth-party providers aligns with global trends, positioning compliant institutions to thrive in an evolving regulatory landscape.

By partnering with Trace Consultants, financial institutions can turn CPS 230 compliance into a strategic advantage, building supply chains that are robust, reliable, and ready for the future.

Partner with Trace Consultants for Supply Chain Success

APRA’s Prudential Standard CPS 230 is reshaping how Australian financial institutions manage supply chain risks. By prioritising third- and fourth-party oversight, the standard ensures operational resilience and regulatory compliance. For financial services companies and risk professionals, CPS 230 is an opportunity to strengthen supply chains and build trust with stakeholders.

At Trace Consultants, our supply chain expertise empowers Australian financial institutions to achieve CPS 230 compliance with confidence. From mapping complex supply chains to implementing robust continuity plans, we provide end-to-end support to ensure your organisation is prepared for July 2025 and beyond.

Ready to transform your supply chain for CPS 230? Contact Trace Consultants today at www.traceconsultants.com.au to start your compliance journey. Let’s build a resilient supply chain together.

Workforce Planning & Scheduling

Insourcing vs. Outsourcing: Evaluating Labour-Intensive Job Functions, By Joe Bryant

Joe Bryant
June 2025
Explore how to evaluate insourcing vs. outsourcing for labour-intensive roles. Learn key financial and qualitative factors to make informed decisions for your business, optimising costs and quality.

Insourcing vs. Outsourcing: Evaluating Labour-Intensive Job Functions

Understanding Labour-Intensive Roles

For large-scale, customer-facing businesses and complexes, many critical roles are labour-intensive. These teams, including cleaning, waste management, landscaping, or maintenance, work together to deliver exceptional customer experiences. Whether front-of-house or back-of-house, highly technical specialists or dynamic generalists, there comes a time when businesses must weigh the benefits of keeping these teams in-house against the costs of outsourcing.

Careful consideration is essential to make informed decisions. For example, we recently assisted a client in retendering a labour-intensive waste management function, comparing tender responses to an in-house cost estimate. This benchmark ensured the client had access to the best available options.

Financial Considerations for Insourcing vs. Outsourcing

The primary financial metric for comparison is the weighted average labour rate. This rate is influenced by several factors:

1. Enterprise Bargaining Agreement (EBA)

The EBA is a legally binding agreement between employers and employees (often represented by a union) that sets minimum working conditions, including labour rates for regular hours, weekends, public holidays, and overtime.

2. Organisational Structure and Timesheet Estimates

Managerial roles are essential but costly. Key questions to ensure accurate analysis include:

  • Does the team always require a shift manager?
  • How does headcount vary during peak periods?
  • What contingency margin is needed for unexpected surges?

Incorporating detailed data from on-the-ground operations improves the accuracy of the weighted average labour rate.

3. Client Savings Pressures

While the EBA sets the minimum cost, the maximum is limited by current expenditure and potential savings. Balancing these factors creates an optimal scenario where workers receive fair wages while delivering cost savings to the client.

Additional Cost Factors

1. Staffing Onboarding Costs

Annual labour-related costs include:

  • Sick and annual leave allowances
  • Superannuation and payroll tax
  • Training and upskilling expenses

2. Fixed Assets

Labour-intensive roles often require equipment, which may put insourcing at a disadvantage compared to outsourced tenders that include equipment in their offers. Examples include:

  • Vehicles for transportation
  • Handheld equipment and uniforms
  • Relevant infrastructure

Depreciation and ownership costs of these assets must also be factored in.

3. Variable, Consumable Assets

These include:

  • Cleaning supplies
  • Fuel or bins
  • Maintenance and replacement costs

Note that Year 1 costs for insourcing are typically higher due to fixed asset acquisition and onboarding expenses, but costs often stabilize from Year 2 onward.

Qualitative Pros and Cons

Beyond financials, qualitative factors play a significant role. Below is a comparison of insourcing and outsourcing:

By carefully gathering and analyzing the above factors, businesses can estimate total yearly costs and compare them to the weighted average labour rate. This approach provides clarity in complex procurement decisions, whether the goal is to pursue a managerially preferred insourcing option or to use insourcing estimates to drive competitive pressure in outsourcing tenders.

Ultimately, a well-informed insourcing vs. outsourcing decision can deliver significant savings while maintaining quality.

Technology

How Data Is Reshaping Supply Chain Strategy in Australia

June 2025
How data is reshaping supply chain strategy across Australia

How Data Is Reshaping Supply Chain Strategy in Australia

Co-authored by Pentify Insights and Trace Consultants

In the past few years, the importance of resilient, data-driven supply chains has shifted from a competitive advantage to a business imperative. The combination of global supply shocks, evolving customer expectations, and a more connected digital economy means Australian businesses can no longer afford to treat supply chain management and data analytics as separate conversations.

This joint piece by Pentify Insights and Trace Consultants explores how data is reshaping supply chain strategy across Australia. We’ll look at the current challenges, the role of data integration and visibility, and where businesses can focus their efforts for immediate impact.

Nick Wright - Director at Pentify Insights

The Current State of Supply Chain in Australia

Australia’s supply chains are unique. Distance, logistics complexity, reliance on imports, and regulatory frameworks all influence how local businesses manage sourcing, manufacturing, transport, and delivery.

Some of the key challenges facing Australian supply chains today include:

  • Rising costs in freight, warehousing, and inventory management
  • Labour shortages across logistics and transport sectors
  • Limited visibility over multi-tier supplier networks
  • Volatility in demand and disruptions to overseas sourcing

Despite growing investment in technology, many businesses still operate with fragmented systems. Procurement runs on email, warehousing data lives in spreadsheets, and transport performance is tracked manually or in disconnected tools.

This fragmentation makes it hard to:

  • Track real-time inventory levels
  • Predict bottlenecks or delays
  • Optimise supplier or route decisions
  • Make confident decisions based on the full picture

And this is where data strategy makes the difference.

Why Supply Chain Needs a Unified Data Strategy

A unified data strategy brings together information from across your supply chain, enabling you to:

  • Improve visibility from supplier to customer
  • Respond faster to disruptions or market changes
  • Reduce manual effort through automation
  • Unlock deeper insights to optimise operations

But getting there means more than plugging in a dashboard. It requires:

  • Mapping current data flows and identifying gaps
  • Connecting systems across procurement, inventory, transport, and finance
  • Establishing clear metrics and KPIs
  • Building trust in data quality across teams

This is the foundation of a supply chain that runs on insight, not instinct.

The Role of Data Integration

Pentify Insights and Trace Consultants have worked with Australian businesses who know their supply chains are too slow, too reactive, and too expensive, but don’t know where to start.

The answer is almost always the same: get your data working together.

What that looks like in practice:

  • Connect your ERP, inventory system, and transport management system into one data platform
  • Build automated data pipelines to pull updates in real time
  • Set up alerts when metrics like stock-on-hand, lead times, or cost per order hit certain thresholds
  • Create dashboards for different functions (finance, ops, warehouse, executive) from the same data source

Done right, this shifts reporting from monthly and reactive to live and proactive.

Where Supply Chain Leaders Are Focusing Their Data Efforts

We’re seeing the biggest gains from companies who focus their data efforts in the following areas:

1. Inventory Optimisation

Stockouts and overstock are two sides of the same problem: lack of accurate forecasting and visibility.

Using integrated data, businesses can:

  • Align ordering to actual demand, not just forecasts
  • Reduce excess stock while maintaining service levels
  • Improve warehouse planning and working capital use

2. Supplier Performance

Too many businesses track supplier metrics manually or not at all.

With the right data, you can:

  • Measure on-time delivery and lead time accuracy
  • Track defect rates or returns by vendor
  • Compare cost vs reliability across suppliers

3. Transport and Fulfilment

Data can help streamline delivery, reduce cost, and boost customer satisfaction.

Key metrics to monitor include:

  • Freight cost per unit or per lane
  • Delivery-in-full-on-time (DIFOT)
  • Route performance and turnaround time

4. Risk and Resilience

After COVID, geopolitical shifts, and natural disasters, resilience is a board-level topic.

Data can help you:

  • Model what-if scenarios for supplier or route disruption
  • Score suppliers based on location, dependency, or risk exposure
  • Create buffers where they matter most

Practical First Steps to Get Started

You don’t need a full transformation to see benefits. Start with the following steps:

1. Pick a priority area What’s costing you the most time, money, or frustration? Inventory, transport, or supplier performance are good starting points.

2. Map your data sources Where does data currently live? What’s missing? What’s manual?

3. Set a clear use case Don’t aim for perfection. Focus on solving one problem, like automating a key report or improving delivery tracking.

4. Build a scalable foundation Use cloud-based tools, modern ETL platforms, and warehouse options that will grow with your needs.

5. Involve the right people early Finance, ops, and procurement all need to be at the table.

Tools That Are Helping Australian Supply Chains

Tools & Platforms

Data Warehousing: BigQuery, Snowflake, Azure

ETL & Integration: Fivetran, Airbyte, Zapier, Stitch

Visualisation & BI: Power BI, Tableau, ThoughtSpot

ERP & Inventory: SAP, Oracle, Dynamics 365, NetSuite, MYOB Advanced, Unleashed, Cin7

Transport Management: MachShip, FreightExchange, TransVirtual

Pentify helps integrate and visualise the data. Trace brings expertise in what the supply chain teams actually need to track, improve, and deliver.

What Good Looks Like

Here are outcomes we’ve helped drive:

  • 70% faster access to delivery and cost data
  • 90% reduction in manual report prep for logistics teams
  • Live dashboards for finance, ops, and execs fed by the same source

These aren’t overnight fixes. But they are realistic outcomes with the right foundation.

Final Thoughts

Australia’s supply chains aren’t getting simpler. But with the right data in the right hands, they can get smarter, faster, and more resilient.

Whether you’re a supply chain lead frustrated by manual tracking, or a CFO struggling to understand cost-to-serve, the path forward is the same: connect your data, align your teams, and focus on what you can improve next.

Pentify Insights brings the data and analytics expertise. Trace Consultants brings the operational experience and supply chain insight.

Together, we help Australian businesses turn supply chain noise into clarity, and results.

Strategy & Design

Trace Consultants - Your Supply Chain and Procurement Partner

May 2025
Discover how Trace Consultants can optimise your supply chain and procurement processes in Australia and New Zealand. Learn expert strategies to enhance efficiency, reduce costs, and improve customer satisfaction.

Trace Consultants - Your Supply Chain and Procurement Partner

Navigating the Complexities of Supply Chain and Procurement

In today’s fast-paced and ever-evolving business landscape, supply chain and procurement management have become critical drivers of success for businesses across Australia and New Zealand. From ensuring seamless operations to meeting customer expectations, companies face mounting pressure to optimise their processes while keeping costs in check. Whether you’re a small business in Sydney or a large enterprise in Auckland, the challenges of managing a supply chain—coupled with the intricacies of procurement—can be overwhelming.

That’s where Trace Consultants comes in. As a trusted partner for businesses in the ANZ region, we specialise in delivering tailored solutions that streamline operations, enhance efficiency, and drive measurable results. In this article, we’ll explore how Trace Consultants can help you overcome supply chain and procurement challenges, offering practical strategies to transform your business for the better.

The Importance of Supply Chain and Procurement in Australia and New Zealand

The ANZ region presents unique challenges for supply chain and procurement professionals. With vast geographical distances, reliance on imports, and the need to comply with strict regulatory standards, businesses in Australia and New Zealand must navigate a complex web of operational hurdles. Add to that the increasing demand for sustainability, the rise of e-commerce, and the need for real-time visibility, and it’s clear why robust supply chain and procurement strategies are more important than ever.

A well-optimised supply chain ensures that goods move efficiently from suppliers to customers, minimising delays and reducing costs. Meanwhile, effective procurement processes enable businesses to source high-quality materials and services at competitive prices, fostering strong supplier relationships and ensuring long-term sustainability. At Trace Consultants, we understand the unique needs of ANZ businesses and are here to help you achieve operational excellence.

How Trace Consultants Can Help: Example Solutions

At Trace Consultants, we pride ourselves on offering a holistic suite of services designed to address every aspect of your supply chain and procurement needs. Here’s how we can help your business thrive:

1. Supply Chain Strategy: Streamlining Operations for Success

A well-designed supply chain strategy is the backbone of any successful business. At Trace Consultants, we work closely with you to develop a tailored strategy that optimises efficiency, reduces costs, and enhances customer satisfaction. Whether you’re looking to improve inventory management, reduce lead times, or enhance visibility across your supply chain, our team of experts has the knowledge and experience to deliver results.

We focus on creating streamlined operations that align with your business goals, ensuring that every step of your supply chain—from sourcing to delivery—operates seamlessly. By leveraging data-driven insights and industry best practices, we help you identify inefficiencies, mitigate risks, and build a supply chain that’s resilient and adaptable to change.

2. Procurement Solutions: Navigating the Complexities with Ease

Procurement is more than just purchasing goods and services—it’s about making strategic decisions that drive value for your business. At Trace Consultants, we help you navigate the complexities of procurement by working closely with you to address the intricacies of location, design, and execution. Our team provides end-to-end support, from supplier selection to contract negotiation, ensuring that you get the best value for your investment.

We also help you implement sustainable procurement practices, ensuring that your sourcing decisions align with environmental and ethical standards—a growing priority for businesses in Australia and New Zealand. With our expertise, you can build a procurement strategy that’s efficient, cost-effective, and future-proof.

3. Business Transformation: Driving Growth Through Innovation

Business transformation is about more than just incremental improvements—it’s about reimagining the way your business operates to achieve sustainable growth. At Trace Consultants, we deliver a comprehensive suite of business transformation services, including vision and strategy development, process optimisation, and seamless implementation.

Whether you’re looking to modernise your operations, expand into new markets, or improve customer experiences, our team is here to guide you every step of the way. We take a holistic approach, ensuring that every aspect of your business—from supply chain to procurement to customer engagement—is aligned with your long-term goals.

4. Intralogistics Solutions: Enhancing Operational Efficiency

Intralogistics—the management of internal logistics processes—is a critical component of any supply chain. At Trace Consultants, we deliver practical intralogistics solutions that elevate operational efficiency, flexibility, and excellence for your business. Whether you need a manual, semi-automated, or fully automated distribution centre (DC) design, we tailor our solutions to meet your specific needs.

Our team works with you to optimise warehouse layouts, improve material handling processes, and implement automation where appropriate. By enhancing the flow of goods within your facilities, we help you reduce costs, improve throughput, and ensure that your operations run smoothly.

5. Network Solutions: Unlocking Your Business’s Potential

Your supply chain network is the foundation of your operations, and optimising it can unlock significant potential for your business. At Trace Consultants, we offer comprehensive network solutions and inventory strategies that empower seamless connectivity across your total supply chain. From designing distribution networks to optimising inventory levels, we help you create a network that’s efficient, scalable, and responsive to market demands.

We also provide tools and strategies to improve visibility and collaboration across your supply chain, ensuring that you can make informed decisions in real time. With our network solutions, you can reduce bottlenecks, improve delivery times, and enhance overall performance.

6. Digital and Omni-Channel Solutions: Staying Ahead of the Competition

In the digital age, businesses must adapt to changing customer expectations and embrace omni-channel strategies to stay competitive. At Trace Consultants, we help you stay ahead of the competition with transformative digital and omni-channel solutions. From implementing e-commerce platforms to integrating online and offline channels, we deliver seamless customer experiences across all touchpoints.

Our team also helps you leverage digital tools such as data analytics, AI, and automation to gain insights, improve decision-making, and enhance operational efficiency. By embracing digital transformation, you can meet the demands of today’s tech-savvy consumers while positioning your business for long-term success.

7. Technology Services: Empowering Your Business with Innovation

Technology is a game-changer for supply chain and procurement management, and at Trace Consultants, we help you harness its power to drive operational efficiency. Our diverse technology services range from IT transformations to ERP (Enterprise Resource Planning) and WMS (Warehouse Management System) implementations, ensuring that your business is equipped with the tools it needs to succeed.

We work with you to select, implement, and optimise technology solutions that align with your business goals, whether you’re looking to improve inventory tracking, automate workflows, or enhance supply chain visibility. With our expertise, you can unlock the full potential of technology to transform your operations.

8. Project Services: Delivering Results with Precision

Executing complex supply chain and procurement projects requires careful planning, coordination, and execution. At Trace Consultants, our dedicated project execution team brings invaluable real-world insights to every project, ensuring successful delivery from start to finish. Whether you’re launching a new distribution centre, implementing a technology solution, or restructuring your supply chain, we’re here to help.

We take a collaborative approach, working closely with your team to ensure that every project is completed on time, within budget, and to the highest standards. With our project services, you can achieve your goals with confidence, knowing that you have a trusted partner by your side.

Why Choose Trace Consultants?

At Trace Consultants, we’re more than just a service provider—we’re your partner in success. Here’s why businesses across Australia and New Zealand choose us:

  • Tailored Solutions: We understand that every business is unique, which is why we offer customised solutions that align with your specific needs and goals.
  • Proven Expertise: With years of experience in supply chain and procurement, our team has the knowledge and skills to deliver results.
  • Focus on Sustainability: We help you implement sustainable practices that benefit your business and the environment.
  • End-to-End Support: From strategy development to execution, we provide comprehensive support at every stage of your journey.
  • Commitment to Excellence: We’re dedicated to delivering measurable outcomes that drive long-term success for your business.

Partner with Trace Consultants for a Brighter Supply Chain Future

Supply chain and procurement management can be complex, but with the right partner, you can turn challenges into opportunities. At Trace Consultants, we’re committed to helping businesses in Australia and New Zealand achieve operational excellence, reduce costs, and enhance customer satisfaction. Whether you’re looking to optimise your supply chain, streamline procurement, or embrace digital transformation, our team has the expertise and solutions to make it happen.

Ready to take your supply chain and procurement processes to the next level? Contact Trace Consultants today to learn more about how we can help your business thrive.

Visit Trace Consultants to get started on optimising your supply chain and procurement processes today!

Planning, Forecasting, S&OP and IBP

Supply Chain Projects in Consumer Goods: Strategies for FMCG Success

May 2025
For CEOs and CFOs in Australia and New Zealand’s consumer goods sector, optimising the supply chain is critical to staying competitive. Explore how Trace Consultants drives cost reduction, sustainability, and resilience in FMCG logistics.

Supply Chain Projects in Consumer Goods: Strategies for FMCG Success

The Evolving Landscape of Consumer Goods Supply Chains

In the fast-paced world of fast-moving consumer goods (FMCG), an efficient and resilient supply chain is the backbone of success. For consumer goods companies in Australia and New Zealand, navigating rising costs, consumer demands for sustainability, and global disruptions requires strategic supply chain projects. Whether it’s streamlining consumer goods logistics, embracing supply chain automation, or ensuring supply chain ESG compliance, CEOs and CFOs face mounting pressure to deliver results.

At Trace Consultants, we specialise in transforming CPG supply chain operations to drive profitability, agility, and sustainability. This article explores key supply chain projects for FMCG businesses and how Trace Consultants can help you achieve operational excellence.

Why Supply Chain Optimisation Matters for FMCG

The FMCG sector thrives on speed, scale, and precision. From food and beverages to personal care products, fast-moving consumer goods logistics must balance cost, quality, and delivery timelines. In Australia and New Zealand, unique challenges like vast distances, reliance on imports, and strict regulatory compliance amplify the need for a robust retail supply chain.

Key drivers for supply chain projects include:

  • Cost pressures: Rising freight and labour costs demand supply chain cost optimisation.
  • Consumer expectations: Shoppers want fast, reliable omni-channel fulfillment and eco-friendly packaging.
  • Disruptions: Global events highlight the need for supply chain risk management and resilient supply chains.
  • Sustainability: Regulations and consumer sentiment push for sustainable supply chains and carbon footprint reduction.

For CEOs and CFOs, investing in supply chain scalability and innovation is no longer optional—it’s a strategic imperative.

Key Supply Chain Projects for Consumer Goods Companies

Here are five high-impact supply chain projects that FMCG businesses in Australia and New Zealand should prioritise, along with how Trace Consultants can support their success.

1. Driving Cost Reduction Through Lean Supply Chain Practices

Cost efficiency is a top priority for FMCG leaders. Implementing lean supply chain principles, such as just-in-time inventory and warehouse optimisation, can significantly reduce waste and operational costs. For example, optimising consumer product distribution networks can lower transportation cost savings while maintaining service levels.

How Trace Consultants Can Help: Our team conducts in-depth assessments to identify inefficiencies in your FMCG logistics. We design tailored strategies for supply chain cost optimisation, from streamlining freight cost management to implementing last-mile delivery optimisation. Our data-driven approach ensures measurable ROI for CEOs and CFOs.

2. Embracing Supply Chain Digitisation and Automation

The rise of digital supply chains is transforming FMCG operations. Technologies like AI in supply chain, machine learning logistics, and IoT supply chain enable real-time insights and automation. For instance, predictive analytics supply chain tools can enhance consumer goods forecasting, while real-time tracking logistics improves visibility across the retail supply chain.

How Trace Consultants Can Help: Trace Consultants partners with FMCG businesses to implement supply chain automation and cloud-based supply chain solutions. We guide you through selecting and integrating technologies like blockchain in supply chain for traceability or AI-driven tools for retail inventory optimisation, ensuring seamless adoption and scalability.

3. Building Sustainable and Responsible Supply Chains

Sustainability is a non-negotiable for modern FMCG companies. Consumers and regulators demand green logistics, ethical sourcing, and supply chain transparency. Projects focused on circular supply chains, eco-friendly packaging, and carbon footprint reduction not only meet supply chain ESG goals but also enhance brand reputation.

How Trace Consultants Can Help: We help FMCG businesses develop sustainable supply chain strategies, from sourcing responsibly to optimising regulatory compliance logistics. Our experts design programs to reduce environmental impact while maintaining profitability, aligning with Australia and New Zealand’s sustainability standards.

4. Enhancing Supply Chain Resilience and Risk Management

Global disruptions, from pandemics to port delays, underscore the importance of resilient supply chains. FMCG companies must invest in supply chain risk management, including supplier diversification, supply chain redundancy, and business continuity logistics. Agile supply chains can adapt quickly to supply chain disruptions and maintain customer satisfaction.

How Trace Consultants Can Help: Trace Consultants conducts risk assessments and develops supply chain contingency planning frameworks. We help you build supply chain agility through scenario planning and technology, ensuring your CPG supply chain remains robust in the face of uncertainty.

5. Optimising Omni-Channel and E-Commerce Supply Chains

The growth of online shopping has reshaped FMCG logistics. Consumers expect seamless omni-channel fulfillment, whether shopping in-store or online. Projects focused on e-commerce supply chain optimisation and product lifecycle management ensure products reach customers efficiently and profitably.

How Trace Consultants Can Help: We design retail supply chain strategies to support e-commerce supply chain growth. From optimising last-mile delivery to enhancing retail inventory optimisation, Trace Consultants ensures your supply chain meets modern consumer demands.

The Role of CEOs and CFOs in Supply Chain Transformation

For CEOs, supply chain projects align with strategic goals like market expansion and brand leadership. A resilient supply chain supports growth into new markets, while a sustainable supply chain enhances brand equity. CFOs, meanwhile, focus on cost reduction supply chain initiatives and ROI. By investing in supply chain digitisation and operational efficiency logistics, CFOs can drive long-term financial performance.

Collaboration between CEOs and CFOs is critical to prioritise projects, allocate budgets, and measure success. Trace Consultants works closely with leadership to align supply chain strategies with business objectives.

Why Choose Trace Consultants for Your Supply Chain Projects?

At Trace Consultants, we understand the unique challenges of FMCG logistics in Australia and New Zealand. Our expertise spans consumer goods logistics, supply chain automation, and sustainable supply chain strategies. Here’s why we’re the trusted partner for FMCG businesses:

  • Tailored Solutions: We design custom strategies for CPG supply chain challenges, from warehouse optimisation to crisis management supply chain.
  • Local Expertise: Our deep knowledge of Australia and New Zealand’s logistics landscape ensures practical, compliant solutions.
  • Technology-Driven: We leverage AI in supply chain, IoT supply chain, and predictive analytics to future-proof your operations.
  • Sustainability Focus: We prioritise green logistics and ethical sourcing to meet consumer and regulatory expectations.
  • Proven Results: Our data-driven approach delivers measurable improvements in supply chain scalability and cost reduction.

Ready to transform your supply chain? Contact Trace Consultants today to discuss your next project.

Conclusion: The Future of FMCG Supply Chains

The consumer goods sector in Australia and New Zealand is at a crossroads. By investing in supply chain projects—from supply chain digitisation to sustainable supply chains—FMCG businesses can stay ahead of the curve. For CEOs and CFOs, these initiatives drive cost savings, resilience, and customer satisfaction.

Partnering with Trace Consultants ensures your retail supply chain is ready for the future. Whether it’s optimising omni-channel fulfillment, reducing carbon footprints, or mitigating supply chain risks, we’re here to help you succeed.

Visit our Insights page for more resources, or get in touch to start your supply chain transformation today.

About Trace Consultants: Based in Australia, Trace Consultants is a leading supply chain consultancy specialising in FMCG logistics, supply chain automation, and sustainable supply chain solutions. We empower consumer goods businesses to achieve operational excellence.

Workforce Planning & Scheduling

Zero Based Organisation Design: Transforming Supply Chain and Procurement Operations

May 2025
Discover how Zero Based Organisation Design (ZBOD) revolutionises supply chain and procurement operations for Australian and New Zealand businesses. Learn how Trace Consultants can help you achieve efficiency, resilience, and cost savings.

Zero Based Organisation Design: Transforming Supply Chain and Procurement Operations

Discover how Zero Based Organisation Design (ZBOD) revolutionises supply chain and procurement operations for Australian and New Zealand businesses. Learn how Trace Consultants can help you achieve efficiency, resilience, and cost savings.

Rethinking Organisational Design for Supply Chain and Procurement

In today’s fast-evolving business landscape, Australian and New Zealand organisations face unprecedented challenges in their supply chain and procurement operations. From navigating global disruptions to managing rising costs and sustainability pressures, traditional organisational structures often fall short. Zero Based Organisation Design (ZBOD) offers a transformative approach, rebuilding operations from the ground up to align with strategic goals and market demands.

Unlike incremental improvements, ZBOD starts with a clean slate, questioning every process, role, and resource to create lean, agile, and future-ready operations. At Trace Consultants, we specialise in guiding businesses across Australia and New Zealand to implement ZBOD, unlocking efficiency and resilience in supply chain and procurement. This article explores how ZBOD can transform these critical functions and highlights how our expertise can drive your success.

What is Zero Based Organisation Design?

Zero Based Organisation Design is a methodology that redesigns organisational structures, processes, and resources from scratch, rather than tweaking existing systems. It challenges assumptions, eliminates inefficiencies, and aligns every element with the organisation’s strategic objectives. In supply chain and procurement, ZBOD focuses on creating operations that are cost-effective, responsive, and sustainable.

For Australian and New Zealand businesses, ZBOD addresses unique regional challenges, such as vast geographic distances, reliance on imports, and stringent environmental regulations. By rethinking how supply chains and procurement functions are structured, ZBOD enables organisations to stay competitive in a complex global market.

ZBOD in Supply Chain Operations

Supply chain operations encompass the flow of goods, information, and finances from suppliers to customers. ZBOD transforms these operations by reimagining processes, roles, and technologies to maximise efficiency and resilience.

Key Applications

  • Process Redesign: ZBOD evaluates every supply chain process—such as inventory management, logistics, and demand planning—to eliminate redundancies and streamline workflows. For example, it can optimise long-haul transport across Australia’s Outback or New Zealand’s rugged terrain.
  • Role Optimisation: ZBOD redefines roles to ensure they add value. It may consolidate overlapping responsibilities or introduce cross-functional teams to enhance collaboration between warehousing and logistics.
  • Technology Integration: ZBOD identifies opportunities to integrate advanced technologies, such as AI-driven forecasting or IoT for real-time tracking, to boost visibility and responsiveness.
  • Sustainability Focus: ZBOD aligns supply chain operations with sustainability goals, such as reducing carbon emissions, which is critical for businesses in Australia and New Zealand facing regulatory and consumer pressures.

How Trace Consultants Can Help

At Trace Consultants, we apply ZBOD principles to redesign your supply chain operations for maximum impact. Our team conducts a thorough analysis of your current processes, identifies inefficiencies, and builds a tailored structure that aligns with your strategic goals. Whether you’re a manufacturer in Brisbane or a retailer in Christchurch, we help you create a supply chain that’s lean, resilient, and sustainable.

ZBOD in Procurement Operations

Procurement operations involve sourcing, purchasing, and managing supplier relationships. ZBOD transforms procurement by rethinking strategies, processes, and organisational structures to drive cost savings and strategic value.

Key Applications

  • Strategic Sourcing: ZBOD re-evaluates supplier selection and contract management to optimise costs and quality. For instance, it can prioritise local suppliers in Australia or New Zealand to reduce lead times and risks.
  • Process Simplification: ZBOD eliminates bureaucratic procurement processes, such as excessive approvals, to accelerate decision-making and reduce costs.
  • Category Management: ZBOD restructures procurement teams around strategic categories (e.g., raw materials, services) to enhance expertise and negotiation power.
  • Technology Enablement: ZBOD integrates tools like e-procurement platforms or blockchain for transparent supplier tracking, improving efficiency and compliance.

How Trace Consultants Can Help

Trace Consultants partners with businesses to apply ZBOD to procurement operations. We analyse your current procurement framework, identify opportunities for cost savings and efficiency, and design a streamlined structure that delivers strategic value. Our expertise ensures your procurement function is agile, cost-effective, and aligned with business objectives.

Benefits of ZBOD for Australian and New Zealand Businesses

Implementing ZBOD in supply chain and procurement operations offers significant advantages for organisations in Australia and New Zealand:

  • Cost Savings: By eliminating inefficiencies and optimising processes, ZBOD reduces operational and procurement costs.
  • Resilience: ZBOD creates agile structures that can adapt to disruptions, such as global supply chain shocks or natural events like bushfires.
  • Sustainability: ZBOD aligns operations with environmental goals, helping businesses meet regulatory requirements and consumer expectations.
  • Strategic Alignment: ZBOD ensures supply chain and procurement functions support broader business objectives, such as growth or innovation.

Challenges and Considerations

While ZBOD offers transformative potential, its implementation comes with challenges:

  • Cultural Resistance: Employees may resist changes to established processes or roles, requiring robust change management.
  • Upfront Investment: Redesigning operations from scratch involves time and resources for analysis, planning, and technology adoption.
  • Data Dependency: ZBOD relies on accurate data to inform decisions, necessitating strong data management systems.

Trace Consultants addresses these challenges by providing end-to-end support. We guide you through change management, leverage data analytics for informed decisions, and ensure a smooth transition to your new organisational design.

Steps to Implement ZBOD in Supply Chain and Procurement

Implementing ZBOD requires a structured approach. Here’s how Trace Consultants typically guides businesses through the process:

  1. Assessment: We analyse your current supply chain and procurement operations, identifying inefficiencies, costs, and misalignments.
  2. Vision Definition: We work with you to define strategic objectives, such as cost reduction, resilience, or sustainability.
  3. Design: We rebuild processes, roles, and structures from the ground up, ensuring every element adds value and aligns with your goals.
  4. Technology Integration: We recommend and implement technologies, such as AI or automation, to support the new design.
  5. Implementation: We roll out the new design, providing training and change management to ensure adoption.
  6. Monitoring: We track performance metrics to ensure the new design delivers expected outcomes and make adjustments as needed.

Why Choose Trace Consultants?

At Trace Consultants, we’re passionate about helping Australian and New Zealand businesses achieve operational excellence through Zero Based Organisation Design. Here’s why we’re the right partner for you:

  • Local Expertise: We understand the unique challenges of operating in Australia and New Zealand, from geographic complexities to regulatory requirements.
  • Tailored Solutions: We design ZBOD strategies that align with your specific business needs and industry context.
  • Comprehensive Support: From assessment to implementation, we provide end-to-end guidance to ensure success.
  • Proven Methodologies: Our clients benefit from our rigorous, data-driven approach to organisational design, delivering measurable results.

Ready to transform your supply chain and procurement operations? Contact Trace Consultants today to discuss how we can help you implement ZBOD for lasting impact.

Building a Future-Ready Organisation

Zero Based Organisation Design is a powerful approach to reimagining supply chain and procurement operations for Australian and New Zealand businesses. By starting from scratch, ZBOD eliminates inefficiencies, enhances resilience, and aligns operations with strategic goals. With Trace Consultants as your partner, you can unlock the full potential of ZBOD to create a lean, agile, and sustainable organisation.

Don’t let outdated structures hold you back. Visit our Insights page for more resources, or reach out to our team to start your ZBOD journey today.

Call to Action: Want to revolutionise your supply chain and procurement operations with ZBOD? Get in touch with Trace Consultants for a consultation.

Trace Consultants is a leading consultancy serving businesses across Australia and New Zealand. Visit www.traceconsultants.com.au to learn more.

Workforce Planning & Scheduling

How AI Agents Revolutionise Organisational Design, Workforce Planning, Rostering & Scheduling

May 2025
Discover how AI agents are transforming organisational design, workforce planning, rostering, and scheduling for Australian and New Zealand businesses. Learn how Trace Consultants can help you leverage AI to boost efficiency and stay competitive.

How AI Agents Revolutionise Organisational Design, Workforce Planning, Rostering & Scheduling

The Power of AI in Organisational Excellence

In today’s dynamic business landscape, Australian and New Zealand organisations face mounting pressure to optimise their structures, manage workforces effectively, and streamline operations. From navigating skills shortages to adapting to hybrid work models, the challenges are complex. AI agents—intelligent systems powered by machine learning and automation—are emerging as game-changers in organisational design, workforce planning, rostering, and scheduling.

At Trace Consultants, we specialise in helping businesses across Australia and New Zealand harness AI to transform their operations. This article explores how AI agents can be leveraged across these critical areas and highlights how our expertise can drive your organisation’s success.

Understanding AI Agents

AI agents are advanced software systems that use artificial intelligence to perform tasks autonomously or with minimal human input. They can analyse vast datasets, predict outcomes, and make data-driven decisions in real time. Unlike traditional automation, AI agents learn from experience, adapt to changing conditions, and optimise processes dynamically.

For Australian and New Zealand businesses, AI agents offer solutions to regional challenges, such as managing dispersed workforces, complying with complex labour laws, and addressing seasonal demand fluctuations. From predictive analytics to automated scheduling, AI agents are reshaping how organisations operate.

AI Agents in Organisational Design

Organisational design involves structuring teams, processes, and systems to achieve strategic goals. AI agents enhance this process by providing data-driven insights, optimising hierarchies, and fostering agility.

Key Applications

  • Structure Optimisation: AI agents analyse organisational data—such as employee roles, workflows, and performance metrics—to recommend efficient structures. For example, they can identify redundancies or suggest cross-functional teams to improve collaboration.
  • Change Management: AI agents simulate the impact of restructuring, helping leaders anticipate challenges and plan transitions. This is vital for businesses in Sydney or Auckland navigating mergers or expansions.
  • Culture and Engagement: By analysing employee feedback and engagement data, AI agents provide insights to design cultures that boost productivity and retention, aligning with Australia and New Zealand’s focus on workplace wellbeing.

How Trace Consultants Can Help

At Trace Consultants, we use AI-driven tools to design organisations that are agile, efficient, and employee-centric. Our team combines industry expertise with advanced analytics to create structures tailored to your business goals. Whether you’re a retailer in Melbourne or a tech firm in Wellington, we can help you build an organisation that thrives in a competitive market.

AI Agents in Workforce Planning

Workforce planning ensures organisations have the right people with the right skills at the right time. AI agents revolutionise this process by providing accurate forecasts, identifying skill gaps, and enabling strategic talent management.

Key Applications

  • Demand Forecasting: AI agents analyse market trends, business goals, and historical data to predict staffing needs. This is crucial for industries like healthcare in Australia, where demand for nurses fluctuates, or agriculture in New Zealand, with seasonal labour peaks.
  • Skills Mapping: AI agents assess current workforce capabilities and identify gaps, recommending training or hiring strategies to address them.
  • Scenario Planning: AI agents simulate scenarios—such as economic downturns or technological disruptions—to help organisations plan for future workforce needs.

How Trace Consultants Can Help

Trace Consultants leverages AI agents to streamline your workforce planning. We integrate predictive analytics to ensure your talent strategy aligns with business objectives. By partnering with us, you can build a workforce that’s resilient, skilled, and ready for future challenges.

AI Agents in Rostering and Scheduling

Rostering and scheduling are critical for managing labour costs, ensuring compliance, and maintaining employee satisfaction. AI agents optimise these processes by automating complex tasks and balancing business and employee needs.

Key Applications

  • Automated Rostering: AI agents create schedules that account for employee availability, skills, and labour laws, such as Australia’s Fair Work Act or New Zealand’s Employment Relations Act. They reduce manual effort and ensure compliance.
  • Demand-Driven Scheduling: AI agents align schedules with real-time demand data, such as customer footfall in retail or patient volumes in hospitals, minimising over- or under-staffing.
  • Employee Preferences: AI agents incorporate employee preferences, such as shift times or days off, to boost satisfaction and reduce turnover, a key concern in Australia and New Zealand’s tight labour markets.

How Trace Consultants Can Help

Trace Consultants partners with businesses to implement AI-driven rostering and scheduling solutions. We integrate systems that automate scheduling, ensure compliance, and prioritise employee wellbeing. Our tailored solutions help you reduce costs, improve efficiency, and create a happier workforce.

Benefits of AI Agents for Australian and New Zealand Businesses

AI agents deliver significant advantages for organisations in Australia and New Zealand:

  • Cost Efficiency: Optimised structures, workforce plans, and schedules reduce labour costs and improve resource allocation.
  • Compliance: AI agents ensure adherence to complex labour regulations, minimising legal risks.
  • Employee Satisfaction: By incorporating employee preferences and fostering positive cultures, AI agents boost engagement and retention.
  • Agility: AI-driven insights enable organisations to adapt quickly to market changes, such as economic shifts or technological advancements.

Challenges and Considerations

Adopting AI agents comes with challenges that businesses must address:

  • Data Quality: AI agents require accurate, integrated data. Organisations must invest in data management systems.
  • Implementation Costs: Deploying AI solutions involves upfront costs for technology and training.
  • Employee Buy-In: Staff may resist AI-driven changes, requiring effective change management and communication.

Trace Consultants mitigates these challenges by providing comprehensive support, from data integration to employee training. Our proven methodologies ensure a seamless transition to AI-driven operations.

Why Choose Trace Consultants?

At Trace Consultants, we’re committed to helping Australian and New Zealand businesses unlock the potential of AI in organisational design, workforce planning, rostering, and scheduling. Here’s why we’re the right partner:

  • Regional Expertise: We understand the unique challenges of operating in Australia and New Zealand, from labour laws to cultural nuances.
  • Customised Solutions: We design AI strategies that align with your specific business needs and industry context.
  • End-to-End Support: From strategy to implementation, we guide you through every step of the AI adoption process.
  • Proven Expertise: Our clients have achieved significant improvements in efficiency, compliance, and employee satisfaction through our AI solutions.

Ready to transform your organisation? Contact Trace Consultants today to explore how we can help you leverage AI for success.

Embracing the AI-Driven Future

AI agents are revolutionising how Australian and New Zealand businesses approach organisational design, workforce planning, rostering, and scheduling. By optimising structures, aligning talent strategies, and streamlining schedules, AI empowers organisations to stay competitive in a rapidly evolving market. With Trace Consultants as your partner, you can harness AI to build an organisation that’s efficient, compliant, and future-ready.

Don’t miss out on the AI revolution. Visit our Insights page for more resources, or reach out to our team to start your AI journey today.

Call to Action: Ready to optimise your organisation with AI? Get in touch with Trace Consultants for a consultation.

Trace Consultants is a leading consultancy serving businesses across Australia and New Zealand. Visit www.traceconsultants.com.au to learn more.

Planning, Forecasting, S&OP and IBP

How AI Agents Can Transform Supply Chain Design, Planning, and Operations

May 2025
Discover how AI agents are revolutionising supply chain management for Australian and New Zealand businesses. From optimising design to streamlining operations, learn how Trace Consultants can help you harness AI to stay competitive.

How AI Agents Can Transform Supply Chain Design, Planning, and Operations

Introduction: The AI Revolution in Supply Chain Management

In today’s fast-paced, globalised economy, supply chain management is more complex than ever. Australian and New Zealand businesses face unique challenges, from vast geographic distances to fluctuating demand and rising customer expectations. Enter AI agents—intelligent, autonomous systems that are transforming how supply chains are designed, planned, and operated. These agents leverage advanced algorithms, machine learning, and real-time data to drive efficiency, reduce costs, and enhance resilience.

At Trace Consultants, we specialise in helping businesses across Australia and New Zealand integrate AI into their supply chains. In this article, we’ll explore how AI agents can be leveraged across supply chain design, planning, and operations, and highlight how our expertise can help you stay ahead in a competitive market.

What Are AI Agents?

AI agents are software systems that use artificial intelligence to perform tasks autonomously or semi-autonomously. Unlike traditional automation, AI agents can learn from data, adapt to changing conditions, and make decisions with minimal human intervention. In the context of supply chains, AI agents can analyse vast datasets, predict outcomes, and optimise processes in real time.

For Australian and New Zealand businesses, AI agents offer a way to tackle challenges like remote logistics, seasonal demand fluctuations, and supply chain disruptions caused by natural events. From predictive analytics to robotic process automation, AI agents are redefining what’s possible in supply chain management.

AI Agents in Supply Chain Design

Supply chain design involves creating a network that balances cost, efficiency, and resilience. AI agents excel in this area by analysing complex variables—such as supplier locations, transportation costs, and market demand—to optimise network configurations.

Key Applications

  • Network Optimisation: AI agents can model multiple scenarios to determine the optimal number and location of warehouses, distribution centres, and suppliers. For example, they can factor in Australia’s vast distances or New Zealand’s island geography to minimise transport costs.
  • Risk Assessment: By analysing historical data and external factors like weather patterns or geopolitical events, AI agents can identify potential risks and recommend resilient designs.
  • Sustainability: AI agents can optimise supply chain designs to reduce carbon emissions, aligning with Australia and New Zealand’s growing focus on sustainability.

How Trace Consultants Can Help

At Trace Consultants, we use AI-driven tools to design supply chains tailored to your business needs. Our team combines industry expertise with advanced analytics to create networks that are cost-effective, resilient, and sustainable. Whether you’re a retailer in Sydney or a manufacturer in Auckland, we can help you build a supply chain that drives long-term success.

AI Agents in Supply Chain Planning

Effective supply chain planning ensures that the right products are available at the right time and place. AI agents enhance planning by providing accurate forecasts, optimising inventory, and enabling agile responses to market changes.

Key Applications

  • Demand Forecasting: AI agents analyse historical sales data, market trends, and external factors (e.g., holidays or economic conditions) to predict demand with high accuracy. This is particularly valuable for Australian retailers facing seasonal peaks like Christmas or EOFY sales.
  • Inventory Optimisation: AI agents balance inventory levels to minimise holding costs while avoiding stockouts. They can recommend safety stock levels for remote regions like Western Australia or New Zealand’s South Island.
  • Scenario Planning: AI agents simulate “what-if” scenarios—such as supplier delays or demand spikes—to help businesses plan for contingencies.

How Trace Consultants Can Help

Our team at Trace Consultants leverages AI agents to streamline your supply chain planning. We integrate predictive analytics into your processes, ensuring accurate forecasts and optimised inventory. By partnering with us, you can reduce costs, improve customer satisfaction, and stay agile in a dynamic market.

AI Agents in Supply Chain Operations

Supply chain operations involve the day-to-day execution of logistics, warehousing, and transportation. AI agents enhance efficiency by automating tasks, optimising routes, and enabling real-time decision-making.

Key Applications

  • Logistics Optimisation: AI agents optimise delivery routes, reducing fuel costs and transit times. This is critical for Australian businesses managing long-haul transport across the Outback or New Zealand’s rugged terrain.
  • Warehouse Automation: AI-powered robots and systems streamline picking, packing, and sorting in warehouses, boosting throughput and reducing errors.
  • Real-Time Monitoring: AI agents track shipments and inventory in real time, providing visibility and enabling proactive responses to disruptions like port delays.

How Trace Consultants Can Help

Trace Consultants partners with businesses to implement AI-driven solutions in supply chain operations. From integrating IoT devices for real-time tracking to deploying AI-powered warehouse systems, we help you achieve operational excellence. Our tailored solutions ensure your operations are efficient, scalable, and ready for future growth.

Benefits of AI Agents for Australian and New Zealand Businesses

AI agents offer a range of benefits that are particularly relevant for businesses in Australia and New Zealand:

  • Cost Reduction: By optimising networks, inventory, and logistics, AI agents lower operational costs.
  • Improved Resilience: AI-driven risk assessments and scenario planning help businesses navigate disruptions like bushfires or global supply chain shocks.
  • Enhanced Customer Experience: Accurate forecasting and efficient operations ensure timely deliveries, boosting customer satisfaction.
  • Sustainability: AI agents support eco-friendly practices, helping businesses meet regulatory requirements and consumer expectations.

Challenges and Considerations

While AI agents offer immense potential, their adoption comes with challenges:

  • Data Quality: AI agents rely on accurate, high-quality data. Businesses must invest in data integration and cleansing.
  • Implementation Costs: Deploying AI solutions requires upfront investment in technology and training.
  • Change Management: Employees may need reskilling to work alongside AI systems.

Trace Consultants mitigates these challenges by providing end-to-end support, from data preparation to staff training. Our proven methodologies ensure a smooth transition to AI-driven supply chain management.

Why Choose Trace Consultants?

At Trace Consultants, we’re passionate about helping Australian and New Zealand businesses unlock the full potential of AI in their supply chains. Here’s why we’re the right partner for you:

  • Local Expertise: We understand the unique challenges of operating in Australia and New Zealand, from remote logistics to regulatory requirements.
  • Tailored Solutions: We design AI-driven strategies that align with your business goals and industry needs.
  • End-to-End Support: From strategy to implementation, we guide you every step of the way.
  • Proven Results: Our clients have achieved significant cost savings, improved efficiency, and enhanced resilience through our AI solutions.

Ready to transform your supply chain? Contact Trace Consultants today to discuss how we can help you leverage AI agents for success.

The Future of Supply Chain Management

AI agents are no longer a futuristic concept—they’re a game-changer for supply chain management in Australia and New Zealand. By optimising design, enhancing planning, and streamlining operations, AI agents empower businesses to stay competitive in a rapidly evolving market. With Trace Consultants as your partner, you can harness the power of AI to build a supply chain that’s efficient, resilient, and future-ready.

Don’t get left behind. Visit our Insights page for more resources, or reach out to our team to start your AI journey today.

Call to Action: Want to revolutionise your supply chain with AI? Get in touch with Trace Consultants for a consultation.

Trace Consultants is a leading supply chain consultancy serving businesses across Australia and New Zealand. Visit www.traceconsultants.com.au to learn more.