Real-World Success Stories
Sales Support
20 years of frontline and strategic sales experience across conventional grocery, natural grocery, foodservice, home delivery, and specialty retail.
Forecasting & Demand Planning
Built and implemented forecasting systems to reduce waste, stabilize production schedules, and improve service levels.
Case Study: Nationwide Expansion from 50 Stores to 2,500+
Challenge: A fast‑growing startup needed to scale production, logistics, and supply chain systems for national distribution.
Approach: Developed and executed an integrated S&OP strategy aligning sales, production, and inventory.
Result: Successful nationwide rollout from 50 doors to more than 2,500.
Customer Onboarding
Built and implemented forecasting systems to reduce waste, stabilize production schedules, and improve service levels.
Customer Portal Management
Hands‑on expertise with retailer and distributor portals including Trader Joe’s, Whole Foods, Target, Walmart, KeHE, and FoodLogiQ.
Documentation & Regulatory Requests
Support for compliance, certifications, product specifications, labeling, and retailer‑requested document packages.
Extended Producer Responsibility (EPR)
Completed Oregon EPR reporting through the Circular Action Alliance in 2025.
IMS & EDI Build‑Out
Implemented CIN7 Core inventory management and SPS Commerce EDI integrations for improved accuracy and automation.
Special Projects
Flexible support for cross‑functional initiatives, system rollouts, operational audits, and strategic planning.
Ideation & Brand Development
- Rebranding projects
- New brand creation
- New product concepting
R&D Project Management
Coordinated custom formulation and co‑manufacturing development across multiple product categories.
Emerging Categories & Channels
Expertise in fast‑growing segments including:
- Carbon neutral dairy
- Grass‑fed dairy
- Sustainability‑focused innovation
Fractional Logistics Leadership
Interim or part‑time logistics leadership to strengthen distribution, efficiency, and operational visibility.
Distributor Management
15 years managing distributor performance, pricing, inventory, service levels, and promotional execution.
Third‑Party Logistics (3PL) Management
Oversaw outsourced warehousing and distribution with 3PL partners to support large‑scale retail and foodservice programs.
Shipping Strategy & Solutions
- Cooperative aggregation
- Multi‑drop routing
- Full truckload optimization
Consulting & Advisory Services
Fractional Executive Leadership
Executive‑level leadership support spanning Sales, Operations, Supply Chain, and Go‑to‑Market Strategy.
Facility Visits
Advised a high‑growth broadline foodservice distributor on dairy category best practices, merchandising strategies, and handling protocols.
Ride‑Alongs & Customer Visits
Field support to strengthen customer relationships, category execution, and account-level insights.
Remote Support
Ongoing advisory for strategy, troubleshooting, and team support.