Planning & coordination

See what’s late before the customer calls.

Plans fall behind because updates sit in emails, spreadsheets and partner portals. We build a shared view that pulls them together, shows what is at risk and drafts the next step for your planners.

Book a discovery call See a sample run

Colleagues coordinating schedules, stock and deliveries at a planning board.

A sample run

Find today’s deliveries at risk.

One question pulls promised dates, carrier tracking and transporter messages together. Reminders go out within your rules; promises to customers stay with your team.

Sample · Dispatch chat

Request

Rohan · Dispatch

Which deliveries are at risk today?

Planner · to Rohan

2 of 24 are at risk: no update since yesterday. I’ve reminded both transporters on WhatsApp and listed the orders for Meena.

Checked against

Due todayERP: 24 orders
Carrier tracking3 carriers: Updated 08:10
Transporter messagesWhatsApp: 6 since 07:00
Goods receiptsWarehouse: 9 confirmed

Promised dates match the latest trackingPassed
Every order updated since yesterdayTwo transporters haven’t updated since 17:00 yesterday.Flagged
Reminder allowed by the follow-up rulesPassed

Result

At risk · 2 ordersFlagged

Owner: Meena · Service

SO-4471 · Shree Agro: No update
SO-4478 · Patel Foods: No update
Other 22: On schedule
Customers contacted: None

Reminders sent 09:05 · stays open until both reply

Sample data. Names and figures are illustrative, not from a client.

What it handles

What it keeps track of.

You set the source of truth, the thresholds and who may be contacted. Stale or conflicting updates stay visible, and schedules and customer commitments stay with your planners.

A planner at a schedule board with a dispatch colleague beside a trolley of packed boxes.

Deliveries at risk.

Partner updates, tracking and goods receipts are matched to each order, so a missing or late update shows up as a risk before it becomes a complaint. Once a risk is found, the agreed follow-up goes to whoever owes the update.

It does: Spots the risk, then follows up within your rules
You approve: Who may be contacted, how often, and any change to a promise

Exploded isometric drawing of a STORE, a WAREHOUSE and a PLANT whose record stacks drop to one shared reconciliation table, one stack tagged as stale.

Stock across every site.

Stock, open orders and demand from each store, warehouse or plant sit in one view. A site whose figures are out of date is marked as stale rather than quietly included.

It does: Pulls the figures together and flags stale ones
You approve: Which system is the source of truth for each figure

Overhead drawing of three supplier offers labelled OFFER A, OFFER B and OFFER C with valve samples, threaded to one comparison sheet, with an alternate item clipped aside.

Reorder proposals with the reasons shown.

Stock, demand and supplier terms become a suggested order, with each assumption visible so the buyer can change it.

It does: Drafts the proposal and shows its working
You approve: Every order placed

Isometric drawing of two engineers working at a desk beside a warehouse floor, one with a supervisor reviewing a shift log and one testing a workstation with a clerk.

Shifts and capacity.

Job progress, available people or machines and material shortages come together, and schedule options are drafted for the planner to compare.

It does: Drafts options and shows what each one moves
You approve: The schedule that goes out

How it works

From scattered updates to an agreed plan.

The shared plan holds the schedule, stock or capacity, the latest updates, dependencies and owners. Ask which orders or jobs are at risk, compare possible changes and record what the team agrees.

01
Pull in the updates
From your business systems, partner files, emails and the manual inputs you choose.
02
Reconcile the status
Each update is matched to its job or order. Conflicting timestamps are shown, not quietly resolved.
03
Prepare the next step
It applies your thresholds, finds the owner and drafts a follow-up or planning proposal.
04
Follow through
It sends the follow-ups you allow on WhatsApp, email or SMS, routes decisions to the team and keeps open exceptions visible until they close.

Connects to the tools you already use

SAP
Odoo
Zoho Inventory
Tally
Shopify
Google Sheets
Excel
WhatsApp
Gmail

Anything else connects through its API or exports.

How you’ll know it’s working.

Time spent chasing updates: Planner time logged on follow-ups for two weeks before the trial and during it.
Delay signal to action: Time from the first sign of a delay, such as a missed update, to the owner acting on it.
Age of open exceptions: How long each flagged risk stays open, from the exception log.
Wrong follow-ups and review time: Reminders sent to the wrong party or about a resolved item, and the planner time spent checking proposals.

Across industries

Where plans slip, by industry.

Schedules, stock and deliveries look different in each industry. The missing update is the same.

Your next step

Where does your plan keep losing touch with the work?

Bring a schedule, a stock decision or a delivery problem, and the updates it depends on. We’ll scope a shared view and what happens once a risk is found.

or email us directly athello@calquity.com