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Use Case

Inventory Management with Alteryx One

Optimize working capital and service levels by aligning inventory with true demand. Alteryx unifies data, models scenarios, and automates forecasting so teams can surface risks, simulate safety stock, and make faster, more resilient decisions.

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Unlock Better Outcomes in Supply Chain

Efficient inventory management is vital for reducing supply chain costs. For example, BCG reports that AI can unlock 15–30% inventory reduction, a direct cash benefit while improving service. Similarly, McKinsey reports that AI-enabled demand planning can cut inventory 20–30% and boost fill rates. However, data and processes remain fragmented across ERP, WMS, and supplier systems, making it hard to model volatility or align safety stock with shifting demand. Without governed, AI-ready inputs, organizations risk chronic shortages, costly excess, and slower decisions that hurt resilience and service performance.

Stockouts risk

Persistent stockouts undermine OTIF and SLA commitments, reducing customer trust, loyalty, and service reliability — and losing sales opportunities.

Excess inventory

Excess inventory traps working capital, accelerates obsolescence, and inflates markdown costs, hurting flexibility and financial performance.

Static policies

Static safety stock and reorder rules ignore demand variability and lead time shifts, leading to higher costs and frequent service failures.

Lacks AI-ready data

Fragmented, context-poor datasets limit AI’s ability to generate accurate forecasts, blocking smarter, data-driven inventory optimization strategies.

Weak governance

Without lineage and controls, AI initiatives lack trust and compliance, exposing organizations to inconsistent results and regulatory risk.

Fragmented visibility

Disconnected systems obscure node-to-node inventory flows, while data sitting in cloud platforms delivers no usable supply chain insight.

How Alteryx One Powers This Use Case

Alteryx empowers supply chain analysts, inventory managers, and data-driven decision-makers to progress beyond basic data formatting and into advanced analytics. By leveraging features including generative AI and CDW integration within the Alteryx’s platform, businesses can surface valuable insights faster, optimize operations, and adapt to change — all while excelling in transparency and governance.

Integrated data access

Unifies ERP, supplier, warehouse, and sales data into one trusted inventory dataset

Automated workflows

Refreshes forecasts, updates stock levels, and optimizes replenishment without manual effort

Advanced analytics & AI

Runs predictive models for safety stock, SKU tracking, and disruption scenarios

Governance

Applies audit trails to inventory pipelines, ensuring accuracy and compliance

 

From Data to Business Value: How It Works

Your data inputs
  • ERP, WMS, POS, supplier data: receipts, shipments, on-hand
  • Demand history, lead times, forecasts by SKU/location
  • Service targets, replenishment rules, allocation priorities
  • Customer orders, sales data, and promotional calendars for planning
What Alteryx does
  • Unified layer connects systems, standardizes metrics
  • Canvas to build stock, reorder, scenario workflows
  • Scheduling/APIs share results with planning tools
  • Integrates cloud data and LLMs for analysis
  • Governance with roles, approvals, audit trails
How it works for you
  • Clean, structured data ready for AI, BI, or automation
  • Automated visualizations and alerts for supply chain and finance
  • Data-driven insights for stock, reorder, allocation, and cost-service tradeoffs
  • Shared datasets across planning, commercial, and operation
 

Business value & ROI

Lower carrying costs from reduced excess stock and faster turns

Fewer stockouts and backorders for improved OTIF and SLA performance

Shorter planning cycles for faster decisions

 Scalable, auditable processes that replace spreadsheets and manual reconciliation

 

How Teams Like Yours Turned Challenges into Success

$250K

saved by building reports in house


“Before it would have taken me a year to create this one report on 5-year forecasts and now we can run 3,300 active material numbers in less than 3 minutes. The time savings that we’ve experienced with just this one report is astronomical.”

Byron Waugh, Demand Planning and Forecasting Manager
SaskTel

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$500K

saved through inventory optimization


“Our model in Alteryx is constantly making predictions based on thousands of variables — from product data to raw material supplies. The data we get is accurate and powerful when combined with our procurement and manufacturing teams’ knowledge.”

Jeff Gordon, Director of Procurement, Warehousing, and Analytics
Armor Express

600+

personalized inventory-optimization reports


“The fact that I could process over 4.5 million rows of data from separate datasets without writing a single line of code was just incredible. From that moment on, I was hooked.”

Jay Caplan, Senior Business Analytics Manager 
Coca-Cola

 

Roles and Teams Driving Results with this Use Case

Manufacturing, retail & CPG, supply chain, and finance teams use Alteryx to cut costs, prevent stockouts, and optimize inventory strategies

 

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Explore More Alteryx One Resources

 
Blog Post
Building a Resilient Supply Chain with AI-Driven Workflows
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  • Analytics Automation
  • Analytics Leader
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Webinar
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Blog Post
Navigating Tariffs in the AI Era: Impacts and Opportunities for Demand Planning
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  • Data Prep and Analytics
  • Analytics Leader
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Webinar
PwC Gold Sponsor Session: Human-led, tech-powered
  • Finance
  • Marketing
  • Supply Chain
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Webinar
Siemens Energy Transforms Procurement at Scale with Analytics Automation
  • Live Webinar
  • BI/Analytics/Data Science
  • Supply Chain
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Webinar
Avoid Supply Chain Disruption with Analytics Automation
  • Analytics Automation
  • Supply Chain
  • Manufacturing
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Why Choose Alteryx One?

 

What Are the Inventory Management Capabilities Unlocked with Alteryx One

 
Data prep for clean, unified inventory data

Automate cleaning and merging of siloed sources, making them usable for inventory planning. Integrate geospatial or BOM details, cutting weeks of manual work into minutes and enabling more accurate fulfillment decisions.

 
Accurate inventory forecasting with AI signals

Move beyond historical averages by blending demand signals, promotions, and sentiment. Use advanced forecasting and generative AI to align stock with dynamic markets, improving accuracy and reducing mismatches in planning.

 
Smart safety stock tailored to risk profiles

Replace fixed rules with flexible models tailored to risk and customer needs. Compare methods in Alteryx, experiment with AI connectors, and balance service with cost to set smarter, more accurate safety stock.

 
Inventory visibility and smarter stock movement

Track stock by SKU across warehouses, highlighting slow movers and replenishment needs. Location intelligence enables smarter transfers, optimized movement, and faster fulfillment — while lowering costs through efficient stock reallocation.

 
AI-ready, governed, trusted data

Create governed, contextual datasets that fuel AI tools with reliable inputs. Ensure data is auditable and structured, so LLMs generate trustworthy recommendations for inventory optimization and scenario planning.