How to Choose a Right-Sized Solution for Visibility, Agility, and Growth
If you’re running a mid-sized business, chances are your supply chain challenges don’t look like a Fortune 500’s—but they’re too complex for spreadsheets or generic ERP modules.
You’re balancing growth with resource constraints. Your supply chain needs to be nimble, not overloaded with enterprise-scale systems you don’t need. And every dollar you spend has to deliver clear, measurable value.
So what does a mid-market company need in a planning solution?
Here’s what to look for—and what to avoid—when evaluating your next move.
1. Fit-for-Purpose Functionality
Why it matters: Many ERP-native planning tools or large-scale APS platforms are either too narrow—or too bloated.
Look for a tool that was built specifically for planning—not tacked on to an ERP or CRM.
Must-have features:
- Integrated demand, supply, and inventory planning
- What-if scenario modeling
- Alerts and exception-based workflows
- Support for constrained capacity and lead time variability
According to Gartner, companies with mature planning processes see 15%–25% reductions in supply chain costs and 25% fewer stockouts (Gartner, Supply Chain Strategy Playbook, 2023).
2. Speed to Value
You don’t have 18 months and a team of 30 IT resources to get a new system live. Mid-market supply chains need solutions that deliver impact quickly, without disrupting day-to-day operations.
Look for:
- Cloud-native architecture
- Fast implementation cycles (measured in weeks, not quarters)
- Modular deployment so you can start small
Example: Kinaxis Planning One is designed for rapid deployment in mid-market environments, with a short time-to-value.
3. Cross-Functional Collaboration
Siloed decision-making is one of the top challenges in mid-market planning. Your tool should make it easier for Sales, Ops, Finance, and Supply Chain to work together—not harder.
Key capabilities to look for:
- Shared data model across functions
- Role-based workflows
- Real-time updates visible to all stakeholders
- Integration with your CRM or S&OP process
A McKinsey report showed that organizations with collaborative planning processes are twice as likely to meet service and margin targets (McKinsey, 2022).
⚙️ 4. Scalability Without Complexity
You may not need all the bells and whistles today—but your needs will grow. Your planning tool should grow with you.
That means:
- You can turn on advanced features as needed
- The solution doesn’t require a full re-implementation to scale
- New users and data sources can be added easily
Avoid solutions that are either:
- So simplistic you’ll outgrow them in 12 months
- So enterprise-heavy that you’re paying for features you’ll never use
5. Integration with Your Existing Systems
Mid-market companies rarely have the luxury (or desire) to rip out their ERP. Your planning solution should enhance—not replace—your core systems.
Look for:
- Proven ERP integrations (SAP, Microsoft Dynamics, NetSuite, etc.)
- Ability to bring in external data (CRM, MES, spreadsheets)
- Support for real-time data synchronization or scheduled loads
Tools like ketteQ leverage the Salesforce platform, making them especially attractive to companies already aligned with Salesforce architecture.
Bonus: Built-In Support for a Crawl-Walk-Run Approach
You don’t need to solve everything at once. In fact, starting with the highest-value use case—like inventory visibility or constrained supply planning—is often smarter.
Make sure the vendor and partner can support:
- A phased rollout strategy
- Training and change management for your team
- Flexibility that aligns with your goals
Final Takeaway
The best planning solution for mid-market supply chains isn’t the one with the most features—it’s the one that gives you the right capabilities at the right time, with the speed, simplicity, and scalability to grow with your business.
Want help evaluating your options?
We’ve worked with mid-sized companies to modernize planning—without overcommitting or overspending.