InfoPlanning Governance Risk2026-06-20
WARNING: Inventory-platform replacement can recreate shadow planning if parameters remain unowned
The move from spreadsheets and basic ERP toward specialist Inventory Planning systems creates a migration risk. Companies may transfer formulas and settings without establishing ownership for service levels, safety stock, lead times, segmentation and override rules.
A new platform does not eliminate shadow logic if the organization cannot identify who owns each planning parameter and which version is authoritative.
What leaders should monitor
- parameter owners and effective dates;
- differences between spreadsheet and system logic;
- manual overrides and local workarounds;
- version control during migration;
- ERP and APS integration boundaries.
Source: AGR inventory-planning comparison.
The Dataleo angle
The implementation risk is not only technical. It is the transfer of unowned planning logic into a more sophisticated system, where it becomes harder to see and challenge.
