Alerts
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.