Predict Accurately, Optimize Continuously

A Single Platform for Inventory Planning & Optimization

Ipad with business data of improved Demand & Inventory Planning 2

Smart IP&O Application Suite

Minimizing excess stock, equipment downtime, and lost sales requires the right planning foundation. Most companies struggle to keep up, putting businesses at risk when the insulation of a growing top line thins. Smart IP&O is an integrated set of native web applications that provides a single, easy to use, scalable, environment with field proven inventory and forecast modeling that optimizes inventory stocking policy and improves forecast accuracy. You’ll move planning from spreadsheet based functional silos to a collaborative platform enabling executives to shape policy while empowering inventory planners to make it so.

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Smart Inventory Planning & Optimization 

Optimal Inventory Levels

Reduce excess stock
Improve service levels
Minimize buyer transactions
Maximize return on assets

Organizational Consensus

Balance service levels
Identify stockout risk
Identify overstocks
No finger-pointing

Operational Connectivity

Align process with strategic objectives
Empower team to “make it so”
Optimize as conditions change
Pass results to ERP

Accurate Demand Forecasts

Capture trend and seasonality
Predict range of future demand
Flag exceptions
Cleanse historical data

Operational Consensus

Collaborate with key stakeholders
Review at any level of hierarchy
Apply overrides and achieve consensus


Consistent Repeatable Process

Common system
No spreadsheets
Embed and reuse forecast rules
Monitor accuracy and fine-tune

Inventory Analytics

Quantify inventory value
Inventory segmentation
Inventory classification
Trend metrics over time

Operational Performance

Measure service level performance
Measure fill rate performance
Calculate turns, holding & ordering costs
Trend metrics over time

Supplier Insights

Measure supplier performance
Compare supplier lead times
Rank suppliers across available metrics
Trend metrics over time

Smart Software has developed out-of-the-box connectors with Epicor ERP, Epicor Kinetic, Epicor Prophet 21, NetSuite, Dynamics AX, NAV, 365 BC, and F&O

Our ERP connectors are continually kept up-to-date to ensure compatibility with the latest version of your ERP system. ERP connectors work with cloud and on-premise versions of your ERP system and enable you to import/export with little to no IT assistance. Click on the logos below to learn more and to register for a demo that highlights the integration.

Smart Gen2 Inventory Planning and-Optimization
Smart Software partners - Epicor Software Corporation
Smart Software partners - Oracle
Smart Software partners - Microsoft
 A Reliable and Secure Platform
Successfully delivering cloud services depends on a foundation of safe, secure, and private storage and transfer of information. In order to ensure a secure, reliable, and trusted environment for our customers and partners we’ve chosen to host our platform on Amazon Web Services (AWS) and maintain SOC 2 type 2 compliance annually. Smart Software’s SOC Certification is an independent audit that confirms Smart Software meets or exceeds the industry-leading standard for Security, Availability, Processing Integrity, and Confidentiality. Learn more.




Smart Software cloud services with AWS

Smart Gen2 Inventory Planning and Optimization



Amazon Web Services and the “Powered by AWS” logo, are trademarks of, Inc. or its affiliates in the United States and/or other countries.

   File Based ERP Integrations


Smart Software customers have integrated our platform with virtually every ERP solution on the market, including SAP, Oracle ERP, JD Edwards, PeopleSoft, Infor, Great Plains, Sage X3, Epicor Vantage and more using a simple import/export process supported by Smart Software’s data model and data processing engine. The data model and processing engine are designed to import and export data in a variety of file formats. Transaction data such as shipments, sales orders, supplier receipts are readily available in your ERP system. Simply export it from your data source to a file and Smart IP&O will take care of the rest. If you have disparate ERP and database applications, no problem.  All imported data is stored in our common data model so you can analyze trends, stocking policies, and inventory metrics in one place.

Smart Software partners - Oracle
Smart Software partners - Sage
Smart Software partners - SAP
Smart Software partners - Infor
Contact Us Today for More Information

If you request a demo, one of our specialists will show you how Smart can help, using your own inventory data!

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