TPM · DP · IBP · RGM for FMCG

Replace spreadsheets with intelligent planning.

CauSelf combines 35+ years of FMCG expertise with an AI-powered integrated planning platform — purpose-built for consumer goods companies who've outgrown Excel. No IT team. No enterprise price tag.

Trusted by
Hallmark Dairyworks Glow Lab+ more
CauSelf explainer video — watch on YouTube
Watch CauSelf in action
Opens on YouTube ↗
📊
Eliminate
Spreadsheets
🧠
AI-Powered
Forecasting
💰
Trade Promo
ROI
📈
Revenue
Growth
Client case study · Dairyworks Ltd, New Zealand
"It felt purpose-built for a consumer goods company and addressed a lot of the nuances we needed straight out of the box. You can quickly see whether demand is soft or if a retailer has delayed a purchase due to excess stock — that level of visibility drives the right kind of conversation to improve accuracy."
EW
Emma Whitfield
Finance Business Partner · Dairyworks Ltd, NZ
Ahead of schedule
Go-live delivery
Under budget
Project delivery
Grocery · Export · FS
Channels unified
🤝 New Partnership — CauSelf & Synergic  · Read more ↗
CauSelf announces strategic alliance with Synergic to accelerate AI-powered FMCG planning adoption across ANZ and Asia Pacific  · Read more ↗
🤝 New Partnership — CauSelf & Synergic  · Read more ↗
Together, CauSelf and Synergic deliver end-to-end consumer goods planning — from AI forecasting to field execution  · Read more ↗
🤝 New Partnership — CauSelf & Synergic  · Read more ↗
CauSelf announces strategic alliance with Synergic to accelerate AI-powered FMCG planning adoption across ANZ and Asia Pacific  · Read more ↗
🤝 New Partnership — CauSelf & Synergic  · Read more ↗
Together, CauSelf and Synergic deliver end-to-end consumer goods planning — from AI forecasting to field execution  · Read more ↗
The problem

Excel was never built for this.

Mid-market consumer goods companies are caught between spreadsheet chaos and enterprise platforms priced for Fortune 500 budgets. That gap is exactly where we operate.

⚠️
Key-person dependency
When your forecasting expert leaves, so does your planning capability. 88% of spreadsheets contain material errors.¹
Week-long planning cycles
Reworks, version control, manual reconciliation. Your team is managing spreadsheets, not driving growth.
📉
Disconnected planning silos
Demand planning, trade promotions, and revenue strategy operating in isolation — no single source of truth.
💸
Enterprise solutions out of reach
Big platforms charge $150K–$500K+ and take 6–18 months. ROI that never arrives on time — if at all.

How CauSelf compares to traditional tools

Same capabilities. Very different economics.

Traditional enterprise
$150K–$500K
6–18 month implementation
vs
CauSelf platform
From
$4K/mo
2–4 month implementation
12–24 monthsROI timeline3–6 months
Change your processProcess ReadyBuilt into the platform
Need dedicated resourcesResources RequiredUse Current resources
NoMid-market fitBuilt for it
Requires specialistsUser adoptionBusiness-user ready
Intelligence built in

AI and Advanced Analytics working quietly inside every plan

Unlike platforms that sell AI as an expensive add-on, CauSelf has AI woven into its core — improving accuracy and surfacing insights without adding complexity for your team.

🧠
Causal AI & machine learning models
Combines causal modelling with machine learning to identify up to 20 real-world demand drivers — weather, promotions, pricing, seasonality — then learns from your data continuously. Statistical rigour without the complexity. No data science degree needed.
Automated anomaly detection
AI flags unusual demand patterns, data quality issues, and forecast deviations before they become planning errors — so your team focuses on decisions, not error-hunting.
📊
Analytical promotion review
CauSelf reviews every promotion — finding and flagging those that aren't delivering. Advanced analytics separates true promotional lift from baseline demand, so you can tune spend to what actually drives profitability, not just volume.
🔄
Continuous self-improvement
CauSelf actively identifies where forecast errors are occurring and why — pinpointing specific SKUs, customers, or drivers that are reducing accuracy. It then surfaces these as prioritised opportunities, so your team can act on improvements that deliver the greatest financial impact each cycle.
AI is included in every CauSelf plan — not priced as an add-on
Every subscription tier includes the AI causal modelling engine, anomaly detection, and promotional lift modelling. The platform gets smarter the longer you use it.
See pricing →
Three integrated solutions

One platform. End-to-end coverage.

Unlike point solutions that leave you stitching tools together, CauSelf integrates IBP, TPM, and RGM into a single planning layer — designed specifically for consumer goods.

📊
IBP

Integrated Business Planning

Transform demand planning from supply-chain-focused spreadsheets to sales-integrated strategic planning with advanced causal modelling. Up to 20 demand drivers — seasonality, promotions, pricing, and more.

  • Sales-integrated demand planning
  • AI causal modelling — up to 20 demand factors
  • Baseline + increment methodology
  • Consumer-to-retailer forecast translation
  • Volume-based scenario planning
  • AI continuously improves forecast accuracy
Explore IBP →
🎯
TPM

Trade Promotion Management

Move beyond transactional promotion tracking to strategic analytical planning. Integrate across all channels — grocery, online, food service, and route-to-market — with real ROI measurement.

  • Analytical promotional modelling
  • Multi-channel promotion planning
  • ROI analysis and clash detection
  • Integrated financial tracking & accruals
  • Simulate → Plan → Execute workflow
  • AI predicts promo ROI before you commit spend
Explore TPM →
📈
RGM

Revenue Growth Management

Enterprise-level RGM capabilities made accessible to mid-market companies. Analyse and scenario-plan your revenue strategy — price, mix, channel, and customer profitability — before you execute.

  • Strategic scenario planning
  • Price & mix optimisation
  • Customer profitability analysis
  • Competitor modelling & analysis
  • Budget & target setting
  • AI generates and ranks revenue scenarios
Explore RGM →
How CauSelf forecasting is different

Forecasts built on your sales plan — not just your history.

Most demand planning tools look backwards. CauSelf looks forward — grounding every forecast in your actual sales plan, real market data, and what your retailers are telling you.

📊
Grounded in the sales plan
Forecasts start from your commercial sales plan — not a statistical average of the past. What you intend to sell shapes the baseline, so your supply chain works from a number the business has agreed on.
🔍
Uses the data you already have
Scan data, sell-in history, promotional activity, pricing — CauSelf works with the data sources you actually have. No expensive data science project required before you can start getting value.
🌐
Considers real market demand
Seasonality, weather, events, economic conditions, competitor activity — CauSelf models the causal drivers of demand so your forecast reflects what's actually happening in the market, not just what happened last year.
🤝
Overlays retailer buying intent
Retailers don't always buy what the model predicts. CauSelf lets you overlay known retailer stocking decisions and buying intentions — so your forecast reflects commercial reality, not just statistical probability.
The result: decisions based on fact and data — not guessing.
Far better visibility and alignment across sales, supply, and finance. When everyone works from the same number — a number they trust — your S&OP becomes a conversation about the future, not a negotiation about whose spreadsheet is right.
See it in action →

The power of integration

Each module is powerful alone. Together, they create a closed-loop planning process that connects sales strategy to operational execution — without enterprise cost and complexity.

IBP feeds TPM TPM informs RGM RGM validates IBP Single data layer AI runs across all three
See the platform →
How it works

From assessment to live & optimised in 13 weeks or less.

1
Free assessment
Expert FMCG consultant reviews your current process, data quality, and ROI opportunity. Fully free, no obligation.
1–2 weeks · $0
2
Proof of concept
We run your actual data through the platform so you see real results — not a generic demo — before committing.
2–4 weeks · $5K–$10K
3
Full implementation
Expert-led setup, data migration, model building, and team training across your full product portfolio.
8–13 weeks · $20K–$45K
Case studies

Real transformations from real companies.

All case studies →
IBPMulti-channelNZ Dairy
"It felt purpose-built for a consumer goods company and addressed a lot of the nuances we needed straight out of the box."
Emma Whitfield, Finance Business Partner · Dairyworks Ltd., New Zealand

Dairyworks, a mid-sized NZ manufacturing company, had outgrown its Excel-based planning tools. Limited visibility, reactive planning, and a lack of analytical rigour made accurate forecasting difficult — particularly across its complex, multi-channel business spanning grocery, export, and foodservice.

"You can quickly see whether demand is soft or if a retailer has delayed a purchase due to excess stock. That level of visibility drives the right kind of conversation to improve accuracy."

Ahead
of schedule · Go-live delivery
Under
budget · Project delivery
Driver-based causal forecasting across grocery, export, and foodservice channels — eliminating silo-based planning
Phased rollout — volumes first, then financials — embedded into business processes from day one
Improved accuracy and cross-business buy-in through reporting and metric capabilities
"It's not just a system implementation — it's a partnership that continues to evolve."
Sales Planning8,000+ storesSeasonal
"CauSelf helped us move beyond spreadsheets and dramatically streamline our workflow. We now have stronger confidence in our plans — and a clear path to profitability improvement."
Ajith Abeynaike, Managing Director · Hallmark Cards ANZ

Hallmark Cards ANZ operates across 8,000+ store locations — managing greeting cards, gift packaging, and gifting products across diverse retail channels under intense seasonal deadlines. A heavy reliance on Excel was creating limited visibility, inflexible planning, and increasing workloads at peak periods.

8,000+
Store locations managed
Excel dependency eliminated
Streamlined workflows eliminating inefficient manual steps at seasonal planning peaks
Enhanced real-time visibility into product performance and store-level allocation decisions
Agile planning for seasonal product management with a clear path to profitability improvement
Demand PlanningHealth & BeautyNZ & AU
"CauSelf has given us a more structured and transparent way to approach demand planning, eliminating time lost in spreadsheets while helping facilitate business decisions needed to support growing demand."
Mark Roper, GM Sales & Marketing · Glow Lab

Glow Lab, a fast-growing NZ health and beauty company operating across New Zealand and Australia, sought to move beyond spreadsheet-based processes toward a more structured and data-informed way of planning — bringing together inputs from Sales, Supply Chain, and Finance at an account level.

18mo
Since go-live · Ongoing improvement
S&OP cycle embedded
Forecast accuracy improving — Bias and WMAPE trending positively through regular model review
Greater alignment across Sales, Supply Chain, and Finance with shared data and planning assumptions
More consistent supply performance into Australia with fewer escalation issues
Read full case study →
Free assessments

Understand your risk — and your opportunity

Two free tools. No sign-up required. Run them now or download as a PDF to share with your team.

Tool 1
📋 Spreadsheet Risk Assessment
Quantify the true cost of spreadsheet dependency — productivity loss, error exposure, and financial misreporting risk.
Risk & Efficiency Assessment
How much is spreadsheet dependency costing your business?
How this assessment is calculated
80%
of spreadsheets contain significant errors — EuSpRIG research across thousands of corporate spreadsheets. Adjust the error rate slider below to match your view.
1.8%
of revenue is at risk from financial misreporting due to spreadsheet errors — EuSpRIG & MIT Sloan research on material financial errors. Adjust the misreporting slider below.
$43K
average annual productivity cost per person managing spreadsheets — U.S. Bureau of Labor Statistics benchmarks ($22K–$64K range). Adjust the cost-per-person slider below.
Your inputs — edit to match your business
$43K
80%
1.4%
Your results
Total spreadsheets in use
32
Spreadsheets per person
3.2
Estimated spreadsheets with significant errors
26
Estimated annual cost of lost productivity
$432,500
Possible financial misreporting exposure
$2,800,000
Results are directional. Based on your inputs and industry research benchmarks — adjust the sliders in the inputs panel to refine assumptions.
Discuss your results with CauSelf →
Research behind this assessment
80%
EuSpRIG — European Spreadsheet Risks Interest Group. Research across corporate spreadsheets finds 80–88% contain significant errors, with 1 in 5 containing errors that materially affect outputs.
1.8%
EuSpRIG & MIT Sloan — Research on financial misreporting exposure from spreadsheet errors in corporate planning. Estimated 1.0–1.8% of revenue at risk from material reporting errors.
$43K
U.S. Bureau of Labor Statistics — Average salary for planning and analytics roles used to estimate annual productivity loss per person managing spreadsheets ($22K–$64.5K range).
Tool 2
📈 ROI Calculator
Estimate the financial upside of improving your planning process — accuracy gain, margin improvement, and promotions converted to profit.
ROI Assessment
Quantify your ability to improve accuracy & profitability
Your current process & capabilities
Your current performance
Your results
Ability to improve (higher = better)
Possible accuracy improvement
Current trade spend ($M)
Trade spend ROI improvement (5–10%)
Promotions converted from loss to profit
Margin improvement ($M)
Results are directional. Actual outcomes depend on data quality, process adoption, retailer acceptance, and implementation scope.
Discuss your ROI with CauSelf →
Key sources & references
McKinsey & Nielsen Forecast accuracy improvement opportunities in FMCG
Kantar Trade promotion analytics — ROI improvement benchmarks
SoftServe TPM profitability — 59% of promotions unprofitable³
SoftServe Building trust in TPM data — up to 98% data accuracy achievable
NielsenIQ Analyst time spent on data preparation in FMCG organisations
Analyse2 TPM visibility and one-number truth (case study)
SoftServe Agile TPM and faster planning cycles in consumer goods
Simon-Kucher Promotion optimisation in FMCG — +10% margin improvement case
Enterprise Times TPM adoption and scaling strategies in FMCG
Transparent pricing

Enterprise capabilities. Mid-market economics.

All plans include a dedicated FMCG consultant and AI causal modelling as standard. No hidden fees. No surprise implementation costs. All prices in USD — contact us for APAC pricing.

Starter
Demand & Promotion Planning
Sales-integrated demand planning with trade promotion modelling. Ideal for companies beginning their IBP journey.
$4K/month
USD · prices may vary by scope
8 users · 1,500 product-account combos · dedicated consultant
  • AI causal modelling — up to 20 demand factors
  • AI anomaly detection & forecast alerts
  • New product modelling & lifecycle management
  • Consumer-to-retailer forecast translation
  • Promotion planning in forecast workbench
  • Multi-channel support (grocery, food service, online)
  • Volume-based scenario planning
  • Snapshot & performance tracking
  • Expert consultant training & ongoing support
Get started →
Advanced AI & BI — included as standard in every plan

These capabilities are built into every CauSelf subscription — not an optional extra. AI causal modelling, automated anomaly detection, configurable BI dashboards, and intelligent workflow tools are all included from day one.

ⓘ  AI usage: Each plan includes a standard allocation of AI processing. High-volume or intensive AI usage beyond this allocation may incur additional fees. Your dedicated consultant will advise if your usage profile is approaching limits — there are no surprise charges.

AI-automated data update workflows Intelligent gap-closure recommendations Configurable & advanced BI dashboards AI-assisted new product forecasting
Included
in all plans
Free assessment
$0
1–2 weeks
  • Current state process analysis
  • Data quality evaluation
  • ROI opportunity mapping
  • Custom implementation roadmap
Proof of concept pilot
$5K–$10K
2–4 weeks
  • Run your actual data through the platform
  • Expert-led setup and training
  • Direct consultant access
  • POC effort counts toward full implementation
Starter plan
Full implementation
$15K–$30K
8–13 weeks
  • Demand planning & TPM module build
  • Data migration & model configuration
  • Full team training & onboarding
  • Transition support throughout
Growth plan
Full implementation
$10K–$20K
4–8 weeks · building on Starter
  • Full IBP, TPM & RGM platform build
  • Advanced model & scenario configuration
  • P&L and financial reconciliation setup
  • Dedicated expert across all modules

¹ EuSpRIG research on spreadsheet error rates.  ·  ² Based on CauSelf client deployments; results vary by baseline and category.  ·  ³ Nielsen/NielsenIQ FMCG trade promotion effectiveness research.

Client voices

What our clients say

★★★★★
"CauSelf delivers a driver-based, fully integrated forecasting process. It makes it easy to see what's influencing demand — whether it's market-driven trends or retailer purchasing behaviour. There's a learning curve initially, but after a few weeks it becomes intuitive."
Dairyworks Ltd. · Multi-channel dairy manufacturer · New Zealand
EW
Emma Whitfield
Finance Business Partner · Dairyworks Ltd.
★★★★★
"CauSelf helped us move beyond spreadsheets and dramatically streamline our workflow. We now have stronger confidence in our plans — and a clear path to profitability improvement."
AA
Ajith Abeynaike
Managing Director · Hallmark Cards ANZ
★★★★★
"CauSelf took the time to understand our business process. The integrated approach connecting demand planning with promotional planning was exactly what we needed."
OD
Operations Director
Major Consumer Goods Distributor
★★★★★
"The causal modelling approach uncovered demand drivers we simply couldn't see in our spreadsheets — weather, operational factors, demographics. All finally visible and actionable."
NM
National Sales Manager
National Beverage Manufacturer
Partners
Auckland, March 2026

Synergic Technologies joins CauSelf as authorised ANZ partner

Mid-market consumer goods companies across New Zealand and Australia now have access to CauSelf’s integrated demand planning and trade promotion management platform — delivered locally by Synergic Technologies, a team with deep supply chain and FMCG expertise.

Authorised implementation and consulting partner for CauSelf across New Zealand and Australia
Local delivery team with direct FMCG S&OP, demand planning, and TPM experience across NZ brands
Typical deployments 8–13 weeks — not the 6–18 months of traditional enterprise planning tools
This partnership is for you if your business faces…
Demand forecasts built on gut feel and last year’s numbers — not real demand drivers
Trade promotion spend with no visibility into ROI or structured planning
Disconnected planning — sales in one spreadsheet, demand in another, finance in a third
Enterprise planning tools that are too expensive, complex, or slow for your business
sales@cauself.com
Dave Christie
Chief Customer Officer · +64 21 37 94 93
www.synergictechnologies.com
📰
Read the full partnership announcement
The complete press release covers what CauSelf and Synergic are delivering together, why it matters for mid-market FMCG companies, and how to get started.
Read full press release →
Auckland, March 2026
Partner with CauSelf

Become an implementation or sales partner

We’re actively building a global partner network of implementation consultants, system integrators, and sales partners who want to bring AI-powered FMCG planning to consumer goods companies in their region. If you have existing relationships in FMCG, supply chain, or commercial planning — we should talk.

Implementation Partners
Deliver CauSelf projects end-to-end in your region. Full training, certification, and co-delivery support provided.
📈
Sales Partners
Refer and co-sell CauSelf to your FMCG clients. Generous referral structure and dedicated sales support.
🌐
Regional Distributors
Exclusive or preferred territory agreements available for key markets across APAC, Europe, and Americas.
FAQ

Common questions answered.

What is IBP and how does it differ from standard demand planning?
IBP extends traditional supply-chain demand planning to include sales, finance, and operations in a unified process. CauSelf's IBP uses causal modelling rather than statistical averages — your forecast is driven by what actually moves demand: promotions, seasonality, pricing, and retailer behaviour.
How long does implementation take vs. traditional enterprise solutions?
CauSelf implementations complete in 2–4 months vs. 6–18 months for traditional enterprise platforms. Our proof of concept (2–4 weeks) lets you validate results with your actual data before committing to full deployment.
What size company is CauSelf designed for?
CauSelf is purpose-built for mid-market consumer goods companies — typically $5M to $150M in revenue — who have outgrown spreadsheets but can't justify enterprise platforms like SAP IBP or o9. If your team is managing Excel files instead of making planning decisions, you're likely a strong fit.
What's included in the "dedicated FMCG consultant" on every plan?
Every CauSelf subscription includes ongoing access to an experienced FMCG consultant — not a generic helpdesk. Think of it as AI handling the automation and pattern-recognition, while your consultant handles the judgement: optimising models for your specific market, managing new product launches, adapting to seasonal shifts, and running monthly performance reviews. Both are built into your subscription — no surprise hourly invoices.
Does CauSelf work across different FMCG categories?
Yes. CauSelf has been deployed across dairy manufacturing, beverage, grocery, specialty stationery, health & beauty, and fresh produce. The platform handles category-specific requirements including weather-dependent demand, perishability constraints, multi-brand portfolio management, and seasonal product lifecycle.
What's the difference between IBP, TPM, and RGM?
IBP manages demand forecasting. TPM manages trade promotion planning, execution, and ROI measurement. RGM provides strategic scenario planning for pricing, mix, and revenue growth. Together they create a closed-loop process: IBP assumptions feed TPM, TPM results feed RGM analysis, and RGM targets flow back into IBP.
Do you serve both US and APAC markets?
Yes. Brett Podoll leads US operations including sales, implementation, and customer success. Tim Williamson, our Founder, leads APAC operations from Australia. Each region has its own contact team. APAC pricing is available on request and scoped in local currency.
How does AI improve forecast accuracy in CauSelf?
Traditional demand planning relies on historical averages — CauSelf uses AI-powered causal models that identify up to 20 specific drivers influencing your demand: promotions, pricing, seasonality, weather, and retailer behaviour. The AI learns from your actual data and recalibrates automatically every planning cycle without manual tuning. This typically improves forecast accuracy by 10–30 percentage points vs spreadsheet-based baselines — while freeing your team from model maintenance entirely.²
How does CauSelf differ from a traditional demand planning tool?
Traditional demand planning tools use dated and simple forecast methodologies that don't recognise the sales plan — promotions, price changes, distribution changes — and they don't capture the relationship between what the retailer sells (scan data) and what the retailer buys. The ability to forecast and overlay these two streams of demand is critical for improved accuracy and better supply chain visibility. CauSelf excels at exactly this: it delivers better visibility and more rigour, which reduces the guesswork — and as a result drives more effective sales planning and measurably better forecast accuracy.
How does CauSelf differ from traditional TPM platforms?
Traditional Trade Promotion Management tools are very detail-heavy — getting deep into transactional weeds when creating a promotion. This reliance on manual data entry means that when things get complex, promotions are often partially completed and teams find workarounds. The result: TPM tools become so transactionally focused they stop driving the business, and Excel spreadsheets reappear to fill the void. CauSelf is different because we took the time to understand how sales teams actually manage their promotions and what finance genuinely needs to see. The result is a more comprehensive solution that captures the necessary level of accuracy and detail — but does so far more efficiently and effectively, keeping your team focused on decisions rather than data entry.
FMCG insights

Practical thinking for consumer goods planners.

View all articles →
About CauSelf

Built by FMCG people, for FMCG people.

CauSelf was founded in 2020 — but our story begins a decade earlier. After years working with enterprise software vendors delivering overcomplicated, inflexible, and overpriced solutions, we built something different: a hybrid approach combining expert FMCG consulting with an AI-powered integrated platform, sized and priced for growing consumer goods companies.

With 35+ years of combined FMCG expertise across brands including Unilever, Coca-Cola, Heinz, Kraft, and Frucor, we encoded what we know into AI models that work for your team — so you get enterprise-grade intelligence without enterprise cost, complexity, or overhead.

35+
Years combined FMCG expertise
2020
Founded to serve the mid-market
TW
Tim Williamson
Founder & Chief Consultant · APAC
35+ years of FMCG experience with a background in mathematics, operations research, and statistics. Led demand planning and TPM engagements for Unilever, Coca-Cola, Heinz, Simplot, J&J, Kraft, Manassen, and Frucor.
LinkedIn →
BP
Brett Podoll
Director of US Operations
20+ years leading digital transformations for Fortune 500 companies. Delivered initiatives for Sherwin-Williams, P&G, Walt Disney Parks, Victoria's Secret, and Heinz. $400M+ in measurable business value delivered.
LinkedIn →
Get in touch

Book a free demo or assessment

No sales pressure. No 60-slide deck. Just an honest conversation about your planning process — and whether CauSelf is the right fit.

Enterprise capability,
mid-market simplicity.

Our FMCG consultants will review your current process, identify your highest-ROI improvements, and show you exactly how CauSelf transforms your planning — typically within a free 1–2 week assessment.

🇦🇺
APAC — Tim Williamson
🇺🇸
US — Brett Podoll
🇳🇿
ANZ Partner — Synergic Technologies
What to expect
1.We respond within one business day
2.30-minute discovery call — no demo until we know your situation
3.Free assessment — we review your process and data readiness
4.Proof of concept using your actual data — 2–4 weeks

Get in touch

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