Review of Perfect Planner, Planning Software Vendor

By Léon Levinas-Ménard
Last updated: December, 2025

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Perfect Planner is a U.S.-based software vendor offering a cloud platform intended to “standardize” and simplify material buying and replenishment work by transforming ERP/MRP outputs into a weighted daily task list for material buyers and planners, alongside managerial visibility into task completion and potential issues. The company markets a proprietary “Intelliplanning Logic Engine” and makes strong performance claims (accuracy, productivity), while public information about the underlying implementation, technology stack, and independently verifiable customer outcomes remains limited; the most concrete third-party signals found are industry-event/webcast materials and trade-press coverage placing the company in the orbit of CSCMP innovation awards.

Perfect Planner overview

Perfect Planner positions its product as an execution/workflow layer that sits “above” existing MRP systems: instead of replacing ERP/MRP, it aims to manage the “complex and time-consuming tasks” around material buying and replenishment and to “equip material buyers with a comprehensive weighted task list.”1 This is echoed in the vendor’s own “What is Perfect Planner?” framing and FAQ, which repeatedly emphasize converting MRP outputs into prioritized work for planners/buyers rather than producing a new planning model from first principles.23

Commercially, the strongest public footprint is (i) the company’s own press releases about industry recognition and professional appointments,4 (ii) an IISE-hosted webcast PDF describing the solution and its intended operating model,1 and (iii) a DC Velocity article discussing CSCMP innovation-award finalists, providing partial third-party context for the broader awards program in which Perfect Planner claims recognition.5 Public, independently verifiable client case studies (named customer + scope + measurable outcomes) were not found in the sources reviewed for this report; consequently, most “results” claims should be treated as vendor assertions unless corroborated elsewhere.

Perfect Planner vs Lokad

Perfect Planner’s public materials describe a workflow product that operationalizes ERP/MRP outputs into a weighted daily task list for buyers, emphasizing standardization of buyer work and management visibility into daily task completion.12 By contrast, Lokad presents itself as a quantitative supply chain optimization platform where the deliverables are “scripts” and “prioritized decision dashboards,” and where decision-making is explicitly framed around economic drivers and uncertainty rather than around task orchestration on top of an existing MRP plan.678 Perfect Planner markets a proprietary “logic engine” and makes high-level claims about accuracy and algorithmic breadth (e.g., thousands of algorithms / data points per SKU per day) but provides little public technical evidence (architectures, model classes, benchmarks, reproducible artifacts) explaining how those results are obtained.23 Lokad, in contrast, publishes substantial technical positioning around probabilistic decision-making, economic-driver prioritization, and the evolution of its forecasting/optimization approaches (e.g., differentiable programming, stochastic optimization paradigms) in its public technology narratives.789 In short: Perfect Planner appears (based on public evidence) to be primarily a buyer/planner productivity and governance layer for replenishment execution, while Lokad positions itself as a platform for building decision engines that optimize supply chain actions under uncertainty and explicit financial trade-offs.168

Corporate history, identity, and milestones

Perfect Planner’s site presents the company as “Perfect Planner LLC,” and the founder/CEO is named as Thomas Beil in both a university faculty profile and the vendor’s own team page.1011 Vendor press releases use an Alpharetta, Georgia dateline, indicating a public-facing location for announcements.4

Founding timeframe

The vendor’s founding year is not consistently documented in primary corporate filings accessible without paid databases, but multiple public signals point to 2022:

  • Tracxn lists Perfect Planner as founded in 2022 by Thomas A. Beil (secondary database assertion).12
  • USPTO-related trademark listings show key marks filed on October 27, 2022, including PERFECT PLANNER and INTELLIPLANNING (strong evidence that the business and brand were active by late 2022).1314
  • A biographical press-release outlet states that Beil “launched” Perfect Planner LLC “this year” in a release published in 2022 (weak evidence; PR channel).15

Given the above, the most defensible statement from public evidence is that Perfect Planner was active by October 2022 (trademark filings), and commonly described as founded in 2022 (secondary databases).121314

Funding rounds and M&A activity

No funding rounds are disclosed in the primary materials reviewed (vendor site, trade press, webcast PDF). Tracxn provides a funding-and-investors page but does not surface details in the publicly accessible snippet; treat this as “unknown” rather than “bootstrapped.”16 No acquisition activity (as acquirer or acquired) was found in the sources reviewed; absent corroboration, the safest position is that M&A is not publicly evidenced.

Public milestones and recognition claims

Perfect Planner claims recognition via CSCMP’s “3Vs Business Innovation Award” in its own press release.17 DC Velocity provides contextual reporting on CSCMP innovation awards and finalists (useful for corroborating the existence and nature of the awards program), though this is not, by itself, a confirmation of Perfect Planner’s specific claimed award outcome.518

Product scope and functional claims

Stated deliverable

The most concrete third-party-ish description is the IISE-hosted webcast PDF, which describes Perfect Planner as a cloud platform that:

  • “standardizes and simplifies the material buying and replenishment process,”
  • “elevat[es] existing MRP systems” by managing complex tasks,
  • provides a “weighted task list” for material buyers, and
  • provides leaders visibility into performance/issues and daily task completion.1

Vendor pages and FAQ repeat the same value proposition: transforming ERP/MRP outputs into a daily, prioritized/weighted action list for buyers/planners, with supporting analytics and dashboards.23

Scope boundaries (what it does not clearly evidence)

From public materials, Perfect Planner does not clearly document (with technical specificity) that it performs any of the following at a state-of-the-art level:

  • probabilistic demand forecasting (distributions, calibration, scoring),
  • constrained optimization with formal objective functions and constraints (MIP/CP-SAT/etc.),
  • stochastic simulation / scenario optimization, or
  • reproducible ML pipelines (model types, training data design, feature stores, monitoring).

Instead, its product narrative focuses on operationalizing “planning work” into tasks and priorities.123 This can be valuable, but it is materially different from an optimization engine unless substantiated with architecture/model evidence.

“Intelliplanning Logic Engine” and algorithmic breadth claims

Perfect Planner’s FAQ and marketing pages describe the “Intelliplanning Logic Engine” and make quantitative claims such as “2,000 algorithms” and/or “2,500+ data points per SKU per day,” and “99% accurate” (phrasing varies by page).23 These statements are not accompanied (in the reviewed public sources) by technical documentation specifying:

  • what constitutes an “algorithm” or “data point,”
  • the formal definition of “accuracy” (metric, dataset, horizon),
  • benchmark methodology, or
  • reproducible evidence (e.g., audited studies, named case studies with measured pre/post outcomes).

Accordingly, these should be treated as marketing claims rather than validated technical performance statements.23

AI / ML positioning

The vendor’s leadership bio claims expertise in “Artificial Intelligence (AI)” and references “advanced software” tailored to procurement processes,11 while Tracxn labels the company as “AI & cloud-enabled” (secondary assertion).12 Separately, trademark descriptions include “providing … software using artificial intelligence” in the mark’s goods/services text (a legal classification statement, not a technical proof).14 None of these sources, however, explain the implemented AI methods, training regime, or evaluation; they establish positioning more than mechanism.111214

Deployment model, data handling, and security signals

Hosting and rollout signals

Perfect Planner’s FAQ states the solution is hosted in Microsoft Azure and positions the system as a cloud platform integrated with the customer’s existing data flows.3 The IISE webcast PDF describes the product as cloud-based and focused on standardizing buyer work, but does not publish deployment architecture (tenancy model, data isolation, etc.).1

Data retention and a notable documentation discrepancy

A material discrepancy exists between the vendor’s FAQ and its privacy policy:

  • The FAQ claims that “raw MRP data” is disposed after 48 hours and that “analytical results are retained for up to 3 years” (exact wording may vary by section).3
  • The privacy policy states that personal information is retained “as long as necessary” for purposes described and that customers may request deletion, without matching the 48-hour disposal framing (and elsewhere describes retention in more general terms).19

These two statements are not obviously compatible as written. Without clarification (e.g., differentiating “raw operational extracts” vs. “derived datasets” vs. “personal data”), the public documentation does not provide a single, internally consistent retention story.319

SOC 2 claim

The privacy policy states that Perfect Planner “maintains an annual SOC 2 audit report” (stronger-than-average claim for a small vendor), but the report itself is not publicly linked in the reviewed sources.19 Without the report or an attestation letter, treat this as a self-assertion, albeit a specific one.19

Engineering and technology stack evidence

Public sources reviewed do not meaningfully identify the company’s engineering stack (languages, frameworks, databases, orchestration) or provide developer-facing artifacts (API docs, SDKs, open-source repos). The most tangible “engineering signal” in public materials is team-role labeling (e.g., founder/CEO; bios), but this does not translate into a verifiable architecture description.11 Consequently, technical state-of-the-art assessments must remain cautious: the marketing narrative is stronger than the disclosed implementation detail.

Customers, case studies, and referenceability

Named clients and case studies

The sources reviewed (vendor pages surfaced via search, the IISE webcast PDF, and trade press) did not yield named customers with a clearly described scope of deployment and measurable outcomes that could be independently verified. The IISE PDF presents the product in “case study” format but does not, in the snippet available, attach the description to a named end-customer deployment.1 In the absence of named customer references, claims of impact (accuracy, productivity, ROI) remain difficult to validate externally.23

Conclusion

Based on public evidence, Perfect Planner is best characterized as a cloud-based material-buying and replenishment workflow system that aims to operationalize ERP/MRP outputs into a weighted daily task list for buyers and planners, plus management visibility into execution.12 The company appears early-stage (activity evidenced by 2022 trademark filings and secondary databases listing a 2022 founding), with industry-network participation and marketing milestones in 2024.12413 While Perfect Planner makes strong algorithmic and “accuracy” claims, the reviewed public materials do not provide the technical transparency needed to credit “AI,” “optimization,” or “state-of-the-art” performance beyond the level of a rules/logic-driven prioritization and workflow product.2314 Additionally, at least one inconsistency between public FAQ and privacy policy calls for clarification before an enterprise buyer should rely on the vendor’s documentation for data-handling assurances.319

Sources

  1. Supply Chain 4.0/5.0 Series: Procurement in the Age of Disruption — retrieved Dec 17, 2025 ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎

  2. Perfect Planner — retrieved Dec 17, 2025 ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎

  3. FAQ — Perfect Planner — retrieved Dec 17, 2025 ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎ ↩︎

  4. Perfect Planner LLC’s Thomas Beil Appointed to IISE Operational Excellence Division Board of Directors — Sep 3, 2024 ↩︎ ↩︎ ↩︎

  5. Supply chain startups get creative — DC Velocity — Dec 11, 2024 ↩︎ ↩︎

  6. Initiative of Quantitative Supply Chain — retrieved Dec 17, 2025 ↩︎ ↩︎

  7. The Quantitative Supply Chain Manifesto — retrieved Dec 17, 2025 ↩︎ ↩︎

  8. Lokad’s Technology — retrieved Dec 17, 2025 ↩︎ ↩︎ ↩︎

  9. Forecasting and Optimization technologies — retrieved Dec 17, 2025 ↩︎

  10. Thomas Beil, Lecturer, Department of Management — Terry College of Business (UGA) — retrieved Dec 17, 2025 ↩︎

  11. Thomas Beil — Perfect Planner (team page) — retrieved Dec 17, 2025 ↩︎ ↩︎ ↩︎ ↩︎

  12. Perfect Planner — Company Profile — Tracxn — retrieved Dec 17, 2025 ↩︎ ↩︎ ↩︎ ↩︎ ↩︎

  13. PERFECT PLANNER Trademark Application of Perfect Planner LLC (filed Oct 27, 2022) — retrieved Dec 17, 2025 ↩︎ ↩︎ ↩︎

  14. INTELLIPLANNING Trademark Application of Perfect Planner LLC — retrieved Dec 17, 2025 ↩︎ ↩︎ ↩︎ ↩︎ ↩︎

  15. Thomas A. Beil has been Inducted into the Prestigious Marquis Who’s Who Biographical Registry — retrieved Dec 17, 2025 ↩︎

  16. Perfect Planner — Funding & Investors — Tracxn — retrieved Dec 17, 2025 ↩︎

  17. 2024 Business Innovation Award — Perfect Planner (press release) — retrieved Dec 17, 2025 ↩︎

  18. AutoScheduler named a top choice in CSCMP’s 3Vs Business Innovation Award (program context) — DC Velocity — retrieved Dec 17, 2025 ↩︎

  19. Privacy Policy — Perfect Planner — retrieved Dec 17, 2025 ↩︎ ↩︎ ↩︎ ↩︎ ↩︎