About
McGee & Co. is a home furnishings and decor brand operating in the U.S. The team manages thousands of SKUs across core and seasonal assortments and relies on tight inventory control to support sales, launches, and vendor relationships.
Before Toolio, planning and forecasting lived in Excel, requiring multiple data exports from Power BI, Shopify, and NetSuite. Forecasts were tedious to build and maintain, with significant time spent validating data. User error was common and visibility into trends, receipts, and inventory was fragmented.
Toolio replaced this setup with a single system for merchandise and assortment planning. The team gained faster access to data, more reliable forecasts, and the ability to reforecast weekly without manually updating multiple forecast templates. This shift improved decision-making and freed up time for higher-value analysis.
“Having one system for sales and inventory planning has made it much easier to communicate results and decisions to leadership.” - Kristen Klett, Planning Manager
Use Cases
Demand Forecasting
Inventory Planning and Management
Reporting & Analytics
Modules
Merchandise Planning
Assortment Planning
Location
United States
10%
Increase in Forecast Accuracy
15%
In-Stock Rate Increase
10 Hours
monthly planning time saved
Solution
McGee & Co.’s planning process relied heavily on Excel and disconnected reporting tools. Forecasts took significant time to build and maintain. Reforecasting required manual updates across files, increasing the risk of errors and slowing down response times. Visibility into trends by item, category, and time frame was limited.
Toolio centralized sales, inventory, and forecasting data into one system. Daily imports from Shopify and NetSuite feed directly into the Merchandise and Assortment Plan. Planners now validate forecasts weekly, compare scenarios side by side, and make more confident buying decisions for core items.
Toolio also helped the team manage receipt delays by shifting timing and sales expectations when inventory was late.
“Toolio has created a faster resource for forecast requests without needing to build forecasts preemptively.” - Jake Warner, Demand Planner

Rowena de Guzman
Director of Merchandise Planning
“The transition from Excel to Toolio has allowed us to do our jobs more efficiently. Having everything in one place has been a huge win for our team.”
A Closer Look at Metrics
Data-Driven Decision Making
Before Toolio, forecasting and inventory decisions were slower and more reactive. Today, McGee & Co. uses real-time data to review trends by item and week. Planners compare system projections to internal plans and adjust when needed. This process supports more confident ordering decisions and reduces the risk of stockouts or overbuys.
“Daily data imports from our other systems allow us to reforecast and react to our business trends in real time.” - Kristen Klett, Planning Manager
Driving Operational Excellence
Toolio changed how the McGee & Co. team works day to day. Planning, reforecasting, and open-to-buy management now happen in one place. Teams spend less time fixing spreadsheets and more time understanding the business. As adoption grows, Toolio continues to support faster decisions, better inventory health, and a more scalable planning process.
“The transition from Excel to Toolio has allowed us to do our jobs more efficiently. Having everything in one place has been a huge win for our team.” Rowena de Guzman, Director of Merchandise Planning

McGee & Co. Boosts Forecast Accuracy by 10% and In-Stock Rate by 15%+ with Toolio
McGee & Co. is a home furnishings and decor brand operating in the U.S. The team manages thousands of SKUs across core and seasonal assortments and relies on tight inventory control to support sales, launches, and vendor relationships.
Before Toolio, planning and forecasting lived in Excel, requiring multiple data exports from Power BI, Shopify, and NetSuite. Forecasts were tedious to build and maintain, with significant time spent validating data. User error was common and visibility into trends, receipts, and inventory was fragmented.
Toolio replaced this setup with a single system for merchandise and assortment planning. The team gained faster access to data, more reliable forecasts, and the ability to reforecast weekly without manually updating multiple forecast templates. This shift improved decision-making and freed up time for higher-value analysis.
“Having one system for sales and inventory planning has made it much easier to communicate results and decisions to leadership.” - Kristen Klett, Planning Manager
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Boston Proper is a 30-year-old women’s apparel brand, now operating as an online-only business with about $90M in annual revenue. The brand serves women 40+ who want bold, vibrant collections that let them stand out and express confidence.
For most of its history, Boston Proper operated on a catalog-first business model, planning assortments one drop at a time with little visibility beyond that season’s launch. Without a holistic view of the business, teams worked in siloed spreadsheets, making it difficult to track performance, align on financial targets, or adapt quickly when trends or supply chain realities shifted. Once plans were set, they often went untouched, leaving missed opportunities to chase winning products or mitigate underperformers.
As part of a larger digital transformation, Boston Proper needed a planning tool that could modernize their processes, improve collaboration across teams, and replace the “set it and forget it” cycle with agile, data-driven decision-making.
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Before adopting Toolio, Emazing relied heavily on Excel spreadsheets, which consumed significant time and limited their ability to scale effectively.
Implementing Toolio revolutionized their inventory planning and merchandise management, saving considerable time, optimizing decision-making, and significantly reducing operational costs.
As Alie McCaskill, VP of Merchandise, states, "Toolio has been a game changer for us, especially with reporting and reorder processes, helping us streamline and focus more on profitability and growth."
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Needed is a leading nutrition brand specializing in scientifically-backed supplements designed for long-term health and wellness. Operating primarily as a subscription-based business, Needed’s success depends on precise inventory forecasting, effective cost management, and seamless collaboration between planning, finance, and marketing teams.
Before implementing Toolio, Needed’s inventory and financial planning were largely managed through Excel, making it difficult to track margins, analyze cost trends, and quickly answer leadership questions about profitability shifts.
Since adopting Toolio, Needed has achieved a significant increase in gross margins. By leveraging Toolio’s real-time SKU-level insights and scenario planning capabilities, the team can now quickly identify cost fluctuations, optimize procurement strategies, and ensure that every inventory decision supports margin improvement.
“Toolio has been instrumental in helping us understand where our margin gains are coming from. When leadership asks why margins improved or dropped, we can instantly drill down by category and SKU to explain the shifts—something that used to take much longer when we were working in Excel.”
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Magnolia, a leader in curated home goods and design, has transformed its inventory management with Toolio. By leveraging Toolio’s advanced planning capabilities, Magnolia has streamlined operations, reducing inventory planning time from 15 hours per week to 5 hours. This strategic shift enables the team to make agile, data-driven decisions, optimize stock levels, and improve financial performance. With features like demand forecasting and enhanced collaboration, Magnolia ensures its inventory strategy remains efficient and customer-centric.
"Being able to see a forward forecast has been especially beneficial in reacting to sales trends and staying in stock on items that are overperforming." - Craig Smith, Senior Merchandise Planner
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Stio is an outdoor lifestyle brand offering functional and versatile apparel, outerwear, and footwear. The company has evolved from a DTC eCommerce business into a multi-channel retailer, including eCommerce, retail, wholesale, outlet, corporate, and closeout. Over the past two years, Stio has doubled its brick-and-mortar presence, expanding to 10 stores, including two outlet locations.
With the rapid growth of its business, Stio needed a more precise way to manage inventory flow and reduce inefficiencies in stock allocation. By implementing Toolio, Stio was able to cut end-of-season returns by 30%, significantly reducing costly send-backs to its warehouse. This shift to a demand-driven allocation strategy has not only minimized excess inventory handling but also improved sell-through, allowing Stio to keep the right products in the right stores at the right time.
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