About
McGee & Co
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 point
Increase in Forecast Accuracy
15%
In-Stock Rate Increase
10 Hours
monthly planning time saved
Solution
Building a Faster, More Responsive Planning Process
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
- Forecast Accuracy: Improved by 10% within months of adoption
- In-Stock Rates: Increased from 80% to 90%+ across most categories
- Planning Efficiency: Reduced manual forecast generation, shifting time toward analysis and reorder decisions
- Reforecast Speed: Weekly reforecasting now happens in one system instead of across multiple spreadsheets
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
