Supply-chain leadership has just evolved. The board has framed transformation 1.0 as nearly complete and pointed at the next horizon. The data plumbing — SAP S/4 + Manufactory 4.0 + IoT/RFID — is in. The orchestration layer above it is the unbuilt floor.
Five surfaces. One agentic execution layer.
Each card: substrate signal · what we'd plug in · open the brief. The conversation finds the gravity center.
New supply-chain leadership arrived from a peer that built control-tower + AI = published €100M operational value + Gartner Top 25.
<5% U.S. supply from China by end-2026. $800M/yr tariff exposure as a continuous loop. Audit-bearing decisions under Customs scrutiny.
Independent dealer destocking is the most-cited 2024-25 pain. Dealer-portal data doesn't talk to the planning layer. 2,500+ dealer outlets · preseason 2026 is the window.
Carrier mix going North-America-heavy + USMCA-heavy. No publicly named freight-audit vendor. Q1 2026 freight inflation called as offset to tariff relief.
From inside SBD's procurement leadership: "tactical procurement teams overwhelmed by tactical challenges." Buyers chase, not decide.
One European yard on Peripass, deliberately standalone. The cross-network orchestration layer is unfilled white space across the rest of the 45-DC footprint.