Rewind: LokadTV Highlights (Apr 2-May 20)

Note from the Director

We released a lot of great podcasts in the last few weeks, but sometimes the signal gets lost in the LinkedIn noise. For this reason, it's important to touch base and remind our audience of what they might have missed. In this newsletter, you'll find updates on the big topics we've been covering on LokadTV, as well as the big developments coming next month. If there's a topic you want us to cover, connect with me and we'll discuss the details!

Conor E. Doherty Marketing & Communications Director Lokad

💡COMING SOON: How have Trump's Tariffs Impacted Global Trade?

Supply Chain Breakdown #001

Lokad announced its first LinkedIn Live event (Supply Chain Breakdown), taking place on June 12th at 4PM CET (10AM ET). Joannes Vermorel and Conor E. Doherty will be analyzing how the global trade war has impacted supply chain with a purely data-driven approach.

Key topics to be discussed

• Who’s ultimately paying the tariff bill
• How costs ripple through supply networks
• What lead-time volatility, freight reroutes, and margin compression look like in numbers

Register for free

👉 Register for the LinkedIn Live event

No politics. No spin. Just facts.

🚨ERP Horror-Story: “What Went Wrong with SAP S/4 HANA?” [April 24th]

What happened?

DHL , Lidl in Germany and SPAR International burned hundreds of millions trying to implement SAP software. Joannes Vermorel provides his technical analysis on what went wrong.

Key takeaways

• Keep your ERP as a ledger only.
• Properly divide your IT budget between different software for specific purposes.
• Remember: your ERP cannot do everything!

Free advice

👉 Blog: Natural Stupidity vs. Artificial Intelligence

➡️ Watch the full episode

🤖AI vs. Magic Quadrants: “The State of Supply-Chain Market Research” [May 14th]

Why

Traditional analysts are losing to LLM deep-search agents that crunch 50+ sources in minutes and demand verifiable links for every claim.

Key takeaways

• Score vendors on technical merit first—ask for schemas, not slide decks.
• Keep prompts neutral; your bias will warp the shortlist as much as a paid report would.

Cut through the hype

👉 Download Lokad’s adversarial vendor study

➡️ Watch the full episode

✈️ Spairliners Deep-Dive: “Optimizing Aviation Pool Management” [May 7th]

Why it resonates

Instead of min/max rules, Spairliners funds every component by “service-level per € invested,” reshuffling the pool quarterly to chase AOG-risk hotspots. Check out Cyril Gaudard 's thoughtful explanation of Spairliners' ultra-modern supply chain.

Key takeaways

• Rank parts by expected service uplift per € and buy the first page of the list.
• Centralize slow-movers; forward-stage AOG-critical bits.
• Replace static SLAs with a weekly “fill-rate vs. cash” dashboard.

Make your supply chain resilient

👉 Aerospace Inventory Optimization

➡️ Watch the full episode

🛢️ Offshore Platforms: “Analyzing Oil & Gas Supply Chains” [April 30th]

Why this talk matters

One hour of rig downtime can cost seven figures; yet most planners still juggle Excel spreadsheets. Joannes Vermorel analyzes the problem and decomposes it into Complication, Complexity, and Criticality.

Key takeaways

• Express every stock-out in $/hour lost production.
• Only programmatic and automated decision processes can cope with the unexpected.
• The true economic pains lie in the long-tail events. Plan for them!!!

Turn costs into supply chain code

👉 Inventory Optimization FAQ

➡️ Watch the full episode

🤝 Data-Sharing Made Easy: “Collaborative Supply Chain” [April 2nd]

Why people tagged their colleagues

Lokad now lets retailers share (securely) SKU-level sales & stock slices to suppliers at zero IT cost. This data-sharing perspective is what really drives collaboration in the 21st century.

Key takeaways

• Start with a weekly feed (sales + on-hand) for strategic suppliers—no forecasts, just facts.
• Give partners sandbox access so they can query live tables—leave Excel in the past!
• Commit to keep the feed alive for a year; trust drives adoption.

Start collaborating today

👉Request early access (free for current clients)

➡️ Watch the full episode

Joannes' Keynote Speech @ CentraleSupélec (FR) [April 9th]

Why it sparked debate

Joannes Vermorel criticized traditional supply chain theories, likening them to astrology, and emphasized the importance of challenging consensus. He highlighted Lokad 's success with probabilistic methods and the impact of COVID-19 on supply chain robotization.

Key takeaways

• Run a forecast-zero benchmark—if your new model can’t beat it, iterate.
• Shift from point forecasts to probabilistic forecasting.
• Express every constraint (e.g., MOQs) in code; rules in spreadsheets won’t scale.

Join the quantitative revolution

👉 Introduction to Quantitative Supply Chain

➡️ Watch the full episode