Baxter Planning Company Profile

Background

Overview

Founded in 1993 and headquartered in Austin, Texas, Baxter Planning specializes in developing inventory planning and optimization software tailored for the service supply chain sector. The company's mission is to empower Original Equipment Manufacturers (OEMs) and third-party service providers to enhance post-sales customer service while optimizing profitability and cash flow. Baxter Planning's solutions are integral to industries such as telecommunications, energy, oil, and industrial equipment, where efficient service parts management is crucial.

Key Strategic Focus

Core Objectives and Specialization

Baxter Planning focuses on delivering Software-as-a-Service (SaaS) platforms that automate inventory planning processes. Their flagship product, Prophet, integrates with existing IT infrastructures to forecast demand and optimize stock levels, enabling clients to reduce inventory and transportation costs while improving service levels. The company's Total Cost Optimization methodology replaces manual processes, ensuring optimal service at minimal costs.

Primary Markets

The company serves a diverse clientele, including global organizations that manage mission-critical capital equipment. Notable clients include Avaya, Ciena, Extreme Networks, NetApp, Carestream Health, Illumina, and Triumph Motorcycles.

Financials and Funding

Funding History

• October 2017: Baxter Planning received a growth investment from Polaris Partners, aimed at driving innovation and expanding market reach.

• May 2024: Marlin Equity Partners acquired Baxter Planning from Polaris Partners, marking a significant transition in ownership.

Revenue and Employees

As of January 2025, Baxter Planning reported an estimated annual revenue of $74 million and employed approximately 408 individuals.

Technological Platform and Innovation

Proprietary Technologies

Baxter Planning's Prophet software suite offers integrated forecasting and planning applications that enable clients to achieve industry-leading customer service levels while controlling inventory and increasing profitability. The company also introduced BaxterPredict, a predictive Service Supply Chain platform that leverages AI and machine learning to transform service operations.

Scientific Methodologies

The company's solutions incorporate advanced algorithms and machine learning techniques to analyze complex supply chain data, facilitating accurate demand forecasting and inventory optimization.

Leadership Team

• Chuck Moeling: Chief Executive Officer

• Greg Baxter: Co-Founder & President

• Elliot Strumlauf: Chief Financial Officer & Executive Vice President of Human Resources

• Mårten Gustafsson: Chief Revenue Officer

• Audrey Baxter: Co-Founder, Co-Owner & Human Resources Director

These leaders bring extensive experience in supply chain management, software development, and corporate strategy, driving Baxter Planning's growth and innovation.

Leadership Changes

In December 2024, Gina Ross was promoted to Vice President of People and Culture, reflecting the company's commitment to enhancing its organizational culture and employee engagement.

Competitor Profile

Market Insights and Dynamics

The service supply chain management market is characterized by increasing demand for efficient inventory planning solutions, driven by the need to reduce operational costs and improve service levels. Technological advancements, particularly in AI and machine learning, are reshaping the competitive landscape.

Competitor Analysis

Baxter Planning's primary competitors include:

• Smart Software: Specializes in demand planning and forecasting solutions, offering software that integrates with various ERP systems.

• Blue Ridge: Provides cloud-native supply chain planning solutions, focusing on demand forecasting and replenishment planning.

• Avercast, LLC: Offers demand planning and supply chain forecasting software, catering to various industries with customizable solutions.

These competitors emphasize advanced analytics and integration capabilities to enhance supply chain efficiency.

Strategic Collaborations and Partnerships

In October 2024, Baxter Planning formed a strategic partnership with OnProcess Technology, focusing on integrating product offerings and aligning technology roadmaps to enhance service supply chain solutions.

Operational Insights

Baxter Planning's competitive advantages include:

• Proven Methodologies: The Total Cost Optimization approach ensures clients achieve optimal service levels at minimal costs.

• Technological Innovation: Continuous development of AI-driven platforms like BaxterPredict positions the company at the forefront of supply chain technology.

• Experienced Leadership: A seasoned executive team with deep industry knowledge drives strategic growth and innovation.

Strategic Opportunities and Future Directions

Baxter Planning aims to expand its market presence by:

• Enhancing AI Capabilities: Further developing machine learning algorithms to improve predictive analytics in supply chain management.

• Geographical Expansion: Entering new markets to diversify its client base and increase global reach.

• Product Diversification: Introducing new features and modules to address emerging challenges in service supply chains.

Leveraging its technological strengths and industry expertise, Baxter Planning is well-positioned to capitalize on these opportunities.

Contact Information

• Website: www.baxterplanning.com

• LinkedIn: Baxter Planning LinkedIn Profile

For further inquiries, please visit the company's official website or LinkedIn page.