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Solving Supply Chain Challenges with Data-Driven Intelligence – Practical Steps to Unlock the Value of Supply Chain Data

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Solving Supply Chain Challenges With Data Driven Intelligence – Practical Steps To Unlock The Value Of Supply Chain Data

At InterSystems READY 2025, a recurring message resonated across sessions: the most significant barriers in supply chains today are not futuristic, nor are they rooted in the complexity of AI models. Instead, they lie in the foundational issues of fragmented, inconsistent, and unreliable data.

The session “Solving Supply Chain Challenges with Data, Driven Intelligence” focused on the practical steps organizations must take to unlock the value of supply chain data. The discussion was led by Mark Holmes – Head of Supply Chain Market Strategy, Ming Zhou – Head of Supply Chain Product Strategy and Emily Cohen – Senior Solution Developer. Together, they mapped out the realities of supply chain data challenges and presented approaches that are less about grand visions and more about achievable steps: reconcile the data, automate repetitive work, and then apply intelligence in a way that improves day, to, day performance.

Why Supply Chain Data Remains a Bottleneck

Supply chains have become increasingly digitized, but digitization has not solved the core issue of data fragmentation. Procurement teams often operate with supplier records scattered across multiple ERPs. Logistics departments rely on siloed warehouse management systems. Planning teams pull reports from disconnected forecasting applications.

Mark Holmes pointed out that this patchwork of systems leads to duplicated supplier records, mismatched product identifiers, and time lost reconciling basic facts. These are not rare occurrences but daily realities. The consequence is predictable: planning decisions are made on flawed inputs, delays cascade through the network, and advanced analytics projects fail before they begin.

Ming Zhou added that while many organizations rush toward predictive AI, the truth is that most forecasting models fail because they are built on weak data foundations. Without consistency, even the best model produces unreliable outputs.

Emily Cohen emphasized that this is where organizations need to focus first, not on sophisticated models, but on establishing a baseline of clean, validated, and governed data.

Data Fabric Studio: A Practical Toolset

The centerpiece of the discussion was InterSystems Data Fabric Studio, a platform designed to connect disparate data sources, Snowflake, Kafka, AWS S3, and ERP databases, and transform them into unified, reliable datasets.

Unlike traditional ETL (Extract, Transform, and Load) projects that require months of coding and testing, Data Fabric Studio employs recipes, configurable workflows that clean, reconcile, and standardize data. These recipes automate repeatable processes, ensuring that once supplier records are aligned or product codes are standardized, the consistency holds over time and applied to add data sets across data sources.

Mark Holmes explained that this approach eliminates the cycle of one, off data projects that fall apart as soon as new data flows in. Instead, organizations can lock in data quality improvements and free staff from repetitive, manual reconciliation.

Case Study: Supplier Data Across ERPs

One example shared by Holmes and Cohen involved supplier records managed across two ERP systems. The inconsistencies were predictable but damaging:

One supplier might appear under multiple names.
Different identifiers were used across systems, complicating invoice matching.
Purchase orders could not be reconciled without manual intervention.

By applying Data Fabric Studio, the team:

Mapped suppliers to a single source of truth using identifiers such as DUNS numbers.
Standardized supplier names and records across systems.
Built lookup tables to automatically reconcile discrepancies in the future.
Scheduled daily refreshes so data quality stayed intact.

The result was a cleaner supplier database, faster onboarding, and fewer invoice disputes. What stands out in this example is not the sophistication of the solution but its practicality. The gains came from structured data reconciliation, not from exotic algorithms.

Forecasting Through Structured Snapshots

Zhou shifted the focus to forecasting. His point was simple: forecasts are only as good as the data used to build them. Too often, planners must run ad hoc queries across inconsistent systems, leading to variable inputs and unstable forecasts.

The recommended practice is to create structured data snapshots, capturing consistent baselines such as:

Open purchase orders every Monday morning.
Inventory by location at shift change.
Fulfillment cycle times at the close of each reporting period.

These snapshots provide planners with stable, repeatable inputs. While this may sound basic, the effect is significant: forecasting accuracy improves because the inputs are reliable, and planners spend less time chasing down missing data.

Zhou was clear that this is not advanced predictive AI. Instead, it is the groundwork that enables predictive AI to succeed. Without clean, consistent snapshots, AI models are destined to fail.

AI, Ready Data: From Vector Search to RAG

Cohen emphasized that AI does not fail because of weak models, it fails because of bad data. Large language models, predictive algorithms, and advanced optimization engines all require structured, validated, and governed data. Without it, the insights generated are misleading at best and damaging at worst.

To address this, Data Fabric Studio incorporates tools for vector search and retrieval, augmented generation (RAG). These enable:

Semantic search across suppliers, contracts, or parts databases, allowing staff to locate the right information even when queries are imprecise.
Feeding current and validated data into language models so that natural language queries return fact, based answers.
Allowing non, technical staff to use natural language interfaces that generate SQL queries or summarize trends.

Prescriptive Insights: Non, Traditional Data as Signals

Holmes expanded the conversation by drawing an analogy from the healthcare sector. In a study presented earlier this week, researchers found that analyzing patients’ shopping habits, specifically purchases of over, the, counter medication, could reveal early indicators of ovarian cancer before any clinical diagnosis was made.

This insight is directly applicable to supply chain management: valuable signals may not always be derived from conventional dashboards. Anomalies in supplier invoices, discrepancies in delivery documentation, or shifts in employee communications could help identify emerging risks before they are detected through traditional metrics. Organizations that systematically integrate these non, traditional data sources into their analytics framework are better positioned to identify disruptions at an earlier stage.

A central theme involves prescriptive insights enabled by AI, ready data. For example, to prevent procedure cancellations, such as a heart surgery being postponed due to a missing valve kit component, the application of advanced, AI, driven prescriptive analytics is critical. As demonstrated by Ming in his presentation, predictive tools identified which surgeries were at risk of delay or cancellation due to unavailable inventory. By leveraging AI, enabled insights, the team proactively sourced the missing components from another warehouse, ensuring surgical schedules remained intact. This outcome underscores the importance of not only preparing data for AI but also implementing advanced supply chain optimization through intelligent prescriptive solutions.

Modular Deployment: Start Small, Scale Gradually

A recurring point from Zhou was the importance of modularity. Data Fabric Studio does not require wholesale system replacement. Organizations can begin with a single use case, supplier data reconciliation, for example, and expand gradually to include forecasting snapshots, vector search, or natural language assistants.

This modular approach minimizes risk and allows organizations to demonstrate value incrementally. It also makes it easier to integrate with existing ERP, warehouse management, and planning systems rather than replacing them outright.

Scalability and Infrastructure

Finally, the speakers emphasized scalability. InterSystems IRIS, the engine behind Data Fabric Studio, has already been proven in healthcare environments, where it supports hundreds of millions of real, time transactions.

For supply chains, this track record matters. As data becomes central to operations, the infrastructure must scale without becoming a bottleneck. Inconsistent or unreliable infrastructure undermines even the best data practices.

Key Takeaways

From the READY 2025 session, the roadmap outlined by Holmes, Zhou, and Cohen is clear:

Reconcile and harmonize data across systems. Clean data is the foundation of everything that follows.
Automate repetitive processes. Recipes in Data Fabric Studio reduce manual reconciliation and enforce consistency.
Use structured snapshots for forecasting. Reliable baselines are essential for both planners and predictive AI.
Introduce AI gradually. Take care of data first, and then apply the right AI technology one use case at a time, and grow from there.
Ensure infrastructure scalability. Proven engines like InterSystems IRIS reduce risk as volumes grow.

A Disciplined Order of Operations

The session leaders were clear: digital transformation in supply chains is not about chasing the latest technology. It is about establishing discipline in the order of operations:

Get the data right.
Automate manual tasks.
Scale the infrastructure.
Apply AI only when the groundwork is complete.

This sequence ensures that AI enhances decision, making rather than amplifying bad data.

Intersystems READY 2025 event, and especially the session “Solving Supply Chain Challenges with Data, Driven Intelligence” underscored that the most effective supply chain strategies are practical, not speculative. By focusing first on unifying and governing data, organizations can lay the foundation for automation, forecasting, and AI applications that deliver real value.

The lesson is straightforward but often overlooked: data comes first, intelligence comes later. Supply chains that adopt this discipline will not only resolve today’s data bottlenecks but also position themselves to adapt to the demands of tomorrow’s networks.

The post Solving Supply Chain Challenges with Data-Driven Intelligence – Practical Steps to Unlock the Value of Supply Chain Data appeared first on Logistics Viewpoints.

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India–U.S. Trade Announcement Creates Strategic Options, Not Executable Change

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India–u.s. Trade Announcement Creates Strategic Options, Not Executable Change

The announcement by Donald Trump and Narendra Modi of an India–U.S. “trade deal” has drawn immediate attention from global markets. From a supply chain and logistics perspective, however, the more important observation is not the scale of the claims, but the lack of formal detail required for execution.

At this stage, what exists is a political statement rather than a completed trade agreement. For companies managing sourcing, manufacturing, transportation, and compliance across India–U.S. trade lanes, uncertainty remains the defining condition.

What Has Been Announced So Far

Based on public statements from the U.S. administration and reporting by CNBC and Al Jazeera, several points have been asserted:

U.S. tariffs on Indian goods would be reduced from an effective 50 percent to 18 percent

India would reduce tariffs and non tariff barriers on U.S. goods, potentially to zero

India would stop purchasing Russian oil and increase energy purchases from the United States

India would significantly increase purchases of U.S. goods across energy, agriculture, technology, and industrial sectors

Statements from the Indian government have been more limited. New Delhi confirmed that U.S. tariffs on Indian exports would be reduced to 18 percent, but it did not publicly confirm commitments related to Russian oil, agricultural market access, or large scale procurement from U.S. suppliers.

This divergence matters. In supply chain planning, commitments only become relevant when they are documented, scoped, and enforceable.

Why This Is Not Yet a Trade Agreement

From an operational standpoint, the announcement lacks several elements required to support planning and execution:

No published tariff schedules by HS code

No clarification on rules of origin

No definition of non tariff barrier reductions

No implementation timelines

No enforcement or dispute resolution mechanisms

Without these components, companies cannot reliably model landed cost, supplier risk, or network design changes.

By comparison, India’s recently announced trade agreement with the European Union includes detailed provisions covering market access, regulatory alignment, and investment protections. Those provisions are what allow supply chain leaders to translate trade policy into operational decisions. The U.S. announcement does not yet meet that threshold.

Implications for Supply Chains

Tariff Reduction Could Be Material if Formalized

An 18 percent tariff rate would improve India’s competitive position relative to regional peers such as Vietnam, Bangladesh, and Pakistan. If implemented and sustained, this could support incremental sourcing from India in sectors such as textiles, pharmaceuticals, and light manufacturing.

For now, however, this remains a scenario rather than a planning assumption.

Energy Commitments Are the Largest Unknown

The claim that India would halt purchases of Russian oil has significant implications across energy, chemical, and manufacturing supply chains. Russian crude has been a key input for Indian refineries and downstream industrial production.

A shift away from that supply would affect energy input costs, tanker routing, port utilization, and U.S.–India crude and LNG trade volumes. None of these impacts can be assessed with confidence without confirmation from Indian regulators and implementing agencies.

Agriculture Remains Politically and Operationally Sensitive

U.S. officials have suggested expanded access for American agricultural exports. Historically, agriculture has been one of the most protected and politically sensitive sectors in India.

Any meaningful liberalization would raise questions around cold chain capacity, port infrastructure, domestic political resistance, and regulatory compliance. These factors introduce execution risk that supply chain leaders should consider carefully.

Compliance and Digital Trade Issues Are Unresolved

Several areas remain undefined:

Whether India will adjust pharmaceutical patent protections

Whether U.S. technology firms will receive exemptions from digital services taxes

Whether labor and environmental standards will be linked to market access

Each of these issues influences sourcing strategies, contract terms, and long term cost structures.

Practical Guidance for Supply Chain Leaders

Until formal documentation is released, a measured approach is warranted:

Avoid making structural network changes based on political announcements

Model tariff exposure using multiple scenarios rather than a single assumed outcome

Monitor customs and regulatory guidance rather than headline statements

Assess exposure to potential energy cost changes in Indian operations

Track implementation of the India–EU agreement as a near term reference point

Bottom Line

This announcement suggests a potential shift in the direction of India–U.S. trade relations, but it does not yet provide the clarity required for operational decision making.

For now, it creates strategic optionality rather than executable change.

Until tariff schedules, regulatory commitments, and enforcement mechanisms are formally published, supply chain and logistics leaders should treat this development as informational rather than actionable. In trade, execution begins only when the documentation exists.

The post India–U.S. Trade Announcement Creates Strategic Options, Not Executable Change appeared first on Logistics Viewpoints.

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Winter weather challenges, trade deals and more tariff threats – February 3, 2026 Update

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Winter weather challenges, trade deals and more tariff threats – February 3, 2026 Update

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Published: February 3, 2026

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Weekly highlights

Ocean rates – Freightos Baltic Index

Asia-US West Coast prices (FBX01 Weekly) decreased 10% to $2,418/FEU.

Asia-US East Coast prices (FBX03 Weekly) decreased 2% to $3,859/FEU.

Asia-N. Europe prices (FBX11 Weekly) decreased 5% to $2,779/FEU.

Asia-Mediterranean prices(FBX13 Weekly) decreased 5% to $4,179/FEU.

Air rates – Freightos Air Index

China – N. America weekly prices increased 8% to $6.74/kg.

China – N. Europe weekly prices decreased 4% to $3.44/kg.

N. Europe – N. America weekly prices increased 10% to $2.53/kg.

Analysis

Winter weather is complicating logistics on both sides of the Atlantic. Affected areas in the US, especially the southeast and southern midwest are still recovering from last week’s major storm and cold.

Storms in the North Atlantic slowed vessel traffic and disrupted or shutdown operations at several container ports across Western Europe and into the Mediterranean late last week. Transits resumed and West Med ports restarted operations earlier this week, but the disruptions have already caused significant delays, and weather is expected to worsen again mid-week.

The resulting delays and disruptions could increase congestion levels at N. Europe ports, but ocean rates from Asia to both N. Europe and the Mediterranean nonetheless dipped 5% last week as the pre-Lunar New Year rush comes to an end. Daily rates this week are sliding further with prices to N. Europe now down to about $2,600/FEU and $3,800/FEU to the Mediterranean – from respective highs of $3,000/FEU and $4,900/FEU in January.

Transpacific rates likewise slipped last week as LNY nears, with West Coast prices easing 10% to about $2,400/FEU and East Coast rates down 5% to $3,850/FEU. West Coast daily prices have continued to slide so far this week, with rates dropping to almost $1,900/FEU as of Monday, a level last seen in mid-December.

Prices across these lanes are significantly lower than this time last year due partly to fleet growth. ONE identified overcapacity as one driver of Q3 losses last year, with lower volumes due to trade war frontloading the other culprit.

And trade war uncertainty has persisted into 2026.

India – US container volumes have slumped since August when the US introduced 50% tariffs on many Indian exports. Just this week though, the US and India announced a breakthrough in negotiations that will lower tariffs to 18% in exchange for a reduction in India’s Russian oil purchases among other commitments. President Trump has yet to sign an executive order lowering tariffs, and the sides have not released details of the agreement, but once implemented, container demand is expected to rebound on this lane.

Recent steps in the other direction include Trump issuing an executive order that enables the US to impose tariffs on countries that sell oil to Cuba, and threatening tariffs and other punitive steps targeting Canada’s aviation manufacturing.

The recent volatility of and increasing barriers to trade with the US since Trump took office last year are major drivers of the warmer relations and increased and diversified trade developing between other major economies. The EU signed a major free trade agreement with India last week just after finalizing a deal with a group of South American countries, and other countries like the UK are exploring improved ties with China as well.

In a final recent geopolitical development, Panama’s Supreme Court nullified Hutchinson Port rights to operate its terminals at either end of the Panama Canal. The Hong Kong company was in stalled negotiations to sell those ports following Trump’s objection to a China-related presence in the canal. Maersk’s APMTP was appointed to take over operations in the interim.

In air cargo, pre-LNY demand may be one factor in China-US rates continuing to rebound to $6.74/kg last week from about $5.50/kg in early January. Post the new year slump, South East Asia – US prices are climbing as well, up to almost $5.00/kg last week from $4.00/kg just a few weeks ago.

China – Europe rates dipped 4% to $3.44/kg last week, with SEA – Europe prices up 7% to more than $3.20/kg, and transatlantic rates up 10% to more than $2.50/kg, a level 25% higher than early this year.

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Freightos Terminal: Real-time pricing dashboards to benchmark rates and track market trends.

Procure: Streamlined procurement and cost savings with digital rate management and automated workflows.

Rate, Book, & Manage: Real-time rate comparison, instant booking, and easy tracking at every shipment stage.

Judah Levine

Head of Research, Freightos Group

Judah is an experienced market research manager, using data-driven analytics to deliver market-based insights. Judah produces the Freightos Group’s FBX Weekly Freight Update and other research on what’s happening in the industry from shipper behaviors to the latest in logistics technology and digitization.

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Freightos Terminal helps tens of thousands of freight pros stay informed across all their ports and lanes

The post Winter weather challenges, trade deals and more tariff threats – February 3, 2026 Update appeared first on Freightos.

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Microsoft and the Operationalization of AI: Why Platform Strategy Is Colliding with Execution Reality

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Microsoft And The Operationalization Of Ai: Why Platform Strategy Is Colliding With Execution Reality

Microsoft has positioned itself as one of the central platforms for enterprise AI. Through Azure, Copilot, Fabric, and a rapidly expanding ecosystem of AI services, the company is not merely offering tools, it is proposing an operating model for how intelligence should be embedded across enterprise workflows.

For supply chain and logistics leaders, the significance of Microsoft’s strategy is less about individual features and more about how platform decisions increasingly shape where AI lives, how it is governed, and which decisions it ultimately influences.

From Cloud Infrastructure to Operating Layer

Historically, Microsoft’s role in supply chain technology centered on infrastructure and productivity software. Azure provided scalable compute and storage, while Office and collaboration tools supported planning and coordination. That boundary has shifted.

Microsoft is now positioning AI as a horizontal operating layer that spans data management, analytics, decision support, and execution. Azure AI services, Microsoft Fabric, and Copilot are designed to work together, reducing friction between data ingestion, model development, and business consumption.

The implication for operations leaders is subtle but important: AI is no longer something added to systems; it is increasingly embedded into the platforms those systems rely on.

Copilot and the Question of Decision Proximity

Copilot has become a focal point of Microsoft’s AI narrative. Positioned as an assistive layer across applications, Copilot aims to surface insights, generate recommendations, and automate routine tasks.

For supply chain use cases, the key question is not whether Copilot can generate answers, but where those answers appear in the decision chain. Insights delivered inside productivity tools can improve awareness and coordination, but operational value depends on whether recommendations are connected to execution systems.

This highlights a broader pattern: AI that remains advisory improves efficiency; AI that is embedded into workflows influences outcomes. Microsoft’s challenge is bridging that gap consistently across heterogeneous enterprise environments.

Microsoft Fabric and the Data Foundation Problem

Microsoft Fabric represents an attempt to simplify and unify the enterprise data landscape. By combining data engineering, analytics, and governance into a single platform, Microsoft is addressing one of the most persistent barriers to AI adoption: fragmented and inconsistent data.

For supply chain organizations, Fabric’s value lies in its potential to standardize event data across planning, execution, and visibility systems. However, unification does not eliminate the need for data discipline. Event quality, latency, and ownership remain operational issues, not platform features.

Fabric reduces friction, but it does not resolve governance by itself.

Integration with Existing Enterprise Systems

Microsoft’s AI strategy assumes coexistence with existing ERP, WMS, TMS, and planning platforms. Integration, rather than replacement, is the dominant pattern.

This creates both opportunity and risk. On one hand, Microsoft can act as a connective tissue across systems that were never designed to work together. On the other, loosely coupled integration increases dependence on interface stability and data consistency.

In execution-heavy environments, even small integration failures can cascade quickly. As AI becomes more embedded, integration reliability becomes a strategic concern.

Where AI Is Delivering Value, and Where It Isn’t

AI deployments tend to deliver value fastest in areas such as demand sensing, scenario analysis, reporting automation, and exception identification. These use cases align well with Microsoft’s strengths in analytics, collaboration, and scalable infrastructure.

Where value is harder to realize is in autonomous execution. Closed-loop decision-making that directly triggers operational action requires tighter coupling with execution systems and clearer decision ownership.

This reinforces a recurring theme: platform AI accelerates insight, but execution still depends on operating model design.

Constraints That Still Apply

Despite the breadth of Microsoft’s AI portfolio, familiar constraints remain. Data quality, security, compliance, and organizational readiness continue to limit outcomes. AI platforms do not eliminate the need for process clarity or decision accountability.

In some cases, the ease of deploying AI services can outpace an organization’s ability to absorb them operationally. This creates a risk of insight saturation without action.

Why Microsoft Matters to Supply Chain Leaders

Microsoft’s relevance lies in its ability to shape the default environment in which enterprise AI operates. Platform decisions made today influence data architectures, governance models, and user expectations for years.

For supply chain leaders, the key takeaway is not to adopt Microsoft’s AI stack wholesale, but to understand how platform-level AI affects where intelligence sits, how it flows, and who ultimately acts on it.

The next phase of AI adoption will not be defined solely by model performance. It will be defined by how effectively platforms like Microsoft’s translate intelligence into operational decisions under real-world constraints.

The post Microsoft and the Operationalization of AI: Why Platform Strategy Is Colliding with Execution Reality appeared first on Logistics Viewpoints.

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