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title: Client - Peets Coffee
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## Peet's Coffee

Specialty Coffee Retailer & Manufacturer

$1.2B Revenue | Microsoft Dynamics Transformation 

Enterprise-wide Microsoft D365 transformation to retire legacy systems and support continued growth.

![10 Peets Coffee - Client Logo-2](https://inflective.com/hubfs/10%20Peets%20Coffee%20-%20Client%20Logo-2.png "10 Peets Coffee - Client Logo-2")

![20 Summary Info - Peets-2](https://inflective.com/hubfs/20%20Summary%20Info%20-%20Peets-2.png "20 Summary Info - Peets-2")

![20 Summary Info - Peets-Jul-12-2026-07-35-04-0836-PM](https://inflective.com/hubfs/20%20Summary%20Info%20-%20Peets-Jul-12-2026-07-35-04-0836-PM.png "20 Summary Info - Peets-Jul-12-2026-07-35-04-0836-PM")

![20 Summary Info - Peets-Jul-12-2026-07-11-58-9138-PM](https://inflective.com/hubfs/20%20Summary%20Info%20-%20Peets-Jul-12-2026-07-11-58-9138-PM.png "20 Summary Info - Peets-Jul-12-2026-07-11-58-9138-PM")

![20 Summary Info - Peets-Jul-12-2026-07-13-15-5993-PM](https://inflective.com/hubfs/20%20Summary%20Info%20-%20Peets-Jul-12-2026-07-13-15-5993-PM.png "20 Summary Info - Peets-Jul-12-2026-07-13-15-5993-PM")

![40 How ASSERT Was Applied - Peets-Jul-12-2026-08-39-12-4270-PM](https://inflective.com/hs-fs/hubfs/40%20How%20ASSERT%20Was%20Applied%20-%20Peets-Jul-12-2026-08-39-12-4270-PM.png?width=250&height=142&name=40%20How%20ASSERT%20Was%20Applied%20-%20Peets-Jul-12-2026-08-39-12-4270-PM.png "40 How ASSERT Was Applied - Peets-Jul-12-2026-08-39-12-4270-PM")

## The Challenge

After multiple years of disappointing progress, company senior leadership engaged Inflective to recover and deliver the enterprise transformation within the coming year.

Critical gaps included:

- Multiple years of limited progress and growing risk
- Lack of business alignmment and stakeholder confidence
- Data migration and testing approach not meeting business needs
- Need to deliver within one year to support growth and IPO plans

![40 How ASSERT Was Applied - Peets-Jul-12-2026-08-59-16-5687-PM](https://inflective.com/hs-fs/hubfs/40%20How%20ASSERT%20Was%20Applied%20-%20Peets-Jul-12-2026-08-59-16-5687-PM.png?width=250&height=143&name=40%20How%20ASSERT%20Was%20Applied%20-%20Peets-Jul-12-2026-08-59-16-5687-PM.png "40 How ASSERT Was Applied - Peets-Jul-12-2026-08-59-16-5687-PM")

## Inflective’s Role

Using the ASSERT™ framework and Apps, Inflective restructured the program to focus on purpose, clear accountabilities, and business priorities—not just the mechanics of delivery.

Key areas of focus included:

- Program recovery and replanning
- PMO leadership and governance
- Data preparation and migration
- Test planning and execution
- Resource alignment and prioritization
- Executive and stakeholder alignment

![40 How ASSERT Was Applied - Peets-Jul-12-2026-08-31-48-1097-PM](https://inflective.com/hs-fs/hubfs/40%20How%20ASSERT%20Was%20Applied%20-%20Peets-Jul-12-2026-08-31-48-1097-PM.png?width=250&height=143&name=40%20How%20ASSERT%20Was%20Applied%20-%20Peets-Jul-12-2026-08-31-48-1097-PM.png "40 How ASSERT Was Applied - Peets-Jul-12-2026-08-31-48-1097-PM")

## How ASSERT™ Was Applied

We applied the ASSERT™ framework and software to bring structure, visibility, and confidence to the transformation.

- Established clear accountabilities and decision rights
- Conducted readiness assessments and confidence checkpoints
- Prioritized actions aligned to business value and risk
- Provided real-time visibility into issues and resolution

[Learn more about ASSERT >](https://inflective.com/assert-framework?hsLang=en)

## The Result

Despite the challenges of COVID, the program was delivered on schedule within the year and stabilized quickly to support company growth and the upcoming IPO.

![](https://inflective.com/hs-fs/hubfs/image-png-Jul-28-2026-12-00-57-6427-AM.png?width=54&height=60&name=image-png-Jul-28-2026-12-00-57-6427-AM.png)Delivered on schedule within one year

![](https://inflective.com/hs-fs/hubfs/image-png-Jul-28-2026-12-03-07-1821-AM.png?width=47&height=60&name=image-png-Jul-28-2026-12-03-07-1821-AM.png)  
Strengthened business alignment and stakeholder confidence

![](https://inflective.com/hs-fs/hubfs/image-png-Jul-28-2026-12-04-28-1263-AM.png?width=63&height=60&name=image-png-Jul-28-2026-12-04-28-1263-AM.png)  
Stabilized quickly to support growth and business performance

![](https://inflective.com/hs-fs/hubfs/image-png-Jul-28-2026-12-05-25-3661-AM.png?width=57&height=60&name=image-png-Jul-28-2026-12-05-25-3661-AM.png)  
Enabled readiness for IPO

## Client Perspective

## "Based on discussion with my business leaders, Assert is exactly what we need."

## — Company President

## "Wow! This is really happening."

## — Business Lead, Supply Chain

![](https://inflective.com/hs-fs/hubfs/image-png-Jul-28-2026-12-27-48-7296-AM.png?width=148&height=100&name=image-png-Jul-28-2026-12-27-48-7296-AM.png)Recover. Realign. Deliver.

When transformations stall, Inflective helps refocus on what matters most and deliver results.

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