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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.

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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

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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

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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

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.

Delivered on schedule within one year


Strengthened business alignment and stakeholder confidence


Stabilized quickly to support growth and business performance


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

Recover. Realign. Deliver.

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