When Data Meets Consulting, You Get a Better Report. When Strategy Becomes Software, You Get Sustained Margin.

The Beroe × Kearney MAX announcement combines Beroe's market intelligence panel with Kearney's strategic consulting under a shared decision-engine banner. The output is still a hybrid of data feed plus consulting recommendations — it improves report quality but does not change the underlying operating model. Buyers still receive PDFs and slide decks that age the moment markets move. Kodiact replaces that loop with a System of Judgment: your category strategy lives as software, adapts daily on continuous market and supplier signals, and executes through agents — delivering a verified 6% to 9% raw material cost improvement and 100 to 150 BPS sustainable margin gain rather than an annual deck.

MAX is a decision-engine wrapper around two existing service lines — data and consulting. Beroe contributes the System of Data; Kearney contributes Perishable Consulting. Kodiact is a unified software substrate — the System of Judgment — where market data, SAP S/4HANA reads, supplier signals, and category strategy all live in one Postgres-backed application with strict organization-scoped Row Level Security. Decisions are logged with the strategy version active that day. Forward-contract agents execute the strategy under human-gated approval. Nothing perishes; nothing leaves your tenant.

For ongoing direct material category management, yes. Consulting engagements deliver a deck and a hand-off; Kodiact delivers a living operating substrate that captures the same strategic logic and then runs it daily across every category — at a fraction of the up to $5 million per year typical consulting spend, with outputs that never age. Strategic one-off projects (M&A diligence, mergers integration, complete category re-baselining) still benefit from human consulting; the steady-state daily operating loop does not.

Expana and Vesper are commodity price intelligence services — strong at the data layer, weaker at decisions and execution. Resilinc focuses on supply chain risk visualization — strong at risk-mapping, weaker at category strategy and contracting. Kodiact unifies all three layers — market data, supply chain signal, category strategy, decision audit, and forward-contract execution — into a single System of Judgment with multi-model AI reasoning on Anthropic Claude Opus 4.7 and Haiku 4.5. It is the only one of these tools that operationalizes the strategy itself, not just the inputs to it.

Tenant data never trains any other model. Period. Kodiact uses vendor APIs (including Anthropic) under strict no-training-on-input clauses. Every tenant lives behind organization-scoped Postgres Row Level Security; a continuous tenant-isolation probe sweeps every tenant-scoped table on a cron schedule and must pass zero cross-tenant readability before any release. Service role credentials never reach the browser. The data privacy posture is enforced server-side at the database layer, not by trust.

Front end: React 18, TypeScript, Vite, Shadcn UI, Tailwind CSS, React Router v6. Back end: Supabase Edge Functions, Postgres with strict organization-scoped Row Level Security, and pg_cron orchestration. AI reasoning: Anthropic Claude Opus 4.7 for deep reasoning and Claude Haiku 4.5 for high-throughput classification. The stack matters because it lets Kodiact deliver enterprise-grade audit trails, multi-tenant isolation, and continuous market ingest at the cost profile of a SaaS subscription — not a multi-million-dollar consulting engagement.

Phase 1 integration covers read-only live pulls of Products, Suppliers, Stock, MRP, PIR (Planned Independent Requirements), and Outline Contracts directly from your SAP S/4HANA tenant. Pulls run on pg_cron schedules; data is org-scoped in Postgres via Row Level Security. Phase 2 adds write-back of forward-contract outcomes and outline-agreement amendments under explicit human-gated approval — the System of Judgment never autonomously commits binding financial actions.

Kodiact delivers a verified 6% to 9% raw material cost improvement and a 100 to 150 BPS sustainable margin improvement. The mechanism is twofold: (1) buyers reclaim the 70% of capacity currently lost to manual admin and data consolidation, redirecting it to proactive margin protection; (2) category strategy adapts continuously on market, supplier, and regulatory signals rather than being rebuilt annually — so the buy decision in front of the buyer is always informed by the latest reality, not last year's plan. Result: 2x to 3x increase in spend managed per category manager, unlocking 3x strategic capacity.

Kodiact ingests continuous market intelligence from Commodity PriceAPI for commodity benchmarks, NewsAPI.ai for supplier and regulatory news, and Eurostat for macro and policy signals. Every signal is time-stamped, attributable, and cited in the daily brief and the decision audit. The ingest pipeline runs server-side on Supabase Edge Functions and pg_cron — never in the client browser.

A traditional procurement transformation engagement delivers a deck, a target operating model, and a hand-off — typically at up to $5 million per year in fees, with outputs that age the moment markets move. Kodiact delivers the same strategic logic as a running software substrate: strategy is the spine, briefs adapt daily, decisions are audited with the strategy version active that day, and forward-contract agents execute under human approval. The transformation becomes the product, not an event.

Neither. Kodiact is a System of Judgment — a category above both. Systems of Record (SAP, Coupa) capture transactions. Systems of Engagement (Slack, Teams, email) carry conversations. Kodiact captures the strategic judgment behind every direct-material decision, executes it under human-gated approval, and stores the reasoning alongside the outcome. It complements your System of Record (Kodiact reads from SAP S/4HANA) and your Systems of Engagement; it does not replace them.

Kodiact is for direct material category managers, procurement directors, CPOs, and CFOs at companies with $100 million+ annual direct material spend across multiple commodity categories — typically food and beverage, consumer goods, specialty chemicals, and industrial manufacturing. It is not for indirect procurement, marketing services sourcing, or single-category niche operations; the System of Judgment thesis requires multiple categories and continuous market exposure to compound its value.