Aware for Supply Chain
Turn government action into supply-chain advantage
Aware connects government action to your supply chain, quantifies the financial and continuity consequence, tests executable responses against inventory, qualification, capacity, timing, and contract constraints, and gives your team the Next Move. The goal is not only resilience. It is turning faster action into business advantage.
Highlighted entities are the ones a consequence reaches, coloured by the order that reaches them first.
Inputs & Suppliers
- Nd-Pr sintered magnets
- Magnet route JP-02
- Rotor laminations
- Power electronics
Manufacturing & Operations
- Plant 2 — drive-unit assembly
- Traction-motor line
- Plant 4 — inverter
- Qualification & PPAP
Customers & Markets
- Programme A — EV drive unit
- Programme B — commercial
- Aftermarket
- Licence requirement extended to Nd-Pr sintered magnets and precursor alloysBIS / U.S. Dept of Commerce · 91 FR 48213
- Magnet allocation to Plant 2 falls 38%1,180 t/yr contracted → 732 t/yr licensedOwned by Supply Chain
- Landed cost on the remaining qualified route +14%+$1.40/kg on 732 tOwned by Sourcing
- Traction-motor line loses 11 days of capacity732 t supports 89 of 100 build daysOwned by Operations
- Two customer programmes move to allocation delivery41% of drive-unit volume moves to allocationOwned by Sales
- ~$41M of FY revenue at risk11 days × $3.7M/day of drive-unit revenueOwned by Finance
- Segment operating margin −60 bpsSame fixed base over 89 days instead of 100Owned by Finance
The path the recommended move acts onConsequences it does not address
From exposure to executable response
See what is exposed, quantify the financial and continuity consequence, then move before the response window closes.
- 01
Trace
Find where exposure sits
Follow the action through direct suppliers, upstream dependencies, materials, products, facilities, contracts, and markets.
- 02
Quantify
Measure cost, revenue, margin, and continuity
Estimate direct cost, revenue at risk, margin effect, inventory coverage, continuity, and timing while keeping confirmed facts, assumptions, and missing information distinct.
- 03
Compare
Test executable responses
Check approved suppliers, qualification, capacity, contracts, technical constraints, inventory, lead time, and earliest delivery.
- 04
Act + measure
Make the Next Move operational
Assign the owner, start-by date, approvals, dependencies, consequence of delay, and projected versus realized value.
Outcome
Turn response speed into competitive advantage
Move while alternate capacity, qualification windows, supplier options, and customer commitments are still available.
Worked example
One government action, followed through the supply chain
Exposure chain
Government action to revenue
- Government Action
- Supplier
- Material
- Product
- Facility
- Revenue
Show how the same action reaches cost, continuity, customer delivery, and timing.
Response chain
Options that survive reality
- Current Suppliers
- Qualification
- Capacity
- Timing
- Contract
- Next Move
The recommended response makes the earliest start-by date and consequence of waiting explicit.
What doing nothing costsEleven build days of traction-motor capacity and ~$41M of FY revenue, against a licence decision window that closes 12 Nov.
Response options for BIS interim final rule — export licensing on Nd-Pr sintered magnets, compared on year-one cash, residual exposure, time to effect, approvals outside our control and effect on availability.
| Option | Cash, year one | Exposure left after | How fast it works | Approvals we don't control | Effect on availability |
|---|---|---|---|---|---|
| AHold allocation and monitor the licence docketKeep the current route, file comments before the window closes, and re-plan when the first licence decisions publish. | not modelled | No change — the 11-day gap stands. | |||
| BQualify the Japanese secondary magnet routeRun the already-scoped qualification on route JP-02 — site audit, line trial and customer PPAP on both drive-unit programmes. | Closes the gap to 3 days from Q3; full cover from Q4. | ||||
| CPre-build magnet inventory before the licence takes effectDraw forward the volume that clears under the current licence and hold it against the Q3 build plan. | Buys 6 weeks of cover, then the gap returns unchanged. | ||||
| DRedesign to the ferrite-assist motor variantMove both drive-unit programmes onto the ferrite-assist rotor already validated on the commercial platform. | Removes the dependency from FY28 — no effect on this year's gap. |
We recommend B · Qualify the Japanese secondary magnet route
B is the only option that changes the allocation position before the licence window closes on 12 Nov. D removes the dependency outright and carries the better long-run position, but its first qualified part lands in FY28 — three quarters after the capacity gap it is meant to close. Run D behind B, not instead of it.
What would change our answer: BIS issues the general licence for automotive end-use currently under consultation. If it publishes, the 38% allocation cut does not bind and C — a six-week pre-build — is sufficient on its own.
How it is delivered
Start in SaaS. Connect deeper supply-chain systems as value grows.
Begin with company context and structured data, then add supported procurement, ERP, planning, document, and data integrations where they improve the decision.
Supply chain pricing
One Supply Chain subscription that scales with your deployment
The Supply Chain version keeps the same commercial structure as Platform, with a modest premium for deeper supplier, material, inventory, qualification, capacity, and continuity logic.
Indicative pricing. Final pricing is confirmed in writing before contracting. Supplier-discovery rights are scoped separately, as are custom and complex integrations — bespoke supplier or material mapping, unsupported systems, and custom workflow logic.
Aware for Supply Chain
1 company environment, up to 10 users, 1 standard supply-chain integration, and the full supply-chain optimized decision workflow
Annual billing$33,000 / yr
Monthly billing$3,163 / mo
| Item | What it covers | Annual billing | Monthly billing |
|---|---|---|---|
| Additional company environmentA separate company model or materially separate operating entity with its own supply-chain context and decision space | A separate company model or materially separate operating entity with its own supply-chain context and decision space | +$6,600 / yr | +$633 / mo |
| Additional userEach active user beyond the 10 included seats | Each active user beyond the 10 included seats | +$660 / user / yr | +$63 / user / mo |
| Additional standard integrationOne supported procurement, ERP, planning, inventory, document, or data connector with normal mapping and maintenance | One supported procurement, ERP, planning, inventory, document, or data connector with normal mapping and maintenance | +$3,300 / yr | +$316 / mo |
| Custom / complex integrationUnsupported systems, bespoke supplier/material mapping, custom workflow logic, or materially higher implementation effort | Unsupported systems, bespoke supplier/material mapping, custom workflow logic, or materially higher implementation effort | Custom | |
Start with 14 days on a real supply-chain decision
Test exposure, financial and continuity impact, constraints, options, and the Next Move before choosing annual or monthly billing.
Turn an executable supply-chain response into business advantage
Trace the consequence, test the constraints, and make the Next Move before capacity, qualification, or customer windows close.