Requirements and data discovery: Define business goals, scope (SKUs, locations, BOM levels), service-level targets, and identify data sources such as ERP, WMS, spreadsheets, and databases.
Connectivity and data integration: Connect Streamline to systems like NetSuite, SAP/SAP B1, Dynamics 365 BC, QuickBooks, Odoo, Cin7, and others via direct connectors, API, ODBC, or flat-file imports, then validate and cleanse historical demand and inventory data.
Model setup and configuration: Configure AI-powered forecasting hierarchies (SKU/location/channel), inventory policies (safety stock, service levels), MRP parameters, and S&OP structures to reflect existing planning processes.
Dashboard, workflow, and user setup: Build monitoring dashboards for stockouts, overstocks, POs, and KPIs; set roles for sales, operations, and finance; and define exception-based workflows and review cycles.
Training, pilot run, and validation: Train planners on forecasts, inventory recommendations, and MRP outputs; run Streamline in parallel with existing tools to compare results and calibrate models and policies.
Go‑live and continuous optimization: Switch planning cycles to Streamline, refine parameters based on realized service, stock, and forecast accuracy, and expand to additional business units or regions.
Customisation
Streamline is designed to be highly configurable so it can match different industries, network structures, and planning processes.
Streamline lets teams tailor forecasting hierarchies (by SKU, location, channel, customer, or category), planning calendars, and aggregation levels, and planners can override AI forecasts with manual adjustments and attach comments, capturing business judgment alongside algorithmic predictions. Inventory policies are configurable per item or group, including service levels, safety stocks, reorder points, order cycles, lead times, MOQ, and rounding rules, so replenishment logic reflects each business’s constraints and risk appetite.
On the process side, Streamline supports configuring S&OP and IBP workflows, roles, and review cadences, allowing sales, operations, and finance to collaborate in ways that mirror existing governance rather than enforcing a single template. Dashboards, KPIs, and reports are also customizable, with flexible exports (including custom parameter files) so companies can adapt analytics and outputs to their own performance metrics and reporting standards.
Integration options provide further customization. Organizations can choose from direct connectors to ERPs (NetSuite, SAP, Dynamics, etc.), databases, spreadsheets, ODBC, or custom APIs, and can configure which data fields map into Streamline and how purchase plans or forecasts are written back, enabling alignment with diverse IT landscapes and data models. Finally, pricing itself is offered on a custom-quote basis tied to company size, data scope, and required capabilities, signaling a willingness to tailor commercial and deployment models to specific business needs.
Training
Streamline offers structured onboarding plus extensive self-service education and responsive support channels for new users. New customers are guided through a four-step onboarding program that covers connecting data sources, setting up forecasting and inventory policies, validating outputs, and going live, with support articles and checklists in the Streamline Support portal. Typical implementations include at least two live training sessions: a generic product training to understand the software and a company-specific session addressing each client’s data, workflows, and planning challenges.
For ongoing enablement, Streamline provides a comprehensive user guide explaining workflows and step‑by‑step instructions for importing data, generating forecasts, creating reports, and exporting purchase plans. The vendor also runs the GMDH Streamline Academy with free online courses, plus a large library of video tutorials on topics such as connecting ERPs, demand forecasting, forecast overrides, inventory optimization, and revenue forecasting, all accessible on its website and YouTube channel.
Support is delivered through an online help center with troubleshooting articles, guidance on reaching support, and contact forms for sales and technical assistance. In some regions Streamline also works through certified implementation partners (such as supply-chain consultancies) that provide localized consulting, training, and ongoing optimization services around the platform.
Security Measures
Streamline protects data using encrypted communications, credential hardening, and environment isolation, backed by a GDPR‑aligned privacy framework, but does not publicly claim certifications like SOC 2 or ISO 27001.
Core technical safeguards: For multi‑user deployments, Streamline Server encrypts all client‑server communication using TLS, so data in transit between the desktop client and server is protected from interception. User passwords are never stored in plain text; they are hashed on the server and transmitted only over encrypted channels. The platform also isolates processes and environments from one another and enforces network‑level isolation between environments, reducing the blast radius if a single component is compromised.
Data protection and privacy controls: Streamline’s privacy policy states that it uses third‑party providers for hosting, authentication, logging/monitoring, payments, CRM, analytics, and similar services, and that personal data is shared with them only as needed for those purposes. For transfers of EU/UK personal data outside the EEA/UK, Streamline relies on GDPR mechanisms such as adequacy decisions and Standard Contractual Clauses, and it grants users rights of access, deletion, restriction, objection, and data portability.
Access control and deployment model: Access to production environments is restricted to a limited number of people under an internal security policy, and server‑side backups keep project information safe, whether the server is hosted on a customer’s premises or in their chosen cloud. Streamline can be deployed either cloud‑based or on‑premise, meaning customers with strict security requirements can keep data within their own infrastructure and controls if desired.
Updates
Streamline follows an active release cadence with frequent product and documentation updates rather than infrequent, large upgrades. Public version history and reviews describe regular new builds that add features, improve forecasting and UX, and extend integrations, though an exact schedule (e.g., monthly/quarterly) is not formally published.
Updates are managed centrally by GMDH for the cloud and Streamline Server deployments: new versions are packaged and distributed by the vendor, with customers able to upgrade to the latest release while keeping their project data. For on‑premise or server installations, administrators control when to apply new builds, while desktop clients connect to the updated server environment; release notes and documentation changes are published in the online docs and resource center so planning teams can see what has changed before adopting new capabilities.
Data Ownership and Portability
Streamline states that customer and end‑user personal data is processed to deliver and improve the service, but its public documents do not spell out an explicit “you own all your operational data” clause or a detailed portability guarantee, so some points must be contractually clarified.
Data ownership: The privacy policy defines how Streamline (GMDH, Inc.) collects and uses personal data from website visitors, customers, and end‑users (for example, names, business contact details, usage data) to provide services, communicate, and meet legal obligations such as tax and bookkeeping. It does not, however, explicitly declare that customers retain full ownership of all business data they load into the planning platform (SKUs, orders, inventory, forecasts, etc.), nor does it provide detailed language about intellectual property rights in “Customer Data,” which is usually handled in the separate Terms of Use and any subscription or master services agreement.
How data is used and shared: Streamline’s privacy policy explains that personal data is used to perform contracts (for example, subscription agreements), provide demos/trials, maintain and improve services, and send marketing communications where permitted. The company may share personal data with a defined set of third parties—hosting and storage providers, authentication and authorization services, payment systems, support and logging/monitoring tools, CRM, analytics, marketing platforms, and similar vendors—but only to the extent needed for those purposes. For California residents, the policy also discloses that some identifiers and usage data (such as device identifiers and email addresses) may be “sold” or “shared” in the CCPA sense to ad networks and analytics partners, mostly in the context of marketing rather than core planning data.
Portability and data-subject rights: The privacy policy is aligned with GDPR/CCPA-style data-subject rights: individuals can request access, correction, deletion, restriction of processing, objection to certain uses, and data portability for personal data Streamline holds about them. However, there is no specific statement in the public docs about operational data portability at the tenant level—such as a guarantee that a customer can export all planning data (forecasts, inventory policies, MRP plans) in a structured format upon contract termination, or about any standard export mechanism and time window. In practice, the application supports data import and export and connects via APIs, ODBC, and flat files, which implies that data can be moved out technically, but this is not framed as a formal contractual right in the online policy.
Practical implications for procurement: For a rigorous vendor assessment, treat data ownership and portability as items to negotiate and document in your contract or data processing agreement. Ask Streamline to confirm in writing that: (1) you retain ownership of all business and personal data you load into the platform; (2) Streamline is a processor for that data and uses it only to provide and improve the service, subject to your instructions; and (3) you will have defined export options (API, bulk export, database extracts) and a clear retention/deletion timetable when the subscription ends. Also, ensure the agreement specifies how long they will retain your tenant’s data after termination and in what form they will assist with data extraction, as these details are not fully addressed in the public-facing privacy and terms pages.
The terms & conditions for contract renewal and cancellation
Contract structure and renewal: The published Terms of Use state that the terms are effective until terminated by either Streamline or the user, and Streamline may modify the terms by posting updated versions with 10 days’ notice, after which continued use implies acceptance. However, these terms apply to website access, not to the detailed subscription term, auto‑renewal rules, or pricing, which are defined in separate order forms/agreements or custom quotes. Review and pricing pages emphasize that plans and pricing are provided via “custom quote,” suggesting that renewal periods (e.g., annual vs monthly) and notice windows are negotiated customer by customer rather than standardised publicly.
Cancellation and termination: The Terms of Use allow Streamline, at its sole discretion, to terminate the terms and/or your access to the website at any time, with or without notice, and they permit users to stop using the website to end those terms, but they do not specify SaaS subscription cancellation steps (such as how to turn off auto‑renewal or any notice period). For the software itself, third‑party profiles note that Streamline offers a lifetime free edition (limited SKUs/warehouse) alongside paid plans, implying that moving off a paid plan or downshifting may be handled via commercial agreements and in‑product account settings rather than through the generic website terms. There is no public mention of refunds, early termination for convenience, or fee proration—these are typically embedded in the specific subscription or master services agreement you sign.
Practical points to confirm in contracts: Because the key mechanics are not detailed publicly, renewal and cancellation should be explicitly defined during procurement. At minimum, you will want the contract or order form to specify: initial subscription term; auto‑renewal behavior (yes/no, and for what period); the minimum notice period and channel for non‑renewal; any right to terminate for convenience mid‑term and associated fees; whether fees are non‑cancellable/non‑refundable or if any pro‑rating applies; and what happens to your data and access at and after termination (including any grace period or export support). Without these negotiated terms, you should not assume flexible cancellation or non‑auto‑renewal based solely on the public Terms of Use and marketing site.
