Case study
National distributor: A distributor replaced spreadsheet-driven order routing with one operational workspace.
Anonymized proof page with method notes, redacted visuals and handover artifacts.
Operations control surface
Order-to-cash workflow
Healthy12:06
Live process rail3 exceptions watched
- 1Capture
- 2Validate
- 3Route
- 4Approve
- 5Report
Exception queue
Needs owner- Credit hold requires approvalFinance
- Warehouse count mismatchOps
- Report refreshed from sourceAuto
340 hrs/mo removed
99.6% sync accuracy
0 silent failures
11 systems consolidatedMethod: compared baseline month to three-month post-launch average.
340 hrs/mo removedMethod: measured from operational logs and stakeholder sign-off.
0Critical handover gaps at launch.
Before.
Spreadsheet routing created late exceptions and no shared view of order state.
After.
Operations gained a daily operating view; IT received runbooks and documented ownership.
What changed.
Mapped order states, consolidated 11 tools behind one workspace and shipped exception queues first.
Metric method.
Each metric is paired with the source used to measure it: workflow logs, finance reports, support queues or stakeholder-approved baseline snapshots. Final client-facing versions should include the approved measurement source and date range.
Handover artifacts.
- Architecture diagram and data ownership notes.
- Deployment and rollback runbook.
- Known edge cases and recovery paths.
- Training walkthrough for the internal owner.