SAMPLE. Illustrative figures, not results from a customer.
Summary page
Top findings, ranked by hours
Sample Distributor Co. · Observation window: 4 weeks
Quoting and RFQs
Finding 1: Quote requests waiting 2+ days for a first reply
Next step: Route RFQs to one shared queue with an age alert.
Evidence: Inbox time stamps, ERP quotes. 410 requests.
- Measured
- 1 in 5 requests
- Hours estimate
- 6 to 9 hrs / week
- Bucket
- Fix with what you own
Pricing and contracts
Finding 2: Pricing workbook disagrees with the ERP
Next step: Load contract prices into the ERP price matrix and retire the workbook.
Evidence: Pricing workbook vs. ERP price matrix. 3,200 items.
- Measured
- 14% of items
- Hours estimate
- 4 to 7 hrs / week
- Bucket
- Fix with what you own
Purchasing and vendor follow-up
Finding 3: Vendor acks chased by hand
Next step: Read acks from the purchasing inbox and update PO confirmations in the ERP.
Evidence: Purchasing inbox, ERP PO status. 4 weeks of POs.
- Measured
- Most open POs
- Hours estimate
- 5 to 8 hrs / week
- Bucket
- Solve with Ordermatic