Operations assessment
10 questions on how tied you are to people and spreadsheets.
Operations assessment→
Logistics
8 a.m., six purchase orders in the inbox.
8 a.m., six purchase orders in the inbox.
Every account uses a different format.
Your staff start the day opening PDFs and spreadsheets and re-keying them line by line. At month's end, you're the one working out why the books and the warehouse disagree.
LYNE AX starts with this scene. We automate the single most time-consuming task first, like PO reconciliation, so people only review the exceptions.
Scope and support terms are set per contract. We don't disclose client information.
Auto-matched41
Awaiting review6
Approved by staff3
Exceptions to review
- E1Supply total differs from PO — check against original
- E2Item code unconfirmed — apply after staff review
- E3New account format — rule to be added
Sample layout. Automated results are posted only after a staff member approves them.
Where it breaks
Orders went up.
Orders went up.
The way you work didn't change.
Most of it comes from the gaps between systems being bridged by hand.
01
POs and invoices are re-keyed by hand.
Each account's PDFs and spreadsheets, keyed in daily. One entry error becomes a missed order or a wrong invoice.
02
Book and physical inventory don't match.
Inventory and cash flow mean several spreadsheets matched by hand. There's no way to find when the gap started.
03
More orders means more people.
Billing and logistics staff are stuck re-keying and checking. Revenue grows, so does admin payroll; margins stay flat.
04
Operating know-how sits with one person.
Exception-handling rules live in one person's head. When they take leave or resign, speed and quality slip together.
We start by looking at how orders, inventory, billing, and reporting move from one step to the next.
What we connect
One connected flow
One connected flow
from order to report.
We keep the systems you already use. We connect customer and inquiry records, order and billing management, and warehouse and inventory management, then layer on automated PO reconciliation, integration rules, and a management dashboard fitted to your floor.
- 01Order intake
- 02Purchasing & receiving
- 03Inventory
- 04Billing
- 05Reporting
During the transition, existing systems stay read-only while we validate the data. Automation output accumulates as drafts only; nothing reaches the books until a staff member approves it. Trust in accounting and inventory comes before automation speed.
How we proceed
Start with one bottleneck,
Start with one bottleneck,
expand only what's proven.
We don't recommend replacing everything first. Each stage moves forward only on real operating results from the one before.
1Pilotstart with the single most time-consuming task.
2Proveconfirm accuracy and time saved on real data.
3Expandconnect orders, inventory, billing, and reporting in turn.
4Operatekeep managing exception rules and the improvement list.
The pilot runs as a 2–4 week OS Sprint. If it shows no effect, we stop there. In the expand stage we set up an in-house operations lead with you; the operate stage continues under an operations support agreement.
Get started
We'll start by confirming
01
02
We'll start by confirming
your biggest bottleneck.
We start with how many hours a day go to PO matching, and where the inventory gaps come from.
Request a consultation
Describe your most stuck task and we'll reply by email.
Request a consultation