Blueprints: how we would approach common problems
No client case studies are published here yet. Each blueprint below is an illustrative scenario that shows how we would scope the work and what we would measure.
§ 01Blueprints
Illustrative scenarios, without invented results
Each blueprint sets out a situation, the problem, the approach and the measures of success. It carries no numbers and no client names, because those belong to real projects.
- BP-01From emailed orders to a clean ERP entryA wholesale distributor receives most orders as emails and PDFs from repeat customers. Two people re-type them into the ERP each day.Distribution & Wholesale
- BP-02Billing a 3PL client for every activityA third-party logistics operator stores and ships for several clients, each with its own rates for storage, receiving, picking and special handling.Logistics & 3PL
- BP-03Container milestones, last free day and landed costAn importer receives containers from several suppliers through different forwarders. Documents and status arrive by email, and cost is finalized weeks after the goods are on the shelf.Import, Export & Trade
- BP-04Lot and expiry traceability for a food distributorA distributor of foods that may fall under the FDA's Food Traceability List receives, stores and ships by the case from several suppliers. Lot codes are written on paper receiving sheets.Food & Beverage Distribution
- BP-05Onboarding a retailer's EDI requirementsA distributor wins a retailer account that requires EDI purchase orders, advance ship notices and invoices, with routing-guide labels.Distribution & Wholesale
- BP-06Export order-to-cash for Caribbean and Latin American customersA Miami exporter sells to distributors in several countries, in more than one currency, on prepayment or credit terms. Documents are built by hand in spreadsheets.Import, Export & Trade
- BP-07One inventory across channels, with returns tied to stockA seller sells through its own storefront and two marketplaces, and ships from one warehouse and one store.E-commerce & Omnichannel
- BP-08Controlled BOM revisions and true job costsA small manufacturer plans in spreadsheets. Bills of materials are edited in place, and job costs are estimated from memory.Manufacturing
- BP-09From job completion to invoice on the same dayA service contractor dispatches crews by phone. Job sheets and parts usage return on paper days later.Field Service & Contractors
Your case
Does one of these look like your situation?
Send a brief describing it. We will say how we would scope it, and whether a packaged product would do the job.