Representative examples of our approach.

Situation

A regional distributor with several warehouses found that inventory values in the accounting system regularly differed from operational stock reports. Month-end adjustments were large and difficult to explain.

Approach

• Traced the transaction flow from receipt to sale across systems
• Identified timing and mapping differences causing variances
• Redesigned cycle-count practice and adjustment approvals
• Built a reconciliation report shared by operations and finance

Situation

A growing importer relied on emails and individual spreadsheets to track orders with overseas suppliers. Sales teams often learned of delays only when customers called.

Approach

• Mapped the order-to-receipt process and key milestones
• Consolidated supplier and shipment data into one structured source
• Defined lead-time and on-time measures by supplier and route
• Delivered a shared dashboard and weekly review routine

Situation

A multi-entity agribusiness depended on a small finance team and many linked spreadsheets to complete its monthly close. Knowledge sat with a few individuals.

Approach

• Documented close tasks, dependencies and owners
• Standardized reconciliation templates across entities
• Automated recurring data preparation with Power Query and SQL
• Created a close calendar and review checklist

Situation

Leadership at a mid-sized manufacturer received several reports each month that showed different figures for output, margin and inventory. Meetings were spent debating numbers.

Approach

• Facilitated agreement on a core set of operational and financial KPIs
• Wrote a metric dictionary with definitions and owners
• Designed a SQL-based reporting model integrating ERP and production data
• Delivered focused dashboards embedded in monthly reviews