SCOPE EXAMPLE
Food distributor
- 01 / Current Situation
- Monthly customer pack rebuilt from five exports.
- 02 / OpsPatch Build
- Automated pack + exception highlights for account managers.
- 03 / Delivered Handover
- Excel automation + Power BI.
Distribution operations
Distributor reporting still manual every month?
Automate customer, SKU, and stock reporting packs with dashboards your team can maintain.
Clear scope and price band before work starts
Common situations
Monthly pack rebuilt from exports
Sales and stock files do not match
Account managers ask for one-off cuts you compile by hand
No self-serve dashboard for leadership
What can be included
Dashboards with clear owners and KPIs
Automations that replace copy-paste steps
Lead capture and follow-up workflows
AI chat assistants for FAQs and enquiries
Weekly reporting packs that run themselves
Defined Deliverables
Typical scopes
SCOPE EXAMPLE
Industrial parts wholesaler
- 01 / Current Situation
- Account managers asked for ad-hoc cuts daily.
- 02 / OpsPatch Build
- Self-serve customer dashboard for top 40 accounts.
- 03 / Delivered Handover
- BI portal + refresh guide.
SCOPE EXAMPLE
Regional beverage distributor
- 01 / Current Situation
- Stock and sales files never matched first time.
- 02 / OpsPatch Build
- Reconciliation tab with mismatch flags before pack runs.
- 03 / Delivered Handover
- Recon layer + scheduled pack.
Common tools
- Google Sheets
- Excel
- Power BI
- Looker Studio
- Make
- Zapier
- AI assistants