SCOPE EXAMPLE
Regional courier broker
- 01 / Current Situation
- Carrier delays found when customers emailed angry.
- 02 / OpsPatch Build
- Exception board with carrier, age, owner, customer.
- 03 / Delivered Handover
- Dashboard + customer notify rules.
Logistics operations
Logistics delays found when customers complain?
Shipment exceptions, carrier follow-ups, and daily ops dashboards for small logistics teams.
Clear scope and price band before work starts
Common situations
Exceptions tracked in inbox
Carriers chased manually
Daily ops meeting prep takes an hour
KPIs scattered across files
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
Freight forwarder
- 01 / Current Situation
- Daily ops meeting prep took an hour of exports.
- 02 / OpsPatch Build
- 7am auto-summary of open shipments and exceptions.
- 03 / Delivered Handover
- Export job + email digest.
SCOPE EXAMPLE
Last-mile operator
- 01 / Current Situation
- Driver issues logged on paper.
- 02 / OpsPatch Build
- Driver issue log mobile form → ops dashboard.
- 03 / Delivered Handover
- Forms + route KPI view.
Common tools
- Google Sheets
- Excel
- Power BI
- Looker Studio
- Make
- Zapier
- AI assistants