Sheren Plumbing & Heating
Process Gap: Financial Reporting & Department Visibility
The Challenge
Department financials, including P&L statements, budget vs. actuals, and cost center reports, could only be generated once per year. The controller was the only person capable of producing them, manually copying and pasting data from the general ledger in their ERP into Excel spreadsheets because the ERP couldn't pull financial information by department for each of their two locations. Each run consumed approximately 80 hours of the controller's time.
Quick Wins (Weeks 1-3)
- Mapped all department cost centers across both locations
- Built automated data pipeline from ERP general ledger
- Generated first automated department financials within weeks
- Eliminated 80 hours of manual copy-paste work per run
Full Solution
- ✓ Automated report generation from ERP data pipeline
- ✓ Department-level financials for each location separately
- ✓ Company-wide and location-level consolidated views
- ✓ On-demand and daily reporting capability (previously annual)
"Impressive. This will be very beneficial for our decision making and help with accurate compensation decisions."
Saved Per Run
More Frequent (Monthly vs. Annual)
Implementation Time
On-Demand Capability
AriZona Beverages (Territory)
Process Gap: Customer Segmentation/Targeting Process Gap
The Challenge
Retailers were receiving wrong product mixes, high-margin products going to wrong stores, low-margin products clogging valuable shelf space. High markdowns, inconsistent margins, and customer dissatisfaction.
Quick Wins (Weeks 1-3)
- Completed customer profitability analysis
- Created ideal customer profile checklist
- Team identified top 20% of customers
- Avoided 3 bad deals (~$8K saved)
Full Solution
- ✓ Segmented retail customers by store type and profile
- ✓ Created targeted product mixes per segment
- ✓ Trained team on systematic targeting
- ✓ Implemented ongoing performance tracking
Territory Growth
Over 11+ Years
Margin Improved Every Account
Silver Creek
Process Gap: Sales/Distribution Process Gap
The Challenge
New product launch with no distribution. Founder trying to build distribution one by one, not scalable. No repeatable process for approaching and closing distributors.
Quick Wins (Weeks 1-3)
- Documented founder's distribution sales approach
- Created sales process checklist
- New sales rep trained
- First distributor deal closed in Week 3 (30% faster ramp)
Full Solution
- ✓ Documented repeatable distribution sales process
- ✓ Deployed process tools and templates
- ✓ Trained full team on systematic approach
- ✓ Founder able to focus on other priorities
Sales Growth
Months to Results
Distribution Scaled Systematically
Northern Michigan Real Estate Brokerage
Engagement in progress. We agreed one number with this brokerage before the build, and we will publish the measured result here once the client has reviewed and approved it.
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