Case studies
Three engagements described with the actual figures. Client names are withheld or shortened at their request; the numbers are taken from their own systems and were signed off by them at closure.
Month-end close cut from four days to one
Wholesale distributor, Chesterfield County VA
A 62-employee distributor closed its books over four working days every month. Six people maintained overlapping reconciliation spreadsheets, each with a slightly different definition of an open order.
What we did
- Mapped all 14 reconciliation touchpoints and found 5 were duplicates
- Agreed a single definition of an open order across sales, warehouse and finance
- Rebuilt the close pack as one automated workbook sourced directly from the ERP
- Trained two finance staff to own and amend the workbook
Changeover time down 34% without new equipment
Contract manufacturer, Petersburg VA
A three-line contract manufacturer was quoting eight-week lead times it could not hit. Management assumed the constraint was machine capacity. Two days of observation showed it was changeover discipline.
What we did
- Timed 22 changeovers across all three lines and all shifts
- Separated internal from external setup tasks and moved 9 tasks off-line
- Built shadow boards and pre-staged tooling kits for the four most common changes
- Wrote a two-page changeover procedure and trained every shift lead
Quote follow-up recovered $180k of annual pipeline
Home services company, Henrico County VA
A 19-person residential services firm issued around 40 quotes a week and had no idea what happened to most of them. Follow-up depended on whichever estimator remembered.
What we did
- Built a single quote register from three separate sources
- Set a two-touch follow-up rule at day 3 and day 10 with named ownership
- Added a weekly 15-minute pipeline huddle to the operations rhythm
- Coached the office manager to run the register independently after 60 days
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