Ledger
Reconciliation for a finance team, without the spreadsheet.
The challenge
Orders arrived as emails, photos and calls.
Planners spent the morning copying details into a spreadsheet before planning a single route. Mistakes meant missed delivery windows.
The approach
Frame first, then the core.
01
Frame
A typed order model and a planner dashboard that worked with manual entry from week one.
02
Core
An assistant reads each message, fills the order, and flags anything it is unsure about for a planner to confirm.
03
Handover
Documentation, tests and a runbook, in the client’s own cloud account.
−38%
planning time per day (sample)
3 wks
brief to first release (sample)
1 line
to change a routing rule (sample)
More work
Keep reading.
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