The Challenge
This was a textbook example of a business that had grown faster than its systems. The legacy technology stack—composed of outdated homegrown tools, Excel files, paper forms, and an underutilized SAP B1 ERP—created:
• Process fragmentation and handoffs that caused frequent delays.
• Duplicate data entry and rework, particularly across production and retail functions.
• Limited ability to scale operations, especially as SKU counts and channel complexity grew.
• Lack of timely insights, since data sat in silos and reporting was manual.
• Zero automation in high-volume, repetitive workflows such as purchase order processing, production tracking, or returns handling.
The organization was investing energy just to survive day-to-day operations, with no capacity left to innovate or optimize.
The Solution
We deployed a three-phase engagement model over a 6-week period that enabled both strategic clarity and actionable momentum:
1. Deep-Dive Process Discovery and Diagnostics
We conducted site visits, job shadowing, stakeholder workshops, and system audits. Our methodology included:
• Value Stream Mapping (VSM) across core processes: Order-to-Cash, Procure-to-Pay, Make-to-Ship, and Merchandising.
• Process Mining and Manual Effort Tracking to identify bottlenecks and inefficiencies.
• System Landscape Analysis to map data flow and integration gaps.
• AI & Automation Readiness Framework to evaluate opportunities for intelligent enablement.
2. Future State Design and Capability BlueprintWe designed an ideal future state based on:
• Target business outcomes like real-time visibility, faster decision cycles, and scalable growth.
• Process redesign for simplicity, flow, and automation enablement.
• Capability-based planning, decoupling tech investments from monolithic upgrades.
3. Digital Transformation Roadmap and Playbook
We delivered a comprehensive, phased roadmap including:
• Quick Wins (first 90 days)
• Foundational Layer (core platforms, ERP/SaaS realignment)
• Intelligent Layer (automation and AI initiatives)
• Change Management Framework and governance cadence