
Manual reconciliation
Removed
Was a full day each week
Invoice issue
Same day
Previously end-of-week
Systems of record
1
Down from 11 spreadsheets
The challenge
Dispatch, fleet availability and billing each lived in a different spreadsheet, owned by a different person, reconciled by hand at the end of every week.
Nobody could answer where a shipment was without three phone calls, and invoices went out late because billing waited on a manual reconciliation that regularly disagreed with dispatch.
Our approach
We spent the first two weeks in the operations room rather than in a design tool, mapping the real process including the informal steps that kept it alive.
That surfaced the actual constraint: not a lack of software, but the absence of a single record of what a shipment is. We modelled that first and built outward from it.
The solution
A single operational record for each shipment, with dispatch, fleet assignment and billing all reading and writing the same state instead of copies of it.
Role-based views so a dispatcher, a fleet manager and finance each see the same truth shaped for their job, plus an audit trail on every status change.
Billing generated from operational events rather than re-entered, which removed the weekly reconciliation entirely.
The results
Weekly manual reconciliation disappeared from the process, returning roughly a day of senior finance time every week.
Invoice issue moved from an end-of-week batch to same-day, which pulled cash collection forward measurably.
Shipment status became self-serve for the commercial team, removing the phone-call round trip to operations.
