Production planning · Preparing the information before the decision
See the constraints. Then make the plan.
Demand, available stock and packaging capacity brought into a single planning view.
Twelve weeks of demand, in view.
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Before
Pull separate reports, update a workbook and check the numbers before planning can begin.
With the cockpit
Read demand, stock cover and constraints together. The planner keeps control of quantities and trade-offs.
Explore a choice before making it.
The planner can inspect a packaging split and see its effect on stock cover before choosing a run.
Demand and capacity stay in view while they weigh up the options.
Inside the packaging decision
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“What is behind this week’s sales?”
From a total to a reason.
A weekly view that lets the team move from an overall change to the customers, regions and products behind it.
The change in the work
Separate reporting cuts become one place to investigate the same period.
One week. Three ways to understand it.
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Built around the people who know the work.
The planner decides the run. The budget holder approves the spend. The team checks the information and tells us what needs to change.
03 / SPENDING & APPROVALS
Keep the request, the decision and the next step together.
SPOT gives budget holders, accounts and leadership a shared route through a purchase request.
Who is this waiting on?
A request needs more than a number. The reason for the spend, the supporting details and the approval history all help the next person make a decision.
SPOT brings that context into the request, so the discussion can stay connected to the work.
RequestReviewApproveFollow through
SPOT · A request and its history
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The need
Keep track of a spending request as it passes between people, along with the information needed to approve it.
With SPOT
Read the request, its discussion and its decision history in one place. Approval remains with the responsible people.
The detail belongs to the decision.
Questions and answers remain attached to the request. The next person can follow the context without reconstructing a separate conversation.
The conversation stays with the request
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04 / LEADERSHIP
A priority should have an owner and a next step.
A workspace for leadership priorities, deliverables and follow-up.
Leadership · Deliverables and ownership
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The need
Understand how priorities and commitments connect without chasing a separate update for each one.
With the workspace
Bring deliverables, ownership and follow-up into a consistent view for the next leadership conversation.
Keep the follow-through in view.
The dashboard supports the conversation about progress. It gives the team a place to see the next follow-up alongside the work it belongs to.
Keep the next follow-up visible
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05 / PRICE TRACKING
See what moved, without rebuilding the comparison.
Bring advertised product prices into a report that makes comparisons and trends easier to inspect.
Price tracking · One comparison view
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A price has more meaning with its history.
The report pairs the comparison with product-level trends. A reader can look at the movement over time and decide what deserves a closer look.
It is a source for the commercial discussion. The team makes the pricing decisions.
Look at the movement over time
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06 / MORE OF THE EVERYDAY WORK
The smaller tasks matter, too.
More examples of the recurring work we have helped structure around the business.
Freight invoice checking
Compare charges with agreed rates and shipment records. Prepare a discrepancy workbook and keep open queries together for the person reviewing them.
InvoiceRates & recordsExceptions to review
Supplier promotion tracking
Collect promotional information from emails and attachments and put it into the right place in the shared team tracker.
Email & attachmentsExtract the detailsShared tracker
Inbox triage and reply drafting
Group messages by urgency and action, then prepare replies in the person’s voice. Each draft remains theirs to review and approve.
Incoming emailPriorities & draftsHuman approval
Overdue-account review
Bring together overdue balances, payments, credits and correspondence before preparing a follow-up for the accountant’s review.
Account recordsChecks & contextFollow-up for review
Illustrations of the recurring workflows around the team.
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