Manufacturing & Distribution
Automated daily reports and a lapsed-customer list
Auto-parts distributor · ERP-driven business
- of manual reporting a day, down from 4-5
- 0 hours
- reports automated
- 5+
- to go live
- 14 days
Overview
One person at this auto-parts distributor spent 4-5 hours a day turning ERP data into Excel reports. The reports are now built from the ERP's nightly backup and arrive by 7am, along with a weekly list of customers who have stopped buying. It went live in 14 days.
Pain points
- More than five reports were rebuilt by hand every day.
- Three years of sales history had never been checked for lapsed customers.
- When the one person who made the reports was away, there were no reports.
What we built
- 01
Daily reports and a morning summary
Built from the ERP's nightly backup and emailed by 7am, without anyone touching them.
- 02
Lapsed-customer list
Goes through three years of sales history to find customers who have stopped buying and what they used to order.
- 03
Planned next
Rate sheets per salesperson, AI-drafted quotes that apply each customer's discount, and alerts for late payers.
How it works
- 01Nightly ERP backup
- 02Reports built
- 03In the inbox by 7am
- 04Weekly win-back list
Before
Five hours of Excel a day, all of it depending on one person.
After
Reports are ready at 7am, and sales has a list of who to call back.
