Example built on fictional data Engineering firm · 12 employees
Cash tracked 13 weeks ahead
- Problem
- The owner tracks cash from the bank statement. Shortfalls are discovered when it’s time to pay salaries.
- Solution
- A dashboard connected to the bank and invoicing, projecting cash 13 weeks ahead and flagging when it drops below a chosen threshold.
- Expected result
- Shortfalls are visible weeks in advance: time to chase a customer or postpone a purchase.
Cash tracked *13 weeks* ahead | Before | After |
| Cash tracking | The bank statement, day to day | A 13-week forecast, refreshed every night |
| Alert | None | A message when the forecast drops below the threshold |
| Preparation | A spreadsheet rebuilt every month | None: the dashboard updates itself |
What will be measured
- Time spent each month preparing the cash review
- How many weeks ahead a shortfall is seen
- Number of overdrawn days over the year
Measured by: the owner, over the three months before and the three months after the rollout.
Example built on fictional data Equipment wholesaler · 25 employees
Supplier invoice entry, automated
- Problem
- An assistant spends several days a month retyping supplier invoices into the accounting software.
- Solution
- An automation receives invoices by email, extracts the data with AI, submits it for approval, then sends it to the accounting software.
- Expected result
- Data entry becomes a review: the assistant checks instead of retyping, and typos disappear.
Supplier invoice entry, *automated* | Before | After |
| Entry | Manual, invoice by invoice | Automatic, approved in one click |
| Filing | Shared folders, sorted by hand | Automatic, by supplier and month |
| Tracking | None | A log of every processed invoice |
What will be measured
- Time spent per invoice
- Share of invoices corrected at approval
- Delay between receipt and booking
Measured by: the accounting team, stopwatch in hand, on a sample of invoices before and after.
Example built on fictional data Building maintenance · 18 employees
A shared spreadsheet replaced by an app
- Problem
- Technicians report their jobs by text message, and the schedule lives in a shared spreadsheet edited by five people.
- Solution
- A simple web app: technicians log their jobs on mobile, and the schedule and invoicing update.
- Expected result
- One version of the schedule, complete job reports and invoices that go out sooner.
A shared spreadsheet replaced by *an app* | Before | After |
| Field reports | Text messages and paper | Mobile entry, with photos |
| Schedule | A shared spreadsheet, several versions | One app, one version |
| Invoicing | Retyped from notes | Prepared from job reports |
What will be measured
- Delay between job and invoice
- Number of incomplete job reports
- Time spent preparing the schedule
Measured by: the operations manager, over one month before and one month after.