Plan

Brightline Supply Co. · Inside sales, customer service & order desk · 16 people

Sample deliverable

Sample deliverable. Brightline Supply Co. is an illustrative company. The figures are invented but internally consistent, so you can see how a real plan reads.

How discovery works

Chapter 04

Plan

A 10-week plan to deliver the three recommended changes and settle the two open questions. Each phase ends with a measured result and a decision about what comes next.

  1. Phase 1Weeks 1–5

    Quick win

    Customers hear about shipments and backorders before they call.

    • Baselines and access
    • Notice templates approved
    • O3 live for all accounts

  2. Phase 2Weeks 2–7

    Order intake and one price

    Emailed POs arrive as draft orders; one price book in Prophet 21.

    • O1 live on the shared inbox
    • Price books moved into Prophet 21
    • Spec library cleaned up
    • O5 credit rules agreed

  3. Phase 3Weeks 6–10

    Quoting and validation

    Quotes drafted from one request; open questions answered.

    • O2 live for inside sales
    • O4 substitution rules tested
    • Review and next-quarter plan

10-week roadmap

  • Built for you
  • Built with you
  • Your team
  1. Baselines and access
  2. O3Notice templates and data feeds
  3. O3Pilot with 30 accounts, then all
  4. O1PO reading and item-code cross-reference
  5. O1Draft orders: top 20 accounts, then all
  6. O2Price books into Prophet 21 contracts
  7. Spec library cleanup
  8. O2Quote assistant: build and pilot
  9. O5Credit hold rules
  10. O4Substitution rules and test
  11. Review and next-quarter plan
  1. Week 2Baselines agreed
  2. Week 5Ship and backorder updates live
  3. Week 7Draft orders live
  4. Week 9Quote assistant live
  5. Week 10Program review

Capacity, gross to net

Hours a month

  • Time recoveredBefore any new work315 h400 h470 h
  • Less review and confirmationsDraft orders, quotes and notices−25 h28 h30 h
  • Less new exception handlingHand-offs from automation−10 h12 h14 h
  • Less maintenance and tuningRules, cross-reference, PO formats−5 h5 h6 h
  • Net usable capacity275 h355 h420 h

2.02.53.0 full-time roles of net capacity. We recommend using it for same-day quoting and proactive calls to key accounts rather than reducing headcount.

Economics, per year

Time returnedNet hours × 12 × $42
$139K$179K$212K
Other benefitsPrice-dispute credits avoided · Margin on quotes won by answering same day
$28K$53K$77K
Model usage for PO and quote readingPer document; rises with volume
−$4K$6K$8.5K
Integration hosting and monitoring
−$3.6K$4.8K$6K
ERP integration user licensesEstimate; confirm with your Epicor partner
−$2.4K$2.4K$3.6K

Net annual value

$157K$219K$271K

Conservative $157K · Upside $271K

Before build fees, which are fixed and quoted separately. Values are estimates from discovery; the plan measures each against a baseline.

How we’d deliver it

  • Built for you

    We build and launch it. Your team approves and adopts it.

    • O1Emailed POs to draft sales orders
    • O3Ship and backorder updates sent before customers ask

    Integration work with a clear outcome. We build and launch it; your order desk lead and customer service supervisor approve the rules and review results.

  • Built with you

    Your team builds it with us, then owns it.

    • O2Quote drafts with price, stock, lead time and spec sheets

    Pricing and quoting change every month, so they should be owned in-house. Your inside sales manager and ERP administrator move the price books and co-build the quote assistant with us.

  • Your team

    Low-risk changes your team can make with our checklist.

    • O4Substitution suggestions for short-stock lines
    • O5Credit check before order entry

    Two sets of business rules to agree before anything is automated. We provide a short checklist and review the outcome.

Decisions we need from you

  1. Confirm phase-one scope (O1 and O3) and name the business owners.
  2. Grant access to the Prophet 21 API and a test company, the shared inbox, RingCentral logs and the spec library.
  3. Agree the baseline period and the four success measures.
  4. Choose which price book becomes the master, and who owns it.
  5. Schedule the credit rules session with AR and inside sales (O5).

Next steps

  1. 01

    Questions and clarifications

    Walk through this plan with your leadership team. One round of clarifications is included.

    This weekBoth

  2. 02

    Scope and proposal

    A fixed scope and fee for the 10-week build, with the discovery fee credited in full.

    Within five daysKeating & Co

  3. 03

    Kickoff

    Access, baselines and notice templates in the first week.

    Week 1Both

  4. 04

    First result

    Ship and backorder updates live and measured.

    Week 5Keating & Co

Investment

  1. Complete

    Discovery & Action Plan

    This document.

  2. Proposed

    Build: weeks 1–10

    Fixed scope and fee, quoted on approval. Discovery fee credited in full.

  3. Optional

    Run and improve

    Monthly support after 60 days of close support, or a handover to your team.