← All selected work
Beverage distribution · Delivered project

Weekly executive preparation

Preparation dropped from hours to minutes.

The bottleneck

Hours of manual pulling and formatting before every leadership meeting.

What changed

The recurring pull, comparison, and write-up now runs on a schedule.

Inside the implementation

Scheduled jobs pull from the distributor's reporting system and spreadsheets, normalize the fields, compare against the prior period, and compose the write-up. Runs and outputs are logged. Failures alert a person instead of publishing a partial report.

Representative interfaceSample data
WEEKLY OPERATIONSExecutive summary
Generated 7:05am
Orders shipped1,284↑ 8.4%
Gross margin28.7%↑ 1.2%
Open exceptions62 need review
Decisions and risks3 source systems

Order volume increased while delivery time remained within target.

Two customer-credit holds need a manager decision before release.

One supplier price change is affecting margin in the North region.

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