A sample of recent engagements. Details are described generically to protect client confidentiality — happy to speak to the specifics of similar problems on a call.
Sales, product cost and margin data lived in Cin7, but leadership had no reliable, real-time view of business performance — and salesperson bonus calculations were done manually against exported spreadsheets, a slow process prone to error and dispute.
Leadership gets an always-current view of business performance without waiting on manual reporting, and bonus calculations are now consistent, auditable and no longer a manual monthly task.
Purchase orders for inbound stock had to be reconciled by hand against a scattered set of interim documents from shipping companies — freight invoices, customs paperwork and related charges — each in a different format, arriving at different times.
Inbound stock costing is now consistent and largely hands-off, removing a recurring manual reconciliation job and reducing costing errors on landed inventory.
A national employer operating across multiple states needed an ongoing, defensible way to calculate what it owed employees — not a one-off report, but a running calculation model that stayed correct as employment conditions, state jurisdictions and pay periods changed.
Working directly with the client's payroll and legal teams, we built a calculation model covering the full range of an entitlements and payroll interpretation engine, including:
An ongoing, auditable entitlements calculation the client's payroll team runs and trusts, built and signed off in consultation with their legal team, and documented well enough for the client's own staff to maintain.