Industry
Food & hospitality
Engagement
Automation pilot
Client name withheld for confidentiality.
Six locations, dozens of vendors and an owner pulled into the books every week. Month-end ran late, and margins were hard to see store by store.
Measured the baseline: how long invoice entry and month-end actually take.
Built a pilot that extracts invoice details automatically into the existing cash-flow workbook. No new software to learn.
Mapped a phased roadmap (forecasting, per-store margins, a faster close and SOPs), each phase with its own fixed price.
Pilot complete. The next phases are scoped and priced, to be approved one at a time.