01
Logistics and transport
about 20 employees
From a manual cycle to an automated flow that ends in the invoice
The starting point
Day-to-day operations were manual and fragmented: orders, deliveries and invoicing travelled on separate channels, with no single place to check the real state of play. Every month-end meant reconstructing after the fact what had happened.
What we did
We mapped the actual working cycle and built a structure linking operations to invoicing: what happens in the field feeds the administrative documents directly, with no re-keying.
The outcome
The cycle is tracked from order to invoice. Invoicing is no longer a month-end reconstruction but the automatic consequence of what has already been recorded.
The workflow
- Order taken verbally
- Delivery noted on paper
- Month-end reconstruction
- Invoice compiled by hand
- Order recorded
- Delivery confirmed from the vehicle
- Data already consolidated
- Invoice generated by the cycle
