30-day diagnostic
Four weeks from intake to operator decision memo.
A repeatable process built for messy data and real operator constraints. Every week has a clear milestone and deliverable.
What happens week by week.
Each week builds on the last. No skips. No surprises.
Week 1
Intake & data review
Collect vendor lists, invoices, price sheets, purchase history, contracts, rebate notes, freight terms, and SKU/category files. Review data quality and scope.
Week 2
Normalization & drift scan
Normalize pack sizes, unit costs, and category mappings. Scan for vendor price drift, invoice variance, substitution patterns, and freight movement.
Week 3
Category risk & exception queue
Map category-level margin pressure. Build the price exception queue. Review rebate and freight leakage. Human operator review of preliminary findings.
Week 4
Decision memo & pilot plan
Deliver the Margin Leak Brief, Vendor Drift Summary, Category Risk Console, and Pilot Decision Memo with ranked actions and data gaps.
Detailed breakdown.
Intake and data review
What happens
- Collect vendor lists, invoices, price sheets, purchase history, contracts, rebate notes, freight terms, and SKU/category files.
- Review data quality and scope.
- Confirm operator pain points and decision timeline.
Who is involved
- Operator point of contact
- Founder
Deliverable
Data quality snapshot + scope confirmation
Normalization and drift scan
What happens
- Normalize pack sizes, unit costs, and category mappings.
- Scan for vendor price drift, invoice variance, substitution patterns, and freight movement.
- Flag signals for human review.
Who is involved
- Founder + internal workflows
Deliverable
Preliminary drift signals + normalization report
Category risk and exception queue
What happens
- Map category-level margin pressure.
- Build the price exception queue.
- Review rebate and freight leakage.
- Human review of preliminary findings.
Who is involved
- Founder
Deliverable
Category risk console + exception queue draft
Decision memo and pilot plan
What happens
- Deliver the Margin Leak Brief, Vendor Drift Summary, Category Risk Console, and Pilot Decision Memo.
- Rank actions by business relevance and effort.
- Present findings to operator leadership.
Who is involved
- Founder
- Operator leadership
Deliverable
Full diagnostic package + ranked action plan
Truth note: This sample uses fictional data for illustrative purposes. No guaranteed savings. No autonomous purchasing. Operator remains the final decision-maker.
Boundaries
What the diagnostic does not do.
- No guaranteed savings. Findings require operator action.
- No live customer data in any sample, demo, or public proof.
- Not autonomous purchasing. Not AI that replaces buyers.
- Not financial, legal, tax, accounting, or investment advice.
- Operator remains final decision-maker on all actions.
Ready to start the 30-day diagnostic?
Request a fit review. We will confirm data readiness, scope, and timeline before any work begins.