Data readiness
What to gather before the diagnostic.
The diagnostic works with messy exports, partial invoices, and manual notes. Here is what helps, what is optional, and what not to send.
Required, optional, and do-not-send.
What to prepare
Recent invoice export
60-90 days. PDF or CSV. Messy is fine.
Vendor list
Names, contacts, and categories. Partial lists accepted.
Price sheets
Current and prior period if available.
Category list
How you group SKUs. Informal is fine.
Freight / rebate notes
Terms, schedules, and known concerns.
Current pain
What you suspect but cannot prove.
Decision timeline
Renewals, budgets, or contract windows.
Do not send yet
- Passwords or credentials of any kind
- Bank account or payment information
- Employee personal records
- Customer personal data
- Unrestricted account access
- Social security numbers or tax IDs
After the fit review, we provide a secure channel for exchanging records. Do not email sensitive files unless instructed.
Truth note: This sample uses fictional data for illustrative purposes. No guaranteed savings. No autonomous purchasing. Operator remains the final decision-maker.
What to gather for your operation.
Restaurant Groups
Required
- Vendor lists by location
- Recent invoices across locations
- Price sheets by vendor
Optional
- Substitution logs
- Freight terms
- Rebate agreements
Food Distributors
Required
- Vendor tier list
- High-volume SKU invoice export
- Price sheets and contract amendments
Optional
- Freight surcharge schedules
- Rebate accrual records
- Customer segment purchasing
Hospitality
Required
- Property vendor lists
- Event catering invoices
- Seasonal menu cost sheets
Optional
- Banquet purchasing records
- Regional price sheets
- Contract amendments
Grocery Markets
Required
- Department vendor lists
- Perishable category invoices
- Promotional allowance sheets
Optional
- Shrink records by category
- Seasonal volume spikes
- Freight terms by vendor
Commissary / Prepared Foods
Required
- Recipe cost sheets
- Ingredient vendor lists
- Production run invoices
Optional
- Yield assumptions
- Substitution approval records
- Pack-size history
CFO / Finance
Required
- Vendor lists
- Recent invoices
- Purchase history by SKU
Optional
- Budget variance notes
- Rebate accrual records
- Freight allocation methods
Ready to scope the diagnostic?
Send your operator context through the fit review form. We will confirm data readiness and scope before any work begins.