Implementation
How the diagnostic gets done.
A four-week engagement with clear inputs, a repeatable process, and a written decision memo at the end. Built for operators with messy exports and real deadlines.
Intake, normalization, drift detection, decision memo.
Every week has a specific output. No open-ended consulting hours.
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.
Data inputs
What we need from you.
The diagnostic works with messy exports, partial invoices, and manual notes. A data quality snapshot is part of every deliverable.
Hard boundaries
What we do not do.
These boundaries protect both the operator and the diagnostic.
- We do not guarantee savings or margin recovery.
- We do not claim autonomous procurement or AI that replaces buyers.
- We do not show live customer data in any demo or sample.
- We do not provide financial, legal, tax, or procurement advice.
- We do not require perfect data. Messy exports are expected.
- We do not pretend software alone fixes purchasing operations.
- We do not invent traction, testimonials, or enterprise customer claims.
What happens in each phase.
Week 1: Intake and data review
We collect your vendor lists, recent invoices, price sheets, purchase history, contracts, rebate notes, freight terms, and SKU/category files. We review data quality and flag gaps. A data readiness score is included in the final deliverable.
Week 2: Normalization and drift scan
We normalize pack sizes, unit costs, and category mappings. Then we scan for vendor price drift, invoice variance, substitution patterns, freight movement, and rebate gaps. Preliminary findings are documented internally.
Week 3: Category risk and exception queue
We map category-level margin pressure and build a ranked price exception queue. Rebate and freight leakage are quantified. Every signal is reviewed by a human before it goes into the report.
Week 4: Decision memo and pilot plan
We deliver the Margin Leak Brief, Vendor Drift Summary, Category Risk Console, and Pilot Decision Memo. The memo includes ranked actions, data gaps, and a recommended next phase if continued engagement makes sense.
Next step
Ready to start a diagnostic?
Request a 30-minute fit review. We will confirm scope, timeline, and data readiness before any engagement begins.