Now (Current Flow)
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Run focused pilots by company, then scale only where KPI movement is real.
Review one proposal at a time for cleaner feedback and decisions.
Context: current lanes are strong but siloed. Perspective: enforce stage gates + weekly demand lock to improve reorder quality and production predictability.
| Component | Now | Proposed | Benefit | Pilot KPI |
|---|---|---|---|---|
| Account Pipeline | Siloed steps across growth/sales/ops | 6-stage gate with owner + due date required | Cleaner execution and faster weak-account recovery | 30-day reorder rate +15% |
| Demand Lock Cadence | Forecast and production lock can drift | Tue-Wed-Thu lock points with named owners | Fewer stockouts and urgent schedule churn | Urgent change count down, forecast accuracy up |
Context: quote flow is strong but intake and handoff can fragment. Perspective: enforce intake SLA, approval artifact, and handoff gate for cycle-time and quality gains.
| Component | Now | Proposed | Benefit | Pilot KPI |
|---|---|---|---|---|
| Intake -> Quote | Qualification quality varies by channel | Unified intake with 8h SLA and approval artifact required | Faster quote cycle with fewer avoidable revisions | Quote cycle time -20% |
| Quote Win -> Handoff | Won quotes can move with fragmented ops context | Mandatory BOM/compliance/ops handoff checklist | Lower defect risk and cleaner execution | Handoff defect rate down |
Record of workflow proposal decisions so changes stay auditable.
| Workflow Proposal | Current State | Last Approved | Latest Note | Decision Count |
|---|---|---|---|---|
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