Untangling an operational workflow and identifying high-value automation opportunities.
The situation
A growing regional logistics operator had scaled its customer base faster than its internal process. Dispatch, billing, and customer service each kept their own version of the truth, and exceptions were resolved over chat and memory rather than a defined path.
What we did
Mapped the end-to-end order-to-invoice workflow with the people actually running it, including the undocumented workarounds.
Separated the genuine bottlenecks from the symptoms, and named where ownership was ambiguous.
Sized a short list of automation and AI workflow opportunities against effort, risk, and the volume of work they would actually remove.
What the team was left with
A single agreed picture of how work moves through the business today.
A simplified target workflow with explicit ownership at each handoff.
A sequenced improvement plan the operations team could start on the following week.
This is a simulated engagement created to illustrate how Prati works. It does not represent a real client or real results.
