Replacing a spreadsheet-driven exception process with a clear workflow and practical automation.
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 spreadsheet, 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 undocumented workarounds and system gaps.
Separated genuine bottlenecks from symptoms, and named where ownership was ambiguous.
Sized a short list of automation and AI-assisted opportunities against effort, risk, and practical value, with human review kept where judgment matters.
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 automation plan the cross-functional team could begin using the following week.
This is a simulated engagement created to illustrate how Prati works. It does not represent a real client or real results.
