Preparing for Full-Scale Digital Transformation​

The client, a family-owned chemical distributor, had recently been acquired by an established private equity firm and required a major process and systems modernization effort. The business operated with fragmented processes, unclear ownership of deliverables, and a heavy reliance on customized manual spreadsheets that created inefficiencies. Critical data was decentralized from customer information, order management, accounting, and reporting.​

While the organization planned to modernize operations with new systems, it lacked a clear understanding of business, data, and stakeholder readiness, as well as detailed requirements for implementation. Having previously partnered with Carpedia to improve processes in a key logistics division, the client re-engaged the team to conduct a full-scale lead-to-cash (L2C) readiness assessment.

This included mapping the end-to-end L2C process, identifying major risks and opportunities, and developing a roadmap for implementation across 7+ system integrations, including ERP, TMS, geofencing, maintenance reporting, a document repository, and a data warehouse.

Opportunities discovered during the assessment included:​​

• The process for managing the backlog was insufficient​ to complete orders in an acceptable time frame​​
• The flow of information between regional and central departments decreased visibility to upcoming work, created barriers to communication, and added transit days between process steps​​
• Service order flow between regional and centralized locations was poor and increased the cycle time​​
• Training was mainly based on whether it fit in the budget rather than filling a skillset gap​​