The everyday challenge
Warehouse balances and sales orders are reviewed separately. Teams use repeated exports to investigate stock differences and orders that may need attention.
A possible approach
Connect available warehouse and order data, agree reconciliation rules and produce an exception view. Add freshness checks and ownership so the team knows what to investigate and who should act.
The intended business outcome
A repeatable review process focused on the stock and order issues that need attention.
What we would measure
Age of unresolved exceptions; time spent reconciling; completeness and freshness of source feeds.
A baseline and success criteria would be agreed before implementation. No quantified improvement is assumed.
What this would depend on
Warehouse and order access, aligned product identifiers, agreed stock rules and named exception owners.
Security permissions, licensing, source-data quality and operational ownership would be reviewed during scoping.