Fix the process before you automate it
Operations and finance specialists review how you plan, buy, make and sell, and recommend changes that the system then enforces.
Processes reviewed
14
Quick wins
6
Re-keying removed
~40%
| Finding | Impact | Status |
|---|---|---|
| Orders retyped for dispatch | High | Quick win |
| No reorder levels set | High | Quick win |
| Job cost known after close | High | Roadmap |
| Approvals by phone call | Medium | Workflow |
Trix: Fixing dispatch re-keying first removes the most manual work.
What changes for you
Fix before you automate
We find the process gaps first, so you do not automate a problem.
A prioritised roadmap
Changes ranked by impact and effort, not a thick report nobody reads.
Built into the system
Agreed changes become workflows, approvals and reports in Unitrix.
How it works
- 1AssessInterviews, data review and floor walks.
- 2RecommendPrioritised changes with expected impact.
- 3EmbedChanges built into workflows and reports.
What you get
- Assessment report
- Prioritised roadmap
- Configured workflows
Process consulting questions
The things teams usually ask before they start.
Still have a question?
Ask Trix and we will answer it live, on your own processes, in a demo.
01Do we need consulting before implementation?
Not always. It helps most when processes differ between plants or teams, or when you are unsure what good looks like.
02What does a process review involve?
Interviews with each department, a look at your data and documents, and time on the floor. You get a short, prioritised list of changes.
03Is consulting tied to buying Unitrix?
The recommendations are built for Unitrix, but the findings are useful whichever way you decide.
Other services
All services
Talk to the team that would run it.
Tell us your timeline and constraints, and we will propose a plan with clear milestones.