GUIDES AND STORIES
Problems
What usually goes wrong in a business, why it happens, and what to check first.
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Two taps, three guides.
Tell us where it hurts and what it looks like. We will point you to the guides most likely to help.
1Where does it hurt most?
2What does it look like?
Purchasing and suppliersEmergency purchases happen too oftenFind whether the cause is planning, stock accuracy, supplier reliability or demand.See what to check →: Emergency purchases happen too often
Collections and receivables5 minNobody follows up until it is badly overdueSchedule a courtesy reminder before each agreed payment date.See what to check →: Nobody follows up until it is badly overdue
Customers and complaints5 minWarranty claims are not trackedKeep a warranty register with eligibility, resolution and cost.See what to check →: Warranty claims are not tracked
Dispatch and logistics5 minFreight costs more than we plannedShow expected freight on quotation and dispatch approval.See what to check →: Freight costs more than we planned
Inventory and stores5 minWe cannot find material we know we haveAssign a fixed bin and overflow location to each active item.See what to check →: We cannot find material we know we have
Dispatch and logistics4 minDispatch is late even when goods are readyFind why finished goods wait for packing, invoices, transport or approval.See what to check →: Dispatch is late even when goods are ready
Owner dependency and information flowI do not know what needs attention todayBuild an exception-first daily view instead of checking every department.See what to check →: I do not know what needs attention today
Inventory and storesMaterial gets issued without proper recordingFind where stock movements disappear from the system.See what to check →: Material gets issued without proper recording
Orders and salesCustomers keep asking for order statusFind why order visibility is weak and what should be available before the customer calls.See what to check →: Customers keep asking for order status
Customers and complaints5 minCustomer specifications live in someone's headKeep controlled specifications and customer exceptions with each job.See what to check →: Customer specifications live in someone's head
Compliance5 minTDS is deducted but deposited lateReconcile withholding and deposits monthly with the CA.See what to check →: TDS is deducted but deposited late
Owner dependency and information flow5 minOnly the owner knows the numbersPublish access-controlled weekly numbers with definitions.See what to check →: Only the owner knows the numbers
Inventory and storesSlow-moving inventory keeps growingFind stock that ties up cash without supporting current demand.See what to check →: Slow-moving inventory keeps growing
Collections and receivables5 minGovernment and PSU payments are stuckMaintain a document checklist for each government invoice.See what to check →: Government and PSU payments are stuck
Customers and complaints5 minNobody owns the customer after the orderName one account coordinator until the order and first post-delivery check close.See what to check →: Nobody owns the customer after the order
Accounts and books5 minMonth-end takes two weeksUse a close checklist with owners and internal deadlines.See what to check →: Month-end takes two weeks
Orders and sales5 minWe do not know which customers are profitableBuild a customer contribution sheet updated monthly.See what to check →: We do not know which customers are profitable
QualityRejected material stays unresolvedClarify hold, return, replacement and supplier follow-up.See what to check →: Rejected material stays unresolved
Orders and salesOrder information is different in WhatsApp, Excel and ERPFind the source of truth and what needs reconciling.See what to check →: Order information is different in WhatsApp, Excel and ERP
Orders and sales5 minEnquiries are not followed upMaintain one intake register with lead, source, owner and next action.See what to check →: Enquiries are not followed up
Maintenance5 minAMC renewals are missedMaintain a renewal register with owner and early reminder date.See what to check →: AMC renewals are missed
Quality5 minCorrective actions are never closedClose actions only after an effectiveness check.See what to check →: Corrective actions are never closed
Payables and cash5 minPetty cash is not accounted forUse numbered petty cash vouchers with a single custodian.See what to check →: Petty cash is not accounted for
People and attendance5 minSkilled workers are hard to findUse a skill matrix to prioritise hiring and internal training.See what to check →: Skilled workers are hard to find
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