The Challenge
Data was scattered across multiple ERP screens and Excel files, so the owner downloaded files every day, moved them into an analysis sheet, and built the report manually.
Build a daily inventory report from scattered production, sales, and BOM data
Collected production plans, sales plans, procurement, purchase orders, and BOM data from several ERP screens to generate inventory-balance reports automatically.
Customer identity and live operating data have been anonymized and reconstructed.
Volume3,000 per month
Before5 min per item
AfterAutomated
Verified impactApprox. 250 hours per month
The Input
Production plan · sales plan · procurement and POs · BOM · engineering changes
Work Loop
- 01
Collect source data from each ERP on schedule.
- 02
Align the data around item codes and the reporting date.
- 03
Calculate inventory balance and shortage or excess risk.
- 04
Generate the analysis Excel file and daily report, then deliver them to the owner.
Verified Outcomes
Estimated from operating records and owner validation
- Removed 3,000 monthly data-retrieval and preparation tasks
- Delivered a daily inventory report using one consistent standard
- Separated shortage and excess risks into an exception list
ERPBOMExcelScheduled Run