Operational Reality

This War Map shows how we turn an operational review into an implementation plan. The company, people and figures are fictional. The dates show a possible sequence; the scope and schedule of a real engagement are agreed with you.

Operational Reality

This is what we deliver: a map of where the business is fragile, what it costs, what to automate first, and which systems should exist so leadership can stop carrying the operation by hand.

Illustrative five-week work plan, March 3 to April 4. Twelve interview roles across eight departments and six systems. The final week is split into synthesis and handover.

Approval workload
40 POs/week
rubber-stamped by the CEO
Key-person dependencies
3 critical
processes stop if one person is out
Context gaps
14 manual bridges
between systems and teams
12
Team members interviewed
across 8 departments
6
Systems accessed
3 with critical gaps
19
Workflows documented
14 with manual exceptions
27
Friction points identified
8 classified as critical

Five-week sample timeline · six work blocks

Week 1
Operations Leadership
Mar 3
Kickoff + Scope Alignment

Defined engagement scope. Mapped org chart. Identified priority workflows for shadowing across operations, finance, and logistics.

Carlos Moreau · CEO + COO
SAPHubSpot
Mar 4
Order-to-Cash Full Shadow

Shadowed the complete order-to-cash cycle. Documented 14 actual steps vs 8 in SOP. Identified 3 manual exception paths.

Laura Girard · COO
SAPExcelGoogle Workspace
Mar 5
Inventory Reconciliation Workflow

Observed daily inventory reconciliation. Marc runs a custom CSV export from WMS, manually cross-references with SAP counts.

Marc Thierry · Warehouse Lead
WMSSAPExcel
Mar 6
Approval Bottleneck Mapping

Mapped the PO approval chain. Discovered CEO approves ~40 POs/week over the €5K threshold. Average approval delay: 2.3 days.

David Ribeiro · Finance Controller
SAPExcel
Mar 7
Customer Escalation Routing

Escalation routing is entirely memory-based. Céline routes all escalations personally. No rules engine, no documentation.

Céline Bonnet · CS Team Lead
HubSpotSlack
Week 2
Department Deep Dives
Mar 10
ERP Data Flow Review

Reviewed all SAP integration points. Found 3 of 6 integrations disconnected since a failed update 8 months ago.

Pierre Fabre · IT Lead
SAPWMSGoogle Workspace
Mar 11
Manual Reporting Audit

David maintains a reconciliation macro he built 6 years ago. No documentation. No backup. Runs monthly close through it.

David Ribeiro · Finance Controller
SAPExcel
Mar 12
Cross-Department Handoff Mapping

Mapped all inter-department handoffs. Found 11 points where information transfers via email or Slack with no system record.

Sophie Laurent · Ops Manager
SAPSlackExcel
Mar 13
Exception Handling Shadow

Observed how exceptions (damaged goods, short shipments) are handled. Process is ad-hoc, varies by shift, and undocumented.

Marc Thierry · Warehouse Lead
WMSSAP
Mar 14
Integration Gap Analysis

Catalogued all system-to-system data flows. Built gap matrix showing where data is duplicated, missing, or manually bridged.

Pierre Fabre · IT Lead
SAPWMSHubSpot
Week 3
Internal Analysis
Mar 17
Exception Pattern Analysis

Analyzed 6 months of exception data. Found recurring patterns in order errors, shipment discrepancies, and invoice mismatches.

SAPExcel
Mar 18
Cross-System Data Flow Mapping

Built comprehensive data flow diagram across all 6 systems. Identified 14 manual bridges and 3 data dead-ends.

SAPWMSHubSpotExcel
Mar 19
Time Allocation Study

Analyzed calendar data, meeting patterns, and task logs across 12 interviewees. Quantified time spent on manual vs. strategic work.

Mar 20
Process Map Construction

Built detailed process maps for all 19 documented workflows. Compared SOP documentation against observed reality.

Mar 21
Conformance Gap Analysis

Scored each workflow on conformance (SOP vs reality), automation potential, and business impact. Prioritized by ROI.

Week 4
Internal Analysis
Mar 24
Automation Opportunity Identification

Identified 8 automation opportunities across 4 departments. Scored by complexity, impact, and dependency chain.

Mar 25
Tribal Knowledge Documentation

Catalogued all undocumented processes carried by individual team members. Identified 3 critical single points of failure.

Mar 26
Implementation Roadmap Design

Designed 4-phase implementation plan. Sequenced initiatives by dependency, complexity, and quick-win potential.

Mar 27
ROI Modeling + Business Case

Built financial models for each automation initiative. Conservative and optimistic projections based on time recovery and efficiency gains.

Mar 28
Internal QA

Full quality review of all findings, process maps, and recommendations. Cross-referenced every data point with source interviews.

Week 5
Synthesis
Mar 31
Deliverable Assembly

Assembled War Map deliverable. Structured findings into three chapters: Operational Reality, Findings, Implementation plan.

Apr 1
Cross-validation with Department Leads

Reviewed findings with department leads. Validated accuracy of process maps and friction points. No corrections needed.

Sophie Laurent · Ops Manager
Apr 2
Final QA + Review

Final quality assurance pass. Verified all numbers, timelines, and recommendations. Prepared handoff materials.

Week 5 · Handover
Handoff
Apr 3
Pre-Handoff Review

Walked leadership through key findings. Aligned on priority initiatives for Phase 2. Confirmed budget and timeline expectations.

Carlos Moreau · CEO + COO
Apr 4
Final Handoff + War Map Delivery

Delivered final War Map. Presented implementation roadmap. Agreed on next steps and governance structure for Phase 2.

Carlos Moreau · CEO + COO

What We Heard

When I’m out sick, nobody knows how to run the monthly close. That terrifies me.

David Ribeiro, Finance Controller

I spend my first hour every morning just figuring out what happened overnight. By the time I know, it’s too late to act.

Laura Girard, COO

We have six systems but zero single source of truth. Everyone has their own version of reality.

Pierre Fabre, IT Lead

I approve 40 purchase orders a week. Most of them I just rubber-stamp because I don’t have time to review them properly.

Carlos Moreau, CEO

The WMS export script? I wrote it 3 years ago. It’s on my laptop. No one else knows it exists.

Marc Thierry, Warehouse Lead

Team Members Interviewed

CM
Carlos Moreau
CEO · Executive
LG
Laura Girard
COO · Operations
DR
David Ribeiro
Finance Controller · Finance
SL
Sophie Laurent
Operations Manager · Operations
MT
Marc Thierry
Warehouse Lead · Logistics
CB
Céline Bonnet
CS Team Lead · Customer Success
PF
Pierre Fabre
IT Lead · Technology
RA
Rita Alves
AP Specialist · Finance
JC
Jorge Castillo
Logistics Coordinator · Logistics
LF
Lucia Ferretti
AR Analyst · Finance
TA
Tom Andersson
Procurement Lead · Procurement
VK
Vera Koch
HR Manager · Human Resources

Systems Accessed

HubSpotCRM
Automatic
Customer pipeline connected. Data flows in automatically.
SAP ERPPrimary ERP
Broken
Action needed
3 of 6 integrations disconnected. Manual workarounds active.
ExcelOperational Layer
Manual
Action needed
Used across all departments. Close checklists, reconciliation, reporting.
Google WorkspaceCollaboration
Automatic
Docs and Drive in use. No structured data extraction.
WMS (Infor)Warehouse Management
Manual
Action needed
No ERP sync. Daily CSV export by Marc.
SlackCommunication
Automatic
High volume. Decisions made here are not captured anywhere.
Automatic
Manual
Broken
Next Chapter
Findings