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The Mid-Market Data Playbook

16 practical blueprints for companies with physical goods and operations, written for CFOs, COOs, and operations leads who need results, not theory.

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  • 16 field-tested blueprints across BI, automation, and digital transformation
  • A roadmap to one trusted source of truth from scattered ERP, CRM, and spreadsheets
  • The 80/20 playbook for automating repetitive operational work
  • Win back 10+ hours a week, with a clear next step at the end

What's inside

16 practical blueprints, organised into four parts. Built from real client engagements across BI, automation, and digital transformation, with companies in distribution, manufacturing, and food and beverage. Whether your data infrastructure has hit its ceiling or never existed, the path forward is the same.

Part 1: Foundational Blueprints

The strategic principles that ensure your data is trustworthy and your projects succeed.

  • Blueprint #1: The Single Source of Truth Roadmap
  • Blueprint #2: The GIGO Prevention Blueprint
  • Blueprint #3: The Human-in-the-Loop Blueprint
  • Blueprint #4: The 80/20 Automation Principle

Part 2: Sales & Profitability

Arm your sales team with a data-driven negotiation advantage, protect your margins, and turn your sales data into a competitive weapon.

  • Blueprint #5: The Price Negotiation Blueprint
  • Blueprint #6: The Automated Order Processing Blueprint
  • Blueprint #7: The Forecast vs. Actuals Blueprint
  • Blueprint #8: The Gross Margin Protection Blueprint

Part 3: Supply Chain & Operations

Master the flow of physical goods: strategies for your supply chain, suppliers, and inventory.

  • Blueprint #9: The Landed Cost Blueprint
  • Blueprint #10: The Smart Sourcing Blueprint (MOQ Analysis)
  • Blueprint #11: The Inventory Reconciliation Blueprint

Part 4: Finance & Controlling

Build trust in your numbers, improve financial health, and make your core reporting tools fast and reliable.

  • Blueprint #12: The Working Capital Optimisation Blueprint
  • Blueprint #13: The Daily Cash Flow Blueprint
  • Blueprint #14: The Margin Analysis Blueprint
  • Blueprint #15: The Automated Invoice Verification Blueprint
  • Blueprint #16: The Excel on Steroids Blueprint

Plus: an introduction on why most automation projects fail, a deep-dive guide to building an investigation dashboard, five bonus tips, and a clear next step.