A weekly control tower for the distributor in the Summit Ridge sample assessment: 1,800 purchase orders a month, four order-desk representatives. Weeks 1–13 are the baseline. Weeks 14–26 are the 13 weeks after the 90-day roadmap was complete.
Each dot is one week's average. Control limits are recalculated after the process change, so each phase is judged against its own normal variation. Red dots are signals worth investigating; everything inside the limits is routine noise and does not need a meeting.
Warehouse and shipping were left alone on purpose. The days sat in order keying, credit holds and the Friday invoice batch, so that is where the changes went.
Contract prices loaded into the order system, so rules check every line. Small credit overruns auto-release for customers with nothing overdue more than 30 days. 200 real orders labelled for testing.
AI drafts orders from emailed PDFs for the top 10 customers, and a representative reviews every draft. Invoices go out daily on shipment instead of in a Friday batch.
After passing 97% field accuracy on the 200 labelled orders, AI drafts for all customers. Reviewers check flagged drafts plus a 10% sample. The order-desk lead owns it.