Example reportCompany Mapping and product roadmap
Nordic Parts SIA
One order flow from email to invoice would free about 30 hours a week and let sales answer quotes the same day.
01
What we see
Nordic Parts distributes spare parts for trucks and farm machinery to workshops in the Baltics. Most orders arrive by email and phone from about 400 repeat customers.
- Orders arrive as email PDFs and phone calls, not through the website.
- Stock levels are checked by calling the warehouse.
- The website has a contact form but no customer login.
- Invoices are created by hand in the accounting system.
02
Where the hours go
29–40 hper week, whole team
€49,000–€67,000per year in time
01
Orders entered once, synced everywhere
High priorityAn office assistant types each emailed order into the ERP, then again into a stock sheet.
An order inbox that reads emailed PDFs, creates the ERP order and updates stock in one step.
Orders are confirmed within the hour and stop going missing between systems.
02
Customer portal for repeat orders
High priorityWorkshops call or email to ask for prices, stock and order status.
A login for customers with their prices, live stock and past orders, connected to the ERP.
Repeat customers order on their own, and sales spends the time on new accounts.
03
Invoices created from delivered orders
Medium priorityInvoices are typed in the accounting system after delivery notes come back.
Invoices drafted automatically when an order is marked delivered, checked and sent in one click.
Invoices go out the same day and fewer payments are late.
04
Live sales and stock dashboard
Low priorityThe weekly report is built in Excel every Friday.
A dashboard with sales by customer, margins and slow-moving stock, updated from the ERP.
Management sees problems during the week, not after it.
Estimates at €35 per hour and 48 working weeks. A Process Mapping session checks them with your team.
03
Product roadmap: one 3-month cycle
Weeks 1–4 · MVP
Order inbox and ERP sync
- Read emailed orders into a review queue
- Create ERP orders in one click
- Update the stock sheet automatically
Every order is entered once.
Weeks 5–8
Customer portal
- Customer login with own prices
- Live stock and order status
- Reorder from past orders
Repeat orders come in without a phone call.
Weeks 9–12
Invoices and dashboard
- Draft invoices from delivered orders
- Weekly numbers on a live dashboard
Money and numbers follow the orders on their own.
04
Quick wins this month
- Use one shared mailbox for orders so nothing waits in a personal inbox.
- Agree one order template with your ten largest customers.
- List the five questions customers ask most and answer them on the website.
05
Questions for the workshop
- How many orders a week arrive by email, and how many by phone?
- Which ERP do you use, and does it have an API?
- Who checks stock today, and how often is it wrong?
- Which customers order the same parts every month?