How the Opportunity Assessment works

How the Opportunity Assessment works, step by step

Then and now: from your data to the Margin Map.

Your data

Last year

2sources

General ledgerAccounts payablePurchase ordersContractsCard spendFuel cardsInvoice linesSupplier auditsShipping recordsQuality recordsBills of materialsReceiving recordsFreight billsSupplier masterOrg chartOutside expertsBenchmarks

Your data, connected

SpendPriceContractsSupplierDemandProcessRiskWorking capitalOrganization

Capture confidence – effort, cost, fit →Margin capture – size of the opportunity →Feasibility: unknown. The data can’t see it.

Freight and expediteCircuit boardsComponent pricesContract manufacturingSterilizationEquipment service contracts

Your own people · Finance · Procurement · Operations · Plant · Engineering · Quality · Logistics · IT

Outside experts, where a case needs one · Electronics · Contract manufacturing · Freight · Sterilization · Packaging · Facilities · Software

Outside expert

Contract-manufacturing expert

AI moderator

1What does a fair cost-review clause look like in this category?
2How do assemblers price small runs, and where is the give?
3Which levers move price without changing supplier?

Tests: Circuit boards

Run on your dataYour data doesn’t support it

From the dataSurfaced in the interviews

Illustrative. 175 is the library’s scope, not a promise; how many apply depends on your data. Labelled cases are from the Halden illustrative example.

Last year

General ledger and accounts payable.

The easy data, because finance had to clean every file first.