Business Operation Tool

Client: Logistics firm looking to create an easy-to-use Excel-based tool

A logistics firm hired Sapling to create an easy-to-use Excel-based tool designed to assist with costing and pricing multi-year bids, as well as generating data for subsequent analysis.

3 Key Insights

We designed a tool with intuitive inputs designed to be used by the client’s operational leadership, leveraging Excel’s data validation and conditional formatting features.

 

We included as inputs the timing of revenues, staffing, Opex and Capex.

 

As a result, the outputs generated include P&L by month for an individual project or all projects in aggregate and utilization by worker over several years.

P&L By Month

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