A diagnostic-only engagement mapping every workflow, inbox, and spreadsheet at a Riga-based flexitank and ISO-tank forwarder, producing a ranked roadmap of seven AI opportunities with measured baselines and projected impact.
Workflow Audit · Inbox Archaeology · Win/Loss Analytics · Process Mapping · Industry Benchmarking · ROI Modelling · Roadmap Design
Latflex's senior team had a working hypothesis going in: that AI could compress quote turnaround. They were right, but they were also asking the wrong-sized question. The right question for a forwarder of this shape is not 'where does AI help with X' — it is 'across the full operation, what are the three to seven places where AI delivers measurable value, and in what order should we deploy them.'
We re-scoped the engagement on day one from a single-workflow study to a full operations audit, capped at two weeks and a fixed fee. The deliverable shape was set up front: a written audit (workflow map, baselines, opportunities, recommended sequencing, ROI model, build estimates) and a working session to walk the senior team through it. No tooling work in scope. No platform pitch. No vendor lock-in.