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, heavily 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
Business Operation Tool