Industry: Transport Equipment
Turnover: Approx. $30m+
Ownership: Privately held, multi-generational family business.
Project Trigger
The project was initiated due to operational inefficiencies and fragmented processes, a lack of integrated systems hindering growth and investor readiness, and strategic ambitions for significant expansion.
Approach
This review and roadmap was a two-week process, where Active Directions were onsite to review the operating model and systems architecture, together with interviews across locations and departments. This then enabled us to present the current state, target state and develop a roadmap that was aligned to the strategy and considered funding, bandwidth and resourcing.
1. Diagnostic Review
- Comprehensive assessment of business and systems architecture.
- Identification of critical gaps in quoting, production scheduling, job costing, inventory, and quality control.
2. Technology Transformation Roadmap
- Evaluation of ERP and alternative solutions, including AI enablement.
- Roadmap for phased transformation (quick wins + broader phased transformation).
- Integration of CRM, scheduling, and analytics for data-driven decision-making.
3. Change Management & Resourcing Considerations
- Highlighting the importance of executive sponsorship and super-user empowerment
- Ensuring data quality initiatives were on ongoing priority.
Outcomes
Based on the strategy our roadmap focused on clear business outcomes and return on the forecasted investments.
- Operational Clarity: Eliminate manual bottlenecks and opportunities for better capacity planning
- Financial Visibility: Embed accurate job costing and profitability tracking
- Customer Confidence: Deliver on project commitments and improved service quality
- Strategic Readiness: Readiness for geographic expansion
- ROI: Projected 7:1 ongoing profitability improvement to cost ratio for short-term improvements.
Starter Questions for your Board and Executive team
- How can technology and AI accelerate operational efficiency in your client’s sector?
- What project and change management do we need in place to ensure we maximise the return on technology and AI investments?
- How do you balance quick wins with long-term transformation in high-growth businesses?
Ready to unlock similar results for your business?
This transport leader achieved operational clarity, financial visibility, and a projected 767% ROI through a strategic, phased approach to technology and AI. Your business can too.
Start by assessing your systems and data readiness, download our Digital & AI Readiness Assessment or book a consultation with our experts to design a roadmap that balances quick wins with long-term transformation. Let’s turn inefficiencies into growth opportunities.