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Executive Summary

Supply Chain Visibility Platform:
Capital Approval Request

Project Sponsor
Diane Voss, VP Supply Chain
Board Cycle
Q3 2025

$1.4M investment, 14-month payback, $3.8M NPV over 3 years.

The Problem

Current State

POs without real-time ETAs
28%
Avg. exception resolution (days)
6.2
FTE on manual carrier follow-up
3.0

Industry Benchmark

POs without real-time ETAs
8%
Avg. exception resolution (days)
1.1
FTE on manual carrier follow-up
0.5
Cost of Inaction
$890K

Estimated annual margin erosion from stockouts, expedite fees, and excess safety stock caused by poor visibility.

Three Options

Option A

Do Nothing

$0
Capital expenditure
-$890K/yr ongoing losses from poor visibility
Option B

Point Solution

$480K
Capital expenditure
Solves 40% of problem. No API layer. Doesn't scale to DC-3.
Option C — Recommended

Full Platform

$1.4M
Capital expenditure
Solves 100%. API-connected. Scales to all 3 DCs. Full carrier integration.

Business Case

Line Item Year 1 Ongoing
Implementation Cost -$1,400,000
Annual License -$180,000 -$180,000
FTE Savings (2.5 FTE redeployed) +$200,000 +$200,000
Stockout Reduction +$420,000 +$420,000
Expedite Fee Savings +$240,000 +$240,000
Safety Stock Release +$140,000 +$140,000
Year 1 Net Benefit $820,000
Internal Rate of Return
38%
Payback Period
14 mo

Sensitivity Analysis

NPV Range (3-year): $2.1M $3.8M $5.4M
Carrier API Adoption Rate +$1.6M FTE Redeployment Success +$0.8M Stockout Reduction % +$1.2M Expedite Fee Savings +$0.7M Annual License Cost +$0.3M Downside Base Upside

Vendor Comparison

Four vendors evaluated on capability maturity and total cost of ownership.

Total Cost → Capability → NullPoint SupplyLens Orbis TrackFlow ✓ Selected

Implementation Plan

Vendor Contract July 2025 DC-1 Integration Aug–Sep 2025 DC-2 + DC-3 Rollout Oct–Nov 2025 User Training Dec 2025 Go-Live + Hypercare Jan 2026

Top 3 Objections

"It's not the right time"

Rebuttal: Each quarter of delay adds $222K in preventable losses. Waiting for a "better time" costs more than acting now.

"We tried this before"

Rebuttal: The 2022 pilot lacked carrier API integration. TrackFlow's pre-built connectors solve the data gap that killed the last attempt.

"IT doesn't have capacity"

Rebuttal: TrackFlow is vendor-managed integration. IT effort capped at 40 hours across all three distribution centers.

Governance

Steering Committee
Diane Voss, VP Supply Chain
Mark Petrov, CFO
Aisha Banda, CTO
Meeting Cadence
Bi-weekly during implementation

Decision Rights

Budget Approvals CFO
Scope Changes Steering Committee
Go/No-Go Gates VP Supply Chain
Vendor Management CTO

Risk Register

Risk Likelihood Impact Mitigation
Carrier API Adoption Medium High Manual fallback process for non-API carriers
Data Quality Issues Medium Medium 4-week data discovery sprint before DC-1 go-live
Change Management High Medium Embedded change lead, DC manager buy-in secured
IT Implementation Delay Low High Vendor-managed integration, fixed timeline SLA
Cost Overrun Low High Fixed-fee contract for Phase 1, 10% contingency
The Ask

Approve $1.4M capital budget by August 1, 2025

Project Sponsor
Diane Voss, VP Supply Chain

Each quarter of delay costs $222K in preventable losses.