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Prepared for Elena Hartwell, COO

Operational Efficiency Proposal for Hartwell Manufacturing

April 2025
Veridian Consulting

The Problem

Current State

  • 34% unplanned downtime rate across production lines
  • $2.1M annual rework and scrap costs
  • Three disconnected ERP instances
  • Limited real-time operational visibility

Target State

  • Below 10% unplanned downtime
  • Unified data layer across operations
  • Real-time ops visibility and analytics
  • Sub-5% rework rate
$4.7M

Estimated 3-year cost of deferred action — including lost contracts, continued rework losses, and regulatory exposure

Our Approach

1

Discovery

Weeks 1–3

  • • Stakeholder interviews
  • • Process mapping
2

Design

Weeks 4–7

  • • Solution architecture
  • • Change roadmap
3

Deploy

Weeks 8–16

  • • Integration build
  • • UAT & training
4

Sustain

Ongoing

  • • Hypercare support
  • • Continuous improvement

Phase 1: Discovery

Weeks 1–3 • Foundation Setting

Stakeholder Interviews

12 structured sessions across operations, finance, and IT leadership to surface pain points and success criteria

Process Mapping

Six critical value streams documented end-to-end, identifying bottlenecks and handoff failures

Data Audit

Comprehensive assessment of data quality, schema mapping, and integration points across three ERP systems

Gap Analysis Report

Prioritized findings deck with recommended solution architecture and implementation roadmap

Unified Data Layer ERP 1 ERP 2 ERP 3 Analytics Dashboard Real-Time Monitoring

Design & Deploy

Build vs. Buy Analysis

TCO modeling across five integration platforms with recommendation matrix

Change Management Plan

Stakeholder mapping, communication cadence, and embedded change lead

Integration Sequencing

Phased rollout minimizing disruption with weekly deployment gates

"
Veridian cut our cycle time by 40% in under six months. We'd have taken two years alone.

James Osei

VP Operations, Caldwell Foods

40%

Cycle Time Reduction

$1.8M savings year one

Comparable Results: Caldwell Foods

Before/After Performance Across Key Metrics

Your Veridian Team

Priya Nair

ENGAGEMENT LEAD

14 years in operational transformation. Former McKinsey.

Tom Beckett

PROCESS ARCHITECT

Lean Six Sigma Master Black Belt. 22 manufacturing transformations.

Soren Lund

DATA ENGINEER

ERP integration specialist. Built data platforms for 8 industrials.

Maya Castillo

CHANGE LEAD

Organizational psychologist. 300+ hours facilitating shop-floor adoption.

Project Timeline

Phase Weeks Owner Deliverable Milestone
Discovery 1–3 Priya Nair Stakeholder Interviews
Discovery 1–3 Tom Beckett Process Maps
Discovery 2–3 Soren Lund Data Audit
Discovery 3 Priya Nair Gap Analysis Report
Design 4–7 Soren Lund Solution Architecture
Design 5–7 Maya Castillo Change Management Plan
Design 7 Priya Nair Design Sign-off
Deploy 8–14 Soren Lund Integration Build
Deploy 12–15 Maya Castillo Training & UAT
Deploy 16 Priya Nair Go-Live
Sustain 17–42 Full Team 6-Month Hypercare
Sustain Ongoing Priya Nair Monthly Performance Review

What's Included

  • All four phases (Discovery through Sustain)
  • Integration platform licensing (12 months)
  • Embedded change lead throughout
  • 6-month hypercare post go-live
  • Monthly performance dashboards

Investment

Phase 1: Discovery

$85,000

Phase 2–3: Design & Deploy

$240,000

Phase 4: Sustain (monthly retainer)

$14,000/mo

Total Fixed Engagement

$325,000

+ sustain retainer

Risks & Mitigations

ERP Data Quality

HIGH IMPACT

Inconsistent data schemas may delay integration timeline

Mitigation:

Dedicated 2-week discovery sprint focused on data audit with early remediation plan

Stakeholder Alignment

HIGH IMPACT

Cross-functional misalignment could slow decision-making

Mitigation:

Change lead embedded from day one with weekly steering committee

Timeline Slip

MED IMPACT

Scope creep or resource constraints may extend deployment

Mitigation:

Phased deployment gates with strict scope governance and weekly progress reviews

Budget Overrun

LOW LIKELIHOOD

Unexpected technical complexity could increase costs

Mitigation:

Fixed-fee phases with clear scope boundaries and change-order governance

Next Steps

Sign the SOW by May 12 to begin Discovery on May 20

Priya Nair

priya@veridian.co

+1 415 882 0044

Every week of delay = ~$30K in continued rework costs