Case Studies

Plan Your Work and Work Your Plan - and Communicate It, Too!

todd herman web

You've probably heard the old saw, "Plan your work and work your plan." Sounds good - but wouldn't it be better if you communicated your plan, too?

Here's an all-too-common scenario. On the front end of the sales process, the seller's representative - who could be a sales rep, a customer service rep, or a helpful person who happened to greet the prospect - understands the prospect's needs and timeline, yet doesn't document key dates. Or maybe the representative did document key dates, yet the next person in the process doesn't see them and calls the representative - or, worse still, the customer - to find these. And then when it's time to schedule installation of the customer's order, the scheduler has to call the two preceding persons to see whether anything has changed about the dates.

Such is a day in the life when processes are ad hoc and powered by spreadsheets. Confusion and inefficiencies abound, because spreadsheets allow LOTS of "options" for data entry, and this translates into "missing" or "inconsistent" information.

Now, imagine you're a warehouse manager tasked with scheduling deliveries for products, and having to coordinate delivery dates with scheduled installation dates - which have been set by a separate person. Things get hairy, fast.

This month's case study illustrates how we helped a client not only better plan the work and work the plan - we also helped them better communicate both the planning and the doing, too.

If you recognize yourself or your company in the situations I've described, please contact me - we're very good at improving coordination, collaboration, and communication within companies just like yours.



Todd L. Herman


Improving Warehouse and Shipping Efficiency Through Web-Based Scheduling Application


Our client is the retail arm of its parent company, and uses the parent's products - along with those from other vendors - in performing new construction and remodeling projects. Processes have been streamlined and technology deployed to improve the Costing, Pricing, and Quoting segments of the Sales Order cycle, as well as the Purchasing and Receiving segments of the Procurement cycle.


Warehouse personnel saw the benefits of moving from their existing system of multiple phone calls and disjointed spreadsheets - however, they needed help to envision and implement a solution to schedule Shipping/Delivery and Installation of the order.


We were engaged to analyze the processes and technologies in use in the Warehouse, then design and oversee the development of a web-based application addressing the Warehouse needs.

The Warehouse handles receiving of Purchase Orders from its parent company, as well as other vendors, and stores items received. Thus, the Warehouse Manager knows whenever all items for an order have arrived.

Coordinators work with the end customer to determine and document windows of availability for delivery and installation of the items in the application. After this, the Coordinators will use the application to assign and schedule an installer to the job, and then the Warehouse Manager plans and schedules the delivery route for a specific driver and truck.

Furthermore, the Coordinators can schedule multiple Installers across multiple days.  The application enforces a number of constraints - for example, the Warehouse cannot schedule a delivery later than the install date, and the Coordinators cannot reschedule an install if the order is already on a truck schedule.

The application uses Google Maps to estimate mileage and time for the stops on the route. It also provides various reports to show truck, driver, and installer utilization, and to print delivery tickets and other documentation.

Logistics Snip 1.3

  1. The Truck Schedule is the main Logistics screen.
  2. On the right is a calendar showing Requested Delivery Dates. Clicking on a date shows rectangles containing information for each item having a requested delivery for that day.
  3. On the left is a calendar showing Actual Departure Dates (all trips are completed the same day). Clicking on a date shows the trucks scheduled for departure.
  4. The Truck and Driver dropdown lists shows the available trucks and drivers, respectively, to schedule. Selecting a specific Truck and Driver, then clicking the green "+" symbol adds a route for the truck and driver.
  5. The rectangles provide a "To Do" list for Logistics, since these are the items still needing to be scheduled. Clicking the "left arrow in circle" icon adds this item to the Route being worked shown in the rosy brown color (also see Item 6)


Logistics Call Out 2.3

  1. Each set of items going to the same address is a "Drop." Delivery Tickets can be printed for each Drop by clicking the "paper" icon. A map of the Route can be displayed by clicking the "location" icon.
  2. The Route map shows the round trip from the Warehouse, and through all the Drops, along with estimated time and miles. Directions can be sent to the Driver's phone.
  3. The "Install Calendar" reflects the schedule for the Installers, as created by the Coordinator.
  4. The "Truck Calendar" reflects the scheduled Deliveries. Items in red text have been requested by the Coordinator for delivery that day, yet not actually scheduled.

Results and Benefits...

Because of this application, users now know when:

  • The cabinets and other items were ordered, scheduled to arrive in the Warehouse, and actually received at the Warehouse.
  • The delivery was requested, was scheduled to depart, and actually departed.
  • The specific load was dropped off.
  • The install is scheduled, and also actually occurs.

Everyone is now using the same source of information. Coordinators in the retail locations can remind customers of scheduled deliveries and installations. Drivers and installers now know exactly what they need to be doing, and when.

A nice side benefit of implementing the Logistics part of the application is this - a few persons lagging in fully adopting the "upstream" portions of the application must now do so, if they want their projects to be delivered and installed. All portions of the old system have now been dropped.


This project demonstrated the value of leveraging existing data to provide visibility of key dates to relevant personnel, and thus reducing calls and emails with questions about shipping and installation status.

Ultimately, there will be less chance of errors.  Everyone can see the schedules.  Scheduling or rescheduling tasks out of sequence cannot occur - thus, no more trucks showing up with no installer, or installers showing up with no cabinets.

Eliminating spreadsheets and reducing phone calls is already improving the efficiency and effectiveness of the scheduling functions. Further improvements are expected, as persons become more familiar with the application and its many time-saving features.

Popular Case Studies

Applying Technology to Reduce Unbilled Charges

Accession Inventory graphSometimes, brute force gets a job done. Sometimes, a little finesse is all it takes. Other times, you need to combine the two to accomplish your goal!

Investing vs Spending

AvaCare-screen-shot-v4What's the difference "investing" and "spending"? From the perspective of current cash outlays, nothing is different - yet, taking the long view, there's a great deal of difference.

Deliver Major Cost Savings by Using Technology and Improving Process

Read how this fast growing company partnered with Todd Herman Associates, and found short-term and long-term cost savings through technology and process.

Making Reports Useful: A Case Study

Read how a CIO found a profitable innovation idea in the way the business delivers lab reports.

Activity Versus Achievement

Establish Accountability and Evalutate Results

The Wall of Knowledge

Clarifying Business Needs

Ending the Spreadsheet

Managing Job Costs and Timelines

Tip of the Iceberg

Delivering Meaningful Information to Executives

"Culture" is a Verb

Redefining "The Hottest Topic in Business Today"

Category:Leadership Relationships

Start transforming your business and yourself by signing up here:



2018a winner2017 winnerApex 2016 winner Apex 2015 winner Apex 2014 winner Apex 2013 winner Apex 2012 winner Apex 2011 winner

Business Book Reviews

Need more resources for growing your business? Get great business book suggestions from Todd.

A Picture Is Worth a Thousand Words - 2017 Summer Book Reviews

thebackofthenap Is a picture truly worth a thousand words? Todd's annual summer book reviews cover four books that have helped either hone thinking skills by using doodles and simple drawings, or spark ideas for improving doodles or other visuals.


Nothing Changes Until Somebody Feels Something

Whoever Tells The Best Story Wins(June 2016) Hugh MacLeod of Gapingvoid Art gave Todd inspiration for this summer's book reviews when he said "Attach emotion to logic and anything is possible" — A common thread in the four books Todd reviews.


Free Range Staff — 2015 Summer Book Reviews

Leadership and the One Minute Manager book coverTodd describes his idea of how to develop "Free Range Staff" — Employees who can take an idea, develop and run with it with little or no supervision — as he reviews four books he uses to teach and develop his staff.


Seeing Around Corners — And Four Books That Can Help

Book Cover of Data CrushTodd's review on books that can help you and your business see around corners better.


Interested in reading past case studies? Visit the Case Study Archive.

Todd Herman Associates


620 Green Valley Road
Suite 104
Greensboro, NC 27408

About Todd Herman Associates

Todd Herman Associates is a business technology consulting firm focused on non-routine technology issues such as replacing QuickBooks, getting two systems to "talk" to each other, shrinking process cycle time, and taming large volumes of data.