Sample Discovery Report

CoSource Discovery Report

TechFlow Solutions - Digital Transformation Initiative

Project Code: TFS-2025-001•Discovery Date: 15 March 2024•Analyst: Sarah Chen, Senior Business Analyst

Executive Summary

TechFlow Solutions is seeking to modernize their legacy inventory management system to support rapid business growth and improve operational efficiency. The discovery session revealed critical pain points in their current workflows and identified key opportunities for digital transformation.

Key Findings:

  • Current system processes 2,500+ daily transactions but lacks real-time visibility
  • Manual data entry causes 15-20% operational delays
  • Integration gaps between sales, inventory, and accounting systems
  • Strong internal team with technical aptitude for change management

Recommended Solution Track: Enterprise Integration & Automation Platform

Current State Analysis

Business Context

TechFlow Solutions operates as a B2B technology distributor serving 350+ retail partners across the UK and Ireland. Founded in 2018, they've experienced 40% year-on-year growth but their operational systems haven't scaled accordingly.

350+
Retail Partners
40%
YoY Growth

Existing Technology Stack

  • ERP System: QuickBooks Enterprise (2019 version)
  • Inventory Management: Custom Excel-based tracking
  • Sales Platform: Salesforce Professional
  • Accounting: QuickBooks Online
  • Communication: Microsoft Teams, Email

Pain Points Identified

Data Silos & Manual Processes

  • Inventory counts performed manually twice weekly
  • Order processing requires data entry across 3 separate systems
  • No automated reorder point notifications
  • Customer pricing updates take 2-3 days to propagate

Visibility & Reporting Gaps

  • Real-time inventory levels unavailable to sales team
  • Monthly financial reports take 5-7 days to generate
  • No predictive analytics for demand forecasting
  • Limited customer behavior insights

Scalability Constraints

  • Current system supports max 50 concurrent users
  • Database performance degrades during peak seasons
  • No mobile access for warehouse operations
  • Manual backup processes create risk exposure

Implementation Roadmap

Phase 1: Foundation

Weeks 1-10
Discovery & Design: Detailed requirements gathering, UI/UX design
Core Development: Inventory management, basic reporting
Testing: Unit testing, integration testing
Deployment: Staging environment setup

Phase 2: Integration

Weeks 11-18
API Development: Salesforce, QuickBooks integrations
User Portal: Customer-facing order management
Data Migration: Historical data import and validation
User Training: Staff onboarding and documentation

Phase 3: Enhancement

Weeks 19-24
Analytics Platform: Reporting dashboard, predictive analytics
Mobile Optimization: Responsive design, offline capabilities
Performance Tuning: Load testing, optimization
Go-Live Support: Production deployment, monitoring

Phase 4: Optimization

Weeks 25-28
Advanced Features: Automation rules, custom workflows
Performance Monitoring: Analytics setup, user feedback
Documentation: Admin guides, user manuals
Handoff: Internal team training, support transition

Investment Analysis

Development Investment

Discovery & Design
120 hours
€9,000
Core Development
1,250 hours
€93,750
Integration & Testing
850 hours
€63,750
Deployment & Support
350 hours
€26,250
Total Project Cost
€192,750

Operational Savings (Annual)

Reduced Manual Labour
£54,000
Inventory Optimisation
£33,750
Faster Order Processing
£21,000
Reduced Errors
£11,250
Total Annual Savings
£120,000
19
Months Payback
224%
3-Year ROI
23
Break-even Month

Success Metrics

95%
User Adoption
Within 60 days of go-live
40%
Processing Time
Reduction in order processing
25%
Inventory Accuracy
Improvement in accuracy
15%
Customer Satisfaction
Increase in satisfaction scores

Conclusion

TechFlow Solutions is well-positioned for digital transformation with strong leadership support and clear business drivers. The recommended solution addresses critical operational challenges while providing a scalable foundation for future growth.

Recommendation: Proceed with solution development targeting Q4 2025 go-live.

This report was generated through CoSource's comprehensive discovery process. For questions or clarifications, contact the project team at discovery@cosource.dev