SGRCReporting & Consulting

Clear operational answers, turned into reliable routines.

We work with distribution centers on defined projects: building a report, preparing for an audit, documenting a process, or putting a management routine in place. The same person examines the operation, builds the solution, documents it, and stays with it while it settles into daily use.

A distribution center aisle, pallet racking on both sides stacked with cartons and stretch-wrapped pallets.

Distribution and warehouse operations

Reporting and technical build in one project

Reports built inside your own environment, under your own accounts

Typical projects

Typical situations, and what gets delivered.

Each situation below is followed by what a project around it delivers.

Verify and document

A leadership review or site visit is coming

Readiness review, an evidence pack, and follow-up on the actions it raises.

The site's numbers and the corporate ones should agree

The site's reporting reconciled to what the network reports, with each definitional difference named rather than absorbed.

Reports that share a definition should read the same way

Each figure traced from source file to screen, definitions aligned across the reports that share them, and the wording that explains a figure brought back in line with what it now measures.

Measure and act

A measurement programme is being scoped

A stage-by-stage map of the flow showing which steps your systems already time and which they do not, cycle times computed from your own transaction records where they do, and a purpose-built capture tool for the steps nothing records yet.

Which stages your systems already time A stage-by-stage map of a flow, with each stage marked according to whether existing systems record its timing. Arrive Unload Check in Sort Put away Ready timed not timed timed not timed timed timed timed by your systems no system records it yet Illustrative example — every operation maps differently.
Inventory exceptions should be ranked, visible daily, and reviewed on a rhythm

An exception workflow, the ranked action view that drives it, and the management cadence around it.

Embed and scale

A practice has been rolled out, and the goal is for it to run as routine

The supervisor routine, the daily view that supports it, and the follow-up that keeps it in place.

Coaching conversations should be recorded, with their follow-ups visible until they close

A coaching log with named people and open follow-ups, plus the review rhythm that closes them out.

A second location should get the same reporting without a second build

One model serving several sites from a shared definition set, with each building keeping its own thresholds and operating rules.

We build on what is already running.

Corporate systems — report the network One level down The individual site
Where we fit

After the direction is set

Most sites already know what they want to improve, whether that came from a leadership priority, a continuous-improvement program, or an outside assessment. The corporate systems hold the numbers and report the network. We work one level down, at the individual site, where the daily detail is heavy enough that reading it well takes more than a spreadsheet. A measure earns its place when a decision changes as it moves, and the ones that stop earning it are removed.

What we start from

The source files, before the requirements

We start by reading what the operation already produces: the exports, the current reports, the forms and the routines in use. What those files contain decides which questions can be answered well, and that reading comes before any specification is written. It is also where the next project tends to come from — most of what we have built began as something the source data showed that no report was showing yet.

What stays afterwards

A routine your team owns

A working solution, documented logic, and the people who use it trained on it. Reports and documentation are built inside your own environment and created under your own accounts, so they belong to the site from the first day. Targets, thresholds and which metrics appear are set by your team in a configuration workbook the report reads, so a standard changes without a developer.

A report, part by part

Six things a finished report does.

Each number on the report keys to the note beside it, and the figures are demonstration data.

A one-page outbound status report for a demonstration site: a status verdict tile, five metric tiles each carrying a target, an hourly chart and a day-to-day chart against a baseline, a table of metrics with their variances, a per-person coaching queue, and a list of the source files behind the figures. Six numbered markers key to the notes beside it.
Open it full size
  1. One status for the day. The report opens with a single verdict against the standards the site set, and names how many of them the day met.
  2. Each figure carries the standard it is judged against. The metric tiles show the target beside the actual, so a figure is not read without the standard the site set for it.
  3. A tile says when a source is behind. Where a file arrives late or short, the figure that depends on it says so in place of a number.
  4. Each hour is set against a normal one. The day is broken out hour by hour from the operation's own records and shown against a baseline, so a single hour can be read in context.
  5. Each person's numbers arrive with their context. Recent work sits beside that person's own baseline and target, with the hours and scan detail behind a difference, so a supervisor holds the conditions as well as the rate.
  6. The report names the files it was built from. Every figure on it comes from a listed source, so any number can be taken back to where it came from.

How a project works

From report to routine.

A project can include consulting, technical build, documentation, training and follow-up. Keeping these elements in one project avoids gaps between analysis, implementation and daily use. How deep each stage goes depends on the situation.

  1. Understand the operation Read the source files, current reports, forms, definitions and routines already in use.
  2. Build Build the report, tool or automation needed to support the decision.
  3. Verify and document Check the critical figures by a separate route, then document the logic, definitions, ownership and day-to-day operating steps.
  4. Train Train the managers and supervisors who will use it in practice.
  5. Support the routine Stay with the routine while it settles into daily use, and remain reachable after that.

Who you work with

The person who diagnoses the problem also builds the solution.

Sebastian Gendry Founder and project lead

SGRC is a founder-led practice. The same person analyzes the operation, builds the report or tool, writes the documentation and trains the people who will use it. Context carries straight through from the first conversation into daily use.

We work remotely and travel on site when the project requires it. Projects can be conducted in English, Spanish or French.

Capabilities

What a project may include.

  • Operational reporting and decision support
  • Reporting review and independent verification
  • Workflow tools and targeted automation
  • Process and audit documentation
  • Supervisor routines and management follow-up
  • Training, adoption support and ongoing maintenance
Published figures are recomputed from the source files by a separate route, so a number is confirmed by something other than the report that displays it.
Source files Report calculation Independent recompute Compared Published

When a source file is late or short, the report says so on the tile that depends on it, rather than showing an empty number.

The technology is chosen to fit the problem and the operating environment: Power BI, Power Apps and Power Automate, M and DAX, PowerShell, VBA, or web applications in Flask or Laravel. Where a project needs a purpose-built tool, where it runs is agreed with you before it is built. Documentation is part of the delivery.

Contact

Bring the situation.

Tell us what you are working on and what you would like it to do. You do not need to define the solution first.

What happens next

  1. Send a short description of the situation.
  2. A thirty-minute working session: you describe the situation and what needs to be true at the end of it.
  3. You receive a written project brief — what would be built, in what order, and what you would have when it closes.

Goes straight to Sebastian and is used only to reply.