Selected Work / Operations Systems
Wholesale Operations Control Tower
AI-assisted B2B operations dashboard for distributor onboarding, order-to-cash tracking and exception management.
B2B OperationsOrder-to-CashException ManagementAI ReportingSales / Finance / Logistics
Wholesale Operations Control Tower
- active distributor/order relationships
- 11
- blocked orders
- 10
- critical cases
- 2
- shipments at risk
- 5
- invoices pending
- 8
Business Problem
- Distributor/customer data is incomplete or scattered.
- Order, invoice and shipment status sit across files, emails and team updates.
- Sales, Accounting, Logistics and Legal lack one shared exception view.
- Operations teams waste time manually chasing updates.
- Weekly reporting becomes copy/paste work instead of decision support.
Solution
- Build a control tower dashboard for blocked orders, invoice status, shipment risk and ownership.
- Classify blockers with deterministic rules before AI drafting.
- Generate recommended next actions and weekly summaries.
- Keep the workflow human-in-the-loop.
Workflow
- Distributor/order records enter a structured exception queue.
- Rule-based classification separates missing onboarding data, invoice blocks, legal/accounting review and delivery risk.
- The dashboard surfaces owner, priority, risk and next action before any AI text is drafted.
- AI-assisted summaries turn the queue into follow-up drafts and weekly updates.
Tech / Tools
- Next.js dashboard
- deterministic classification rules
- mock data
- AI provider mock/fallback
- report drafting workflow
- dashboard metrics and exception queue
Business Value
- Better operational visibility.
- Faster blocker prioritization.
- Less manual chasing.
- Clear ownership across Sales, Finance and Logistics.
- Strong proof of fit for Sales Ops and Customer Supply Chain roles.
What It Proves
- Understands real B2B operations: onboarding, order, invoice, shipment, ETA, owner and blocker.
- Designs dashboards around exception management instead of decorative charts.
- Uses AI after business rules, not as a black-box decision engine.
Next Iteration
- CSV upload with validation.
- Google Sheets import.
- Real LLM provider switch with guardrails.
- SLA aging by owner.
- Markdown/PDF export.
- Root-cause dashboard.
Related work
More proof from the same operating system.
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