Supplier invoice intake
Automate three-way matching between supplier invoices, purchase orders, and goods receipts.
- Impact
- ~220 hrs / month (illustrative)
- Effort
- M
- TTV
- 6 weeks
Owner: Jordan Example
Section 01
Executive summary
This is a public, read-only demo of Lunnoa Reports: the tool Lunnoa uses to turn workshop findings into a structured client deliverable. Every number on this page is illustrative, standing in for what a real engagement produces.
At a glance
Use cases identified
12
Illustrative figures
First-wave candidates
6
Illustrative figures
Hours saved / month
380
Illustrative figures
-42% manual effort
Automation maturity
Illustrative maturity: current vs. 6-month target
Sample scores on a 1 (ad hoc) to 5 (optimised) scale, shown here to demonstrate the chart.
Every section of this demo report uses a real component from the Lunnoa Reports vocabulary. Browse the sidebar for current state findings, a use case portfolio, and a delivery roadmap.
Section 02
Current state
A typical workshop report opens each section with a one-paragraph lead, then supports it with findings, direct quotes, and callouts. This section demonstrates that pattern with illustrative content.
Key findingHigh impact
Manual handoffs multiply the time a routine task takes
In a typical process discovery workshop, a single request can pass through four or five inboxes before it is resolved. Each handover is a manual email or shared inbox forward, and each one adds a delay that nobody owns.
“We do the same five-step approval on every request. The five steps make sense. Doing them all by hand, five hundred times a month, does not.
”
Key findingMedium impact
The data needed to automate a process already exists, just not in one place
Workshops repeatedly surface the same pattern: the fields needed for a decision are already captured somewhere in the stack. The gap is integration and ownership, not data capture.
“Nobody signed off on this process existing this way. It grew one exception at a time.
”
“Every team has its own spreadsheet version of the truth. We reconcile three of them every Friday.
”
Today (manual, illustrative)
- Request arrives by email, forwarded to a shared inbox.
- A coordinator opens the request and retypes key fields into the system of record.
- A second person checks the entry before it is actioned.
After automation (illustrative)
- A Lunnoa agent receives the request and extracts the key fields automatically.
- Matching and validation run without manual re-keying.
- Exceptions route to a queue for a person to review, not the whole volume.
Workshop participants
Alex Example
Operations Manager · Operations
Interviewee
Section 03
Use cases
Workshop findings typically resolve into a scored portfolio of candidate use cases. This section shows the matrix, card grid, and before/after comparison chart used to present that portfolio, with illustrative data.
Twelve use cases scored on effort and impact (illustrative)
Recommended first wave
Order acknowledgements
Auto-generate acknowledgement emails within five minutes of order receipt.
- Impact
- ~90 hrs / month (illustrative)
- Effort
- S
- TTV
- 4 weeks
Owner: Alex Example
Projected impact
Manual hours per month, before vs. projected after wave 1 (illustrative)
Section 04
Roadmap
The closing section of a workshop report sequences the recommended work into phases and states the concrete next steps. This section demonstrates the timeline, recommendation, and table components with illustrative data.
Wave 1, illustrative 12-week delivery
Phase 1, Foundation
Weeks 1-3- Systems access confirmed
- Lunnoa platform deployed
Phase 2, Build the first flows
Weeks 4-8- HR triage live week 5
- Invoice intake live week 8
Phase 3, Adopt and measure
Weeks 9-12- Hours-saved dashboard live
- Wave 2 backlog scoped
RecommendationDo nowEffort: MOwner: COO + IT Director
Commit to a 12-week first wave covering invoice intake and order acknowledgements
These two use cases share a deployment pattern and, in this illustrative scenario, would together cover the largest concentration of manual hours observed in the workshop.
RecommendationDo nextEffort: SOwner: Programme lead
Stand up a shared hours-saved dashboard before wave 2 kicks off
Measuring wave 1 honestly is what earns the mandate for wave 2. Track hours saved per use case from week one, not just at the review.
Success metrics
Target hours saved / month
380
Illustrative target
Wave 1 use cases live
2 of 2
Illustrative target
| Workstream | Manual hrs / week (before) | Manual hrs / week (after) |
|---|---|---|
| Invoice intake | 70 | 15 |
| Order acknowledgements | 28 | 5 |
| HR ticket triage | 22 | 9 |