The Client Onboarding Document outlines the step-by-step process to welcome and integrate new clients into our business.

A 3PL activity sheet is a tracking document used to record, monitor, and review the performance and operational activities of a third-party logistics provider. It typically captures key metrics such as inbound and outbound volumes (cartons, pallets, consignments), storage levels, order accuracy, DIFOT (Delivered In Full On Time) rates, returns processed, and any exceptions or issues raised. The sheet may also include financial data such as handling fees, storage charges, and transport costs, alongside notes on service quality or improvement actions. By consolidating this information in one place, a 3PL activity sheet helps businesses maintain visibility over their outsourced logistics, identify trends, and ensure service level agreements (SLAs) are met.

A labour tracking tool is a system—often a spreadsheet, app, or integrated software module—used to record, monitor, and analyse employee working hours, productivity, and labour costs, expenditure, tracking distribution, and workforce trends .

The Supply Chain Cost Model helps businesses assess and optimise their supply chain expenses. By inputting key data, the tool provides a detailed breakdown of logistics, warehousing, transportation, and inventory costs. It enables businesses to identify inefficiencies, reduce costs, and improve budgeting accuracy. The Supply Chain Cost Model empowers decision-makers to make informed, data-driven choices, streamlining operations and enhancing profitability.

Company Key Performance Indicators (KPIs) are measurable values that track how effectively a business is achieving its strategic and operational goals. They are typically divided into categories such as: Financial KPIs – e.g., revenue growth, profit margin, return on investment (ROI), operating costs. Customer KPIs – e.g., customer satisfaction score (CSAT), Net Promoter Score (NPS), customer retention rate.  Operational KPIs – e.g., productivity rates, order accuracy, lead times, inventory  Well-chosen KPIs are specific, measurable, and aligned to company objectives, giving leadership clear insights into performance, trends, and areas needing improvement.

A purchase vs sales comparison is a tracking and analysis tool that measures the relationship between what a business buys (purchases) and what it sells, helping identify comparing these figures over a set period, businesses can spot overstocking or understocking. This comparison is valuable for inventory control, cash flow management, and strategic buying decisions.

A housekeeping checklist is a structured tool used to ensure cleanliness, organization, and safety in a workspace, facility, or home.

A task comparison tool is a framework or application that helps evaluate multiple tasks or projects side-by-side to determine their relative priority, value, or resource requirements. It typically includes columns for task name, description, owner/responsible person, effort required (time, cost, manpower), impact or benefit (revenue, customer satisfaction, compliance), urgency, dependencies, and risk level. By assigning scores or ratings to these factors, the tool allows decision-makers to visually compare tasks, highlight quick wins, and identify which activities should be tackled first or require the most resources.

A re-engineering task sheet is a structured document that outlines the steps, responsibilities, and resources required to redesign and improve an existing process, system, or workflow. It serves as both a planning and execution guide, detailing the current state, identifying inefficiencies or problem areas, and specifying the proposed changes to achieve better performance, efficiency, or cost-effectiveness.