Find the problems before your customers do.
Backorders, pricing mismatches, credit holds, late shipments, inventory discrepancies — your operation generates exceptions every day. The question is whether you find them proactively or when a customer calls. We automate exception detection, classification, routing, and tracking so nothing falls through the cracks.
Exceptions Discovered by Customers, Not by You
- →Backorders discovered when the customer calls to ask where their shipment is
- →Pricing mismatches found during invoice reconciliation — weeks after the order shipped
- →Credit holds not communicated to sales or the customer, creating confusion and delays
- →No centralized view of open exceptions — problems tracked in email, spreadsheets, and memory
Exception Management Automation
Automated Exception Detection
Monitor ERP transactions in real time for exception conditions — backorders, pricing variances, credit limit breaches, late shipments, and inventory discrepancies. Detection is continuous, not batch.
Exception Classification & Priority
Classify exceptions by type, severity, customer impact, and financial exposure. Priority scoring ensures high-impact exceptions get attention first — not just whichever one was detected last.
Intelligent Routing
Route each exception to the person who can resolve it — sales for pricing issues, warehouse for shipment problems, finance for credit holds. Routing rules consider exception type, account ownership, and shift coverage.
Escalation & SLA Management
Configurable resolution SLAs with automatic escalation when deadlines approach or pass. High-severity exceptions escalate immediately — no waiting for the next review cycle.
Resolution Tracking & Analytics
Track every exception from detection through resolution. Measure resolution time, root cause distribution, and repeat exception patterns. Turn exception data into process improvement intelligence.
Customer Communication Automation
When an exception affects a customer — backorder, delay, substitution — automated notifications go out before the customer has to ask. Proactive communication protects the relationship.
The Engagement Process
Exception Taxonomy
Catalog every exception type the operation encounters. Define detection criteria, severity levels, ownership rules, and resolution SLAs for each type.
Detection Rules & Integration
Build real-time monitoring rules against your ERP transaction data. Connect to order management, inventory, shipping, and financial modules for comprehensive coverage.
Routing & Escalation Design
Design routing logic, escalation chains, and notification templates. Integrate with email, mobile, and collaboration tools for delivery.
Pilot & Calibration
Deploy for high-impact exception types first. Calibrate detection thresholds and routing rules to minimize false positives while catching real issues.
Full Deployment & Analytics
Expand to all exception types with centralized dashboards, trend reporting, and root cause analysis. Continuous refinement of detection and routing rules.
Frequently Asked Questions
Process Automation · Exception Management
Every engagement starts with an assessment.
We scope work after we understand your operation — not before. The Launchpad assessment maps where you are, quantifies what it's costing you, and sequences what to do first.
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