Illustrative scenario · Family group · Systems and the monthly picture
It's the 20th before I know last month's numbers. Why?
₹2.4 crore of exposure no single report showsIllustrative
Not a client. A worked example of the method, with stated assumptions and public benchmarks. No result is claimed.
The business
One family, three companies: a trading firm, a small plant and a warehousing company. There are five Tally companies, a plant ERP, an Excel MIS that the founder's son maintains, and approvals on WhatsApp.
The owner's question
“It's the 20th before I know last month's numbers. Why?”
What's already in the records
- The five Tally companies
- The plant ERP
- The Excel MIS and its history
- Inter-company invoices
- Bank statements
- WhatsApp approval threads
What I'd join
- Every figure in the monthly MIS, traced to its source. This shows which figures are typed by hand and which could be pulled automatically.
- Inter-company invoices on both sides. This shows where the two companies' books disagree, and since when.
- Customers and suppliers across all three companies. This shows one counterparty appearing under different names, and the group's combined exposure to it.
- Approval threads against payment dates. This shows who approves what, how long it takes, and where everything waits for one person.
What it could show, worked through
Time spent copying. If the MIS takes 40 hours a month to assemble and 30 of them go on re-typing figures already in Tally, that's 360 hours a year: about nine working weeks of one person, spent copying.
360 hours a year, spent copying
Combined exposure. If one customer buys from all three companies and owes each of them ₹80 lakh, the group's exposure is ₹2.4 crore, which no single company's report shows.
the group's exposure is ₹2.4 crore
Why it isn't obvious
Each system works. The delay and the risk live in the hand-offs between them.
The decisions it opens
- One source for every number.
- What to automate, and what to stop doing.
- Who approves what, and up to what amount.
- A group-level view of the customers who matter.
What you'd get
- Diagnostic: a map of the systems and data flows, with the hand-offs that cost time.
- Build and hand over: a weekly group report pulled straight from Tally and the ERP, which your son runs.
Sources
- The arithmetic only. No public benchmark exists for this kind of case, so the diagnostic uses your own baseline.
Bring me the problem.
Tell me what you're trying to decide. We'll start with a free 30–45-minute call.