Daniel Aguilar Daniel Aguilar
Industry · Value-Leak

Value-Leak: where your margin goes between the quote and the cash collection

For general, operations and plant management in make-to-order industrial manufacturing (electrical, electromechanical and aeronautical maintenance) in Querétaro and the Bajío.

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Do any of these situations sound familiar?

  1. 01

    Quote

    Quoting takes days or weeks, and the customer decides before receiving your price.

  2. 02

    Purchasing

    Input purchases are made with no forecast or controlled price.

  3. 03

    Delivery

    You promise one date and deliver another.

  4. 04

    Collection

    The real margin per order and overdue receivables are only known at month end, when there is nothing left to correct.

Across the whole flow: decisions go through a single person; if that person is absent, work stops.

Process first, then technology

If the process is broken, fix it first. Automation and AI come in where the process already works.

Diagnosis · 4 weeks

What it includes

  • Margin leak map

    Quote, purchasing, delivery and collection: where margin is lost and how much.

  • Indicator dashboard

    Baseline BSC and OKR, with owners and targets.

  • 90-day roadmap

    Prioritized by ROI and effort, with the automation and AI opportunities that make sense.

First implementation phase (defined after the diagnosis)

Real costing model, data capture protocol and discipline, operational dashboard and AI governance manual.

Case · make-to-order industrial manufacturer

From quoting in 16 days to quoting in 2

Challenge

Fully manual processes across 3 shifts, inputs bought with no forecast or controlled price, and an owner trapped in operations.

Action

Five-year BSC with annual objectives, presales-to-aftersales processes with defined roles, and a strategic, tactical and operational dashboard.

Result Before After
On-time deliveries (OTIF)
Before
16%
After
96%
Quote time (days)
Before
16 days
After
2 days
Operating margin, cumulative
Before
11%
After
36%
Jun to Sep 2026, cumulative, in progress. No sustained result demonstrated yet; it will be measured at the end of December 2026.
Condition to move forward

We only move forward if there is an executive with authority and budget assigned to decide.

Frequently asked questions

How long does it take?
The Diagnosis takes 4 weeks: 3 of fieldwork and analysis, and 1 for the deliverable. Before that there is a free 60-minute Discovery.
What do I get?
A margin leak map, an indicator dashboard with baseline BSC and OKR, and a 90-day roadmap prioritized by ROI and effort.
What happens next?
The first implementation phase is defined after the diagnosis. It may include a real costing model, data capture protocol and discipline, an operational dashboard and an AI governance manual, with owners, targets and results tracking.

Let's start with a viability assessment

Free 60-minute Discovery. We move forward if there is an executive with authority and budget to decide, and a designated internal owner.

Book a Discovery
Download the summary for your case
Industry · Value-Leak (in Spanish)PDF ↓