Document Template

Warehouse Operations Report

A structured template for operational analysis engagements — covering current state assessment, blocker identification, target operating model, and phased implementation roadmap.

ℹ️ This is a templated sample. All content in [brackets] or shown in dashed boxes should be replaced with client-specific information. Interested in a customised version? Get in touch.

Section 1

Executive Summary

[Client name] operates a [B2B/B2C/mixed] e-commerce operation with [X] orders per day. This report identifies critical operational blockers and presents a phased improvement plan targeting a [X]% reduction in manual processing overhead.

Current state: [X] manual hours per day across back-office and warehouse teams. Target state: [X] minutes of manual intervention per day through automation and system integration.

Section 2

Current State — Back Office Blockers

ID	Blocker	Impact	Priority
B-01	[Blocker description]	[Daily time lost / error rate]	High
B-02	[Blocker description]	[Daily time lost / error rate]	High
B-03	[Blocker description]	[Daily time lost / error rate]	Medium

Section 3

Current State — Warehouse Blockers

ID	Blocker	Impact	Priority
W-01	[Blocker description]	[Daily time lost]	High
W-02	[Blocker description]	[Daily time lost]	High
W-03	[Blocker description]	[Daily time lost]	Medium

Section 4

Target Operating Model

[Describe the end-state system architecture — which platforms integrate, how orders flow from placement to dispatch, and what is automated vs human-managed.]

Recommended systems: [e.g. SmartBill for invoicing/stock, WMS platform for warehouse, courier API for AWB automation]

Section 5

Implementation Roadmap

Phase	Focus	Timeline	Est. Cost
Phase 1	Foundation — system selection & data migration	Weeks 1–4	[€X]
Phase 2	Warehouse — locations, scanning, pick process	Weeks 5–8	[€X]
Phase 3	Automation — AWB, invoicing, stock sync	Weeks 9–12	[€X]
Phase 4	Reporting — dashboards, KPIs, staff training	Weeks 13–16	[€X]

← Back to portfolio