RULESproblems caught and owned the day they happen

Catch exceptions the same day they post.

You decide once what counts as a problem, like margin slipping below floor or volume falling off a vendor. From then on, the accounts that cross that line are caught the day it happens and handed to an owner with a deadline, so they get fixed while it is still cheap to fix them.

Nothing waits for the monthly review.

The moment a problem appears, it is already flagged, assigned, and in front of the person who can fix it, with finance kept in the loop.

NS
NetSuite
source
Live DB
synced continuously
RULEVolume & margin watch
LIVE
BRANCHES
  • Volume spike≥ 70% above 3-month baseline
    CRITICAL
  • Volume watch≥ 40% above 3-month baseline
    WARNING
  • Margin erosiongross margin below floor
    WARNING
REACTIONS
  • Assign taskAccount owner · 2 business days
  • Send notificationAccount owner + finance · in-app, email
CRITICAL
Volume spike
≥ 70% above 3-month baseline
WARNING
Volume watch
≥ 40% above 3-month baseline
WARNING
Margin erosion
gross margin below floor
Task
assigned to account owner
Due in 2 business days · deep-linked to transactions
Notification
owner + finance
In-app and email · carries % deviation

Nothing falls through, and you can prove what happened.

Every problem has an owner and a clock. If it stalls, it escalates on its own. And when an auditor or a customer asks what happened, there is a clean record of who did what and when.

RULE
Shipment exceeds contract SLA by > 2 days
OWNER WINDOW · 48H
ESCALATED TO MANAGER
STALE · IN MONTH-END REVIEW
MonApr 13
TueApr 14
WedApr 15
ThuApr 16
FriApr 17
SatApr 18
SunApr 19
MonApr 20
TueApr 21
WedApr 22
ISSUE OPEN
TASK ROUTED
ESCALATE
STALE
RESOLVED
ISSUE OPEN

Rule fires when the shipment posts. An issue opens at warning severity with a link to the underlying record.

TASK ROUTED

A task lands in Maria's queue with a 2-day deadline and the linked shipment.

ESCALATE

Task crosses 48h unresolved. The issue escalates to Devin Park, Logistics Manager. Maria stays assigned.

STALE

Past 96h. The issue is added to the Friday operations review and the month-end stale-issue report.

RESOLVED

Maria files a claim with the carrier and resolves with reason 'carrier delay'. The audit log records the rule version that fired.

Know a rule is right before you rely on it

Before you trust a rule, you can see exactly what it would have caught over the past year. You turn it on knowing it will flag the real problems and leave the rest alone, so the team trusts the alerts instead of tuning them out.

The people who own the numbers write and adjust these checks themselves. The rules keep up with how the business actually runs, instead of waiting in a backlog for someone else to change them.

Stop letting problems wait for the monthly review.

The issues that used to surface weeks later at the review get handled the day they happen, by the person who can actually fix them.