NorthBridge Logistics — Ops Visibility & Exception Management MVP

1. Case summary

Case name: NorthBridge Logistics — Ops Visibility & Exception Management MVP
Client / project: NorthBridge Logistics
Created date: March 26, 2026
Current stage: Discovery → Plan (pending MVP definition)
Status: Active

2. Raw input

Discovery / intake transcript (March 26, 2026) — participants: Laura Kim (COO), Daniel Ortiz (Ops), Priya Shah (Finance), Jennifer Salazar Duke (External Strategist).

Key signals captured:

Growth created operational complexity across inbound, dispatch, and B2B fulfillment.
Pain points: order status visibility, cross-team handoffs, weekly reporting misalignment.
Current tooling is fragmented: WMS, WhatsApp, shared spreadsheet, Slack/voice notes, invoicing.
Finance lacks early visibility into cost-impacting exceptions (storage, failed delivery, reroutes, packaging).
Prior attempt at “one master spreadsheet” failed due to high manual burden.
Client does not want to jump to “new platform” or AI first; wants workflow clarity and smallest useful solution.
Timeline pressures: new retailer partnership in ~10 weeks; quarter-end in ~6 weeks.
Constraints: limited team capacity, budget not fully approved, change fatigue.

3. Structured draft

Project summary

NorthBridge needs an MVP that creates a single operational view of orders and exceptions across fragmented systems, improves ownership and handoffs, and gives finance earlier visibility into cost-impacting exception events. The work should start with process clarity and lightweight structure, not a large platform replacement.