Pereira Legacy Software Solutions
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USE CASES

Digital solution use cases

Explore business challenges and possible approaches. These illustrative examples do not present applications, clients or project results.

USE CASES

Solutions for real business challenges.

Explore where process consulting and digital solutions can support your business. Each approach is tailored to existing data, rules and tools.

01Data & decisions

Interactive dashboards

Turn scattered information into a useful management view.

A possible approach

Connect data from different sources, define indicators and enable exploration by period, team, customer or product through interactive analytical dashboards.

What it enables

Explore trends, investigate variances and monitor the business using shared calculation rules.

Required information and rules

Data sources, periods, calculation rules, filters and update frequency.

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02Demand & capacity

Order and production planning

Balance deadlines, priorities, capacity and material availability.

A possible approach

Analyse orders and operational data to build planning scenarios, identify constraints and support priority reviews.

What it enables

Compare alternatives and understand the impact of changes before confirming the plan.

Required information and rules

Orders, deadlines, priorities, effective capacity and material availability.

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03Documents & finance

Document processing assistants

Reduce repetitive reading, checking and data entry.

A possible approach

Extract data from receipts, bank statements and supplier invoices; suggest matches and flag discrepancies for review.

What it enables

Support reconciliation and document checks, with traceability and human validation before financial actions.

Required information and rules

Sample documents, fields to extract, matching rules and human checks.

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04Customers & sales

Sales management platforms

Maintain continuity in the management of customers, opportunities and proposals.

A possible approach

Organise contacts, activities, proposals, commercial terms and next steps, connecting information to existing systems where possible.

What it enables

Share the status of commercial relationships and track opportunities and commitments.

Required information and rules

Contacts, proposals, commercial terms, status and follow-up responsibilities.

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05People & prevention

HR and Occupational Safety management

Coordinate people and prevention processes with clear information and responsibilities.

A possible approach

Structure requests and approvals, training, documentation, protective equipment and safety actions, with role-based access.

What it enables

Track deadlines and tasks, preserve history and make information available to authorised people.

Required information and rules

Requests, deadlines, approval rules and role-appropriate permissions.

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06Costs & margins

Costing and quotation assistants

Build consistent estimates and understand the drivers of cost.

A possible approach

Connect materials, consumption, operations and calculation rules; prepare scenarios and proposals with explicit assumptions and traceable versions.

What it enables

Compare alternatives and support pricing decisions with a verifiable cost basis.

Required information and rules

Materials, consumption, operations, calculation assumptions and versions to compare.

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07Operations & materials

Production optimisation and waste reduction

Make better use of materials and capacity within real production constraints.

A possible approach

Combine planning, sequencing and cutting optimisation. For polyurethane foam cutting, for example, assess part layouts, block availability and machine constraints.

What it enables

Compare material utilisation and plan feasibility before validating execution.

Required information and rules

Part and material dimensions, availability, machine constraints and feasibility criteria.

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These cases illustrate areas of application. Scope and results depend on diagnosis and implementation in each business.

PRACTICAL SCENARIOS

Do any of these challenges sound familiar?

Choose a process to explore how it could evolve. These are illustrative examples, not client projects or promises of results.

Approvals by email

Today

  1. Send a request by email
  2. Exchange messages and attachments
  3. Search for the final approval

A possible solution

  1. Record requests in one place
  2. Route them to the responsible person
  3. Make status and history accessible
What could change

A clear workflow, with defined responsibilities and less time spent searching for information.

Manually prepared reports

Today

  1. Export data from several systems
  2. Reconcile spreadsheets and versions
  3. Prepare the report for the meeting

A possible solution

  1. Collect data from agreed sources
  2. Apply validated calculation rules
  3. View indicators in a dashboard
What could change

More consistent information and less repetitive preparation work.

Planning across Excel and ERP

Today

  1. Check orders in the ERP
  2. Plan in a separate spreadsheet
  3. Communicate changes by email

A possible solution

  1. Connect orders and planning
  2. Validate priorities and constraints
  3. Share changes and track progress
What could change

A shared view of planning, tailored to the real rules of your operation.