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    The Edgerton deliverable

    Northwind Distribution Co.

    Explore the company, then look closer at a person, machine or procedure. Every company and person here is fictional. Every figure is example data.
    Edgerton / Sample assessment

    Fictional sample assessment

    automatededge
    Edgerton assessment report

    Prepared for Northwind Distribution Co. From you

    Northwind sample report: where the time goes, and the agents that could give some of it back

    Northwind's 33 people spend about 62 hours a week, more than one and a half people's working weeks, on twelve repeated procedures that mostly move information from one program to another. Ten read-only agents could take an estimated 27 to 39 of those hours.

    Assessment window10 business daysObserved
    Sample scope33 people · 34 machines · 4 teamsSites: Main officeObserved
    Prepared byAutomated Edge
    62 h/wkspent on twelve repeated procedures todayObserved
    27 to 39 h/wkten agents could take, by reading and preparingEstimate
    1,448/wktimes information is copied by hand between programsObserved
    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.Cover
    automatededge
    Edgerton / Assessment

    The current picture

    People carry the information between programs.

    Nobody here is doing a bad job. The programs do not talk to each other, so people carry the information between them.

    F1Observed

    People are the connection between the programs.

    Information is copied by hand from one program to another 1,448 times a week.

    Copy-and-paste events between programs, counted across 34 computers: how many, and from which program to which.Explore the record ↗
    F2Observed

    Quiet stretches are short.

    The average person changes windows 121 times a day. A typical uninterrupted stretch lasts 6 minutes.

    Window changes and active time per computer. Sales is highest at 150 a day.Explore the record ↗
    F3Observed

    Twelve procedures take more than one and a half people's working weeks.

    The repeated procedures in the catalogue add up to about 62 hours a week. Quotes alone take 11.

    Runs per week multiplied by the typical minutes per run, for each procedure.Explore the record ↗
    F4Observed

    The same check is done nine different ways.

    Nine people in Operations run the same shipment check 64 times a week, across three different trackers.

    The same procedure seen on nine computers. Three shipment trackers and two PDF tools are all in daily use.Explore the record ↗
    F5Observed

    Nearly half the day is email and documents.

    48% of active time is in email, messaging, spreadsheets and documents.

    Share of active time by kind of program: email and messaging 27%, spreadsheets and documents 21%.Explore the record ↗
    F6Observed

    One person holds the carrier setup.

    Setting up a new carrier was done by a single coordinator. If that person is out, it waits.

    Procedure seen on one computer only during the 10 days.Explore the record ↗
    F7Observed

    Approvals pile up at the end of the day.

    Load sign-offs wait on two managers and bunch up between 4pm and 5pm. 12% of time in email falls after 6pm.

    Approval procedure seen 41 times a week on two computers, by hour of day. Email program activity by hour.Explore the record ↗
    F8Observed From you

    More programs than anyone signed off on.

    41 programs are in use. 28 are on Northwind's official list; 13 are not.

    Programs seen in use, compared with the list Northwind gave us.Explore the record ↗

    Share of active time.

    Observed
    Email and messaging
    27%
    Transport system
    23%
    Spreadsheets and documents
    21%
    Websites and online tools
    12%
    Meetings
    9%
    Setup and behind-the-scenes
    8%

    Share of active time across all 34 computers.

    Where information is copied by hand.

    Observed

    1,448 copies a week. Four of the six arrows start or end in a spreadsheet. The spreadsheet is the glue between email, the tracking sites and the transport system.

    Email → Spreadsheet410 / wk
    Spreadsheet → Transport system288 / wk
    Carrier tracking sites → Spreadsheet244 / wk
    Transport system → Email198 / wk
    PDF → Transport system176 / wk
    Spreadsheet → QuickBooks132 / wk

    1,007 inside named procedures; 441 outside them.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.01
    automatededge
    Edgerton / Assessment

    Who does the work

    Teams. Different rhythms.

    Shown by team and by person. Person records describe the work, not the person: the aim is to fix procedures, not to score people.

    The strips show relative activity by hour, not contracted hours. 0 to 1, where 1 is that team's busiest hour. Observed

    Sales

    12 people · 12 machines Observed

    Building quotes. Slow start, busiest 9 to 11am and again at 2pm.

    7am5pm

    Operations

    10 people · 10 machines Observed

    Coordinating loads. First in and last out. Busy from 8am, still working at 5pm.

    7am5pm

    Finance

    7 people · 7 machines Observed

    Invoicing and payments. The steadiest day. Busiest late morning, mostly done by 4pm.

    7am5pm

    Owners

    4 people · 5 machines Observed

    Approving and overseeing. Spread thin all day: 14 hours a week in meetings, twice the company average.

    7am5pm
    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.02
    automatededge
    Edgerton / Assessment

    Your procedures

    Name the repeated work.

    These are the recurring jobs counted in the assessment. Shared procedures are counted once; each person's share appears inside the record.

    12 procedures · 62.4 hours a week · 249 hours a month Observed
    S01 · SalesQuote from an emailed request47 runs / wk · 11 h / wk
    47 / week188 / month
    14 min / run11 h / week · 43.9 h / month
    4 copies / run188 copies / week

    Observed Observed runs and median minutes; month = 4 working weeks.

    Steps observed

    1. findRead the quote requestOutlook
    2. findLook up the lane's past loadsTransport system
    3. findCheck the rate spreadsheetExcel
    4. prepareWork out the marginExcel
    5. enterEnter the quoteTransport system
    6. sendReply to the customerOutlook

    Systems touched

    Excel · Outlook · Transport system

    Who does it

    • 6 of 47 runs / wk
    • 5 of 47 runs / wk
    • 5 of 47 runs / wk
    • 5 of 47 runs / wk
    • 4 of 47 runs / wk
    • 4 of 47 runs / wk
    • 4 of 47 runs / wk
    • 4 of 47 runs / wk
    • 6 of 47 runs / wk
    • 4 of 47 runs / wk

    Where it breaks

    • The same customer, lane and weight are typed three times: email to spreadsheet to transport system.
    • Every rep keeps a slightly different margin spreadsheet; four versions were in use.

    Proposed agent

    Quote Prep · Gathers everything a rep needs to price a quote.

    Stays with people: Setting the price, entering the quote, replying.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    S02 · OperationsShipment status check64 runs / wk · 6.4 h / wk
    64 / week256 / month
    6 min / run6.4 h / week · 25.6 h / month
    3 copies / run192 copies / week

    Observed Observed runs and median minutes; month = 4 working weeks.

    Steps observed

    1. findOpen each carrier's tracking siteCarrier tracking sites
    2. prepareCopy the status into the tracking sheetExcel
    3. sendEmail the updateOutlook

    Systems touched

    Carrier tracking sites · Excel · Outlook

    Who does it

    • 7 of 64 runs / wk
    • 7 of 64 runs / wk
    • 7 of 64 runs / wk
    • 7 of 64 runs / wk
    • 8 of 64 runs / wk
    • 8 of 64 runs / wk
    • 8 of 64 runs / wk
    • 6 of 64 runs / wk
    • 6 of 64 runs / wk

    Where it breaks

    • Nine people run it, each their own way, across three different trackers.
    • There is no shared list of which shipments were already checked, so some are checked twice.

    Proposed agent

    Shipment Watch · Checks every open shipment and lists the ones that need attention.

    Stays with people: Deciding what to do about a late load; sending the customer update.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    S03 · OperationsNew load entry from emailed paperwork38 runs / wk · 7 h / wk
    38 / week152 / month
    11 min / run7 h / week · 27.9 h / month
    5 copies / run190 copies / week

    Observed Observed runs and median minutes; month = 4 working weeks.

    Steps observed

    1. findOpen the load emailOutlook
    2. findOpen the PDF attachmentPDF reader
    3. enterType the load into the transport systemTransport system

    Systems touched

    Outlook · PDF reader · Transport system

    Who does it

    • 3 of 38 runs / wk
    • 7 of 38 runs / wk
    • 6 of 38 runs / wk
    • 6 of 38 runs / wk
    • 6 of 38 runs / wk
    • 5 of 38 runs / wk
    • 5 of 38 runs / wk

    Where it breaks

    • About 1 in 6 loads was opened again for correction within the hour.
    • Two PDF readers are in use for the same job.

    Proposed agent

    Load Reader · Reads emailed load paperwork and lays it out in the order the transport system asks for it.

    Stays with people: Typing the load into the transport system.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    S04 · OperationsCustomer status update31 runs / wk · 4.7 h / wk
    31 / week124 / month
    9 min / run4.7 h / week · 18.6 h / month
    3 copies / run93 copies / week

    Observed Observed runs and median minutes; month = 4 working weeks.

    Steps observed

    1. findPull the day's loads for the customerTransport system
    2. prepareLay them out in a spreadsheetExcel
    3. sendPaste into an email and sendOutlook

    Systems touched

    Excel · Outlook · Transport system

    Who does it

    • 5 of 31 runs / wk
    • 5 of 31 runs / wk
    • 5 of 31 runs / wk
    • 8 of 31 runs / wk
    • 8 of 31 runs / wk

    Where it breaks

    • Built from scratch each time; no template was seen in use.

    Proposed agent

    Status Writer · Drafts each customer's status update from the transport system.

    Stays with people: Checking the draft and sending it.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    S05 · FinanceInvoice-to-books matching22 runs / wk · 6.6 h / wk
    22 / week88 / month
    18 min / run6.6 h / week · 26.4 h / month
    4 copies / run88 copies / week

    Observed Observed runs and median minutes; month = 4 working weeks.

    Steps observed

    1. findOpen the invoice spreadsheetExcel
    2. findFind the matching record in the booksQuickBooks
    3. prepareCompare amounts and referencesExcel
    4. enterPost the matchQuickBooks

    Systems touched

    Excel · QuickBooks

    Who does it

    • 6 of 22 runs / wk
    • 6 of 22 runs / wk
    • 5 of 22 runs / wk
    • 5 of 22 runs / wk

    Where it breaks

    • 18 minutes a run, 22 times a week.
    • Mismatches are chased by email with no shared tracker.

    Proposed agent

    Books Checker · Compares invoices and month-end balances with the books and lists what doesn't match.

    Stays with people: Resolving exceptions and posting to QuickBooks.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    S06 · SalesReplying to customer order and delivery questions90 runs / wk · 7.5 h / wk
    90 / week360 / month
    5 min / run7.5 h / week · 30 h / month
    1 copies / run90 copies / week

    Observed Observed runs and median minutes; month = 4 working weeks.

    Steps observed

    1. findRead the customer's questionOutlook
    2. findLook up the loadTransport system
    3. sendWrite and send the replyOutlook

    Systems touched

    Outlook · Transport system

    Who does it

    • 6 of 90 runs / wk
    • 6 of 90 runs / wk
    • 6 of 90 runs / wk
    • 6 of 90 runs / wk
    • 9 of 90 runs / wk
    • 9 of 90 runs / wk
    • 8 of 90 runs / wk
    • 8 of 90 runs / wk
    • 4 of 90 runs / wk
    • 6 of 90 runs / wk
    • 11 of 90 runs / wk
    • 11 of 90 runs / wk

    Where it breaks

    • The most frequent procedure in the company: 90 a week.
    • The answer is almost always a status that already sits in the transport system.

    Proposed agent

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Stays with people: Reading the draft and sending it.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    S07 · SalesCarrier rate check34 runs / wk · 4 h / wk
    34 / week136 / month
    7 min / run4 h / week · 15.9 h / month
    2 copies / run68 copies / week

    Observed Observed runs and median minutes; month = 4 working weeks.

    Steps observed

    1. findOpen two or three carrier rate sitesCarrier rate sites
    2. prepareNote the best rateExcel

    Systems touched

    Carrier rate sites · Excel

    Who does it

    • 6 of 34 runs / wk
    • 6 of 34 runs / wk
    • 6 of 34 runs / wk
    • 6 of 34 runs / wk
    • 5 of 34 runs / wk
    • 5 of 34 runs / wk

    Where it breaks

    • Rates are noted in personal spreadsheets, so the next rep checks again.

    Proposed agent

    Quote Prep · Gathers everything a rep needs to price a quote.

    Stays with people: Setting the price, entering the quote, replying.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    S08 · FinanceChasing overdue payments28 runs / wk · 3.7 h / wk
    28 / week112 / month
    8 min / run3.7 h / week · 14.9 h / month
    1 copies / run28 copies / week

    Observed Observed runs and median minutes; month = 4 working weeks.

    Steps observed

    1. findRun the aging reportQuickBooks
    2. prepareRebuild it in a spreadsheetExcel
    3. sendEmail each customerOutlook

    Systems touched

    Excel · Outlook · QuickBooks

    Who does it

    • 14 of 28 runs / wk
    • 14 of 28 runs / wk

    Where it breaks

    • The aging report is rebuilt in Excel each week even though it exists in QuickBooks.

    Proposed agent

    Collections List · Turns the aging report into a daily list of who to chase and why.

    Stays with people: Deciding who to chase, and sending.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    S09 · FinanceMonth-end catch-up9 runs / wk · 3.8 h / wk
    9 / week36 / month
    25 min / run3.8 h / week · 15 h / month
    6 copies / run54 copies / week

    Observed Observed runs and median minutes; month = 4 working weeks.

    Steps observed

    1. findExport balancesQuickBooks
    2. prepareReconcile in a workbookExcel
    3. enterPost adjustmentsQuickBooks

    Systems touched

    Excel · QuickBooks

    Who does it

    • 3 of 9 runs / wk
    • 4 of 9 runs / wk
    • 2 of 9 runs / wk

    Where it breaks

    • Six copies per run between the workbook and the books.

    Proposed agent

    Books Checker · Compares invoices and month-end balances with the books and lists what doesn't match.

    Stays with people: Resolving exceptions and posting to QuickBooks.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    S10 · OwnersLoad approval41 runs / wk · 2.7 h / wk
    41 / week164 / month
    4 min / run2.7 h / week · 10.9 h / month
    0 copies / run0 copies / week

    Observed Observed runs and median minutes; month = 4 working weeks.

    Steps observed

    1. findRead the approval requestOutlook or Teams
    2. findCheck the loadTransport system
    3. decideApprove or send backTransport system

    Systems touched

    Outlook or Teams · Transport system

    Who does it

    • 21 of 41 runs / wk
    • 20 of 41 runs / wk

    Where it breaks

    • Requests arrive by email, Teams and in person; there is no single queue.
    • More than half land between 4pm and 5pm, which pushes Operations into the evening.

    Proposed agent

    Approvals Queue · Collects loads waiting for sign-off through the day, so approvals stop piling up at 4pm.

    Stays with people: Every approval.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    S11 · OwnersReading the daily numbers18 runs / wk · 3.6 h / wk
    18 / week72 / month
    12 min / run3.6 h / week · 14.4 h / month
    0 copies / run0 copies / week

    Observed Observed runs and median minutes; month = 4 working weeks.

    Steps observed

    1. findOpen the transport system reportsTransport system
    2. findOpen the booksQuickBooks
    3. findScan the sales spreadsheetExcel

    Systems touched

    Excel · QuickBooks · Transport system

    Who does it

    • 5 of 18 runs / wk
    • 5 of 18 runs / wk
    • 4 of 18 runs / wk
    • 4 of 18 runs / wk

    Where it breaks

    • Three systems opened to answer one question: how did yesterday go?

    Proposed agent

    Owner's Brief · Puts yesterday's loads, sales and cash on one page.

    Stays with people: Deciding what to do about it.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    S12 · OperationsNew carrier setup2 runs / wk · 1.5 h / wk
    2 / week8 / month
    45 min / run1.5 h / week · 6 h / month
    8 copies / run16 copies / week

    Observed Observed runs and median minutes; month = 4 working weeks.

    Steps observed

    1. findRead the carrier's insurance and tax documentsPDF reader
    2. prepareTick the setup checklistExcel
    3. enterCreate the carrier in the transport systemTransport system
    4. enterCreate logins on the tracking sitesCarrier tracking sites

    Systems touched

    Carrier tracking sites · Excel · PDF reader · Transport system

    Who does it

    • 2 of 2 runs / wk

    Where it breaks

    • Only Luis Moreno was seen doing this. Two setups waited while he was out during the window.
    • The checklist lives in his own spreadsheet.

    Proposed agent

    Carrier Setup Checker · Reads a new carrier's documents and checks them against the setup checklist.

    Stays with people: Creating the carrier in the transport system and on the tracking sites.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.03
    automatededge
    Edgerton / Assessment

    The proposed agents

    One agent per job.

    An agent is suggested for a procedure when it repeats every week, part of it is finding and gathering information, and that information lives in a system we can connect. The agent does the finding and preparing. A person still makes the decision and makes any change. Procedures done by the same people from the same systems share one agent.

    A1

    Operations · proposed read-only agent

    Shipment Watch

    Checks every open shipment and lists the ones that need attention.

    Reads

    • Carrier tracking sitesBuilt with you
    • Transport systemBuilt with you

    Produces in Switchboard

    A shipment status list each morning and on request, late or stalled loads first.

    Stays with people

    Deciding what to do about a late load; sending the customer update.

    Procedures

    People it could help

    Estimate3.8–5.1 h / wkSee method ↗
    A2

    Operations · proposed read-only agent

    Status Writer

    Drafts each customer's status update from the transport system.

    Reads

    • Transport systemBuilt with you
    • Microsoft 365Standard connection

    Produces in Switchboard

    A drafted update per customer, ready to check and send.

    Stays with people

    Checking the draft and sending it.

    Procedures

    People it could help

    Estimate2.8–3.7 h / wkSee method ↗
    A3

    Sales · proposed read-only agent

    Quote Prep

    Gathers everything a rep needs to price a quote.

    Reads

    • Microsoft 365Standard connection
    • Transport systemBuilt with you
    • Carrier rate sitesBuilt with you

    Produces in Switchboard

    A one-page quote worksheet: the request, lane history, current carrier rates and the usual margin.

    Stays with people

    Setting the price, entering the quote, replying.

    Procedures

    People it could help

    Estimate5.7–8.7 h / wkSee method ↗
    A4

    Operations · proposed read-only agent

    Load Reader

    Reads emailed load paperwork and lays it out in the order the transport system asks for it.

    Reads

    • Microsoft 365Standard connection

    Produces in Switchboard

    A checked load sheet, with missing or inconsistent fields flagged.

    Stays with people

    Typing the load into the transport system.

    Procedures

    People it could help

    Estimate2.1–3.5 h / wkSee method ↗
    A5

    Finance · proposed read-only agent

    Books Checker

    Compares invoices and month-end balances with the books and lists what doesn't match.

    Reads

    • Microsoft 365Standard connection
    • QuickBooksExploring next

    Produces in Switchboard

    An exceptions list: what matches, and what needs a person.

    Stays with people

    Resolving exceptions and posting to QuickBooks.

    Procedures

    People it could help

    Estimate3.1–5.2 h / wkSee method ↗
    A6

    Owners · proposed read-only agent

    Approvals Queue

    Collects loads waiting for sign-off through the day, so approvals stop piling up at 4pm.

    Reads

    • Transport systemBuilt with you
    • Microsoft 365Standard connection

    Produces in Switchboard

    One running list of loads awaiting approval, oldest first, with the details needed to decide.

    Stays with people

    Every approval.

    Procedures

    People it could help

    EstimateNot sizedThe gain is timing, not time: approvals still need a manager. What changes is that they stop piling up at 4pm.See method ↗
    A7

    Sales · proposed read-only agent

    Reply Drafts

    Drafts answers to customer order and delivery questions from what the transport system already knows.

    Reads

    • Microsoft 365Standard connection
    • Transport systemBuilt with you

    Produces in Switchboard

    A drafted reply next to each question, with the load status it came from.

    Stays with people

    Reading the draft and sending it.

    Procedures

    People it could help

    Estimate4.5–6 h / wkSee method ↗
    A8

    Finance · proposed read-only agent

    Collections List

    Turns the aging report into a daily list of who to chase and why.

    Reads

    • QuickBooksExploring next

    Produces in Switchboard

    Who to contact today, what they owe, and a drafted reminder for each.

    Stays with people

    Deciding who to chase, and sending.

    Procedures

    People it could help

    Estimate2.2–3 h / wkSee method ↗
    A9

    Owners · proposed read-only agent

    Owner's Brief

    Puts yesterday's loads, sales and cash on one page.

    Reads

    • Transport systemBuilt with you
    • QuickBooksExploring next
    • Microsoft 365Standard connection

    Produces in Switchboard

    A one-page morning brief.

    Stays with people

    Deciding what to do about it.

    Procedures

    People it could help

    Estimate2.2–2.9 h / wkSee method ↗
    A10

    Operations · proposed read-only agent

    Carrier Setup Checker

    Reads a new carrier's documents and checks them against the setup checklist.

    Reads

    • Microsoft 365Standard connection

    Produces in Switchboard

    A completed checklist with gaps flagged, and the setup steps written down so anyone can follow them.

    Stays with people

    Creating the carrier in the transport system and on the tracking sites.

    Procedures

    People it could help

    Estimate0.4–0.8 h / wkSee method ↗
    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.04
    automatededge
    Edgerton / Assessment

    Systems and context

    Connect the sources. Teach the work.

    One connection does most of the work: six of the ten agents need the transport system.

    SystemWhat it holdsConnection statusNeeded by
    Microsoft 365Email, calendar, Excel, Teams, filesStandard connectionA connection we already support.8 agents
    Transport systemQuotes, loads, dispatch, statusBuilt with youNot a standard connection today. Scoped and built as a new integration. Six of the ten agents need it.6 agents
    QuickBooksInvoices, payments, the booksExploring nextNot available as a standard connection today. Timing confirmed in the proposal.3 agents
    Carrier tracking sitesShipment statusBuilt with youThree trackers in daily use. Two look straightforward; one older site needs checking first.1 agents
    Carrier rate sitesSpot ratesBuilt with youDepends on each site's terms and access. Checked before we commit.1 agents

    What each agent would need to read. Access, licensing and permissions are confirmed in the proposal.

    41 programs in use · 28 on the official list · 13 not on the list Observed From you

    How the system learns the business.

    An agent is only useful if it knows how Northwind works. The assessment is where that starts.

    1 / Connect

    Connect

    We connect the systems the agents need to read, with the access you agree.

    • Microsoft 365
    • The transport system
    • Carrier tracking and rate sites
    • QuickBooks, when available
    2 / Create the skills and context

    Create the skills and context

    We write down how each procedure is done and the business facts an agent needs, then check them with the people who do the work.

    • One skill for each of the 12 procedures in the catalogue: its steps, its systems, and what a good result looks like
    • Context: customers, carriers, lanes and the rate spreadsheet
    • The carrier setup steps, written down for the first time, so they no longer sit with Luis Moreno alone
    3 / Train

    Train

    We show each team its agents in Switchboard and how to make new ones by asking. We adjust the skills as people use them.

    • A session per team: Sales, Operations, Finance, Owners
    • Each team makes one agent of its own
    • Agents run on EdgeKeeper, the dedicated server we manage
    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.05–06
    automatededge
    Edgerton / Assessment

    Estimates / the business case

    Time back, with the method visible.

    Estimated time is capacity your team gets back, not guaranteed cash savings.

    Today Observed62.4 h / wk
    Agents could take Estimate27–39 h / wk
    Across 48 working weeks Estimate1,280–1,880 h / year
    AgentToday h/wkCould take h/wkYear hours
    Shipment Watch6.43.8–5.1180–250
    Status Writer4.72.8–3.7130–180
    Quote Prep14.95.7–8.7270–420
    Load Reader72.1–3.5100–170
    Books Checker10.33.1–5.2150–250
    Approvals Queue2.7Not sizedNot sized
    Reply Drafts7.54.5–6220–290
    Collections List3.72.2–3110–140
    Owner's Brief3.62.2–2.9100–140
    Carrier Setup Checker1.50.4–0.820–40
    Total62.427–391,280–1,880

    Estimate Value of time, not cash savings or ROI

    Current procedure time: $135,000 / year

    Proposed agent time back: $58,000–$85,000 / year

    All figures above use $45 an hour, a placeholder loaded hourly cost. Change it to your own rate. The proposal sets this against build and operating cost.

    Where the estimated time sits.

    Estimate

    Team ranges below sum the rounded ranges on each person’s card; small differences from the company range are rounding.

    Sales

    10.7–15.5 h / wk

    Operations

    8.7–11.9 h / wk

    Finance

    5.5–8.2 h / wk

    Owners

    2.2–2.8 h / wk

    The method

    1. For each procedure, multiply the runs a week by the typical minutes a run. That gives hours a week today.
    2. Classify each procedure by its last step. Read and report: the result is an update or reply a person sends. Read, then enter: the result is typed into a system. Decide: the result is an approval.
    3. Assume an agent takes 60% to 80% of a read-and-report procedure and 30% to 50% of a read-then-enter procedure. Decide procedures get no hours. The rest stays with a person: checking, deciding, entering and sending.
    4. Multiply by 48 working weeks for a year, and by $45 an hour for a value. Both are placeholders you can change.

    Not counted

    • Load approval (Approvals Queue): the gain is timing, not time.
    • 441 hand copies a week that happen outside the named procedures.
    • Time lost to constant window changes. It is real, but an agent does not fix it directly.
    • The entering and sending that stays with people: about 23 to 36 hours a week. Removing it means a build that writes to your systems, scoped with you and a business case.
    • Any cost. This is the value of time, not a return on investment. The proposal sets it against the cost to build and run.
    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.07
    automatededge
    Edgerton / Assessment

    What happens next

    Check the work together.

    1 / NEXT

    Walk through this report together

    We check the procedures and the numbers with the people who do the work.

    2 / NEXT

    Proposal

    Connections, agents, price and date, with the estimated time set against the cost.

    3 / NEXT

    Decide

    Go ahead, start smaller, or stop here. The report is yours to keep either way.

    How we measured

    10 business days across 34 computers. Workflow: programs, window titles, active time and screen context. No audio. Staff told in writing before anything ran.

    The measurement data is Northwind's. It is deleted five business days after this report is delivered.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.08

    Individual work patterns

    People behind the process.

    Choose a person to see their work, related machines and procedures, and the basis for any time estimate.

    33 of 33 people

    Person record From you

    Aisha Patel

    Account Executive · Sales

    Active / day Observed6.5 h
    Window changes / day Observed144
    Quiet stretch Observed4 min
    Usual hours Observed
    8:30am to 4:30pm
    After-hours activity Observed
    3%
    Meetings / week Observed
    7 h
    Procedure time / week Observed
    2.6 h

    Programs / active time Observed

    Outlook
    33%
    Excel
    26%
    Transport system
    19%
    Chrome
    9%
    Teams
    4%
    PDF reader
    9%

    Procedures / this person’s runs Observed

    • 6 of 47 runs / wk
    • 6 of 90 runs / wk
    • 6 of 34 runs / wk

    Machines Observed

    Agents that could help Estimate

    Quote Prep · Gathers everything a rep needs to price a quote.

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Estimate1.1–1.7 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine context

    A closer look at each machine.

    Choose a machine to see its assigned person, activity, applications and health context.

    34 of 34 machines

    Machine record Observed

    NW-SAL-01

    Desktop · Windows 11 Pro · Main office

    Active / day Observed6.5 h
    Idle share Observed19%
    After-hours share Observed3%
    Used by From you
    Usual hours Observed
    8:30am to 4:30pm
    Programs in use Observed
    9
    Health score Observed
    97

    Top programs Observed

    Outlook · Excel · Transport system

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Complete record appendix

    People and machines.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result. All supplied records appear here, independent of the selected view or search.

    People

    Person record / Appendix From you

    Aisha Patel

    Account Executive · Sales

    Active / day Observed6.5 h
    Window changes / day Observed144
    Quiet stretch Observed4 min
    Usual hours Observed
    8:30am to 4:30pm
    After-hours activity Observed
    3%
    Meetings / week Observed
    7 h
    Procedure time / week Observed
    2.6 h

    Programs / active time Observed

    Outlook
    33%
    Excel
    26%
    Transport system
    19%
    Chrome
    9%
    Teams
    4%
    PDF reader
    9%

    Procedures / this person’s runs Observed

    • 6 of 47 runs / wk
    • 6 of 90 runs / wk
    • 6 of 34 runs / wk

    Machines Observed

    Agents that could help Estimate

    Quote Prep · Gathers everything a rep needs to price a quote.

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Estimate1.1–1.7 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Ben Kowalski

    Account Executive · Sales

    Active / day Observed7.5 h
    Window changes / day Observed140
    Quiet stretch Observed4 min
    Usual hours Observed
    8am to 5pm
    After-hours activity Observed
    3%
    Meetings / week Observed
    6 h
    Procedure time / week Observed
    2.4 h

    Programs / active time Observed

    Outlook
    27%
    Excel
    23%
    Transport system
    23%
    Chrome
    14%
    Teams
    5%
    PDF reader
    8%

    Procedures / this person’s runs Observed

    • 5 of 47 runs / wk
    • 6 of 90 runs / wk
    • 6 of 34 runs / wk

    Machines Observed

    Agents that could help Estimate

    Quote Prep · Gathers everything a rep needs to price a quote.

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Estimate1.1–1.5 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Carmen Diaz

    Account Executive · Sales

    Active / day Observed8.1 h
    Window changes / day Observed155
    Quiet stretch Observed3 min
    Usual hours Observed
    8am to 5pm
    After-hours activity Observed
    5%
    Meetings / week Observed
    6 h
    Procedure time / week Observed
    2.4 h

    Programs / active time Observed

    Outlook
    28%
    Excel
    24%
    Transport system
    21%
    Chrome
    17%
    Teams
    5%
    PDF reader
    5%

    Procedures / this person’s runs Observed

    • 5 of 47 runs / wk
    • 6 of 90 runs / wk
    • 6 of 34 runs / wk

    Machines Observed

    Agents that could help Estimate

    Quote Prep · Gathers everything a rep needs to price a quote.

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Estimate1.1–1.5 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Derek Osei

    Account Executive · Sales

    Active / day Observed7.7 h
    Window changes / day Observed161
    Quiet stretch Observed3 min
    Usual hours Observed
    8:45am to 5:45pm
    After-hours activity Observed
    3%
    Meetings / week Observed
    6 h
    Procedure time / week Observed
    2.4 h

    Programs / active time Observed

    Outlook
    29%
    Excel
    24%
    Transport system
    18%
    Chrome
    17%
    Teams
    8%
    PDF reader
    4%

    Procedures / this person’s runs Observed

    • 5 of 47 runs / wk
    • 6 of 90 runs / wk
    • 6 of 34 runs / wk

    Machines Observed

    Agents that could help Estimate

    Quote Prep · Gathers everything a rep needs to price a quote.

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Estimate1.1–1.5 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Emily Tran

    Inside Sales Rep · Sales

    Active / day Observed7.9 h
    Window changes / day Observed129
    Quiet stretch Observed5 min
    Usual hours Observed
    8:15am to 4:30pm
    After-hours activity Observed
    1%
    Meetings / week Observed
    6 h
    Procedure time / week Observed
    1.7 h

    Programs / active time Observed

    Outlook
    27%
    Excel
    23%
    Transport system
    20%
    Chrome
    15%
    Teams
    10%
    PDF reader
    5%

    Procedures / this person’s runs Observed

    • 4 of 47 runs / wk
    • 9 of 90 runs / wk

    Machines Observed

    Agents that could help Estimate

    Quote Prep · Gathers everything a rep needs to price a quote.

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Estimate0.7–1.1 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Frank Russo

    Inside Sales Rep · Sales

    Active / day Observed7.4 h
    Window changes / day Observed158
    Quiet stretch Observed3 min
    Usual hours Observed
    8:15am to 4:30pm
    After-hours activity Observed
    2%
    Meetings / week Observed
    6 h
    Procedure time / week Observed
    1.7 h

    Programs / active time Observed

    Outlook
    31%
    Excel
    28%
    Transport system
    18%
    Chrome
    14%
    Teams
    6%
    PDF reader
    3%

    Procedures / this person’s runs Observed

    • 4 of 47 runs / wk
    • 9 of 90 runs / wk

    Machines Observed

    Agents that could help Estimate

    Quote Prep · Gathers everything a rep needs to price a quote.

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Estimate0.7–1.1 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Gina Alvarez

    Inside Sales Rep · Sales

    Active / day Observed7.9 h
    Window changes / day Observed134
    Quiet stretch Observed5 min
    Usual hours Observed
    8:15am to 5pm
    After-hours activity Observed
    3%
    Meetings / week Observed
    6 h
    Procedure time / week Observed
    1.6 h

    Programs / active time Observed

    Outlook
    28%
    Excel
    22%
    Transport system
    16%
    Chrome
    13%
    Teams
    10%
    PDF reader
    11%

    Procedures / this person’s runs Observed

    • 4 of 47 runs / wk
    • 8 of 90 runs / wk

    Machines Observed

    Agents that could help Estimate

    Quote Prep · Gathers everything a rep needs to price a quote.

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Estimate0.7–1 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Hassan Ali

    Inside Sales Rep · Sales

    Active / day Observed7.9 h
    Window changes / day Observed155
    Quiet stretch Observed3 min
    Usual hours Observed
    8am to 5:45pm
    After-hours activity Observed
    3%
    Meetings / week Observed
    6 h
    Procedure time / week Observed
    1.6 h

    Programs / active time Observed

    Outlook
    30%
    Excel
    20%
    Transport system
    19%
    Chrome
    13%
    Teams
    9%
    PDF reader
    9%

    Procedures / this person’s runs Observed

    • 4 of 47 runs / wk
    • 8 of 90 runs / wk

    Machines Observed

    Agents that could help Estimate

    Quote Prep · Gathers everything a rep needs to price a quote.

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Estimate0.7–1 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Irene Novak

    Senior Account Executive · Sales

    Active / day Observed6.5 h
    Window changes / day Observed147
    Quiet stretch Observed4 min
    Usual hours Observed
    8:30am to 4:30pm
    After-hours activity Observed
    3%
    Meetings / week Observed
    8 h
    Procedure time / week Observed
    2.3 h

    Programs / active time Observed

    Outlook
    29%
    Excel
    29%
    Transport system
    20%
    Chrome
    16%
    Teams
    4%
    PDF reader
    2%

    Procedures / this person’s runs Observed

    • 6 of 47 runs / wk
    • 4 of 90 runs / wk
    • 5 of 34 runs / wk

    Machines Observed

    Agents that could help Estimate

    Quote Prep · Gathers everything a rep needs to price a quote.

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Estimate1–1.4 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Jamal Brooks

    Account Executive · Sales

    Active / day Observed8.1 h
    Window changes / day Observed160
    Quiet stretch Observed3 min
    Usual hours Observed
    8:15am to 5:45pm
    After-hours activity Observed
    1%
    Meetings / week Observed
    6 h
    Procedure time / week Observed
    2 h

    Programs / active time Observed

    Outlook
    30%
    Excel
    22%
    Transport system
    18%
    Chrome
    17%
    Teams
    9%
    PDF reader
    4%

    Procedures / this person’s runs Observed

    • 4 of 47 runs / wk
    • 6 of 90 runs / wk
    • 5 of 34 runs / wk

    Machines Observed

    Agents that could help Estimate

    Quote Prep · Gathers everything a rep needs to price a quote.

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Estimate0.9–1.3 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Kira Svensson

    Sales Coordinator · Sales

    Active / day Observed7.6 h
    Window changes / day Observed161
    Quiet stretch Observed3 min
    Usual hours Observed
    8:15am to 5pm
    After-hours activity Observed
    5%
    Meetings / week Observed
    6 h
    Procedure time / week Observed
    1.8 h

    Programs / active time Observed

    Transport system
    27%
    Outlook
    24%
    Excel
    18%
    Carrier tracking sites
    14%
    Teams
    10%
    PDF reader
    7%

    Procedures / this person’s runs Observed

    • 5 of 38 runs / wk
    • 11 of 90 runs / wk

    Machines Observed

    Agents that could help Estimate

    Load Reader · Reads emailed load paperwork and lays it out in the order the transport system asks for it.

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Estimate0.8–1.2 h / week backSee estimate method ↗

    Sales title, but most of the day is load coordination.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Leo Martins

    Sales Coordinator · Sales

    Active / day Observed6.9 h
    Window changes / day Observed156
    Quiet stretch Observed3 min
    Usual hours Observed
    8am to 4:30pm
    After-hours activity Observed
    4%
    Meetings / week Observed
    6 h
    Procedure time / week Observed
    1.8 h

    Programs / active time Observed

    Transport system
    27%
    Outlook
    24%
    Excel
    18%
    Carrier tracking sites
    14%
    Teams
    10%
    PDF reader
    7%

    Procedures / this person’s runs Observed

    • 5 of 38 runs / wk
    • 11 of 90 runs / wk

    Machines Observed

    Agents that could help Estimate

    Load Reader · Reads emailed load paperwork and lays it out in the order the transport system asks for it.

    Reply Drafts · Drafts answers to customer order and delivery questions from what the transport system already knows.

    Estimate0.8–1.2 h / week backSee estimate method ↗

    Sales title, but most of the day is load coordination.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Luis Moreno

    Carrier Relations Coordinator · Operations

    Active / day Observed7.1 h
    Window changes / day Observed134
    Quiet stretch Observed5 min
    Usual hours Observed
    7:30am to 5:15pm
    After-hours activity Observed
    4%
    Meetings / week Observed
    5 h
    Procedure time / week Observed
    2 h

    Programs / active time Observed

    Transport system
    29%
    Outlook
    25%
    Carrier tracking sites
    13%
    Excel
    17%
    PDF reader
    6%
    Teams
    10%

    Procedures / this person’s runs Observed

    • 3 of 38 runs / wk
    • 2 of 2 runs / wk

    Machines Observed

    Agents that could help Estimate

    Load Reader · Reads emailed load paperwork and lays it out in the order the transport system asks for it.

    Carrier Setup Checker · Reads a new carrier's documents and checks them against the setup checklist.

    Estimate0.6–1 h / week backSee estimate method ↗

    The only person seen setting up new carriers.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Maria Gonzalez

    Load Coordinator · Operations

    Active / day Observed8.1 h
    Window changes / day Observed113
    Quiet stretch Observed7 min
    Usual hours Observed
    6:45am to 5:45pm
    After-hours activity Observed
    8%
    Meetings / week Observed
    5 h
    Procedure time / week Observed
    2 h

    Programs / active time Observed

    Transport system
    25%
    Outlook
    17%
    Carrier tracking sites
    19%
    Excel
    21%
    PDF reader
    6%
    Teams
    12%

    Procedures / this person’s runs Observed

    • 7 of 64 runs / wk
    • 7 of 38 runs / wk

    Machines Observed

    Agents that could help Estimate

    Shipment Watch · Checks every open shipment and lists the ones that need attention.

    Load Reader · Reads emailed load paperwork and lays it out in the order the transport system asks for it.

    Estimate0.8–1.2 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Nate Fischer

    Load Coordinator · Operations

    Active / day Observed7.9 h
    Window changes / day Observed126
    Quiet stretch Observed6 min
    Usual hours Observed
    7am to 5:15pm
    After-hours activity Observed
    2%
    Meetings / week Observed
    5 h
    Procedure time / week Observed
    1.8 h

    Programs / active time Observed

    Transport system
    30%
    Outlook
    19%
    Carrier tracking sites
    14%
    Excel
    16%
    PDF reader
    11%
    Teams
    10%

    Procedures / this person’s runs Observed

    • 7 of 64 runs / wk
    • 6 of 38 runs / wk

    Machines Observed

    Agents that could help Estimate

    Shipment Watch · Checks every open shipment and lists the ones that need attention.

    Load Reader · Reads emailed load paperwork and lays it out in the order the transport system asks for it.

    Estimate0.8–1.1 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Olivia Reed

    Load Coordinator · Operations

    Active / day Observed7.1 h
    Window changes / day Observed149
    Quiet stretch Observed4 min
    Usual hours Observed
    7am to 5:45pm
    After-hours activity Observed
    10%
    Meetings / week Observed
    5 h
    Procedure time / week Observed
    1.8 h

    Programs / active time Observed

    Transport system
    26%
    Outlook
    20%
    Carrier tracking sites
    18%
    Excel
    16%
    PDF reader
    11%
    Teams
    9%

    Procedures / this person’s runs Observed

    • 7 of 64 runs / wk
    • 6 of 38 runs / wk

    Machines Observed

    Agents that could help Estimate

    Shipment Watch · Checks every open shipment and lists the ones that need attention.

    Load Reader · Reads emailed load paperwork and lays it out in the order the transport system asks for it.

    Estimate0.8–1.1 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Pedro Silva

    Load Coordinator · Operations

    Active / day Observed6.6 h
    Window changes / day Observed108
    Quiet stretch Observed7 min
    Usual hours Observed
    7am to 5:45pm
    After-hours activity Observed
    2%
    Meetings / week Observed
    5 h
    Procedure time / week Observed
    1.8 h

    Programs / active time Observed

    Transport system
    27%
    Outlook
    19%
    Carrier tracking sites
    19%
    Excel
    12%
    PDF reader
    12%
    Teams
    11%

    Procedures / this person’s runs Observed

    • 7 of 64 runs / wk
    • 6 of 38 runs / wk

    Machines Observed

    Agents that could help Estimate

    Shipment Watch · Checks every open shipment and lists the ones that need attention.

    Load Reader · Reads emailed load paperwork and lays it out in the order the transport system asks for it.

    Estimate0.8–1.1 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Quinn Harper

    Dispatch Coordinator · Operations

    Active / day Observed7.6 h
    Window changes / day Observed105
    Quiet stretch Observed7 min
    Usual hours Observed
    7am to 5:15pm
    After-hours activity Observed
    3%
    Meetings / week Observed
    4 h
    Procedure time / week Observed
    1.6 h

    Programs / active time Observed

    Transport system
    31%
    Outlook
    16%
    Carrier tracking sites
    21%
    Excel
    17%
    PDF reader
    10%
    Teams
    5%

    Procedures / this person’s runs Observed

    • 8 of 64 runs / wk
    • 5 of 31 runs / wk

    Machines Observed

    Agents that could help Estimate

    Shipment Watch · Checks every open shipment and lists the ones that need attention.

    Status Writer · Drafts each customer's status update from the transport system.

    Estimate0.9–1.2 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Rosa Kim

    Dispatch Coordinator · Operations

    Active / day Observed8 h
    Window changes / day Observed108
    Quiet stretch Observed7 min
    Usual hours Observed
    7:15am to 6:30pm
    After-hours activity Observed
    5%
    Meetings / week Observed
    5 h
    Procedure time / week Observed
    1.6 h

    Programs / active time Observed

    Transport system
    29%
    Outlook
    15%
    Carrier tracking sites
    20%
    Excel
    16%
    PDF reader
    10%
    Teams
    10%

    Procedures / this person’s runs Observed

    • 8 of 64 runs / wk
    • 5 of 31 runs / wk

    Machines Observed

    Agents that could help Estimate

    Shipment Watch · Checks every open shipment and lists the ones that need attention.

    Status Writer · Drafts each customer's status update from the transport system.

    Estimate0.9–1.2 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Sam Whitaker

    Dispatch Coordinator · Operations

    Active / day Observed7.3 h
    Window changes / day Observed117
    Quiet stretch Observed6 min
    Usual hours Observed
    7:15am to 5:15pm
    After-hours activity Observed
    8%
    Meetings / week Observed
    5 h
    Procedure time / week Observed
    1.6 h

    Programs / active time Observed

    Transport system
    32%
    Outlook
    20%
    Carrier tracking sites
    15%
    Excel
    14%
    PDF reader
    14%
    Teams
    5%

    Procedures / this person’s runs Observed

    • 8 of 64 runs / wk
    • 5 of 31 runs / wk

    Machines Observed

    Agents that could help Estimate

    Shipment Watch · Checks every open shipment and lists the ones that need attention.

    Status Writer · Drafts each customer's status update from the transport system.

    Estimate0.9–1.2 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Tariq Hussein

    Customer Service Coordinator · Operations

    Active / day Observed6.5 h
    Window changes / day Observed134
    Quiet stretch Observed5 min
    Usual hours Observed
    6:45am to 6pm
    After-hours activity Observed
    10%
    Meetings / week Observed
    5 h
    Procedure time / week Observed
    1.8 h

    Programs / active time Observed

    Transport system
    27%
    Outlook
    22%
    Carrier tracking sites
    19%
    Excel
    12%
    PDF reader
    9%
    Teams
    11%

    Procedures / this person’s runs Observed

    • 6 of 64 runs / wk
    • 8 of 31 runs / wk

    Machines Observed

    Agents that could help Estimate

    Shipment Watch · Checks every open shipment and lists the ones that need attention.

    Status Writer · Drafts each customer's status update from the transport system.

    Estimate1.1–1.4 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Uma Iyer

    Customer Service Coordinator · Operations

    Active / day Observed7.4 h
    Window changes / day Observed146
    Quiet stretch Observed4 min
    Usual hours Observed
    6:45am to 5:45pm
    After-hours activity Observed
    8%
    Meetings / week Observed
    5 h
    Procedure time / week Observed
    1.8 h

    Programs / active time Observed

    Transport system
    26%
    Outlook
    18%
    Carrier tracking sites
    20%
    Excel
    18%
    PDF reader
    12%
    Teams
    6%

    Procedures / this person’s runs Observed

    • 6 of 64 runs / wk
    • 8 of 31 runs / wk

    Machines Observed

    Agents that could help Estimate

    Shipment Watch · Checks every open shipment and lists the ones that need attention.

    Status Writer · Drafts each customer's status update from the transport system.

    Estimate1.1–1.4 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Grace Lin

    Controller · Finance

    Active / day Observed7 h
    Window changes / day Observed79
    Quiet stretch Observed10 min
    Usual hours Observed
    8am to 4:45pm
    After-hours activity Observed
    3%
    Meetings / week Observed
    6 h
    Procedure time / week Observed
    1.2 h

    Programs / active time Observed

    QuickBooks
    28%
    Excel
    30%
    Outlook
    21%
    Chrome
    7%
    PDF reader
    9%
    Teams
    5%

    Procedures / this person’s runs Observed

    • 3 of 9 runs / wk

    Machines Observed

    Agents that could help Estimate

    Books Checker · Compares invoices and month-end balances with the books and lists what doesn't match.

    Estimate0.4–0.6 h / week backSee estimate method ↗

    Runs month-end with Adam Novak and Xavier Dubois.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Victor Chen

    Accounts Receivable Specialist · Finance

    Active / day Observed6.9 h
    Window changes / day Observed84
    Quiet stretch Observed9 min
    Usual hours Observed
    8:15am to 4:30pm
    After-hours activity Observed
    4%
    Meetings / week Observed
    4 h
    Procedure time / week Observed
    3.7 h

    Programs / active time Observed

    QuickBooks
    32%
    Excel
    26%
    Outlook
    15%
    Chrome
    12%
    PDF reader
    12%
    Teams
    3%

    Procedures / this person’s runs Observed

    • 6 of 22 runs / wk
    • 14 of 28 runs / wk

    Machines Observed

    Agents that could help Estimate

    Books Checker · Compares invoices and month-end balances with the books and lists what doesn't match.

    Collections List · Turns the aging report into a daily list of who to chase and why.

    Estimate1.7–2.4 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Wendy Park

    Accounts Receivable Specialist · Finance

    Active / day Observed6.6 h
    Window changes / day Observed77
    Quiet stretch Observed10 min
    Usual hours Observed
    8am to 4pm
    After-hours activity Observed
    4%
    Meetings / week Observed
    4 h
    Procedure time / week Observed
    3.7 h

    Programs / active time Observed

    QuickBooks
    32%
    Excel
    26%
    Outlook
    12%
    Chrome
    10%
    PDF reader
    9%
    Teams
    11%

    Procedures / this person’s runs Observed

    • 6 of 22 runs / wk
    • 14 of 28 runs / wk

    Machines Observed

    Agents that could help Estimate

    Books Checker · Compares invoices and month-end balances with the books and lists what doesn't match.

    Collections List · Turns the aging report into a daily list of who to chase and why.

    Estimate1.7–2.4 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Xavier Dubois

    Accounts Payable Specialist · Finance

    Active / day Observed8 h
    Window changes / day Observed110
    Quiet stretch Observed7 min
    Usual hours Observed
    8:30am to 5:15pm
    After-hours activity Observed
    5%
    Meetings / week Observed
    4 h
    Procedure time / week Observed
    0.8 h

    Programs / active time Observed

    QuickBooks
    29%
    Excel
    28%
    Outlook
    13%
    Chrome
    13%
    PDF reader
    12%
    Teams
    5%

    Procedures / this person’s runs Observed

    • 2 of 9 runs / wk

    Machines Observed

    Agents that could help Estimate

    Books Checker · Compares invoices and month-end balances with the books and lists what doesn't match.

    Estimate0.2–0.4 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Yara Haddad

    Billing Specialist · Finance

    Active / day Observed8.1 h
    Window changes / day Observed118
    Quiet stretch Observed6 min
    Usual hours Observed
    8:30am to 4:30pm
    After-hours activity Observed
    2%
    Meetings / week Observed
    4 h
    Procedure time / week Observed
    1.5 h

    Programs / active time Observed

    QuickBooks
    30%
    Excel
    25%
    Outlook
    16%
    Chrome
    12%
    PDF reader
    6%
    Teams
    11%

    Procedures / this person’s runs Observed

    • 5 of 22 runs / wk

    Machines Observed

    Agents that could help Estimate

    Books Checker · Compares invoices and month-end balances with the books and lists what doesn't match.

    Estimate0.5–0.8 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Zoe Mitchell

    Billing Specialist · Finance

    Active / day Observed7.2 h
    Window changes / day Observed102
    Quiet stretch Observed8 min
    Usual hours Observed
    8am to 4:45pm
    After-hours activity Observed
    5%
    Meetings / week Observed
    4 h
    Procedure time / week Observed
    1.5 h

    Programs / active time Observed

    QuickBooks
    39%
    Excel
    23%
    Outlook
    17%
    Chrome
    7%
    PDF reader
    6%
    Teams
    8%

    Procedures / this person’s runs Observed

    • 5 of 22 runs / wk

    Machines Observed

    Agents that could help Estimate

    Books Checker · Compares invoices and month-end balances with the books and lists what doesn't match.

    Estimate0.5–0.8 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Adam Novak

    Staff Accountant · Finance

    Active / day Observed6.9 h
    Window changes / day Observed81
    Quiet stretch Observed9 min
    Usual hours Observed
    8am to 4:45pm
    After-hours activity Observed
    5%
    Meetings / week Observed
    4 h
    Procedure time / week Observed
    1.7 h

    Programs / active time Observed

    QuickBooks
    29%
    Excel
    22%
    Outlook
    16%
    Chrome
    14%
    PDF reader
    10%
    Teams
    9%

    Procedures / this person’s runs Observed

    • 4 of 9 runs / wk

    Machines Observed

    Agents that could help Estimate

    Books Checker · Compares invoices and month-end balances with the books and lists what doesn't match.

    Estimate0.5–0.8 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Dana Whitfield

    President · Owners

    Active / day Observed7.1 h
    Window changes / day Observed77
    Quiet stretch Observed10 min
    Usual hours Observed
    7:30am to 5:30pm
    After-hours activity Observed
    5%
    Meetings / week Observed
    16 h
    Procedure time / week Observed
    1 h

    Programs / active time Observed

    Outlook
    24%
    Teams
    18%
    Chrome
    18%
    Excel
    16%
    Transport system
    14%
    PowerPoint
    8%
    Other
    2%

    Procedures / this person’s runs Observed

    • 5 of 18 runs / wk

    Machines Observed

    Agents that could help Estimate

    Owner's Brief · Puts yesterday's loads, sales and cash on one page.

    Estimate0.6–0.8 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Marcus Ortega

    VP of Operations · Owners

    Active / day Observed7.8 h
    Window changes / day Observed98
    Quiet stretch Observed8 min
    Usual hours Observed
    8am to 6:15pm
    After-hours activity Observed
    12%
    Meetings / week Observed
    15 h
    Procedure time / week Observed
    2.4 h

    Programs / active time Observed

    Outlook
    25%
    Teams
    15%
    Chrome
    21%
    Excel
    19%
    Transport system
    7%
    PowerPoint
    5%
    Other
    8%

    Procedures / this person’s runs Observed

    • 21 of 41 runs / wk
    • 5 of 18 runs / wk

    Machines Observed

    Agents that could help Estimate

    Approvals Queue · Collects loads waiting for sign-off through the day, so approvals stop piling up at 4pm.

    Owner's Brief · Puts yesterday's loads, sales and cash on one page.

    Estimate0.6–0.8 h / week backSee estimate method ↗

    One of two people who approve loads.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Priya Raman

    Director of Sales · Owners

    Active / day Observed7.7 h
    Window changes / day Observed101
    Quiet stretch Observed8 min
    Usual hours Observed
    7:30am to 5:30pm
    After-hours activity Observed
    4%
    Meetings / week Observed
    13 h
    Procedure time / week Observed
    0.8 h

    Programs / active time Observed

    Outlook
    25%
    Teams
    20%
    Chrome
    17%
    Excel
    16%
    Transport system
    7%
    PowerPoint
    9%
    Other
    6%

    Procedures / this person’s runs Observed

    • 4 of 18 runs / wk

    Machines Observed

    Agents that could help Estimate

    Owner's Brief · Puts yesterday's loads, sales and cash on one page.

    Estimate0.5–0.6 h / week backSee estimate method ↗

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Person record / Appendix From you

    Tom Beckett

    General Manager · Owners

    Active / day Observed7.9 h
    Window changes / day Observed64
    Quiet stretch Observed11 min
    Usual hours Observed
    7:30am to 6:15pm
    After-hours activity Observed
    3%
    Meetings / week Observed
    12 h
    Procedure time / week Observed
    2.1 h

    Programs / active time Observed

    Outlook
    26%
    Teams
    21%
    Chrome
    20%
    Excel
    14%
    Transport system
    10%
    PowerPoint
    7%
    Other
    2%

    Procedures / this person’s runs Observed

    • 20 of 41 runs / wk
    • 4 of 18 runs / wk

    Machines Observed

    Agents that could help Estimate

    Approvals Queue · Collects loads waiting for sign-off through the day, so approvals stop piling up at 4pm.

    Owner's Brief · Puts yesterday's loads, sales and cash on one page.

    Estimate0.5–0.6 h / week backSee estimate method ↗

    One of two people who approve loads.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machines

    Machine record / Appendix Observed

    NW-SAL-01

    Desktop · Windows 11 Pro · Main office

    Active / day Observed6.5 h
    Idle share Observed19%
    After-hours share Observed3%
    Used by From you
    Usual hours Observed
    8:30am to 4:30pm
    Programs in use Observed
    9
    Health score Observed
    97

    Top programs Observed

    Outlook · Excel · Transport system

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-SAL-02

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.5 h
    Idle share Observed18%
    After-hours share Observed3%
    Used by From you
    Usual hours Observed
    8am to 5pm
    Programs in use Observed
    12
    Health score Observed
    96

    Top programs Observed

    Outlook · Excel · Transport system

    Programs outside official list ObservedFrom you

    • A free screen-capture tool

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    • 1 program not on Northwind's official list: A free screen-capture tool.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-SAL-03

    Desktop · Windows 11 Pro · Main office

    Active / day Observed8.1 h
    Idle share Observed22%
    After-hours share Observed5%
    Used by From you
    Usual hours Observed
    8am to 5pm
    Programs in use Observed
    11
    Health score Observed
    89

    Top programs Observed

    Outlook · Excel · Transport system

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches warnbackups goodservices good

    Risks / review needed Review needed

    • Security updates waiting more than 30 days.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-SAL-04

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.7 h
    Idle share Observed15%
    After-hours share Observed3%
    Used by From you
    Usual hours Observed
    8:45am to 5:45pm
    Programs in use Observed
    10
    Health score Observed
    96

    Top programs Observed

    Outlook · Excel · Transport system

    Programs outside official list ObservedFrom you

    • A second PDF editor

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    • 1 program not on Northwind's official list: A second PDF editor.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-SAL-05

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.9 h
    Idle share Observed16%
    After-hours share Observed1%
    Used by From you
    Usual hours Observed
    8:15am to 4:30pm
    Programs in use Observed
    12
    Health score Observed
    100

    Top programs Observed

    Outlook · Excel · Transport system

    Programs outside official list ObservedFrom you

    • A personal password manager

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    • 1 program not on Northwind's official list: A personal password manager.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-SAL-06

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.4 h
    Idle share Observed16%
    After-hours share Observed2%
    Used by From you
    Usual hours Observed
    8:15am to 4:30pm
    Programs in use Observed
    8
    Health score Observed
    91

    Top programs Observed

    Outlook · Excel · Transport system

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices warn

    Risks / review needed Review needed

    • The antivirus service stopped twice during the window.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-SAL-07

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.9 h
    Idle share Observed19%
    After-hours share Observed3%
    Used by From you
    Usual hours Observed
    8:15am to 5pm
    Programs in use Observed
    11
    Health score Observed
    97

    Top programs Observed

    Outlook · Excel · Transport system

    Programs outside official list ObservedFrom you

    • A browser extension for rate lookups

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    • 1 program not on Northwind's official list: A browser extension for rate lookups.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-SAL-08

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.9 h
    Idle share Observed19%
    After-hours share Observed3%
    Used by From you
    Usual hours Observed
    8am to 5:45pm
    Programs in use Observed
    8
    Health score Observed
    100

    Top programs Observed

    Outlook · Excel · Transport system

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-SAL-09

    Desktop · Windows 11 Pro · Main office

    Active / day Observed6.5 h
    Idle share Observed10%
    After-hours share Observed3%
    Used by From you
    Usual hours Observed
    8:30am to 4:30pm
    Programs in use Observed
    12
    Health score Observed
    100

    Top programs Observed

    Outlook · Excel · Transport system

    Programs outside official list ObservedFrom you

    • A desktop sticky-notes app

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    • 1 program not on Northwind's official list: A desktop sticky-notes app.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-SAL-10

    Desktop · Windows 11 Pro · Main office

    Active / day Observed8.1 h
    Idle share Observed15%
    After-hours share Observed1%
    Used by From you
    Usual hours Observed
    8:15am to 5:45pm
    Programs in use Observed
    9
    Health score Observed
    97

    Top programs Observed

    Outlook · Excel · Transport system

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-SAL-11

    Desktop · Windows 10 Pro · Main office

    Active / day Observed7.6 h
    Idle share Observed18%
    After-hours share Observed5%
    Used by From you
    Usual hours Observed
    8:15am to 5pm
    Programs in use Observed
    8
    Health score Observed
    72

    Top programs Observed

    Transport system · Outlook · Excel

    Programs outside official list ObservedFrom you

    • A personal chat app

    Health domains Observed

    disk goodperformance goodpatches criticalbackups goodservices good

    Risks / review needed Review needed

    • Runs Windows 10. Standard support ended in October 2025; check whether it is covered by extended security updates, or plan the upgrade.
    • 1 program not on Northwind's official list: A personal chat app.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-SAL-12

    Desktop · Windows 11 Pro · Main office

    Active / day Observed6.9 h
    Idle share Observed17%
    After-hours share Observed4%
    Used by From you
    Usual hours Observed
    8am to 4:30pm
    Programs in use Observed
    12
    Health score Observed
    Unknown

    Top programs Observed

    Transport system · Outlook · Excel

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk unknownperformance unknownpatches unknownbackups unknownservices unknown

    The health check was not switched on for this computer.

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-OPS-01

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.1 h
    Idle share Observed21%
    After-hours share Observed4%
    Used by From you
    Usual hours Observed
    7:30am to 5:15pm
    Programs in use Observed
    8
    Health score Observed
    99

    Top programs Observed

    Transport system · Outlook · Excel

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-OPS-02

    Desktop · Windows 11 Pro · Main office

    Active / day Observed8.1 h
    Idle share Observed22%
    After-hours share Observed8%
    Used by From you
    Usual hours Observed
    6:45am to 5:45pm
    Programs in use Observed
    10
    Health score Observed
    87

    Top programs Observed

    Transport system · Excel · Carrier tracking sites

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance warnpatches goodbackups goodservices good

    Risks / review needed Review needed

    • Memory is full for much of the day; the transport system is slow to respond.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-OPS-03

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.9 h
    Idle share Observed22%
    After-hours share Observed2%
    Used by From you
    Usual hours Observed
    7am to 5:15pm
    Programs in use Observed
    8
    Health score Observed
    97

    Top programs Observed

    Transport system · Outlook · Excel

    Programs outside official list ObservedFrom you

    • A second PDF editor

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    • 1 program not on Northwind's official list: A second PDF editor.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-OPS-04

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.1 h
    Idle share Observed22%
    After-hours share Observed10%
    Used by From you
    Usual hours Observed
    7am to 5:45pm
    Programs in use Observed
    8
    Health score Observed
    74

    Top programs Observed

    Transport system · Outlook · Carrier tracking sites

    Programs outside official list ObservedFrom you

    • A browser-based shipment tracker

    Health domains Observed

    disk criticalperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    • Less than 8% disk space left.
    • 1 program not on Northwind's official list: A browser-based shipment tracker.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-OPS-05

    Desktop · Windows 11 Pro · Main office

    Active / day Observed6.6 h
    Idle share Observed12%
    After-hours share Observed2%
    Used by From you
    Usual hours Observed
    7am to 5:45pm
    Programs in use Observed
    11
    Health score Observed
    96

    Top programs Observed

    Transport system · Outlook · Carrier tracking sites

    Programs outside official list ObservedFrom you

    • A personal file-sync app

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    • 1 program not on Northwind's official list: A personal file-sync app.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-OPS-06

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.6 h
    Idle share Observed14%
    After-hours share Observed3%
    Used by From you
    Usual hours Observed
    7am to 5:15pm
    Programs in use Observed
    13
    Health score Observed
    99

    Top programs Observed

    Transport system · Carrier tracking sites · Excel

    Programs outside official list ObservedFrom you

    • A browser-based shipment tracker

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    • 1 program not on Northwind's official list: A browser-based shipment tracker.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-OPS-07

    Desktop · Windows 11 Pro · Main office

    Active / day Observed8 h
    Idle share Observed17%
    After-hours share Observed5%
    Used by From you
    Usual hours Observed
    7:15am to 6:30pm
    Programs in use Observed
    8
    Health score Observed
    91

    Top programs Observed

    Transport system · Carrier tracking sites · Excel

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches warnbackups goodservices good

    Risks / review needed Review needed

    • Security updates waiting more than 30 days.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-OPS-08

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.3 h
    Idle share Observed9%
    After-hours share Observed8%
    Used by From you
    Usual hours Observed
    7:15am to 5:15pm
    Programs in use Observed
    12
    Health score Observed
    99

    Top programs Observed

    Transport system · Outlook · Carrier tracking sites

    Programs outside official list ObservedFrom you

    • A free file converter

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    • 1 program not on Northwind's official list: A free file converter.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-OPS-09

    Desktop · Windows 11 Pro · Main office

    Active / day Observed6.5 h
    Idle share Observed10%
    After-hours share Observed10%
    Used by From you
    Usual hours Observed
    6:45am to 6pm
    Programs in use Observed
    13
    Health score Observed
    100

    Top programs Observed

    Transport system · Outlook · Carrier tracking sites

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-OPS-10

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.4 h
    Idle share Observed20%
    After-hours share Observed8%
    Used by From you
    Usual hours Observed
    6:45am to 5:45pm
    Programs in use Observed
    8
    Health score Observed
    Unknown

    Top programs Observed

    Transport system · Carrier tracking sites · Outlook

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk unknownperformance unknownpatches unknownbackups unknownservices unknown

    The health check was not switched on for this computer.

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-FIN-01

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7 h
    Idle share Observed17%
    After-hours share Observed3%
    Used by From you
    Usual hours Observed
    8am to 4:45pm
    Programs in use Observed
    12
    Health score Observed
    98

    Top programs Observed

    Excel · QuickBooks · Outlook

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-FIN-02

    Desktop · Windows 11 Pro · Main office

    Active / day Observed6.9 h
    Idle share Observed16%
    After-hours share Observed4%
    Used by From you
    Usual hours Observed
    8:15am to 4:30pm
    Programs in use Observed
    13
    Health score Observed
    98

    Top programs Observed

    QuickBooks · Excel · Outlook

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-FIN-03

    Desktop · Windows 11 Pro · Main office

    Active / day Observed6.6 h
    Idle share Observed19%
    After-hours share Observed4%
    Used by From you
    Usual hours Observed
    8am to 4pm
    Programs in use Observed
    13
    Health score Observed
    97

    Top programs Observed

    QuickBooks · Excel · Outlook

    Programs outside official list ObservedFrom you

    • A free spreadsheet add-in

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    • 1 program not on Northwind's official list: A free spreadsheet add-in.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-FIN-04

    Desktop · Windows 11 Pro · Main office

    Active / day Observed8 h
    Idle share Observed18%
    After-hours share Observed5%
    Used by From you
    Usual hours Observed
    8:30am to 5:15pm
    Programs in use Observed
    11
    Health score Observed
    98

    Top programs Observed

    QuickBooks · Excel · Outlook

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-FIN-05

    Desktop · Windows 11 Pro · Main office

    Active / day Observed8.1 h
    Idle share Observed8%
    After-hours share Observed2%
    Used by From you
    Usual hours Observed
    8:30am to 4:30pm
    Programs in use Observed
    9
    Health score Observed
    96

    Top programs Observed

    QuickBooks · Excel · Outlook

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-FIN-06

    Desktop · Windows 10 Pro · Main office

    Active / day Observed7.2 h
    Idle share Observed21%
    After-hours share Observed5%
    Used by From you
    Usual hours Observed
    8am to 4:45pm
    Programs in use Observed
    12
    Health score Observed
    73

    Top programs Observed

    QuickBooks · Excel · Outlook

    Programs outside official list ObservedFrom you

    • A personal note-taking app

    Health domains Observed

    disk goodperformance goodpatches criticalbackups goodservices good

    Risks / review needed Review needed

    • Runs Windows 10. Standard support ended in October 2025; check whether it is covered by extended security updates, or plan the upgrade.
    • 1 program not on Northwind's official list: A personal note-taking app.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-FIN-07

    Desktop · Windows 11 Pro · Main office

    Active / day Observed6.9 h
    Idle share Observed17%
    After-hours share Observed5%
    Used by From you
    Usual hours Observed
    8am to 4:45pm
    Programs in use Observed
    12
    Health score Observed
    98

    Top programs Observed

    QuickBooks · Excel · Outlook

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-MGT-01

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.1 h
    Idle share Observed22%
    After-hours share Observed5%
    Used by From you
    Usual hours Observed
    7:30am to 5:30pm
    Programs in use Observed
    11
    Health score Observed
    100

    Top programs Observed

    Outlook · Teams · Chrome

    Programs outside official list ObservedFrom you

    • A remote-access app

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    • 1 program not on Northwind's official list: A remote-access app.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-MGT-02

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.8 h
    Idle share Observed8%
    After-hours share Observed12%
    Used by From you
    Usual hours Observed
    8am to 6:15pm
    Programs in use Observed
    12
    Health score Observed
    100

    Top programs Observed

    Outlook · Chrome · Excel

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-MGT-03

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.7 h
    Idle share Observed20%
    After-hours share Observed4%
    Used by From you
    Usual hours Observed
    7:30am to 5:30pm
    Programs in use Observed
    8
    Health score Observed
    100

    Top programs Observed

    Outlook · Teams · Chrome

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-MGT-04

    Desktop · Windows 11 Pro · Main office

    Active / day Observed7.9 h
    Idle share Observed9%
    After-hours share Observed3%
    Used by From you
    Usual hours Observed
    7:30am to 6:15pm
    Programs in use Observed
    9
    Health score Observed
    97

    Top programs Observed

    Outlook · Teams · Chrome

    Programs outside official list ObservedFrom you

    None recorded.

    Health domains Observed

    disk goodperformance goodpatches goodbackups goodservices good

    Risks / review needed Review needed

    No specific risk recorded.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

    Machine record / Appendix Observed

    NW-MGT-05

    Laptop · Windows 11 Pro · Main office

    Active / day Observed1.6 h
    Idle share Observed10%
    After-hours share Observed71%
    Used by From you
    Usual hours Observed
    evenings and weekends
    Programs in use Observed
    12
    Health score Observed
    82

    Top programs Observed

    Outlook · Excel · Chrome

    Programs outside official list ObservedFrom you

    • A third shipment tracker

    Health domains Observed

    disk goodperformance goodpatches warnbackups warnservices good

    Risks / review needed Review needed

    • Security updates waiting more than 30 days.
    • No recent backup seen on this laptop.
    • 1 program not on Northwind's official list: A third shipment tracker.

    Sample report. Northwind Distribution Co. is a fictional company and every figure here is example data, not a client result.

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