For industrial & trade distributors · $25M-$250M revenue

Find the margin you are losing.
Get the hours back.

A hands-on program for distributors. In one working day, fix a costly recurring process using your own files. Then screen your pricing, freight, rebates and discounts for margin leakage worth a deeper look.

The ERP records the transaction. It does not catch what people do around it.

Margin leaks in the gaps between systems and people. These are the places we look first.

Pricing overrides

Discounts and manual price changes that drift below target margin with no review.

Vendor cost changes

Supplier increases that reach your cost file faster than they reach your sell prices.

Freight and landed cost

Shipping and handling costs that are not fully recovered on the invoice.

Rebates and special pricing

Vendor program thresholds missed or claims never filed.

Customer profitability

High-volume accounts that cost more to serve than they return.

Repetitive office work

Quote follow-up, order status, AR chasing and reporting that consume skilled hours.

Start small. Prove it. Go deeper only if the numbers justify it.

Each step stands on its own. You decide after each one whether the next is worth it.

01

Action Lab

A working day where one costly process is rebuilt and tested on your own files.

02

Margin Exposure Screen

A fast screen that flags where pricing, freight, rebates or discounts may be leaking.

03

Margin Leakage Audit

A transaction-level review of your ERP data, scoped after the screen shows what is worth investigating.

04

Ongoing monitoring

Monthly check-ins so new leaks are caught early and fixed processes stay fixed.

The Action Lab makes sense on its own, even if you never buy the audit. Results are reported as measured time and capacity recovered. We do not guarantee savings.

You choose three. We implement the one with the most impact.

Before the session, you pick your top three workflows from our library. We score each for business impact, feasibility and data readiness, then prepare and test the best one before the day.

Margin & pricing

Vendor cost change analyzerMargin exception reviewRebate & special pricing trackerCustomer profitability review

Sales

RFQ triage & quote drafterQuote follow-up prioritizerPre-call account briefDormant customer reactivation list

Purchasing & vendors

Vendor agreement analyzerVendor acknowledgment vs. PO checkerVendor scorecardSubstitute & cross-reference finder

Operations & inventory

Inventory reviewReorder-point exception reviewOrder-status inbox triageFreight cost check

Finance & admin

AR prioritization & collection draftsMonthly management reportingNew customer / credit application checkerSOP & process documentation builder

The library is a defined set, not an open-ended promise. Workflows that need ERP integration, complex APIs or IT approval are scoped as a separate project.

Built for owner-led and professionally managed distributors.

Typically 30-500 employees. We start with these segments:

ElectricalHVAC & plumbingMRO & industrial supply

Also working with industrial equipment, automation, metals and safety distributors.

No one pays to watch us experiment.

The work is done before the session. The day is for adapting it to your business and testing it on your real data.

An NDA comes first. Sanitized files are fine.

We sign a mutual NDA before any files are shared, and the workshop works with sanitized samples. The margin audit uses ERP exports under a separate data-handling agreement. Details are on our Security & Trust page.

Process analysis first. Tools second.

Skilled Edge is led by an operations and program manager with 18+ years of experience in process improvement, quality assurance and safety, and an ASQ Certified Quality Auditor. We look at how a process works, decide what the outcome should be, and then use ChatGPT, Claude, Microsoft, Google and spreadsheets to build a better way to do it.

Before you ask

Do you need access to our ERP?

Not for the Action Lab or the Margin Exposure Screen. The audit uses ERP transaction exports, and only after an NDA and a data-handling agreement.

Is this AI training?

No. The goal is a working, tested workflow on your own files and a measured result, not a class on AI tools.

Do you guarantee savings?

No. We measure and report time and capacity recovered, and flag margin exposure for investigation. Any dollar figures come from your own data.

Who should attend?

The person who owns the process we are fixing, usually an operations, finance, purchasing or sales-operations lead. One attendee per company.

What does it cost?

Pilot and founding-cohort pricing is available for early participants. Apply below and we will send current details.

Request the screen or apply for the pilot.

Tell us about your business. We reply within one business day.

Skilled Edge Group LLC · Springfield, VA · dave@skillededge.io