Assessment

Fixed-scope founding-customer pilot

Bring the tool that isn’t working. Leave with a clear, tested fix.

The Spreadsheet & Workflow Quick Win improves one bounded manufacturing workbook, report, or ERP-export process around the way your team already works—without forcing your data into a generic template.

Start the free assessment Inspect the demos

What you receive

A useful first fix, built around your actual workflow.

The pilot is deliberately bounded to one real problem. It proves whether CB3 Works can improve an existing tool or recurring decision before either side commits to a larger build.

  • 01A diagnosis of the current tool, desired decision, approved inputs, and confirmed business rules
  • 02One repaired, simplified, automated, or rebuilt Excel tool for the agreed scope
  • 03Visible assumptions, refresh notes, and known limitations
  • 04Formula, reconciliation, and edge-case checks appropriate to the scope
  • 05A practical handoff explaining how to refresh and review the result

Good pilot fit

  • One existing spreadsheet, report, or recurring workflow causing a clear problem
  • A bounded Excel, CSV, or ERP-export process
  • An owner who can confirm the operating rules
  • Approved, non-confidential or properly sanitized sample inputs

Outside this pilot

  • Direct ERP, API, database, or multi-system integrations
  • A replacement for production planning or ERP software
  • Regulated, export-controlled, or unauthorized third-party data
  • Unlimited revisions or requirements that change after scope approval

Controlled customer flow

Show the process. Confirm the boundary. Build the tool. Verify the decision.

  1. 01

    Free assessment

    Describe the decision, current process, available inputs, and desired outcome without uploading files.

  2. 02

    Written boundary

    CB3 Works confirms fit, exclusions, assumptions, acceptance checks, and the fixed $495 pilot price.

  3. 03

    Build + verify

    The working view is built, reconciled, challenged independently, and reviewed with manufacturing judgment.

  4. 04

    Approve + hand off

    You confirm the result against the agreed rules and receive the workbook with refresh and use notes.

Verified synthetic workbookDemo 01 — Inventory Command CenterVerified synthetic workbookDemo 02 — Production & Material ReadinessVerified synthetic workbookDemo 03 — SKU Margin & Profitability Intelligence

These examples are not templates: they show the range of problems CB3 Works can solve. The free assessment determines the one existing tool, process, or decision included in your written scope.

First step stays free

Bring one spreadsheet, report, or workflow that needs a better answer.

Prepare your request