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What the order book looks like when every late confirmation is chased before anyone notices.

How an AI employee would take on chasing supplier confirmations for an operations team, what it could earn by week six, and what stays with the team at every level.

At a glance
Function
Operations
Organisation
An operations team that places orders and requests with suppliers and waits for confirmations
Process
Supplier chasing: spotting what has not been confirmed by the date expected, following it up, and escalating what stays silent
Volume
Around 1,500 orders and requests a month, of which about a fifth are not confirmed on time
AI employee
Follow-up desk. Reports to the operations lead; escalates to the Head of Operations
Timeframe
Two-week pilot, then a twelve-week run on the live order book
01 · The scenario

One queue, described so it can be measured.

Adjust to your volumes
OrganisationAn operations team that places orders and requests with suppliers and waits for confirmations
ProcessSupplier chasing: spotting what has not been confirmed by the date expected, following it up, and escalating what stays silent
VolumeAround 1,500 orders and requests a month, of which about a fifth are not confirmed on time
ConnectedOperations mailbox (read), order system (read), supplier contacts (read), delivery schedule (read)
AI employeeFollow-up desk. Reports to the operations lead; escalates to the Head of Operations
Trust levelLevel 3 of 5 is a realistic target by week six
FloorEvery message leaving the organisation is sent by a person, and cancelling, re-ordering or changing a supplier always stop with a person
TimeframeTwo-week pilot, then a twelve-week run on the live order book
02 · The situation today

Everyone can send a chaser. Nobody has time to work out which ones to send.

Orders go out and confirmations are meant to come back. Some do. Some come back with a different date or quantity, and some never come at all. Someone is meant to check the order book each week and chase the gaps.

Most orders are confirmed without a fuss. The trouble comes from the ones that are not, and they are found late, usually when a delivery date is missed and a customer asks why. By then the chaser is a phone call and an apology.

Sound familiarA delivery missed because the order was never confirmedA confirmation with the wrong quantity that nobody readA weekly chase that happens every other week

What it usually looks like

01Chasing happens weekly, if the week allows, from a report someone has to run.
02Confirmations that change the date or the quantity are filed without being compared to the order.
03The same supplier is chased by two people about two orders.
04Nobody can say which orders are unconfirmed right now, or for how long.

You are not short of people who can write to a supplier. You are short of the hours it takes to find out who needs writing to today.

03 · How it would be set up

One AI employee, hired on a job description the operations lead writes.

Nothing new is installed for the team. The AI employee is connected to the operations mailbox, the order system and the delivery schedule the team already uses, and only to those.

On day one it only reads and lists. Every chaser waits for a person. Before anything runs, the operations lead sets two things, and both are recorded as decisions with their name on them.

01
When something is overdue

How many days after an order a confirmation is expected, by supplier and by kind of order, and when a silent supplier becomes an escalation.

02
What it may never send

Nothing leaves the organisation without a person. Chasers are drafted with the order and the dates attached, and sent by a named person.

The order system stays the system of record. Xalios reads it, compares confirmations to orders and drafts the chasers. It does not change an order.

Job description
Written with you on day two

“Watch every order and request placed with a supplier. Compare each confirmation to the order, list what has not been confirmed by the date expected, draft the follow-up, and escalate anything that stays silent. Report to the operations lead.”

scopeConfirmation checks, overdue lists, drafted chasers, escalations
system accessOperations mailbox (read), order system (read), supplier contacts (read), delivery schedule (read)
authorityLevel 1, in training. Prepare routine chasers for one-click sending, once trusted. A person sends every one
reporting lineThe operations lead
escalationOperations lead, then Head of Operations
Approve the hireNothing runs until you do.
04 · How trust would be earned

Level 3 by week six is realistic. A week back at level 2 is normal.

Every promotion is the operations lead’s decision, based on the record of work the AI employee has done. A demotion is nobody’s decision. It happens on its own when quality slips, and the reason goes on the record.

LevelWhenStage
LEVEL 1Week 1
Read and list

Reads each confirmation as it arrives, matches it to the order, and lists what is overdue. Sends nothing.

LEVEL 2Week 2
Compare and draft

Marks where a confirmation differs from the order in date or quantity, and drafts the chaser for each overdue order with the reference attached. A person edits and sends each one.

LEVEL 3Week 6, typically
Ready to send

Raised by the operations lead after a run of approved chasers. Routine chasers arrive ready, and a person sends each with one click. Anything chased twice without an answer is escalated.

LEVEL 2When it happens
Automatic demotionautomatic

A supplier moves to a new confirmation format and a few are matched to the wrong orders in a day. The level drops to 2 on its own, with the reason attached, and the operations lead restores it once the format is in memory.

LEVEL 4When you decide
Prepare the escalations

Prepares the escalation for a supplier that stays silent, with the order history and the delivery at risk. A person makes the call.

05 · One order, end to end

Four steps. One of them a person’s, and it takes a minute.

One order, from the moment it is placed to the moment it is confirmed. Nobody spends time on it until there is something to decide, and what reaches the operations lead is a chaser to send, not a report to read.

Day 1
The order goes out

Order 55120 for 400 units is placed with a supplier that usually confirms within two days.

Day 4
Overdue and drafted

No confirmation has arrived. Drafts a chaser quoting the order number, the quantity and the delivery date, and holds it for a person to send.

held, chaser waits for a personleaves the organisation · needs a name
Day 4
Written up

Attaches the order and the supplier’s recent confirmation times, and puts the chaser in the operations lead’s queue with a note: this supplier has been late twice this month.

Day 4
The decision

The operations lead reads the chaser and sends it. The confirmation arrives the next morning with the right date, and the order is marked confirmed with the exchange attached.

What lands with the operations lead is a chaser to send. Not a list to build.

06 · Two records, side by side

What the auditor would read, and what the operations lead reads on a Monday.

The same record, with no separate reporting layer. Both can be replayed. Six months later the order, the confirmation and the chasers open as they were when the order was closed, not as they are today.

Order 55098 · confirmedMatched
didMatched the confirmation to the order. Date and quantity agree.
becauseThe confirmation arrived within the two days expected for this supplier, for 250 units on the 14th, as ordered.
sourcesThe order, the confirmation, the delivery schedule. Each one opens where it lives.
closed byClosed on its own at level 3, on the weekly list the operations lead reviews.
Order 55131 · escalatedEscalated
did notDid not close it. Held it and raised the supplier to a person after two chasers went unanswered.
becauseNo confirmation nine days after the order, two chasers sent, and the delivery is due in six days.
preparedThe order history, both chasers and the delivery at risk, for the person who takes it.
withThe operations lead, named, with the supplier’s record attached.
07 · What would change

For the operations team, twelve weeks in.

Not fewer people. Building the list stops getting in the way of managing suppliers. Negotiation, the difficult conversations and the decision to change a supplier stay with the people who are good at them, and missed confirmations stop turning into missed deliveries.

Today
With an AI employee on the order book
Today

Chasing happens weekly, from a report someone has to run.

With an AI employee on the order book

Every overdue confirmation is chased on the day it falls due.

Today

Confirmations that change the date or quantity are filed unread.

With an AI employee on the order book

Every confirmation is compared to the order, and every difference is flagged.

Today

Two people chase the same supplier about different orders.

With an AI employee on the order book

One chaser per supplier per day, with every open order listed.

Today

Nobody can say which orders are unconfirmed right now.

With an AI employee on the order book

The order book answers it in a click, with the chasers attached.

Today

Trust in automation is all or nothing, so it stays at nothing.

With an AI employee on the order book

Authority is earned for each kind of order, raised by the operations lead and withdrawn automatically when quality slips.

08 · Outcomes after twelve weeks

What we would set out to prove on your real run.

Targets for an order book of this shape, agreed with you at the start of the pilot and measured on your real run.

85–95%of overdue confirmations chased on the day they fall due
Same dayfrom a confirmation falling overdue to the follow-up drafted, for chasing that happens weekly today
10–15%of orders reach a person, each with the history and the delivery at risk
40–60hours a month returned to the operations team at around 1,500 orders
0chasers sent outside the organisation without a named person
09 · What stays with your team

What stays with the operations team

The expected dates and the trust level

Both set and changed by the operations lead. Every change is itself a record with a name on it.

Judgement on the suppliers

Escalations, changing a supplier, cancelling or re-ordering and anything involving a relationship stay with the people who own it.

The order system

It stays the system of record. Xalios reads it and drafts from it, and does not change an order.

10 · What internal audit would see

Open an order from week three and get week three.

Most questions about late deliveries are questions about follow-up: was the order confirmed, was it chased, and who knew. A useful test at week twelve is simple. Pick ten late orders at random and ask for the chasers.

01Every order opens as it stood at the time: the confirmation, the chasers and the delivery schedule as they were, not today’s versions.
02The expected dates, every promotion and any automatic demotion are themselves on the record, each with a name and a reason.
03Anything odd a confirmation tried to instruct is in the record, with the email that carried it.

The answer to “did we chase it” becomes a click, not a search through sent items.

decision 55131-areplay · day 9, 08:15
arrived
Order 55131 placed on day 1; no confirmation by day 3
knew
Two chasers sent, day 4 and day 7; delivery due day 15; supplier late twice this month
permitted
List, draft and prepare; escalate after two unanswered chasers
decided
Escalated to a person with the delivery at risk
approved by
Operations lead, day 9, 08:15
11 · Where it goes from there

One AI employee becomes an operating model.

The memory built on confirmations, which suppliers confirm on time, which change dates, which go quiet, is the foundation the next role starts from. Each addition is faster than the last, and each one starts again at level 1 for its own kind of work.

01
Role 1first

Follow-up desk

The pilot. Level 3 as the target, with preparing the escalations as the next step you can choose.

Level 3 as the target
02
Role 2next

Order desk

Reads inbound orders, checks them against stock and confirms what can be delivered.

Starts at level 1. Faster than the first.
03
Role 3later

Request triage

Reads each request in the operations inbox, works out what it is about and routes it to the right queue.

Starts at level 1. Faster again.
12 · Pilot scope

Bring last month’s order book. We will show you the chasers it would have drafted.

Two weeks, one operations mailbox, one group of suppliers. An operations lead for an hour a week, and the dates by which you expect a confirmation.

Start a pilot→