Lunnoa Reports

Core chart components

Workshop slides that reuse report vocabulary

Automation maturity — current vs. 6-month target

Scores from stakeholder interviews using the Lunnoa maturity framework (1 = ad hoc, 5 = optimised).

CurrentTarget

Maturity stages — current vs. 6-month target

Stage-based view of the same workshop assessment (1 = ad hoc through 5 = optimised).

DimensionAd hocRepeatableDefinedManagedOptimised
Data quality●○
Tooling●○
Process clarity●○
Governance●○
Automation skills●○
CurrentTarget

Use cases scored on effort and impact

Workshop prioritisation, 1 = low and 5 = high on each axis.

FinanceOperationsPeopleSales

Wave 1 — 12-week delivery

Sequenced after workshop sign-off.

  1. Phase 1 — Foundation

    Weeks 1–3
    • ERP middleware exposed
    • Lunnoa platform deployed
    • First agent in sandbox

  2. Phase 2 — Build the three flows

    Weeks 4–8
    • HR triage live week 5
    • Invoice intake live week 8
    • Order acknowledgements pilot

  3. Phase 3 — Scale and govern

    Weeks 9–12
    • Second-wave backlog triage
    • Usage and ROI review
    • IT handover pack

Wave 1 — four agreed flows

Workshop sign-off, May 2026

Wave 1 Finance

Supplier invoice intake

Automate three-way matching between supplier invoices, purchase orders, and goods receipts.
Impact
≈ 220 hrs / month
Effort
M
TTV
6 weeks
Owner: Maria Fernandes
Wave 1 Operations

Order acknowledgements

Auto-generate acknowledgement emails within five minutes of order receipt.
Impact
≈ 90 hrs / month
Effort
S
TTV
4 weeks
Owner: James Okafor
Wave 1 People

HR ticket triage

Route and summarise employee requests before they reach a human inbox.
Impact
≈ 38 min / ticket
Effort
S
TTV
5 weeks
Owner: Sarah Chen
Wave 2 Sales

Contract renewal alerts

Surface accounts at risk 60 days before renewal with draft outreach.
Impact
≈ 12 renewals / quarter
Effort
M
TTV
8 weeks
Owner: Tom Bradley

Wave 1 delivery team

Client sponsors and Lunnoa leads

Maria Fernandes

Head of Finance

Finance

Client

James Okafor

Operations Manager

Operations

Client

Elena Vasquez

Engagement lead

Delivery

Lunnoa

Tom Bradley

Commercial director

Sales

Client

Sarah Chen

People operations

HR

Client

Alex Morgan

Solutions architect

Platform

Lunnoa
The first automation went live in two weeks. Finance finally trusts the numbers we publish each month.
Maria Fernandes
Head of Finance · Acme Corp

What teams say after Wave 1

“
The first automation went live in two weeks. Finance finally trusts the numbers.
”
Maria Fernandes
Head of Finance, Acme Corp
“
Order acknowledgements now go out in five minutes, not a day.
”
James Okafor
Operations Manager, Acme Corp
“
HR triage dropped from forty minutes to under ten on day one.
”
Sarah Chen
People Operations, Acme Corp