Casework — recovery work in full | TransFormX
TransFormX
Casework

Four recoveries, told the whole way through.

The position on arrival, what the analysis proved, what changed, what it returned, and what stayed behind afterwards. Every figure is drawn from delivered work and measured against an agreed baseline. £6.1m of validated savings across these programmes in total.

01

Defence & rail · industrial distribution · Nov 2024 – Oct 2026

An at-risk £17m defence contract, held at extension.

The position

Full P&L accountability for a £29.4m defence and transport portfolio: eleven accounts, forty sites, twenty-five people, reporting to the Head of Defence. On-time in-full was running at 86%. Back orders were spread across 2,600 SKUs and more than £10m of inventory.

The flagship relationship inside the portfolio — £17m+ of contract value — was at risk ahead of extension, and a separate £263k credit exposure was open with no agreed cause. Nobody could state the portfolio's slow-moving stock exposure, which is usually the tell: if the number does not exist, every decision above it is a guess.

What the analysis proved

  • Forensic analysis of 7,548 transactions isolated the £263k credit exposure to two SKUs — 97% of the value, concentrated in calendar-based replenishment. A root cause internal teams had already looked for and missed.
  • Across 17,468 SKUs and eleven accounts, 168 SKUs drove 50% of sales, and £23.3m of slow-moving and obsolete exposure was classified for the first time.
  • £57,567 of margin leakage across 181 negative-margin products, and £40k of annual surcharge exposure across 209 SKUs.
  • £123k of at-risk catalogue value traced to an EDI label-compliance failure, caused by purchase-order prefix mapping.

What changed

Service first. SLAs redesigned around what the sites actually needed, a weekly performance forum, and operating routines resequenced so work arrived in the order the sites could absorb. The commercial recovery ran alongside it, moving the flagship engagement from transactional supply to strategic partnership through structured recovery and senior stakeholder alignment.

Then the stock and the plan. The supply chain and procurement operating model was restructured on ABC/XYZ segmentation with real-time inventory tracking, and a three-tier rationalisation governance model set what was allowed back into the range. Three S&OP cycles were embedded across £35m+ of billing, with stock burn-downs, run-rate modelling, forecast bias analysis and lead-time mapping.

The FY27 forecasting architecture was built from scratch: a £29.4m plan target across eleven accounts, monthly seasonal phasing via centred moving averages, probability-weighted pipeline, and Conservative, Central and Stretch scenarios. On a separate contract exit, sole commercial lead reframed a £494k residual stock exposure to a £157k dedicated-stock liability by separating 40 customer-specific items from 93 shared lines.

What it returned

£17m+

Contract value safeguarded, contract loss at extension prevented

86% → 97%

On-time in-full across forty defence sites, inside one financial year

−40%

Back orders across 2,600 SKUs, with replenishment cycle time down 30%

£679k

Verified pipeline from 31 leads, built on a reusable VBA pipeline engine

£4m

Procurement saving — 10% of the contract's cost of sales, taken out through process, product and service efficiencies

The recovery plan closed on a verified £1.07m HY2 forecast against a £1.22m plan, governed by a programme plan, RACI, RAID and a sixteen-metric KPI tracker. Executive reporting cycle time came down 60%, and thirty verified board-ready outputs were delivered inside four months.

What stayed behind

A sixteen-metric KPI tracker the customer and the board could both read. VBA and Power Query automation across back orders, forecast consolidation and made-to-stock reporting, saving an estimated hundred hours a year. A sector-wide workforce atlas mapping 214,096 employees across 393 sites, which sized a £5.6m eyewear opportunity and a £53.65m eight-category PPE framework — the first commercial intelligence asset of its kind in the business. And a twenty-five person team running on an embedded KPI cadence. None of it needed me to operate it.

02

Aerospace & defence · F-35 programme · Apr 2021 – Feb 2022

A belt programme that paid for itself twenty times over.

The position

Running the Continuous Improvement Centre of Excellence for the F-35 programme, with a team of seven Lean Process Engineers. Improvement activity existed, but as a collection of individual projects rather than a capability the programme could direct, prioritise and hold.

What changed

Black Belt and Green Belt cohorts coached through real projects in the F-35 improvement portfolio — live problems with money attached, not training exercises. Every project carried a validated saving before it closed.

Alongside it, a Continuous Improvement Maturity Framework built and rolled out across the Centre of Excellence, integrating 5S, Kanban and standard work, so improvement was identified and prioritised systematically instead of opportunistically. Also sat on the corrective actions board, applying RCA, 5 Whys and CAPA to critical quality issues and maintaining AS9100 audit readiness.

What it returned

£2m+

Validated cost savings from the belt programme

7

Lean process engineers directed, plus Black and Green Belt cohorts coached

AS9100

Audit readiness maintained throughout, via the corrective actions board

03

Manufacturing · dispense equipment · Feb 2022 – Dec 2023

A 32% defect rate, treated as normal until it wasn't.

The position

Quality management across an ISO 9001 site, supplier quality and process capability, with a team of three. The defect rate stood at 32% and was being managed as a characteristic of the process rather than a fault in it. Warranty and claims resolution was taking thirty-two days.

What changed

Process control and prevention rebuilt rather than inspection added: PFMEA, supplier quality, standard work, 5S and error-proofing, so the defect could not be made in the first place.

Critical control points were established from PFMEA and warranty-data analysis, which is what let a new foaming insulation process come on line ahead of schedule instead of costing output during transition. The internal audit system was redesigned through DMAIC, and value stream mapping was turned on the claims process itself.

What it returned

32% → 0%

Defect rate, eliminated and held by the control plan

+20%

New-process output, with in-process defects down 15%

Zero

Major non-conformances across every ISO 9001 certification and surveillance audit, with audit cycle time down 30%

04

Materials manufacturing · QHSE · Dec 2023 – Oct 2024

Thirty-two days to close a claim, across three ISO systems.

The position

An integrated ISO 9001, 14001 and 45001 management system in name, run with a team of three. In practice the three had grown separately and duplicated each other's paperwork. Claims took thirty-two days to resolve, audit preparation consumed weeks, and energy sat outside the system entirely — treated as an overhead rather than a process variable.

What changed

A DMAIC-led redesign of the claims process, then controls, evidence packs, CAPA and management review reworked across all three standards. Document control and CAPA moved into a single 5S-based system with real-time non-conformance visibility.

Value stream mapping and standard work were applied to the management system itself. First Article Inspection went into the supplier quality assurance programme. Energy was brought inside the system and aligned to ISO 14001, and TPM with autonomous maintenance training went onto the constraining assets.

What it returned

32d → 4d

Claims resolution, with IMS process cycle times down 20%

Zero

External-audit non-conformances across ISO 9001, 14001 and 45001

−40%

Energy consumption, with unplanned downtime down 23% and supplier non-conformances down 30%

How these figures are measured

Every figure is measured against a baseline taken from the client's own systems, agreed before work started. Where a baseline did not exist, establishing one was the first deliverable.

Savings are counted where they landed in the accounts, not where a model said they would. Validated savings mean signed off by the client's own finance function. Service and quality percentages are the client's reported numbers over a full financial year, not a best month.

Clients are anonymised by sector. Named references, and the analysis behind any figure on this page, are available on request under NDA.

These engagements were delivered by Shane O'Regan in prior employed roles. They are a personal delivery record, not work carried out by TransFormX Consultancy Limited, which was incorporated on 11 September 2026.

Your operation will look different. The method will not.