Zetsee · Build patterns

Nine patterns, ported from rooms where the data was harder.

Every leak on this page is a recognisable distributor problem. Every fix behind it was built first for a hedge fund, a bank, a private equity back office or a global manufacturer, where the same mistake carried a much larger consequence.

The nine build patterns

Built to close leaks you will recognise.

Each card names the leak it closes, what the build actually does, and the original engagement it is ported from. You will not need all nine. A Diagnostic tells us which ones your books are asking for.

Claims

Automated claim generation

ClosesDays each quarter spent formatting claim spreadsheets to each manufacturer's spec, with some going in late.

Claim data assembled straight from the ERP and queued ahead of deadlines. The per-manufacturer recipe book, industrialised.

Ported fromAutomated investor-pack generation and distribution, hedge fund

Reconciliation

24/7 rebate reconciliation

ClosesQuarterly manual reconciliation that catches discrepancies late, or never.

Continuous comparison of ERP purchase data against vendor agreements. A discrepancy is flagged the day it appears, not the quarter after.

Ported fromRPA trade reconciliation across custodians, asset manager

Disputes

Automated dispute and recovery

ClosesShorted and denied claims written off, because disputing them never wins against daily operations.

Denials and short-pays tracked, documented and re-filed systematically instead of dying in a folder.

Ported fromStructured persistent outreach at 80%+ contact rate

Analytics

Tier position tracking

ClosesVendor tiers tracked in spreadsheets that rarely update mid-quarter, so near-miss tiers go unseen.

Live tier positions and what-if visibility, so a tier within reach gets chased while the window is still open.

Ported fromAnalytics and insight automation, asset management firm

Alerts

Vendor program bulletins

ClosesProgram updates arriving by email to one contact and never reaching every branch.

Same-day, network-wide bulletins. No branch misses a new tier or a deadline because a memo stalled in an inbox.

Ported fromNationwide publishing infrastructure, securities firm

Data

Unified agreement and price platform

ClosesEvery branch tracking rebates and pricing its own way, with no consolidated view at corporate.

One governed view of every agreement, price file and claim across the network, so branch-level leakage stops compounding invisibly.

Ported fromPlant-level data mesh, global automotive OEM

Process

Standardised rebate workflows

ClosesEvery branch running rebates differently, with best practice living in a few heads.

Core processes standardised into a workflow layer, so execution stops depending on who happens to be at the desk.

Ported fromTwelve-process BPM build, private equity back office

Tracking

Rebate and delivery tracking

ClosesRebates in spreadsheets, delivery costs in dispatcher notebooks, program status in one person's memory.

Purpose-built tracking your operations team actually owns, stood up without an engineering department.

Ported fromReal-time trading operations visibility, hedge fund

Reporting

Vendor rebate reporting

ClosesClaims filed late or incomplete because reconciling POs, receipts and vendor statements by hand loses to daily operations.

Filing becomes a review-and-send rather than a day of spreadsheet work.

Ported fromRegulatory reporting automation, bank

Your books are the next test

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Publishing noteBuild patterns describe work already delivered. Original engagements are named by institution type rather than by client, under NDA.