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Industry domain brief
Consumer Goods & CPG
COBOLpro documents demand, production, pricing, trade promotion, deduction, inventory, lot, recall, and retailer EDI workflows for CPG.
3
Legacy estate
Systems and data surfaces to inspect
9
Workflows
Business workflows grouped by capability
3
Risks
Business impacts with control focus
4
Deliverables
COBOLpro assessment artifacts
Executive summary
Consumer goods and CPG operators depend on legacy ERP and distribution systems for demand planning, production, inventory, pricing, trade promotion, deductions, rebates, retailer EDI, and finance reconciliation. Margin and service levels can hinge on rules hidden in old programs.
COBOLpro creates a domain brief that connects commercial, supply chain, quality, finance, and technology teams around source-backed operating evidence.
Legacy systems in scope
The source estate to turn into an operating map.
Each row is structured for executive review: where the COBOL behavior sits, what it touches, and what the documentation must prove.
Demand and production
Legacy estate
Forecasting, demand planning, procurement, production, formula, recipe, item, lot, quality, and inventory systems
Documentation focus
Planning runs, production constraints, lot behavior, quality checks, recall readiness, and inventory movement
Trade and pricing
Legacy estate
Pricing, trade promotion, allowances, deductions, rebates, broker, distributor, customer, and channel systems
Documentation focus
Promotion setup, margin impact, settlement, deductions, customer-specific overrides, and reconciliation
Distribution and retailer exchange
Legacy estate
Order management, warehouse, retailer EDI, distributor feeds, ecommerce, finance, reporting, and close systems
Documentation focus
Retailer requirements, shipping, returns, finance close, channel feeds, and customer service
Operational workflows
Business capabilities, not raw program lists.
COBOLpro groups source behavior around the operating workflows buyers need to preserve, explain, or replace.
01
Plan and produce
- Forecasting, production planning, procurement, manufacturing, and inventory control
- Formula, recipe, item, lot, quality, and recall behavior
- Supplier, plant, warehouse, and finance handoffs
02
Commercial execution
- Pricing, trade promotion setup, allowances, deductions, rebates, and settlement
- Customer-specific terms, broker flows, and margin reporting
- Retailer, distributor, ecommerce, and channel dependencies
03
Distribution and compliance
- Order management, allocation, warehouse, shipping, returns, and customer service
- Retailer EDI, distributor exchange, invoicing, and deductions
- Lot traceability, recall, quality, and financial reconciliation
Risk and control priorities
Where legacy ambiguity becomes business exposure.
The assessment narrows risk to business impact and source-backed control evidence instead of treating documentation as a generic code inventory.
01
Margin and deduction exposure
Business impact
Promotion, rebate, allowance, and deduction rules can drive material margin leakage and reconciliation burden.
Control focus
Document source-backed commercial rules and tie them to customers, invoices, deductions, and finance outputs.
02
Lot and recall readiness
Business impact
Item, lot, quality, inventory, and recall behavior must stay provable across production and distribution.
Control focus
Trace lot, item, quality, and inventory fields through source programs, warehouse flows, reports, and customer feeds.
03
Retailer EDI dependency
Business impact
Retailer and distributor requirements are often encoded in legacy customizations and timing assumptions.
Control focus
Inventory trading-partner formats, transformations, batch windows, exceptions, and reconciliation controls.
COBOLpro assessment output
Concrete artifacts for continuity decisions.
Outputs are written for shared use across business, audit, architecture, application, data, and delivery teams.
01
Demand-to-delivery lineage
Planning, production, inventory, warehouse, retailer EDI, deductions, and finance dependencies mapped together.
02
Commercial rule catalog
Pricing, promotion, deduction, rebate, allowance, lot, recall, and exception rules with source citations.
03
Retailer and distributor interface map
Retailer, distributor, broker, ecommerce, warehouse, finance, and customer feeds organized by workflow.
04
Operating runbooks
Production cycles, trade settlement, deduction reconciliation, recall response, and period close steps.
Domain assessment