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Davie Thomson Advisory
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Unpacking The Timeline

Why intention gets distorted and how this impacts cash, margin and revenue.

What the Timeline Is

A clear a way of seeing how value behaves across a system, from commitment to cash.

Not how it’s meant to move.

Not how it’s reported.

How it really behaves.

It spans the full system — from supplier to customer, and from commitment to cash. By making behaviour visible, it shows where time is being lost, why performance feels harder than it should, and which constraints truly dictate results.

When Results Drift

Every struggling business shows the same economic symptoms. Cash tightens. Margins erode. Revenue stalls.

Cash

Cash Tightens

Receivables slow and queries increase.  

Inventory builds faster than it turns. Payment pressure moves upstream. Working capital absorbs delay.

Margin

Margin Erodes

Rework and inefficiencies increase. Small process losses compound daily. Contribution falls before causes are visible. Costs rise faster than value delivered.

Revenue

Revenue Stalls

Lead times extend beyond expectation. Delivery reliability weakens. Customers hesitate or reduce orders. Growth slows despite effort.

One Timeline. Two Expressions.

The Material side

This is where raw materials are transformed into saleable product. As transformation takes place, time is consumed. Some of that time creates value. Some of it does not.

 

Waiting, batching, rework, downtime and unnecessary work stretch elapsed time without increasing output. Product velocity and value-adding ratio determine how efficiently material becomes sellable goods.

 

The way time is consumed here shapes economic performance

The Money side

This is the financial expression of that same elapsed time.

 

From supplier terms, through work-in-progress and invoicing, to payment collected, money follows the pace of transformation. When the Timeline stretches, cash is tied up, margin erodes and sellable capacity is constrained. When the Timeline compresses, cash accelerates, margin strengthens and revenue potential expands.

 

There is only one governing variable: elapsed time.

Timeline Evaluation

Timeline Evaluation captures the economic reality of your system.

It is a disciplined, time-based assessment of how cash, margin and revenue are being shaped by the way the system actually runs. Every lever is captured the same way:

What is happening now.

What it should look like.

The time gap.

The monetary value of that gap.

If it cannot be translated into time and money, it does not belong.

The Evaluation quantifies opportunity across three economic drivers:

Inventory, invoicing lag, WIP dwell, finished goods ageing, AR effectiveness.

Cash

Rework and scrap, variation cost, expediting, cost variance, order acceptance discipline.

Margin

Constraint availability, quality at the constraint, speed loss, unnecessary work at the constraint.

Revenue

At the end of the Evaluation, leadership has a quantified view of recoverable cash, protectable margin and expandable revenue, together with a clear economic baseline for structured intervention and commercial alignment.

Applying the Timeline System by Scale

The appropriate scale depends on the magnitude and persistence of distortion inside the system.

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A focused 90-day control reset.

A compressed intervention designed to sharpen decision-making, tighten control and create measurable economic movement quickly.


Often used as a catalyst, pilot or confidence builder before broader deployment.

 

Focused. Intensive. Impact-led.

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A full operating-cycle transformation.

Enterprise-level performance work designed to realign decisions, flow, capability and operating cadence around strategic intent — lifting margin, throughput and resilience at structural level.

 

Systemic. Deliberate. Durable.

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How Transformations Evolve

The 6E Model™ describes how transformation is led and embedded, not just how it is designed.

It reflects a simple reality: change only holds when leadership behaviour, system understanding, and execution discipline stay aligned over time.

Together, the 6E Model™ provides the leadership structure that allows Timeline-led transformation to endure — beyond the initial intervention.

Engage

Secure stakeholder buy-in and establish clarity of intent

Evaluate

Understand how the system actually behaves before acting

Enable

remove constraints, build capability, and develop the plan

Execute

Deliver the plan decisively in the real system

Embed

Make the new ways of working the normal way of working

Ensure

Sustain progress and prevent regression over time

Timeline90 is a focused, time-bounded reset that turns clarity into economic movement.

Most organisations don’t need another programme. They need control, direction and disciplined execution under real operating conditions. Timeline90 restores operating grip and sharpens intent - quickly.

Over 90 days, Timeline90:

Focuses leadership attention on the constraint shaping performance

Restores flow and decision discipline where drift has crept in

Converts insight into measurable economic movement

Creates visible traction without overwhelming the system

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Ninety days is long enough to change how the system behaves, and short enough to prevent drift, dilution and loss of intent.

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Transformation is about reshaping how the system performs and sustaining results over time.

Timeline360 is a full-system performance transformation aligned to strategic intent.

When performance needs reshaping at structural level, incremental resets are not enough. Timeline360 realigns decision making, flow, capability and operating cadence across the enterprise.

Through structured deployment, Timeline360:

Redesigns system architecture around strategic intent

Aligns resource capability and capacity with commitment

Embeds disciplined performance cadence and accountability

Lifts margin, throughput and resilience at structural level

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A full operating-cycle transformation.

Applied over approximately 360 days, this is structured, enterprise-level performance work.

 

It addresses the structural constraints that keep performance below its potential — across cash, margin, throughput and management cadence.

The objective is to move the system materially closer to its strategic intent.

Decision-making and sense-making become disciplined and aligned.
Resource capability and capacity are deliberately matched to commitment.
Performance management establishes a clear operating tempo that supports goal achievement.

 

This is sustained, structural movement — not incremental adjustment.

 

Measured. Embedded. Durable.

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