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Case Study 6 Client Type: Wine, Spirits, and Beer Import Distribution

The Approach

This client retained us to automate their import distribution operations, inventory control, and accounts payable and receivable. The business was facing challenges in managing inventory, tracking client orders, payables inventory control, and forecasting capabilities weren’t possible. This business worked entirely on a manual process basis with minimal technology. With a client roster of several hundred corporations and restaurants and a full sales team in the field, all day taking orders and managing inventory became nearly impossible.


The Result

We conducted a readiness assessment and determined that implementing a solution to manage clients’ accounts and the accounts payable and receivable was the maximum level of change tolerance this organization was able to adopt at the current state. We migrated the data the was available and input the data and client information kept on paper files. We designed reporting templates to measure sales and account management.


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