Fast moving, regulated, consumer packaged goods (CPG)

The client is open 7 days a week in one of the highest foot traffic areas in Lansing, Michigan.

Client's process of Inventory Management was cumbersome, manual, and time intensive. There were inefficiencies in the process, with an absence of technology.  The process pre-engagement was reliant upon one individual to conduct the entire restock. 

Post-engagement a no cost tool was introduced through automation and use of Google sheets. A training of the process and tool was adapted so that retail associates would be able to conduct the restock in downtime efficiently and within minutes.

The outcome was an immediate reduction in time in the overall process by 72.7%.
The projected annual savings with the new process is $72,800 - $83,400.

B2C/B2B Logistics and Storage company

The client is open 7 days a week and operates predominantly in the heavily competitive market of Sydney(Australia) Metropolitan Area, but also reaches across the entire Eastern Seaboard.

Sydney is a very international city with transient international residents leaving on average every 2-4 years. These residents are predominantly there for education as Australia is a big education hub for Asia. Due to a highly efficient public transportation system with 4 options, most residents of the metropolitan area do not have a need for a vehicle. Additionally, Sydney was in top 10 most expensive cities to live in1 and the rental market consequentially resulted in extreme price pressure on both international and domestic residents to move around frequently. 

The client had a team of inside sales people using a single Google Sheet to track their interactions with customers. Frequent errors, duplicates, and overwrites of rows resulted in planning errors in the deployment of human capital and trucks for jobs. Additionally, many leads were lost business as a result of a lack of follow up within the appropriate timeline. This was due to either incorrect data entry or lack of individualized scheduling tools for the sales team

Post-engagement a market leading CRM was implemented, which reduced the truck and human capital planning errors due to duplicate and overwritten data entry to nearly 0. The close rate of engaged customers improved by 36% with the improved scheduling tools used by the sales team.

The outcome was a reduction in duplicate asset deployment saving the business $740-$980 per error.
The projected annual revenue recovered from lost business due to follow up was $153,000-$171,000 (pro-rated based on 6 month engagement).
1. https://www.foxbusiness.com/lifestyle/new-york-sydney-san-francisco-worlds-10-most-expensive-cities-live-2022