
ABOUT THE CLIENT
World leader in cosmetic industries.In India they have 2 manufacturing plants Have huge network of CFA, Sub CFA, Distributors across India. Have more than 20,000 SKUs.
PROBLEM
There are many sources of huge data and ensuring all are considered at appropriate time by manual methods is very difficult.
It involves various steps of manually doing tedious calculations in excel sheet. Chances of manual error are high, leading to miscalculations in stock to be sent, triggering either over stocking or stock out position.
Since process is human dependent, getting the correct data for dispatches takes time. A person or sometime 2 are involved in doing this activity for whole day.
Also truck load is not correctly calculated, causing underutilization of truck capacity.

SOLUTION
Made the process human less.
Automated the process of collecting various data reports.
These reports are automatically uploaded to the server, where client defined calculations happen and data is prepared for consumption.
Various reports like Allocation of stock report based on current stock position, stock in transit, forecast and sell cycle. Generates stock allocation report considering following scenario Over selling, Normal selling and Under selling
Create an update file to be uploaded to SAP for sales order generation.
Also keep backup to know how stock allocation has happened over the period.
BENEFITS
The shift to a high-tech model delivered significant business benefits:
Optimized truck capacity utilization.
Managed FIFO, scheme-related SKUs, and other factors efficiently.
Eliminate stock-out situations, leading to enhanced operational efficiency.
Automated calculations for in-transit stock, available-to-promise, and capable-to-promise data.
Independent processing with near-real-time results, requiring no human intervention for calculations.
TOOLS & TECHNOLOGIES USED

Rental
In an effort to streamline customer communication and reduce manual workload, our team implemented an automated email system for sending order confirmation PDFs. The goal was to ensure accuracy, brand consistency, and timely notifications, while minimizing errors in recipient details. By leveraging dynamic data from Quotes and Orders, and using standardized email templates, we achieved a fully automated solution that enhances efficiency and improves the customer experience.

Utility
To streamline outbound calling efforts and improve lead management efficiency, we implemented a tightly integrated solution between Salesforce and Five9. The primary objective was to accurately track call attempts, automatically disqualify leads after a predefined threshold, and ensure consistent data across both platforms. This helped prioritize campaigns more effectively, reduce time spent on non-viable leads, and enhance overall data integrity. The result is a more focused sales process, with a clear, synchronized view of lead activity and status.