Trading & distributionDistribution company · 150 employees

Margins out of the noise

Order chaos replaced with real-time margin intelligence and recovered revenue.

18%
margin recovered
24%
throughput per quarter
99%
order accuracy
Client snapshot
Industry
Trading & distribution
Company size
150 employees
Departments
5
Workflows automated
9
Users
70
Timeline
4 months
The challenge

Orders flowed across suppliers and customers with manual reconciliation, and thin margins were hidden in the noise of disconnected systems.

A distributor moving thousands of SKUs with margins eroded by pricing errors and reconciliation gaps no one could see in time.

The starting point

How the work actually ran — and what it cost

Current state
  • Excel spreadsheets
  • WhatsApp messages
  • Email threads
  • Manual approvals
  • Scattered information
  • Delayed decisions
The impact
  • Manual order reconciliation across systems
  • Pricing and margin errors caught too late
  • No live view of profitability by product or customer
What needed to change

A clear picture of the future state

  1. 1Connected order-to-cash
  2. 2Real-time inventory
  3. 3Pricing automation
  4. 4Margin visibility
  5. 5Anomaly detection
Solution architecture

A connected order and fulfilment system with supplier and pricing automation, plus margin intelligence surfacing risk in real time.

Users
CRM
Workflow engine
ERP modules
Reporting layer
AI insights

Every layer shares the same data — so a lead becomes a record, a record triggers a workflow, and the result lands in reporting and AI without re-keying.

Modules implemented

From problem to module to outcome

Order & fulfilment
Orders scattered across tools
One system from order to delivery
Inventory control
Manual, inaccurate stock
Real-time stock across every location
Supplier & pricing automation
Pricing errors slip through
Automated pricing and supplier flows
Invoicing & reconciliation
Manual matching
Automated, accurate reconciliation
Margin intelligence & AI
Margins hidden in noise
Live margin view with anomaly alerts
Business impact

What changed for the business

  • Revenue recovered from previously hidden margin leaks
  • Reconciliation automated end to end
  • Anomalies flagged before they cost money
MetricBeforeAfter
Margin visibilityMonth-endReal-time
Order accuracy91%99%
ReconciliationManualAutomated
18%

margin recovered

24%

throughput per quarter

99%

order accuracy

Have a similar operation?

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“
The margin intelligence alone paid for the whole transformation in a quarter.
Finance Lead · Distribution company
Built with— technology in service of outcomes
Next.jsPostgreSQLPricing engineAnomaly detection
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