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    Retail
    Excel Automation

    Inventory Management Automation for Retail Chain

    This retail chain faced significant inventory management challenges across their 50 locations. Manual Excel-based tracking led to frequent stockouts of popular items and excess inventory of slow-moving products, negatively impacting both customer satisfaction and cash flow.

    6 weeks from assessment to full deployment across all locations
    Retail
    Inventory Management Automation for Retail Chain

    Key Results

    42%
    Stockout Reduction
    Fewer out-of-stock situations across all locations
    28%
    Excess Inventory
    Reduction in overstock situations
    15 hours
    Time Savings
    Weekly time saved in manual inventory processing
    35%
    Cash Flow
    Improvement in inventory turnover rate

    The Challenge

    A retail chain was managing inventory across 50 locations using manual Excel processes, leading to stockouts and overstock situations.

    Our Solution

    We developed an automated Excel-based system that integrates with their POS system to track inventory levels and generate reorder recommendations.

    Implementation Process

    Analyzed existing inventory management processes and pain points

    Developed automated data integration between POS systems and Excel

    Created dynamic reorder point calculations based on sales velocity and seasonality

    Built automated alert system for low inventory and overstock situations

    Implemented centralized dashboard for regional managers

    Trained store managers on new automated processes and reporting

    "The automated inventory system has been incredible. We no longer have empty shelves or excessive backstock, and our cash flow has improved significantly."
    David Chen
    Regional Operations Manager

    Technologies Used

    Excel VBA
    Power Query
    POS System APIs
    Cloud Storage
    Automated Reporting

    What's Next

    The retail chain is exploring expansion of the automation framework to include supplier management and purchase order automation.

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