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Comprehensive Asset Management and Sales Optimization Mobile Platform for Consumer Goods Industry
  1. case
  2. Comprehensive Asset Management and Sales Optimization Mobile Platform for Consumer Goods Industry

Comprehensive Asset Management and Sales Optimization Mobile Platform for Consumer Goods Industry

experionglobal.com
Consumer products & services
Retail
Supply Chain

Identifying Challenges in Field Operations and Asset Visibility for Consumer Goods Companies

The client’s sales team relies on traditional methods for daily operational activities, leading to limited real-time market insights across a vast retailer network. Key pain points include insufficient visibility into market conditions, inefficient asset management for onsite equipment such as freezers and display units, manual roster management, and delayed decision-making due to lack of integrated business intelligence. These issues hinder quick response to market changes and reduce operational efficiency in a highly competitive environment.

About the Client

A rapidly growing consumer goods company with a large retail presence across national markets, seeking to enhance field operations, asset tracking, and real-time market insights.

Goals for Enhancing Field Operations and Asset Management Systems

  • Achieve at least a 20% increase in salesforce productivity through automation and real-time data access.
  • Improve delivery and order-to-delivery timelines by 35%.
  • Reduce back office efforts by 50% with streamlined workflows.
  • Enable accurate asset tracking with integrated photo verification, improving asset status visibility.
  • Provide real-time market analytics to inform smarter inventory and sales strategies, reducing reactive decision-making.
  • Automate sales team roster and route allocation, reducing manual planning and increasing route efficiency.

Functional Capabilities Needed for Asset and Sales Management Platform

  • Secondary sales and stock management module: set minimum business quantities, record retail stock levels, track shelf movement, and calculate tertiary sales.
  • Asset tracking module: monitor onsite assets with barcode/image capture, status updates, and inspection photos.
  • Sales team roster automation: real-time tracking of field activities, notification of non-working days, and automatic route reallocation.
  • Business intelligence interface: a desktop dashboard for management to view real-time analytics on sales, inventory levels, market activities, and asset status.

Technology Stack and Architectural Preferences for the Platform

Mobile application development on major platforms (iOS and Android)
Backend system with cloud-based infrastructure supporting real-time data sync
Integration of image capture and storage capabilities
Use of data analytics and visualization tools for business intelligence dashboards

Essential External System Integrations for Seamless Operations

  • Inventory management systems for stock updates
  • Asset management hardware/system for onsite asset tracking
  • Real-time notification and communication tools
  • Existing CRM and ERP systems for comprehensive data access

Critical Non-Functional System Requirements

  • System scalability to support large field workforce and asset database
  • Performance metrics: real-time data updates with minimal latency
  • High security standards to protect sensitive inventory and asset data
  • Reliability with 99.9% uptime expectation
  • Mobile app usability optimized for field personnel

Projected Business Benefits from the Asset and Sales Management Platform

Implementation of the platform is expected to result in at least a 20% increase in salesforce productivity, a 35% reduction in order-to-delivery times, and a 50% decrease in back-office efforts. The solutions will enhance real-time market insights, optimize asset utilization, and streamline sales operations—driving better responsiveness, cost savings, and improved market competitiveness.

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