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Case Study

Digitizing Warehouse Inventory

Solving inventory inefficiencies and saving 400 FTE hours for a middle-market construction company.

Industry

Commercial & Residential Roofing

Company Size

Middle-Market

AT

Automized Team

Digital Operations Consulting

January 20266 min read
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The Challenge

Paper tickets, lost data, and a growing inventory gap

1

A large commercial and residential roofing company was tracking inventory entering and leaving their warehouse through paper tickets.

2

These tickets were often lost, forgotten, or inaccurate, leading to unreliable data entry.

3

As the company continued to grow, so did the discrepancy between the book value and physical value of their inventory.

4

Paper forms with hard-to-read handwriting combined with a legacy accounting system created compounding errors.

Our Approach

Tackling inventory problems at the source

Here's how we helped transform their operations:

1

End-to-End Assessment

2 weeks

Conducted a comprehensive assessment of what was driving the root cause of the discrepancy, analyzing the entire inventory flow from receiving to job allocation.

2

Process Optimization

2 weeks

Redesigned inventory tracking workflows to eliminate paper-based handoffs and create accountability at each step of the process.

3

Low-Code App Development

4 weeks

Built a custom low-code application enabling transaction-level detail reporting. Previously only total dollar amounts were entered for a job—now every item movement is tracked.

4

Digital Automation

3 weeks

Implemented a digital robot (RPA) to eliminate time spent hand-entering rows of data into the legacy accounting system, removing human error from the process.

The Results

Implemented in 3 months with immediate impact

98%

Gap Eliminated

Inventory discrepancy reduced

400

FTE Hours Saved

Annually through automation

100%

Data Entry Errors

Eliminated completely

3 Months

Implementation Time

From assessment to go-live

Ready to achieve similar results?

Let's discuss how we can help transform your operations.