Streamlining Operations and Order Management at FMCG Company

The client required a solution to address inefficiencies in their order and inventory management processes. Key challenges included:

• Data Integrity: Ensuring all orders and inventory details were captured accurately without omissions or duplications.
• Manual Calculations: Repetitive and time-consuming calculations slowed down operations and introduced the risk of human error.
• Operational Visibility: Limited visibility of key information, such as order status, inventory levels, and production times, potentially hindered team coordination.
• Future Scalability: The need for a system flexible enough to adapt to changing business requirements over time.

Drawing on our extensive operational experience, Jobsavvy Solutions Ltd. worked closely with the owners of the client to understand both current challenges and potential future needs. We designed a comprehensive system using PowerApps, SharePoint, and Power Automate to ensure the solution not only meets today’s requirements but is also equipped for future growth.

1. PowerApps-Driven Order Management:
   • Developed a custom PowerApps application to streamline order entry and validation, ensuring all data was accurate and consistent.
   • Included automated checks to eliminate duplicate entries or missing fields, reducing errors significantly.
2. Automation of Manual Calculations:
   • Automated previously manual order calculations through workflows using Power Automate, ensuring efficient and error-free processing.
3. Centralised Data Management on SharePoint:
   • Created a centralised SharePoint repository to manage and store order and inventory data, enabling real-time updates and access for all team members.
4. Inventory Management with Barcode Readers (Upcoming):
   • Designed a system leveraging SharePoint and barcode readers to manage inventory in real time.
   • The barcode solution will provide accurate tracking of stock levels, SKUs, and inventory movements, ensuring precise inventory control.
5. Operational Display Monitors (Upcoming):
   • Planned the implementation of real-time display monitors across the facility to provide staff with live updates on production times, order statuses, SKUs, and other critical data.
   • This will enhance team collaboration, reduce delays, and improve decision-making on the shop floor.
6. Operations Director Expertise:
   • Leveraged the deep experience of our operations director to work closely with  owners.
   • Ensured the system was designed to capture all essential data while remaining adaptable for future changes and business growth.
7. Custom Reporting Dashboards:
   • Built interactive KPI dashboards for comprehensive insights into order statuses, inventory trends, and operational KPIs.
   • These dashboards enable management to monitor and optimise performance proactively.

The implementation and ongoing developments have delivered and are expected to provide transformative results for the client:

• Fail-Proof Data Capture: PowerApps ensures accurate order entry with built-in validation and automated workflows.
• Operational Visibility: Display monitors and dashboards enhance real-time visibility, enabling better team coordination and faster decision-making.
• Real-Time Inventory Management: Barcode readers integrated with SharePoint will ensure precise stock tracking, reducing waste and optimising supply chain efficiency.
• Scalability and Efficiency: Centralised systems and automation allow the client to scale operations seamlessly while maintaining accuracy and reducing costs.
• Future-Proof Design: The involvement of Jobsavvy’s operations director ensured that the system was built to evolve with the clients future business requirements.

Conclusion

Jobsavvy Solutions has partnered with the client to create a robust and scalable automation solution tailored to their unique needs. By utilising PowerApps, SharePoint, and Power Automate, we’ve developed a system that ensures fail-proof order management, real-time inventory control, and enhanced operational visibility. Our Operations Director’s experience in working directly with business owners has ensured the solution captures all critical processes while being adaptable to future changes. This case study highlights the value of combining technical expertise with operational insight to deliver impactful and future-ready solutions in the FMCG industry.