Case Study: From Chaos to Clarity – How We Streamlined a B2B FMCG Purchase Order Process with AI

Managing large and frequent B2B orders can be overwhelming for FMCG businesses. Here’s how we turned that chaos into clarity for one of our clients.

Client’s Industry

FMCG

Business Type

B2B

Solution

AI-Powered PO Management System

Services

AI & Custom Web App Development

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Introduction: The Business and Its Challenges

Our client, a leading player in the FMCG sector specializing in food and beverage products, primarily serves B2B customers such as restaurants and hotels. While their business was thriving, they faced significant operational bottlenecks managing large and frequent purchase orders in various formats from their customers.

What Our Client Faced

Their customers used a wide range of systems to generate purchase orders, resulting in POs being submitted in different formats, including PDFs, Excel sheets, images, and text files. These inconsistencies made it challenging to process orders efficiently. Despite using paid PDF converters, the converted data often contained errors, further delaying order processing and frustrating their team.

What Our Client Expected as a Solution

The client wanted a centralized Purchase Order (PO) application that could:

  • Seamlessly convert POs from any format into a single, system-compatible format.
  • Offer an option for customers who preferred their own systems to upload POs directly, enabling automatic formatting and order processing within the application.
  • Simplify the end-to-end order-to-delivery workflow, allowing B2B customers to generate and manage POs directly through the application.
  • Provide a seamless experience that integrated with their existing accounting software to reduce manual work.

These expectations underscored the need for a custom, scalable solution that could streamline their operations and deliver a superior customer experience.

Key Challenges

Managing purchase orders through fragmented channels—such as calls, WhatsApp, emails, Excel sheets, and PDFs—posed significant challenges:

pdf-con
Inaccurate PDF Conversions

Despite using paid PDF converters, the data from purchase orders often failed to convert correctly, leading to errors.

order-del
Order Processing Delays

Inefficiencies caused delays that impacted delivery timelines and customer satisfaction.

dis-joint-system
Disjointed Systems

There was no integration between their purchase order workflow and their off-the-shelf accounting software, leading to manual and repetitive tasks.

time-waste
Wasted Administrative Hours

The team spent excessive time on low-value tasks like printing shipping labels and assigning delivery drivers, instead of focusing on strategic business growth.


These inefficiencies directly impacted their ability to scale operations and deliver an exceptional customer experience.

Our Solution: A Custom AI-Powered Purchase Order System

To tackle these challenges, we developed a bespoke Purchase Order (PO) system tailored to the client’s business needs. The system not only streamlined their operations but also enabled seamless integration with their off-the-shelf accounting application, providing a unified workflow.


Key Features of the PO System

1
AI-Driven Data Extraction
  • Clients could upload purchase orders in any format—PDF, image, or text—directly into the system.
  • Our AI-powered system accurately extracted the data and auto-formatted it into CSV or Excel.
  • This eliminated manual data conversion and ensured accuracy, saving significant time.

Customer-Focused Portal
  • Each B2B customer received secure login credentials to place orders directly via the PO application.
  • Customers could save favorite product lists to simplify recurring orders.
  • A reordering feature allowed customers to duplicate previous purchase orders, saving time and effort.
  • Any applicable discounts or promotional offers were automatically applied during the order process.
2

3
Admin Dashboard
  • A centralized system displayed all incoming purchase orders in real-time.
  • Orders were categorized as "pending," ensuring clear prioritization for the admin team.
  • Automated pre-invoice generation streamlined the approval process, allowing customers to verify pricing, taxes, and discounts before final processing.

Customer-Focused Portal
  • Each B2B customer received secure login credentials to place orders directly via the PO application.
  • Customers could save favorite product lists to simplify recurring orders.
  • A reordering feature allowed customers to duplicate previous purchase orders, saving time and effort.
  • Any applicable discounts or promotional offers were automatically applied during the order process.
4

5
Admin Dashboard
  • A centralized system displayed all incoming purchase orders in real-time.
  • Orders were categorized as "pending," ensuring clear prioritization for the admin team.
  • Automated pre-invoice generation streamlined the approval process, allowing customers to verify pricing, taxes, and discounts before final processing.

Actionable Insights Derived from the System

Beyond operational improvements, the system provided critical data insights

customer-behavior-patterns
Customer Behavior Patterns

Identified high-value customers and recurring order trends, enabling personalized offers and loyalty campaigns.

product-performance
Product Performance

Highlighted best-selling products and underperforming SKUs, allowing the client to focus marketing efforts strategically.

operational-bottlenecks
Operational Bottlenecks

Pinpointed delays in order processing, helping streamline the supply chain.

revenue-opportunities
Revenue Opportunities

Recognized opportunities for cross-selling and upselling by analyzing customer purchasing habits.

about

Technology Stack

Backend:


Front-End:


The Results: Measurable Impact

The implementation of the PO system delivered significant business outcomes:

faster-order-processing
40% faster order processing

Enabling quicker deliveries and happier customers

improvement-efficiency
50% improvement in accounting efficiency

through seamless off-the-shelf accounting application integration.

hours-saved
10+ hours saved weekly

allowing the team to focus on strategic growth initiatives.

Takeaway: AI for Streamlining B2B Operations for Growth

This case study demonstrates how tailored solutions can address specific business pain points, automate workflows, and unlock growth opportunities. By partnering with Maven Technology, businesses can:

customer-behavior-patterns

Save time and reduce errors through automation.

product-performance

Gain insights to make smarter, data-driven decisions.

operational-bottlenecks

Focus on growth by eliminating operational inefficiencies.

Unlock Efficiency and Drive Growth

Operational bottlenecks shouldn’t slow you down. The right technology can streamline workflows, reduce errors, and provide valuable insights—helping your business run smarter, not harder.


At Maven Technology, we create intelligent, custom solutions that simplify complex processes and free up your time for what truly matters—growth and innovation.


Let’s discuss how we can tailor a solution to your needs.

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