CASE STUDY

How a Manufacturer Used AI to Turn $5M Inventory Loss into $8M ROI

Summary

  • Company: $70M manufacturer + distributor, 250 staff

  • Wrong Starting Thought: “We just need a better forecasting tool.”

  • Why That’s Wrong: If they only added a forecasting tool: it didn’t connect to the company’s main system, so teams still had to work in separate silos and enter information manually, leaving the process inefficient.

  • WhatIf Approach: Strategy-first rollout. Step-by-step AI deployment → forecasting → automatic reordering → margin dashboards.

  • Results: $3M saved in 90 days, $8M ROI in one year, 95% order fulfillment, warehouse costs down 20%.

    • Company: $70M manufacturer and distributor with 250 staff

    • Problem: Stockouts and overstocks were wasting millions

    • Win: $8M ROI and 95% of orders fulfilled on time

    • Transformation: Shifted from gut-driven chaos to predictable, profitable supply chain management

  • Challenges:

    • Demand planning based on guesswork

    • Wrong SKUs filling warehouses, top-selling products often out of stock

    Hidden costs:

    • $5M tied up in excess inventory

    • $2M spent on rush shipping

    • $1M in lost contracts

    If nothing changed: Margins would shrink and growth would plateau
    If they only added tools: Forecasting apps didn’t connect to the main system, so teams did duplicate work and the problem persisted.

    • $3M ROI in 90 days

    • $8M ROI in 12 months

    • 95% order fulfillment (up from 70%)

    • Warehouse costs reduced 20%

WhatIf Solution (1–1–1 Formula)

Created a strategy roadmap showing an $8M opportunity. ROI calculation: savings from reduced waste plus recovered lost sales, divided by the initial investment.

1
Day

Deployed the forecasting AI. Achieved $3M in savings within 90 days.

1
Quarter

Implemented the full plan in order: (1) Forecasting, (2) Automatic reordering, (3) Margin dashboards. Combined, these improvements generated a total of $8M ROI for the year.

1
Year

CLIENT FEEDBACK

“We finally stopped guessing. AI gave us clarity and profits back.”

WORK WITH US

Ready to Add your own success story?

Schedule a Call