End-to-End Inventory Management for Global Logistics Firm
The Client Need
Our client, a global inventory and logistics solution provider, supports manufacturers and distributors across the U.S., Ireland, China, and Israel. They partnered with us to streamline and manage inventory operations for a global technology brand. The scope included purchase order processing, vendor coordination, invoice reconciliation, and delivery logistics.
The client faced mounting pressure to manage high-volume, time-sensitive inventory data across multiple time zones—requiring precise execution and constant communication with vendors and stakeholders.
The Challenge
Managing inventory at this scale brought several challenges:
Our Approach
We set up a trained, cross-functional team capable of handling end-to-end inventory support, working directly on the client’s ERP systems (including access to both client and end-client portals).
Our strategy included:
- Structuring workflows around four key areas: PO processing, vendor logistics, invoice entry, and dispatch confirmation
- Assigning teams across multiple time zones to ensure round-the-clock availability
- Allocating resources by skill level to handle specific types of tasks (e.g., translation routing, vendor communication, invoice reconciliation)
- Implementing dashboards and tracking mechanisms for real-time status updates and error resolution
The Process
-
1. Purchase Order Processing
• POs and repair requests were received via email with supporting documents
• Our team entered this data into the client’s ERP system, referencing Bill of Materials, vendor details, and pricing
• Non-English documents were rerouted for translation before processing -
2. Vendor Logistics
• Orders were placed with vendors based on stock availability, location, pricing, and shipment timelines
• BOMs were updated regularly to reflect changes in spare part specs and logistics costs
• Delivery details were captured and tracked; delays or changes were updated in real time
• Returns and refurbishments were tracked and coordinated -
3. Invoice Processing
• Supplier invoices were received and manually entered into the client system
• Each invoice was matched to corresponding POs and validated for accuracy
• Approved invoices were routed to the client’s internal approvers for final action -
4. Dispatch and Delivery
• Upon warehouse receipt, shipments were matched against POs and invoices
• Discrepancies (quantity, pricing, etc.) were flagged for review by buyer/planners
• Cleared shipments were approved for payment and closure
• Custom dashboards were delivered daily, weekly, or biweekly depending on reporting needs
The Outcome
- 98%+ data accuracy in real-time ERP entry
- 165+ man-hours saved per month for the client
- Timely order processing enabled uninterrupted delivery operations
- Full visibility into PO, invoice, and delivery status via custom reporting
Business Impact
By building a flexible, round-the-clock team with a deep understanding of inventory systems, we helped the client achieve faster order cycles, cleaner vendor coordination, and significantly reduced operational overhead. Our engagement continues to evolve as we support additional geographies and higher volumes.
The Process
-
1. Purchase Order Processing
• POs and repair requests were received via email with supporting documents
• Our team entered this data into the client’s ERP system, referencing Bill of Materials, vendor details, and pricing
• Non-English documents were rerouted for translation before processing -
2. Vendor Logistics
• Orders were placed with vendors based on stock availability, location, pricing, and shipment timelines
• BOMs were updated regularly to reflect changes in spare part specs and logistics costs
• Delivery details were captured and tracked; delays or changes were updated in real time
• Returns and refurbishments were tracked and coordinated -
3. Invoice Processing
• Supplier invoices were received and manually entered into the client system
• Each invoice was matched to corresponding POs and validated for accuracy
• Approved invoices were routed to the client’s internal approvers for final action -
4. Dispatch and Delivery
• Upon warehouse receipt, shipments were matched against POs and invoices
• Discrepancies (quantity, pricing, etc.) were flagged for review by buyer/planners
• Cleared shipments were approved for payment and closure
• Custom dashboards were delivered daily, weekly, or biweekly depending on reporting needs
The Outcome
- 98%+ data accuracy in real-time ERP entry
- 165+ man-hours saved per month for the client
- Timely order processing enabled uninterrupted delivery operations
- Full visibility into PO, invoice, and delivery status via custom reporting
Business Impact
By building a flexible, round-the-clock team with a deep understanding of inventory systems, we helped the client achieve faster order cycles, cleaner vendor coordination, and significantly reduced operational overhead. Our engagement continues to evolve as we support additional geographies and higher volumes.