Optimized Inventory & Order Fulfillment by Enabling Category Managers With Guided SSI Application Workflows

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A leading retail chain struggled with errors in inventory orders due to the complexity of its custom SSI (Sales, Stock, Inventory) application. With Whatfix’s in-app guidance, the company enabled its Category Managers with guided inventory and fulfillment workflows, reducing order fulfillment errors, improving inventory management, improving stock and inventory data quality, and providing a better customer experience.

Category Managers were required to use a custom, in-house SSI application to place purchase orders for stocking warehouses, which involved selecting the correct items and quantities to fulfill both brick-and-mortar and e-commerce orders. However, frequent errors occurred due to the application's complexity and lack of proper documentation and training. These errors included incorrect item types, sizes, quantities, and warehouse locations, leading to lost revenue, mismanaged store inventory, unfulfilled e-commerce orders, and increased costs due to stocking the wrong items.

Whatfix deployed in-app Smart Tips to provide nudges and reminders to users within the SSI application's tasks and workflows, driving process adoption and governance. These Smart Tips enabled users with contextual data validation on form fields, guiding them through the SSI application tasks and reducing errors during order placement.