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AI USE CASE: FOOD & BEVERAGE

Turn buried ERP data into daily profit intelligence.


20-30%
Improvement in delivery speed & cost-efficiency

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Increased customer profitability & upsell opportunities

45%
Faster customer resolution with real-time tracking

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Predictive recommendations for branch & executive levels


The Challenge: 30+ Routes a Day, No Clarity on Margin.

Operational data already knows where profit is leaking. The problem? No one can see it fast enough.

Food distributors operate with razor-thin margins and massive complexity:

  • Driver performance, route structures, load quality
  • Customer profitability, service windows, cost-to-serve
  • Sales rep books, high-maintenance accounts, margin drag

But like so many SMBs, intel is siloed – lost across spreadsheets, delivery logs, and disconnected systems.

Profitability slips through the cracks when teams are limited to static reports.

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Our Solution: A Daily Insights Engine Powered by AI

We designed a custom AI model to answer the top operational and profitability questions leadership needed answered daily. What once took days of analysis now takes seconds. Here’s how:

Route-Level Profitability Insights

  • The model pinpoints the highest and lowest margin routes, and explains why – which drivers are outperforming, which stops are hurting profit, and how to restructure routes for efficiency and cost control.

Margin Drop Diagnosis

  • When daily margins fall below target, the model identifies root causes: unprofitable customers, load inefficiencies, rep assignments, or route volume issues. It doesn’t just report—it recommends action.

Sales Rep Performance Ranking

  • Sales team intelligence ranks reps not just on revenue, but on account profitability, service friction, and customer retention. Leadership can reassign accounts or rebalance territories with confidence.

Executive Visibility Without Analysts

  • All of this happens in real time – highly-actionable, critical insights daily, so decisions can be made before issues escalate.

 

AI turns scattered data into strategic insight – giving leaders the clarity to grow on purpose.
Why It Works: AI Applied Through an Operational Lens

In distribution, critical insights are often trapped in silos. Sales sees one version of performance. Ops sees another. Most systems weren’t built to connect the dots between sales, operations, and customer profitability in real time.

“We’ve never had this level of clarity across production and planning. Now we know exactly where to focus. We’re building smarter—without breaking what’s working.”

Vice President $60M Distributor

So we built the AI model around the exact questions teams were wasting hours trying to answer. Then trained it on live ERP, margin, and route data to solve for margin leakage, not just track it.

This AI Model now delivers what spreadsheets and CRMs can’t:

  • Margin visibility by route, rep, or customer

  • Smart forecasting for route planning and order loading

  • Sales performance metrics that go beyond revenue

  • Instant access to the “why” behind daily variance

Our custom AI solutions solve the right problems, driving faster decision making, smarter execution, and measurable bottom-line growth.

Want to Unlock the Profit Intelligence Hidden in Your Data?

You already have the data. We help you use it to drive growth. Let us send you a custom assessment – Fill out the form below and we'll identify where and how you can implement AI for the greatest impact on your bottom line.

What You’ll Get:

  • Where your greatest operational edge could come from by integrating AI
  • Specific recommendations for growth and their ROI
  • How your digital brand compares against key competitors
  • What your current positioning communicates to potential buyers

Get Your Custom AI Recommendations [+ Bonus Competitive Analysis]
View a Sample Report

Our Approach

AI is only as powerful as the strategy behind it.

1. Discovery & Strategy

First, we assess your goals, data maturity, and readiness for AI – then build a strategic roadmap tailored to you.

  • AI Readiness Assessment
  • Business Case Development
  • Strategic Adoption Plan

2. Build & Develop

Then we design and develop custom AI solutions to move your business forward.

  • Predictive Analytics
  • Data Engineering & Infrastructure
  • Generative AI, LLMs, MLOps
  • AI-Enabled Toolsets & Dashboards

3. Scale & Optimize

Once developed, we ensure seamless integration, optimize performance, and track ROI as your system grows.

  • Operational Alignment
  • Continuous Improvement Loops
  • Change Management Support

Curious what can AI can really do for your company?