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Project

PrismRetail Trade Promotion Workbench

Manage funding accruals, retailer claims, and deduction matching for CPG teams.

Client
PrismRetail Group NA
Expertise
Industry, Retail
Scope
16 weeks
PrismRetail Trade Promotion Workbench

about project

Manage funding accruals, retailer claims, and deduction matching for CPG teams.

  • laravel
  • inertia
  • mysql
  • tailwind
  • s3

Finance analysts reconciled trade spend in macros that broke whenever a retailer changed templates.

We shipped a collaborative workbench with accrual modelling, dispute workflows, and retailer-specific rule packs.

Embedded analytics highlight funding leakage by category while treasury exports feed SAP automatically.

Field sales now photograph displays that sync to claims for faster approvals.

Features

  • Accrual engine with scenario snapshots
  • Retailer claim ingestion (EDI + CSV)
  • Deduction matching with exception queues
  • Photo evidence capture on mobile web
  • Executive margin guardrails dashboard

Case
study

OUR
Approach

How we framed the challenge, shipped the solution, and measured outcomes.

Challenge

Legacy tooling could not audit changes at scale.
Stakeholders lacked a single dependable source of KPI truth.

Our approach

Introduced hardened workflows with automation at the bottleneck.
Shipped dashboards with guardrails and explicit ownership.

Results

Month-end close for trade spend cut by 4.5 days.
Unmatched deductions fell under 3% of volume.
Impact

Key metrics

+18% visibility

ROI on funded promos

−2,200 / quarter

Manual spreadsheet hours

−35%

Dispute resolution SLA
Stages

Work in stages

01

Requirement Gathering & Discovery

1

02

Project

However, all complete IoT systems are the same in that they represent the integration of four distinct components: sensors/devices, connectivity, data processing, and a user interface.

03

IOT Projects software

The software then analyzes and transmits the data to users via an app or website.

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