Streamlining Inventory Control and Financial Management for a Specialty Metal Trader

Client Overview

A specialty metal trading company dealing in high-value metal particles faced significant challenges in managing inventory and generating timely financial information. These issues caused considerable delays in closing the financial audit, leaving the management without business insights or supporting data for decision-making.

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Challenges Identified

  • Inventory was not updated in real time due to lack of system access for mobile staff.
  • Manual workflows created inconsistencies in stock data
  • The financial team struggled with outdated tools, duplicating works and fragmented data, delaying accurate reporting.
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Our Approach

We began by assessing the client’s operational bottlenecks and discovered the key issue: field staff had no real-time access to inventory or sales data, leading to delays which again caused further delays.

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Solutions

  • System Upgrade

    We transitioned the company to a cloud-based system for access from anywhere.

  • Inventory Integration

    Standardised inventory by properly defining SKUs, and brought uniformity and clarity among the team.

  • Upgraded Inventory System

    We implemented an industry-leading inventory management system and integrated it with the accounting system. This largely eliminated duplicate data entry.

  • Processes improvements

    worked with the client on simplifying processes, and enhanced processing speed within workflows.

  • Cost-Efficient Setup

    Choose a subscription-based model to avoid high software licensing costs and obtained management approval without large capital investment.

  • Supported Transitions

    We supported the client with additional resources required during the transition and upgrade to help operations remain unaffected.

  • Remote Access Enabled

    Gave mobile staff on-the-go access to update and view records.

  • Handholding

    Assisted the client with on time training and support after the adoption of the new systems. This eased the learning curve for the ground staff.

metal trading

Outcomes

  • Real-time inventory tracking significantly improved accuracy and control.
  • Enhanced staff confidence and customer satisfaction with on time deliveries, and kept delivery commitments.
  • Faster, more reliable financial reporting allowed the management team to stay informed and agile.
  • Operational efficiency increased with seamless coordination between departments and mobile staff.
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The combined solution empowered the client with accurate, real-time data, leading to informed, faster decision-making. By minimizing manual work and ensuring data integrity, we helped them achieve better control over inventory and streamline financial operations—without burdening them with heavy software costs.

Case Details

Clients : B2B Supplier of High-Value Metal Particles

Industry : Specialty Metal Trading

Loation :UAE

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+ 971 50 2839 209

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info@dxrise.com