Product & Inventory Intelligence System

Simplifying complex data into clear, actionable decisions.


Transformed 10,000+ data points and 400+ accounts into a structured decision framework.

2 Report outputs from same data: 1 for purchasing agents with action items, 1 with an executive summary and highlighted view. Both can be read in under 3 minutes.

Challenge & Approach

  • Large, fragmented dataset across products, customers, and inventory

  • Limited visibility into product relationships and performance trends

  • Reactive inventory management with stockout and overstock risk

  • Built a system linking related products to uncover hidden trends

  • Developed customer-level analysis and forward-looking inventory modeling

Results & Takeaway

  • Reduced analysis time from hours to minutes

  • Surfaced previously hidden product and demand trends

  • Improved visibility into customer performance and churn

  • Identified high-risk inventory positions early for proactive action

  • Takeaway: When data is structured correctly, complex operations can be managed through a small set of clear, high-impact decisions

Seasonal Retail Performance Optimization

Turned inconsistent daily sales into a structured, repeatable decision system

Identified a 15-25% weekday performance gap & implemented targeted actions to improve consistency on slow days

Challenge & Approach

  • Revenue targets misaligned with day-of-week and seasonal demand

  • Strong weekend sales masking weak and inconsistent weekdays

  • Fragmented POS and financial data with no clear decision framework

  • Built a centralized weekly reporting system combining sales + financial data

  • Introduced AI-driven summaries with clear insights and recommended actions

Results & Takeaway

  • Reduced weekly analysis time to <5 minutes

  • Established clear, realistic performance targets across ~30+ days

  • Isolated weekdays as the primary growth lever

  • Improved promotional timing and product focus

  • Takeaway: Small shifts in structure and visibility can unlock immediate gains without adding complexity