Case Study: retail

Pet Supplies Retailer Uses Microsoft AI to Automate Its A/P Processes

Kumo uses Microsoft AI, PowerApps, and Sharepoint integrations to set up an automated financial process. 

Business Situation

How can our client use Microsoft AI technology to create efficiency in business processes and financial reporting?

Our client, Pet Supplies Plus, has 14 store locations in the Chicagoland area. Across all locations, the teams were having trouble viewing store-specific financial information. Additionally, all stores followed separate procedures, and overall tracking and communication was taking up valuable time. Due to this, they had many reporting problems with manual and outdated A/P processes that were managed through Excel. 

Key Challenges

The store was using entirely manual processes to update A/P info and generate sales reports

Too many competing Excel procedures and spreadsheets with many opportunities for error 

Lack of visibility into storespecific financial and operations data

Business Solution

Seamless integration with Microsoft AI and PowerApps

First, using Microsoft AI Form Reader, Kumo significantly reduced the amount of time required to complete their A/P processes. By doing this, and using a combination of Microsoft AI, PowerApps, and Sharepoint, Kumo built an integrated solution for Pet Supplies Plus. Therefore, all stores could independently manage their finances, and gain valuable insights into the overall companies’ data seamlessly. 

  • AI Builder - Form Reader
  • Dataverse
  • PowerApps
  • SharePoint
  • Power Automate

Business Results

Return On Investment 44%

3,822 hrs saved / year​

Fully automated A/P process​

Key insights into store sales data​

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