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Flagship Client Story · Workflow Modernization & AI Enablement

The distributor that stopped typing

A U.S. building products distributor with 100+ branches ran on PDFs, emails, and manual keying — vendor confirmations, customer orders, window orders, cost changes, price requests. We've been replacing that typing with software since 2021. The platform now processes millions of documents, audits millions of invoice lines, and governs pricing across tens of millions of records.

1.5M+ documents processed
~5M invoice lines audited / year
3.4M e-commerce orders in system
10–20M pricing records governed
500+ vendors · 112 branches
The starting point

Distribution runs on paper — even when the paper is a PDF

The client distributes building products — siding, roofing, windows — through 100+ branches across the U.S. Their ERP is solid. But between the ERP and the outside world sits an ocean of documents: vendor confirmations, customer purchase orders, manufacturer files, cost change notices, price requests. All of it used to flow through human hands and keyboards.

Before
Branch associates retyping emailed PDF orders line by line
Vendor confirmations reconciled by hand, or not at all
Window orders keyed twice — once internally, once at the manufacturer
Thousands of vendors sending cost changes in their own formats
Special pricing granted by phone call and memory
After
Customer PDFs parsed and ordered automatically — matched once, remembered forever
2 of 3 vendor documents reconciled with zero human touch
Manufacturer files integrated by API — no second keying
Cost changes normalized in one place, applied automatically
Pricing governed end to end — with 5M invoice lines re-audited yearly to prove it

One theme repeats through this entire engagement: many external formats in, one normalized pipeline out. Vendors, customers, manufacturers — everyone communicates their own way. The platform translates, so people don't have to.

What we built

One platform between the ERP and everyone else

A back-office application suite and a B2B e-commerce storefront, both wrapped around the client's distribution ERP — extending it, never replacing it.

The outside world 500+ vendors · PDFs customer POs by email manufacturer order files cost change notices thousands of formats, zero standards Back-office automation suite 14 modules · one normalized pipeline Vendor PO reconciliation Customer order automation Window order integration Invoice-line auditing Cost change normalization Margin governance Special-price workflow Customer price sheets Vendor scorecards Rebates & policy tools AI document intelligence · custom parsers · rules engines Distribution ERP system of record orders · costs · pricing B2B e-commerce storefront 50k+ companies ordering via 78,000 users · 3.38M orders · 258,781 accounts managed branch-specific pricing & availability · roles & notifications availability computed in a dedicated external service live pricing via API · ETL replication hourly/daily
System context — the suite normalizes the document chaos; the ERP stays the system of record; the storefront serves a quarter-million-account customer base. Diagram recreated for publication.
683,656
vendor PO documents processed — 389,434 auto-confirmed, no human touch
95,507
customer orders placed automatically from emailed PDFs, across 77 customers
771,438
manufacturer window-order documents integrated — 500–1,000 orders a day
4,985,092
invoice lines re-audited in the last twelve months — 96.66% of flags resolved on time
The method

The same move, repeated until the typing stopped

Every module in this engagement applies the same discipline to a different document stream. Once you see the pattern, you understand why it scales:

1 · Capture

Meet the documents where they already arrive — email inboxes, vendor portals, manufacturer files. No one is forced to change how they send.

2 · Normalize

Custom parsers for consistent formats; AI document models for the rest. Everything becomes structured data — SKUs, units of measure, quantities, prices.

3 · Decide by rules

Configurable rules auto-approve the routine and flag the exceptions. Humans stop doing the 65–95% that never needed them.

4 · Queue the exceptions

What remains lands in worked queues with one-click actions — measured, on-time, and handled by experts instead of everyone.

This is also why the engagement keeps growing: each new document stream — cost changes, rebates, price requests — is one more application of a proven pattern, not a new invention.

The outcome

Adoption is the honest metric

Customer order automation grew from 17,000 orders to 95,000+ in three years. Nobody mandates growth like that — branches adopt what works.
The engagement keeps expanding for the same reason: each automated stream earns the next one.
5.6×
order automation growth since 2023
~65%
of vendor documents fully auto-confirmed
96.66%
of audit flags addressed on time
2021
engaged since — live and growing

Figures are live production numbers as of mid-2026. Client identity withheld under confidentiality; diagrams recreated for publication.

What this means for you

The same work, productized

Everything in this story is now a repeatable MVP Soft service. If parts of it sound like your operation, this is where each one lives.

Finding the highest-leverage document streams first — which manual processes cost the most, and in what order to automate them.
Operational Intelligence Assessment →
Multi-year architecture across a growing suite — module boundaries, ERP integration discipline, and knowing what belongs outside the monolith.
Fractional CTO & Technology Leadership →
Replacing retyping with pipelines — parsers, rules engines, exception queues, and workflows that people actually adopt.
Workflow Modernization →
AI document intelligence in production — trained document models auto-confirming hundreds of thousands of real vendor documents, not a pilot.
AI Enablement →

How many PDFs did your team retype today?

Every document stream that flows through human hands is a candidate. Start with an assessment — we'll find the ones that pay back first.

Book an Operational Intelligence Call