Case study
Digitizing warehouse inventory
How a commercial roofing company replaced paper inventory tickets with a live app, and stopped writing off lost material.
Value to the client
- Cost reduction
- 400hrs / yr
- of manual entry no longer needed
- Reported by the client
- Risk mitigation
- 98%
- of the gap between book and physical inventory closed
- Reported by the client
Josh Mullins
Managing Director
3 min read
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At a glance
- Client
- Not named
- Location
- Cincinnati, Ohio
- Industry
- Commercial and residential roofing
Live in 3 months, from assessment to go-live
- Of the inventory gap closed
- 98%
- Book versus physical, as reported by the client
- Hours a year
- 400
- Of manual entry no longer needed, as reported by the client
- App for every item movement
- 1
- Replaced paper tickets
- Months
- 3
- From assessment to go-live
Before
Paper tickets, lost data, and a growing inventory gap
Material moved in and out of the warehouse on paper tickets.
Tickets went missing or were hard to read, so the data was unreliable.
As the company grew, so did the gap between book and physical inventory.
What we did
Fix it at the source
Assess2 weeks
Traced the gap from receiving to job allocation.
Redesign the process2 weeks
Removed paper handoffs and gave each step an owner.
Build the app4 weeks
A low-code app records every item movement, not just job totals.
Automate entry3 weeks
Rows flow into the accounting system without re-typing.
“Prior to the Automized inventory solution, we were consistently writing off "lost" material. Our team can now see real-time inventory levels, and our job profitability is more accurate.”
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