Introduction: Aquiform, Canada’s largest wholesale distributor for pool, hot tub, and patio furniture products, operates extensive facilities and manages a vast array of products. To enhance their operational efficiency and customer service, Aquiform partnered with us to implement AI-driven automation across several key areas of their business.

Challenge: Aquiform's purchasing department faced significant challenges managing their large-scale procurement operations, which involve interacting with multiple suppliers and managing a wide variety of products. The manual processes were time-consuming, prone to errors, and inefficient, hindering their ability to respond swiftly to market demands.

AI-Driven Workflow Management for Purchasing: We developed a comprehensive AI-powered workflow management solution tailored specifically for Aquiform’s purchasing department. This system automates 80% of the purchasing processes, including:

• Product Discovery and Evaluation: The AI agent autonomously searches and identifies relevant products from various suppliers, evaluating them based on quality, cost, and delivery times. This ensures that only the most suitable products are considered, significantly speeding up the procurement process.

• Integration with ERP Systems: Once products are selected, the AI system automatically inputs all relevant data into Aquiform’s ERP system. This includes product specifications, supplier details, and order quantities, thereby streamlining inventory management and order processing.

Results: The implementation of this AI-driven system transformed Aquiform’s purchasing operations, resulting in:

• A significant reduction in manual data entry and associated errors.

• Enhanced speed and accuracy in product selection and procurement processes.

• Improved supplier relationship management through timely and accurate order processing.

Additional Use Case: Internal Team AI Automation:

1. Employee Onboarding Automation:

   
   

   • To streamline the integration of new team members, we implemented an AI system that automates the onboarding process. This system provides new hires with customized training schedules, accesses necessary documentation, and schedules introductory meetings with key team members, all tailored to the specific role and department of the employee.

     
     

2. AI-Powered CRM Customization:

   
   

   • Recognizing the need for a dynamic customer relationship management system, we customized a CRM solution built on Airtable, integrated with AI to automate data entry, track customer interactions, and provide actionable insights. This system supports Aquiform’s sales and customer service teams by ensuring they have all necessary information at their fingertips, enabling them to offer personalized service and manage customer accounts efficiently.

Conclusion: Aquiform’s investment in AI-driven automation has significantly enhanced their operational efficiencies across purchasing and internal team management. These innovations not only streamline complex workflows but also position Aquiform as a forward-thinking leader in the wholesale distribution industry, ready to meet future challenges with advanced technological solutions.