Industries · Consumer Goods & Retail
Margin pressure, retailer demands, and supply chain volatility are forcing Retail and CPG leaders to do more with less. We connect planning, operations, and customer engagement on Microsoft — and deploy AI where it improves revenue, margin, and execution.
Who we work with
GroceryBeverageConsumer Packaged GoodsSpecialty RetailHome GoodsBuilding Products DistributionApparelWhether you run stores or sell into them, the pressure lands in the same four places.
Where we're different
AI-enabled joint business planning
Cross-analyses shopper, retailer and brand needs, then proposes a joint business plan that works for all three — so the account team walks into the retailer meeting with a plan the buyer wants to sign.
Shopper insight, in the plan
Consolidates shopper research, panel data and customer feedback, then writes the narrative a category team can act on — while the promotion, the forecast or the range review is still open.
For retailers
For VPs of Stores and Operations: the store floor, the stockroom and the fulfilment promise, run on the same platform as the rest of the business.
Task management, store audits and field visits on one platform, so head office and the store floor work from the same list.
One view of stock across stores, DCs and in transit — fed by point-of-sale integration so replenishment runs off what actually sold.
Copilot and agents take the admin off store managers, and scheduling follows footfall rather than habit.
Planograms, promotions and resets tracked through to the shelf, with photo evidence and exceptions routed to the right person.
A contact center and store associates who see the same orders, returns and loyalty history — whichever channel the shopper picked.
Buy online, pick up in store, ship-from-store and returns orchestrated by Intelligent Order Management, not by phone call.
First-party shopper data on Customer Insights, segmented and activated for retail media and brand partners.
Anomaly-detection agents flag unusual refunds, voids and stock movements for review before they become shrink.
The business outcome first — and the Microsoft platform that delivers it.
One view of the customer
Sales, service and marketing working from one account history instead of three — replacing Salesforce, ServiceNow and homegrown CRM with a single estate and the change management to make it stick.
Built on Dynamics 365 Sales · Customer Service · Contact Center · Dataverse · Power Automate
Margin, protected
Most consumer goods businesses have a shelf of stalled AI experiments. We ship the two that matter into the day job — pricing, quoting, planning — governed and measured.
Quotes in minutes instead of days — a homebuilding and building products quotation agent
Built on Copilot Studio · Microsoft 365 Copilot · Azure AI Foundry · AI Builder
Perfect orders
Finance, supply chain and order orchestration on one platform — replacing aging ERP and the spreadsheet layer that grew around it.
Built on D365 Finance & Supply Chain · Intelligent Order Management · Power BI · Microsoft Fabric
Earn the shopper
Segmentation, journeys and loyalty nudges that run off live behaviour rather than last quarter's export.
Built on Customer Insights — Data · Customer Insights — Journeys · Power Pages · Copilot
What good looks like
One connected platform means the shopper signal, the joint business plan and the order that ships on Friday are finally the same conversation.
Marketing, service, sales and operations sharing one data model — so a shopper insight reaches the plan and the plan reaches the order.
More from our agent library
Built on Copilot Studio, Power Automate and Dataverse — adapted to your data rather than started from scratch.
Insight
Summarizes the top priorities of your largest retail customers across markets, in one place.
Planning
Scores accounts by will, skill and strategic importance so coverage models are based on evidence.
Supply chain
Reads vendor email, applies purchase order changes and chases the follow-ups nobody enjoys.
Finance
Reconciles ledger to subledger, flags exceptions and recommends the correction.
Operations
Structures and routes internal asks — trade spend, pricing, project sign-off — for quick action.
Operations
Drafts time entries and expense reports from calendars, receipts and shared mailboxes.
Fewer than one in five AI initiatives ever reach core processes. Five pillars are how we close that gap.
Your people learn on your use cases, not a generic course.
Working capability in weeks, iterated in production.
Security, data boundaries and responsible AI signed off before scale.
Champions, comms and workflow changes so the tools get used.
Reporting that shows what the AI programme returned, by use case.
Most Retail and CPG organizations already have the data. The challenge is turning that insight into decisions fast enough to impact the next promotion, forecast, or customer conversation. That's where AI starts creating measurable value.
Britt PangerlBusiness Development, Retail & CPG
Multimodal AI that reads advertising assets, scores share of voice and calculates co-op reimbursement for human review.
Spreadsheet-driven retailer planning replaced with a Power Platform application and AI decision support.
Accelerate pricing decisions with fast, consistent analysis of margins, discounts and deal scenarios.
Not a sales call — a working session with the people who would actually do the work.
