Retail margins leak in the gaps between systems

When POS, ecommerce, ERP, warehouse and supplier systems are disconnected, bottlenecks occur, and every delay, error and manual fix eats into margin.

Email reliant processes

Purchase orders and pricing approvals pass through inboxes and spreadsheets, slowing approvals and impacting profit.

Out-of-date data

Store, warehouse and online systems don't share data in real time, so stock levels, order status and reporting lack accuracy.

Customers left waiting

Order, delivery and customer data sit in different places, slowing fulfilment and customer query resolution.

Automate core retail and CPG operations

Bizagi creates a coordinated process layer across your existing technologies, connecting systems, tasks and dependencies into one coordinated flow for better control, transparency, and agility.

Apply AI where it matters
  • Use AI Agents to support supplier queries, order exceptions, delivery issues, customer requests and other multi-step workflows.
  • Analyze supplier documents, contracts, invoices, purchase orders and customer emails.
  • Ground recommendations and answers in approved policies, pricing rules, product and master data, past cases and operational data.
  • Enable AI recommendations while retaining human review for pricing, payment, supplier and compliance decisions.
Automate tasks
  • Route purchase requests, purchase orders and pricing approvals automatically using business rules, with reminders that keep decisions on time.
  • Use AI Workers to pre-fill and validate supplier, product and order data before it reaches your ERP.
  • Update stock levels and order status automatically as items are received, sold or returned.
  • Replace email and spreadsheet handoffs with tracked tasks, SLAs and automatic escalations.
Orchestrate operations
  • Coordinate work end to end across procurement, merchandising, stores, ecommerce, warehouses and customer service.
  • Route tasks by store, region, skills and workload, with accountability built in through SLAs, escalations and audit trails.
  • Orchestrate people, systems and AI Agents in one governed flow, with maker-checker steps where judgment is required.
  • Monitor process and AI performance in real time to spot bottlenecks and keep improving.

Retailers seeing results

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Unilever International integrated SAP, DocuSign and Excel in its customer pricing framework process, creating pricing frameworks 3x faster and halving cycle time.

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Bunzl Retail Supplies connected legacy systems and automated its customer contact center, processing 77,000 enquires and resolving calls 33% faster.

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CBC orchestrated its pricing and promotion process, cutting pricing approval from 24 hours to 3 hours, 12x faster, while meeting 100% of delivery SLAs.

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Falabella automated marketing, ecommerce and product launch processes to manage the generation of 10,000 website graphics and 500,000 published web pages.

The biggest benefits we've gained are visibility and traceability. Those are the two major advantages, but there were also benefits I didn't even realize we were missing.”

Carlos Alcedo

Product Owner, Falabella

Optimizing customer service at Bunzl

Retail and CPG automation use cases

Streamline sourcing and procurement

Review requirements, budgets, and suppliers in one place, and sync with your ERP to cut cycle time and maximize cost savings.

Simplify vendor onboarding

Collect documents, validate data, and route approvals and risk checks to the right stakeholders so new vendors can trade faster.

Improve inventory visibility

Connect stores, warehouses and ecommerce into one view of stock, updated automatically, for accurate reporting.

Accelerate order processing

Capture orders from every channel, remove manual rekeying and keep status and exceptions visible in real time for fast, accurate fulfilment.

Deliver on time, every time

Coordinate warehouses, dispatchers, carriers and customers so orders move without manual chasing and SLAs are consistently met.

Improve customer service

Bring order, delivery and account information together so service teams see the full case context and resolve queries quickly.

Modernize without replacing existing systems

Bizagi connects with your existing ERP, POS, ecommerce, legacy, cloud and specialist applications to coordinate work across your technology landscape, adding an agile process layer around systems like order management, warehouse, procurement and CRM platforms.

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FAQs

How can automation enhance customer experiences in retail?

In physical stores, it enables faster transactions and ensures product availability, while online it supports personalized recommendations, efficient order fulfillment, and timely communication, all contributing to a seamless shopping experience.

Can automation help reduce shrinkage, stockouts, and overstocking?

Yes. Automation provides real-time inventory visibility and advanced analytics that help identify and prevent shrinkage. It also improves demand forecasting to minimize stockouts and overstocking, ensuring optimal inventory levels and reducing associated costs.

Can we integrate automation tools with POS, ERP, and inventory systems?

Yes. Automation solutions are designed to integrate smoothly with existing POS, ERP, and inventory management systems, allowing for unified data flow and improved operational efficiency across your retail environment.

Can automation help optimize our supply chain for speed and cost-efficiency?

Yes, automation can significantly enhance supply chain performance by automating order processing, demand forecasting, and logistics coordination. This leads to faster delivery times, reduced operational costs, and improved overall supply chain agility.

How can we automate customer service without compromising quality?

Automation can handle routine customer inquiries through AI-powered chatbots and automated ticketing, ensuring quick and consistent responses. By combining these tools with human oversight for complex issues, you maintain high-quality, personalized customer support.

How do we automate returns processing and customer feedback handling?

Returns processing can be automated via self-service portals that guide customers through the process, generate return labels, and update inventory systems automatically. Customer feedback can be collected and analyzed using automated surveys and sentiment analysis tools, providing actionable insights while reducing manual workload.

Ready to talk?

Want to learn more about our platform or need help using it? Get in touch.