Optimizing Manufacturing and Sales Operations with AI-Driven Automation

CASE STUDY OVERVIEW

A leading national snack manufacturer and official partner of Major League Baseball experienced rapid growth and needed to scale its manufacturing operations and improve sales and customer management. To enhance operational efficiency, the company sought AI-driven automation solutions for its factory operations and a centralized system for sales and customer tracking. M2 partnered with them to design and implement a comprehensive Smartsheet-powered solution infused with AI-driven analytics, process automation, and predictive insights, ensuring real-time visibility, efficiency, and data-driven decision-making.

Client Challenges

Manufacturing Scalability & Quality Control

As demand increased, the snack manufacturer needed a smarter and more efficient way to relay information between operators and managers, track inventory in real time, and ensure consistent product quality. Manual processes caused delays, production inefficiencies, and inconsistencies in quality control.

Sales & Customer Management Inefficiencies

The company’s sales team relied on disjointed systems for tracking brokers, new customer acquisitions, and sales data. The lack of a centralized customer database made it difficult to manage relationships, track performance metrics, and streamline reporting.

M2's Customized Solutions & Implementation

Smarter Workflows and Predictive Insights for Better Performance

AI Efficiency

AI-Enhanced Manufacturing Automation

M2 implemented an AI-driven Smartsheet solution to optimize manufacturing operations, integrating predictive analytics, automated workflows, and real-time dashboards. Key enhancements included:  

  • AI-powered inventory tracking, enabling predictive insights on supply levels to reduce shortages and overstocking. 
  • Tablet-based product line management, allowing operators to scan inventory, track production progress, and communicate with management instantly. 
  • AI-driven quality control analytics, which analyzed product testing data to detect trends and anomalies, ensuring only top-quality snacks were released. 
  • Product line Dashboards were developed powered by Smartsheet, providing executives with real-time insights and AI-driven recommendations for production adjustments.
PMO Framework and Project Consistency

AI-Optimized Sales & Customer Management

To improve sales operations, M2 developed a centralized, AI-powered sales reporting system powered by Smartsheet that used AI-driven forecasting models to predict customer demand and optimize sales strategies. A dynamic customer database, enabled brokers and accounting teams to track clients, manage orders, and generate real-time sales reports. Automated reporting and notifications, reduced manual input, improved response times, and enhanced sales forecasting accuracy. 

Results Achieved

By leveraging M2’s services and solutions, this national snack manufacturer successfully scaled its operations, streamlined workflows, and improved decision-making across manufacturing and sales.

Enhanced Manufacturing Efficiency & Visibility

  • 50% faster inventory tracking and production updates, reducing bottlenecks
  • Real-time product line monitoring, allowing management to quickly adjust operations based on demand
  • Improved quality assurance, ensuring that all products met rigorous testing standards with AI-driven insights

Improved Sales & Customer Management 

  • Centralized data access for sales teams, increasing efficiency in managing broker relationships
  • AI-enhanced sales forecasts, improving demand planning and resource allocation
  • Enhanced customer tracking and retention, leading to stronger client relationships and better business insights.

Ready to Transform Your Operations with AI-Driven Automation?

Partner with M2 to modernize your business with AI-powered automation, real-time analytics, and Smartsheet-driven solutions that enhance efficiency, streamline workflows, and improve decision-making. Whether you're looking to scale operations, optimize sales, or implement cutting-edge automation, our expertise ensures measurable success.

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