A leading global CPG company partnered with us to revolutionize their retail account execution and insight operations. With a focus on improving retail account analytics, execution automation, insight efficiency, and employee productivity, they sought a comprehensive AI-driven solution that could adapt to their unique workflows and complex global footprint.
Leveraging Insite AI’s proven technologies and expertise, the brand unlocked significant operational efficiency, improved execution consistency, and drove measurable value across their retail accounts and insight ecosystems. Within 18 months, they achieved game-changing insights, automation, and cost savings that cemented their leadership in the industry.
Solution implementation: features and value created

1. Analytics & optimization for retail account changes
- Dynamic shelf optimization: AI-driven insights enabled real-time adjustments to shelf layouts, maximizing category performance.
Promotional - Effectiveness tracking: Advanced analytics measured the impact of retail account promotions on shopper behavior and revenue.
- Localized insights: AI analyzed store-specific shopper data to tailor changes and optimize individual store performance.
- Scenario testing: What-if analysis allowed the brand to model the impact of changes before implementation.
Impact
+15% increase in category sales
by optimizing retail account layouts and promotions.
+20% uplift in ROI
on promotional spend, with data-backed adjustments tailored to individual store conditions.
Reduced decision-making
time for retail account changes by 30%, enabling faster responses to market conditions.
2. Retail account execution automation
- Task prioritization algorithms: Automated prioritization of retail account tasks for field teams, ensuring maximum efficiency.
- Real-time planogram resolution monitoring: AI-powered image recognition verified resolution with store planograms instantly.
- Digital store audits: Automated tracking and reporting of retail account execution performance, eliminating manual audits.
- IoT integration: Connected retail account devices provided continuous feedback on shelf conditions and shopper activity.
Impact
20% improvement
in execution resolution
10,000+ hours saved annually
by automating store audits and resolution tracking.
Improved customer
satisfaction by ensuring consistent execution across 95% of stores.
3. Insight automation
- Inventory optimization: AI models predicted demand with 98% accuracy, reducing overstock and stockouts.
- Supplier collaboration portals: Real-time data sharing with suppliers ensured better alignment on inventory and delivery schedules.
- Dynamic routing: Automated route optimization minimized delivery delays and reduced logistics costs.
- End-to-end visibility: Real-time tracking of inventory and shipments provided a single source of truth for insight operations.
Impact
+25% reduction in stockouts
ensuring consistent product availability in stores.
15% reduction in logistics costs
driven by optimized routing and better supplier collaboration.
Improved insight agility
reducing lead times by 20% during high-demand periods.
4. Employee productivity tools and consistency with HQ
- Centralized communication platforms: AI-powered tools streamlined communication between HQ and retail account teams.
- Task automation: Repetitive tasks, such as reporting and data entry, were automated to free up employee time.
- Personalized training modules: AI identified skill gaps and provided tailored training content to improve productivity.
- Real-time performance tracking: Dashboards monitored field team performance, ensuring alignment with HQ goals.
Impact
+18% improvement
in employee productivity, enabling teams to focus on high-value tasks.
Reduced task duplication
across field teams, saving 5,000+ hours annually.
Strengthened alignment
between HQ and retail account teams, driving +10% improvement in operational consistency.
Out-of-the-box technologies: The Insite AI advantage
Our pre-built solutions offered immediate advantages:
- Proven e-Commerce frameworks: Pre-configured models for assortment, pricing, and promo optimization ensured faster deployment and immediate results.
- Plug-and-play data integration: Seamlessly integrated fragmented data sources with minimal customization.
- Customizable automation modules: Off-the-shelf automation tools for brand content management saved time and enhanced efficiency.
- Explainable AI: Transparent decision-making enabled easy adoption by stakeholders across digital commerce teams.
These technologies reduced implementation timelines by 30%, allowing the customer to focus on leveraging insights and driving growth rather than building from scratch.
Why competitors couldn’t deliver
Unique nuances: How we delivered for this customer
Conclusion: setting a new standard for retail account and insight excellence
By partnering with Insite AI, this top 10 CPG company achieved:
- $100M+ in annual cost savings through automation and optimization.
- +20% improvement in execution resolution, driving consistent retail account experiences.
- +25% increase in insight efficiency, ensuring seamless product availability.
Insite AI’s proven solutions, deep expertise, and unparalleled flexibility made this transformation possible. For retail account execution and insight teams in the top CPGs, Insite AI is the partner of choice for driving game-changing results.