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Streamlining Supply Chain Finance for a Retail Franchise Network
26
Dec
Client Background
A retail franchise distributor based in Dallas since 2007, facing rising costs from supply chain inefficiencies.
Business Challenge
System weaknesses were clear:
- $300K annually in dispute costs due to invoicing errors.
- Manual reconciliations delaying financial reporting.
- Poor visibility across multiple franchise locations.
Internal resistance to procedural changes
Caramel Advisors’ Solution
We focused not only on cost savings but on reducing stress and creating capacity for growth
Step 1: Prioritize quick wins
Introduced an offshore team to take over payroll and compliance tasks
Step 2: Map core vs. non-core processes
Map core vs. non-core processes
Step 3: Deploy a secure, compliant team
Implemented a SOC 2–compliant offshore team for reporting work.
Step 4: Ensure staff buy-in
Conducted joint workshops to ease concerns and smooth integration
Results Achieved
The impact was immediate and sustainable:
Results Achieved
The impact was immediate and sustainable:
45% savings in operational costs
38% faster reporting turnaround.
Ability to support 40% more clients without adding staff
Improved agility to match startup pacing.
Client Testimonial
Our partner’s expertise illuminated blind spots and propelled us forward
CFO , New York Accounting Firm