Phase V case studies

The successful growth of a nutraceutical company

Find out how we doubled the growth of a nutraceutical company with our streamlined supply chain, fulfillment, and logistics services.

The challenge

Before working with Phase V, this liquid vitamins client managed their own nutraceutical fulfillment operations. With a profile of 5 individual SKUs, they had decided it was time to outsource for warehouse storage, order fulfillment, delivery services and kitting & final assembly.

The day-to-day processes of picking, packing and shipping pulled focus away from their sales and marketing. With the additional commitment to grow, they struggled to effectively manage inventory, staff employees and lacked the proper facilities, all while trying to run an affordable operation that could quickly grow.

Our client consistently had problems fulfilling orders accurately and in a timely manner, creating costly mistakes including back orders, and even shipping errors that resulted in time lost and customer dissatisfaction.

The solution

Phase V Fulfillment quickly worked with this customer, without a minimum order requirement, to find the solutions that would deliver quality nutraceutical fulfillment services to each of their liquid vitamin customers, in addition to helping them scale their operations.

“Right from the beginning, the Phase V team supported our commitment to grow. They worked with us on a one-on-one basis, applying advanced analytics and technology that we didn’t have or, quite frankly, knew how to properly use or manage.”

Due to the nature of their products, Phase V followed a particular procedure when receiving and inspecting shipments to ensure the correct formulas and quantities were being received from their suppliers and labs. They implemented low inventory alerts so that the client always knew when to replenish their stock.

This nutraceutical client and Phase V acted as strategic partners: meeting on a monthly basis to discuss better service models, to review reporting, average monthly usage reports, and to discuss future inventory.

In a short amount of time, they continued to address the entire nutraceutical fulfillment process; they even developed a call center partnership to improve customer service initiatives (specifically order taking).

As a result, Phase V has helped this client double, and more importantly, manage an individual SKU profile of 10, and upwards of 100 uniquely kitted orders per day. Furthermore, Phase V has helped to optimize inventory times and accuracy, to avoid back orders, chargebacks, issuing of refunds, and avoid delays.

The results

With more than 35 years of experience, Phase V strategically designed and customized the supply chain services that our client needed in order to navigate the nutraceutical fulfillment industry and streamline their operations throughout their continued growth. The Phase V and nutraceutical company team have already perceived considerable benefits, including:

Automatic reporting

Notifies in real-time when a product hits its threshold and needs to be reordered.

Multi channel ecommerce solution

Provides access to data from different stores for comprehensive insights.

Logistics services

Designed to save transit times while maximizing shipment savings.

Inventory control procedures

And state-of-the-art WMS and OMS technology for strategic management.

Integrated shopping cart

Offers full lifecycle support for seamless transactions.

Order accuracy

Achieves a 99.95% order accuracy rate.

Same-day order processing

All orders that come in before noon are processed same-day. Orders that come in after noon are guaranteed to ship the next day.

Real time inventory reporting

Including returns that pass inspection to be restocked.

Address validation

Tool that deters fraud and minimizes shipping errors at the carrier level.

Compliance

Adheres to unique delivery procedures for reliability.

Supply chain management

Streamlined processes for efficient supply chain operations.

Their liquid vitamin customers now benefit from customized pacing slips, customized kitting solutions, and marketplace prep, including bulk shipments to Amazon FBA centers.

Today, the team’s strategy continues to strive towards an exceptional customer experience throughout additional growth. Effectively managing at an affordable rate everything from receiving and examining inventory, order management, distribution, and customer service, all while focusing on the growing success of their sales and marketing initiatives.

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