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    Dairy Manufacturing | Asset Lifecycle Management

    Freezer Asset & Marketing Collateral Lifecycle Management on Salesforce

    Building a comprehensive Salesforce platform for a leading Indian dairy manufacturer to manage the complete lifecycle of 1,00,000+ freezer assets and marketing collateral — integrating with DMS, SFA, SAP, WhatsApp, and AI-powered image recognition.

    1,00,000+

    Freezer Assets Managed

    20+

    Modules Delivered

    5+

    System Integrations

    20 Weeks

    Implementation Timeline

    Client Overview

    A well-established Indian dairy manufacturer and distributor with a significant presence across multiple states. The company operates a large-scale distribution network with hundreds of distributors and thousands of retail touchpoints, deploying freezer assets and branded marketing collateral across its distribution footprint. With a growing product portfolio spanning ice creams, dairy beverages, and frozen desserts, the client needed a scalable digital platform to manage the full lifecycle of its field assets.

    Key Business Characteristics:

    • Leading regional dairy manufacturer with multi-state distribution operations
    • 1,00,000+ freezer assets deployed across distributor and retail networks
    • Complex asset lifecycle — requisition, allocation, deployment, service, maintenance, and disposal
    • Existing DMS, SFA, and SAP systems requiring seamless integration
    • Manual, paper-based processes for asset tracking and vendor management

    Challenges

    Manual Asset Tracking

    Freezer asset lifecycle — from requisition to disposal — was tracked manually with no central system, leading to lost assets and maintenance gaps.

    Disconnected Systems

    DMS, SFA, and SAP operated in silos with no unified view of assets, vendors, or service history — delaying decisions and creating data inconsistencies.

    No Vendor & Collateral Visibility

    Marketing collateral procurement was unstructured — no centralized RFQ process, no vendor portal, and no way to verify quality of deployed signage.

    Technology Stack

    Salesforce Platform
    Field Service Lightning (FSL)
    Experience Cloud (Vendor Portal)
    SAP Integration
    DMS / SFA Integration
    WhatsApp Integration
    AI Image Recognition
    Lightning Platform
    Automated Workflows
    Data Migration

    Solutions Implemented

    Freezer Requisition & Allocation

    • Integration with DMS/SFA to capture freezer requisitions automatically
    • Allocation queue management with priority-based routing
    • Automated stakeholder notifications via email
    • Search and filter for internal allocation with real-time status tracking

    Deployment & Contract Management

    • Manual deployment vendor selection with automated notifications
    • Deployment confirmation via digital communication channels
    • Contract creation with digital signatures and document generation
    • Version control and contract lifecycle tracking

    Customer Support & Service

    • Manual case creation and SLA-based case management
    • Automated notifications and escalation workflows
    • Work order creation and assignment for service requests
    • Preventive maintenance scheduling and tracking

    Asset Lifecycle Management

    • Complete asset detail management integrated with Salesforce
    • Preventive maintenance schedules with automated reminders
    • Asset transfer and relocation requests with task automation
    • Real-time inventory visibility and utilization tracking

    Signage & Marketing Collateral

    • Signage requisition capture with multi-level approval workflows
    • RFQ creation, submission to vendors, and response management
    • Branded vendor portal for order completion and communication
    • AI-powered image recognition for quality verification of deployed signage

    SAP & System Integration

    • SAP integration for work order details, vendor management, and payment confirmations
    • DMS/SFA integration for real-time requisition and allocation data
    • Master data management for retailers, distributors, and warehouses
    • WhatsApp integration for streamlined communication and notifications

    Vendor Portal (Experience Cloud)

    • Branded self-service portal for deployment and signage vendors
    • RFQ response submission and order management
    • Work order tracking and completion updates
    • Document sharing and communication hub

    Reporting & Analytics

    • Inventory and requisition workflow dashboards
    • Service report analytics and asset complaint tracking
    • Vendor performance scorecards and SLA monitoring
    • Marketing collateral impact and ROI reporting

    Implementation Approach

    KVP adopted a structured Waterfall methodology with clearly defined milestones, ensuring predictable delivery across a 20-week implementation timeline — from requirement gathering through hypercare.

    Requirement Gathering

    On-site engagement with business teams, detailed documentation, and formal sign-off

    Wireframe & Prototyping

    Visual prototypes for key modules with iterative stakeholder reviews

    Development & QA

    12-week build with continuous testing, architect reviews, and UAT cycles

    Data Migration & Launch

    Legacy data migration, user training, and phased go-live with 4-week hypercare

    Expected Results & Impact

    • Unified Asset Visibility: Single platform for tracking the entire lifecycle of 10,000+ freezer assets — from requisition to disposal — eliminating manual tracking
    • Streamlined Vendor Management: Branded vendor portal with automated RFQ workflows, response tracking, and work order management for deployment and signage partners
    • AI-Powered Quality Control: Image recognition technology to verify the quality and placement of deployed marketing collateral at retail locations
    • Seamless System Integration: Real-time data flow between Salesforce, SAP, DMS, and SFA — eliminating data silos and enabling faster decision-making
    • Proactive Maintenance: Preventive maintenance scheduling and automated service workflows reducing asset downtime and extending freezer lifespan
    • Enhanced Communication: WhatsApp integration for real-time notifications to field teams, vendors, and stakeholders — improving response times

    Transform Your Asset Management with Salesforce

    Let's discuss how we can help your organization build a comprehensive asset lifecycle management platform tailored to your industry needs.

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