Case Study
Valley Companies Works With CLA to Build Digital Transformation Roadmap
Upon completing the current state analysis, CLA digital identified over 15 use cases to drive automation for Valley Companies.
Organization
Valley Companies, a supply chain solutions provider.
Need
Improvements to its final mile network process.
Outcome
A detailed six-step technology implementation plan to improve operations.
Understanding the situation
Valley Companies, a long-term CLA tax, audit, and wealth advisory client, is a 90-year-old supply-chain solutions provider grappling with manual processes and disparate data sources leading to operational inefficiencies in their final mile network. Despite good growth in recent years, Valley Companies wants to adopt technology to enhance its already successful final mile network processes.
Valley Companies connected with CLA digital, initiating a thorough investigation of the current final mile network to identify areas for streamlining and automation. Together, Valley and CLA digital identified key improvement areas:
- Enhancing the pricing process for both new opportunities and ongoing relationships.
- Improving the final mile network efficiency and visibility across multiple locations and shipment modes.
- Increasing data connectivity between Valley’s core systems to facilitate more efficient business reporting, easier data access, and reduced manual intervention
Exploring the challenge
CLA digital worked with Valley Companies to scope out a digital readiness assessment and determine which parts of the business to target. Once the digital readiness assessment was scoped, it was time to analyze the final mile network.
CLA digital conducted interviews with more than 12 Valley team members from various departments, including finance, operations, marketing, and IT, to understand their interactions with the final mile network.
CLA digital then mapped out the workflows of each department. This thorough mapping process allowed CLA to gain insights into how team members are interconnected and what key systems are accessed and shared throughout the final mile network.
CLA digital identified more than 15 use cases to drive automation at Valley Companies.
Achieving results
CLA digital identified more than 15 use cases to drive automation at Valley. Together, the teams ranked these use cases based on their return on investment and feasibility of implementing new technology given Valley’s existing systems.
The range of use cases included:
- Developing a robust cloud architecture
- Determining which processes would benefit most from adopting large language models
- Digitizing the final mile pricing process
- Enhancing cybersecurity measures
- Improving business reporting/labor analysis capabilities
Next was bundling these use cases into logical implementation phases. CLA digital presented Valley with a strategic roadmap detailing the timeline and cost for each phase: Data architecture modernization, dimensional modeling for reporting, digitization of final mile pricing, large language model build-out, predictive analytics for labor demand, and cybersecurity.
With the completion of the digital readiness assessment, Valley and CLA will continue working together to determine when to implement the new technologies.
