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Fleet Sales Automation

Automation Transformed Fuel Discount Distribution with 98% Faster Results for an Oil and Gas Retailer

Operational Challenge

An oil and gas retail leader aimed to enhance customer acquisition by offering customized fuel discounts like Retail Minus, Cost-Plus, and Tiered rates. Managing these manually was labor-intensive, error-prone, and time-consuming, requiring automation.

The manual calculation of discounts for fleets and card processors was complex, relying on daily OPIS fuel prices and custom configurations for different carriers, processors, and locations. This critical process demanded accuracy and efficiency, highlighting the need for a streamlined solution.
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KEY RESULTS

100%

Accuracy

Predefined logic in stored procedures and Windows services eliminates errors common in manual calculations.

98%

Faster Process

Automation completes data gathering, file creation, and distribution in 3-4 minutes, compared to 5 hours manually.

~95%

Cost Reduction

Automation minimizes human effort, requiring only system monitoring instead of daily resource involvement.

A Strategic Approach to Project Success

Automating the discounted fuel price distribution process transformed the business, eliminating manual calculations, reducing errors, and enabling the sales team to focus on strategic priorities. Accurate, timely discount distribution attracted more customers, incentivizing fleets to direct drivers to the client’s gas stations. Handling diverse card processors and fleet carriers with custom calculations boosted operational efficiency and customer satisfaction.

Expertise on Demand

Automation of Discount Process

Automated the entire discount calculation and distribution workflow.

Data Consolidation

Established a staging table to combine fleet data, discount types, store locations, and card programs from Data Bricks.

Discount Calculation 

Used stored procedures to pull data from the staging and price tables, applying business logic to calculate discounts.

File Generation

Created discount files (CSV, PDF, Excel) and automatically distributed them via email and saved them for team reference.

Tailored Automation

Leveraged Windows services and Azure functions for each card processor to ensure correct file formats.

Alert System

Implemented notifications to flag any file creation failures, ensuring reliability.

Value Creed Services Mobilized

Expertise on demand

Expertise on Demand

Unlock operational efficiency and reliability with Value Creed’s services. Optimize performance with fast, accurate data extraction, reconciliation, calculation, and reporting.

Key Takeaways

Our team of experts implemented a comprehensive automation solution that streamlined the client’s discount distribution process, enhancing efficiency and elevating their competitive market position. Unlike other available solutions targeting isolated aspects, this holistic, scalable system addressed both technical and business challenges in fuel price discount distribution. By combining reliability, scalability, and precision, the solution enabled the company to adapt swiftly to market changes and sustain its competitive edge.

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