Transforming a legacy B2B purchasing platform into an intelligent, AI-powered operation.
A specialized B2B procurement platform helps camps across the United States source and purchase essential supplies from a network of distributors and suppliers.
As the business grew, managing supplier data, purchase orders, confirmations, invoices and fulfilment became increasingly complex and manual.
The Lab Upstairs is modernizing the platform and introducing AI agents to transform its back-office operations, reducing manual effort, improving accuracy and enabling the business to scale without proportional increases in overhead.
Legacy systems, fragmented data and manual processes made it difficult to scale operations efficiently.
Our ApproachFragmented Supplier Data
Catalogues in multiple formats requiring manual processing.
Manual Order Reconciliation
POs, confirmations, revisions and invoices needed repeated checks.
Operational Dependencies
Supplier follow-ups and exception handling consumed significant effort.
Limited Operational Intelligence
Hard to proactively identify savings, pricing issues and supplier performance.
AI agents handle routine validation, matching, coordination and analysis, with humans in control of exceptions and approvals.
Purchase Order Received
From existing procurement platform
AI Agents at Work
Human Review & Approval
For exceptions and key decisions
Outcomes
- Updated records
- Supplier follow-ups
- Reconciled transactions
- Savings and insights
Each agent understands the procurement context, works across your systems and performs specific operational tasks.
Supplier Catalogue Intelligence
Normalize supplier catalogues, match equivalent products and flag inconsistencies.
Learn morePO Reconciliation
Match orders, confirmations, revisions and invoices. Identify discrepancies.
Learn moreSupplier Coordination
Track acknowledgements, follow up on exceptions and escalate issues.
Learn moreRevenue & Operations Intelligence
Find cross-sell opportunities and operational bottlenecks.
Learn moreThe transformation is expected to create measurable value across four key areas.
See Our ApproachLower Operational Costs
Reduce repetitive processing and coordination.
Faster, More Accurate Transactions
Identify discrepancies earlier and resolve faster.
Better Procurement Economics
Surface savings and improve supplier decisions.
Greater Operational Scalability
Handle higher volumes without proportional overhead.
The Lab Upstairs team understands our business and is helping us build a more intelligent and scalable operation.
Want to see how we work?
Learn more about our AI transformation approach for established businesses.