The Overview

In high-volume, margin-sensitive sectors like steel and cement distribution, financial accuracy and process automation are critical to business performance. Our client—a B2B fintech platform servicing India’s heavy industry ecosystem—was managing complex vendor discounting operations through spreadsheets and email chains. This led to delays, financial leakage, and lack of traceability across processes.

To resolve this, Creatyfit Consulting designed and implemented a fully integrated Discounting Module Automation System on Microsoft Azure. The solution transformed the client’s finance function from manual and reactive to digital, automated, and audit-ready, enhancing operational efficiency and unlocking scalable growth.

 

The Challenge

Industry: Heavy Industrial Fintech (Steel & Cement Distribution)

Function: Vendor Discounting & Ledger Automation

Pre-Transformation Scenario: Disconnected Excel files, email-based approvals, manual ledger updates

Key Challenges

  • Inconsistent discount application due to fragmented rule management

  • High error rate from manual processes

  • Delayed settlements and vendor dissatisfaction

  • No centralized system for audit or compliance

  • Low scalability and high administrative overhead

The business needed a platform that could centralize logic, automate discount application, and ensure traceability across all financial workflows.

Our Approach

Strategic, collaborative, and outcome-focused.

Our engagement began with a structured discovery process to understand the client’s operational pain points, business logic, and existing discounting mechanisms. We conducted working sessions with finance, procurement, and product teams to map their manual workflows, identify rule inconsistencies, and assess scalability constraints within their legacy systems.

Once we had full visibility, we defined a transformation blueprint focused on:

Automating repetitive processes prone to manual error
Centralizing discount rules and logic into a single source of truth
Embedding compliance and auditability into the workflow
Designing for future extensibility across new vendors, products, or business units

We adopted an Agile, co-creation model, aligning closely with internal development and support teams. This ensured solution delivery was incremental, testable, and built with stakeholder input at every stage.

By combining cloud-native technology, domain understanding, and UX-informed workflow design, we created a solution that was not only functionally robust but also intuitive for finance and operational users to adopt and scale.

The Solution

Discounting Module Automation

To address operational inefficiencies, human error, and revenue leakage, we designed and implemented a comprehensive, cloud-native Discounting Module Automation solution using Microsoft Azure. The system not only automated complex financial workflows but also brought structure, security, and scalability to an otherwise fragmented process.

Technology & Infrastructure

  • Azure DevOps CI/CD Pipelines ensured seamless continuous integration and delivery
  • Azure Document Intelligence (OCR) enabled automatic capture of physical and digital data
  • Azure security & disaster recovery ensured compliance, reliability, and data integrity
  • UX/UI enhancements were implemented and validated by stakeholders to improve adoption

Product Development Process

  • Agile delivery with sprint planning, release cycles, backlog grooming, and retrospectives
  • Lean and Kanban methodologies ensured workflow optimization and faster delivery
  • Tight collaboration with client-side teams across product, business, and support
  • Active conflict resolution and change management ensured business alignment

Architecture & System Design

  • Modular architecture with plug-and-play master modules (User, Vendor, Discount, Goods, etc.)
  • Sub-modules are dynamically pulled from the master data for accurate downstream flow
  • Role-Based Access Control (RBAC) and a central Admin Module enabled secure user management
  • Master discount logic seamlessly integrated across PR and PO workflows

  

  

Automated Workflow Engine

The automated engine managed discounting from requisition to ledger credit:

  • Purchase Requisition (PR) submitted by vendor
  • Purchase Order (PO) generated by system
  • Discounts applied automatically via rule engine
  • Credits reflected in vendor ledger
  • Logs maintained for full audit traceability

Every transaction is logged, timestamped and all access trailed, ensuring compliance and reducing reliance on manual inputs.

The Impact & Outcomes

Reduced Financial Leakage
Automated validations eliminated revenue loss from incorrect or missed discounts.
80% Decrease in Processing Time
Manual tasks replaced by fully automated workflows across the discount lifecycle.
Improved Vendor Experience
Clear, consistent application of discounts with transparent ledger updates increased vendor confidence.
Audit-Ready Operations
Real-time logs and system traceability met audit and compliance standards.
Scalability for Future Growth
Modular design enables the addition of new discount types, workflows, and business rules without disruption.

Overcoming Adoption Barriers

Transitioning from a manual, Excel-based system required careful change management. We enabled this through:

  • Role-based training and documentation
  • Interactive walkthroughs for business and finance teams
  • Post-launch support for stakeholder onboarding and platform optimization
  • Admin control for real-time permission and access management

Strategic Takeaway

In industries where every transaction margin matters, automating discounting isn’t just operational — it’s strategic.

By building a system that’s intelligent, traceable, and scalable, we helped the client reduce risk, improve vendor trust, and future-proof a key financial process.

Looking to modernize your finance operations with automation and precision? Let’s co-create scalable digital systems that power performance and trust.