✅ 1️⃣ Situation: The Challenge

📌 Fulfillment center struggled to keep up with peak-season demand due to outdated manual processes.

Key Challenges:

• Slower order processing 🚨

• High seasonal labor costs ⚠️

• Limited financial flexibility 💰

✅ 2️⃣ Task: The Goal

📌 Secure financing for automated packing and sorting equipment while preserving working capital.

Solution Approach:

• Identify cost-effective automation

• Find flexible financing options

• Minimize risk to cash flow

📢 "Need financial solutions for e-commerce efficiency? Let's talk!"

✅ 3️⃣ Action: The Strategy

📌 Led financial modeling for automation, assessing cost savings, ROI, and debt service coverage.

Process Flowchart: 🔗 Investment Analysis → Funding Sourcing → Lender Negotiation → Loan Secured

💰 Loan Details:

• 📌 $500K loan secured

• 📌 4.2% interest rate

• 📌 No prepayment penalties

• 📌 6-month interest-only period for smooth implementation

✅ 4️⃣ Result: The Impact

📌 Fulfillment speed improved by 35%, seasonal labor costs reduced by 20%.

Metrics Box (Highlighted) ✅ Order Processing Efficiency: +35% 📈 ✅ Labor Cost Reduction: -20% 💰 ✅ Project Payback Period: 16 months ✅ EBIT Margin Growth: +2.5% YoY