Case Study: a cash-in-transit operator automates order-to-schedule planning with SoftBlues

Cash-in-transit operator cuts scheduling from 15–30 hours a week with SoftBlues

A cash-in-transit operator faced a critical challenge as its core scheduling process was manual, fragile, and inefficient. The business relied on email, Excel, and a single person's knowledge to handle hundreds of daily orders in various formats, which consumed 15-30 hours per week and posed a significant key-person risk. SoftBlues was engaged to address this operational vulnerability.

SoftBlues implemented an AI-powered order-to-schedule automation that runs entirely within the client's own Microsoft tenant. The solution uses Claude AI to process orders from any format, including handwritten notes, and a rules engine to automatically handle or triage orders for human approval. This design is built to reclaim 15-30 hours of scheduling time per week, eliminates spreadsheet corruption, and securely manages all data within the client's environment.