CPG & Retail Content Management and Workflow Automation Solutions
Consumer packaged goods (CPG) and retail organizations rely on accurate product information, connected business data, and efficient document workflows to keep operations moving. Retail CPG data management and integration solutions help centralize content, automate business processes, and unify information across enterprise systems, reducing manual work while supporting operational efficiency. IDT helps CPG manufacturers, distributors, and retailers modernize content management, workflow automation, and system integration so teams can work with trusted information throughout the organization.
Optimize CPG & Retail Operations With
Connected Content and Data Management
Efficient CPG and retail operations depend on connected information. Centralizing content, business data, and workflows helps organizations reduce manual tasks, strengthen collaboration, and keep information readily available across the enterprise.
Centralize Product Information, Documents, and Business Data
Managing product information, operational documents, and business data from separate systems can slow decision-making and create inconsistencies. A centralized content management strategy gives teams access to accurate information across departments, helping streamline collaboration, strengthen governance, and keep business processes moving efficiently.
CPG & Retail Content Service Solutions Built for Operational Efficiency
Modern CPG and retail organizations depend on connected content services that simplify information management, automate routine processes, and connect business data across enterprise applications.
Secure Content Management for CPG and Retail Operations
CPG and retail organizations depend on reliable access to supplier, product, transactional, and operational content across locations and departments. IDT manages and optimizes enterprise content platforms with cloud and hybrid support, security, governance, upgrades, and infrastructure services that help maintain performance and stability.
Workflow Automation for Retail and Back-Office Processes
Purchasing, invoice processing, approvals, inventory-related activities, and other routine processes can slow operations when they depend on manual routing. IDT implements workflow automation and case management solutions that reduce manual steps, improve process visibility, and move information more efficiently between teams.
Connected Product and Business Data Across Enterprise Systems
Product, supplier, inventory, customer, and transactional information often spans multiple business applications. IDT securely integrates enterprise content platforms, capture solutions, messaging systems, ERP, CRM, and other applications to create governed information flows and reduce disconnected processes across CPG and retail operations.
Digital Conversion of Retail and Operational Records
Paper documents and legacy media can make contracts, supplier records, invoices, quality documentation, and operational files difficult to access and manage. IDT securely converts this content into searchable digital formats using AI-enabled intelligent document capture, supported by quality control and chain-of-custody tracking.
Legacy Content and Data Migration for CPG and Retail Systems
CPG and retail organizations replacing legacy platforms need to migrate content and associated index data while maintaining access to business information. IDT extracts, transforms, and migrates information to support ECM transitions, system replacements, and integration with modern AI-enabled content platforms.
Turn Product Information Into Action
CPG and retail organizations rely on a broad technology ecosystem to manage product, supplier, transactional, and operational information. IDT helps organizations apply AI-enabled content management, Intelligent Document Processing, Workflow Automation, and cloud technologies within existing information environments.
Through strategic technology partnerships and Systems Integration expertise, IDT helps organizations select, implement, and connect technologies that support operational requirements while maintaining security, governance, and scalability.
CPG & Retail Operations Move Fast. Your Information Should Too.
CPG and retail organizations manage a constant flow of orders, invoices, shipping documents, retailer communications, product information, and compliance records. When that information is spread across inboxes, paper documents, portals, and disconnected systems, employees spend valuable time finding, entering, and moving information instead of acting on it.
IDT helps connect and automate these document-heavy processes so information moves faster from retailers and suppliers to the people and systems that need it.
Orders, Shipping & Distribution
Capture sales orders, purchase orders, packing slips, bills of lading, proof of delivery, invoices, and other documents as products move between suppliers, warehouses, distributors, retailers, and customers. Automating document capture and data entry reduces manual processing and helps keep order information moving efficiently throughout the supply chain.
Rebates, Deductions & Retailer Requirements
Organize the documentation behind rebates, refunds, deductions, promotions, and retailer requirements. IDT helps teams capture supporting information, route it for review, and maintain the documentation needed to resolve issues without searching across emails, shared drives, and disconnected systems.
Product, Quality & Compliance Documentation
Centralize food safety records, quality documentation, product information, certifications, forms, and other business-critical content. Automated workflows help ensure information reaches the right teams while supporting consistent recordkeeping and compliance requirements.
Connect the Systems That Keep Your CPG & Retail Business Moving
Your teams shouldn't have to replace the systems they already rely on to improve how information moves through the organization.
IDT connects intelligent document processing, workflow automation, and enterprise content management with the ERP, content management, collaboration, communication, and business applications that support CPG and retail operations.
SAP, Oracle & NetSuite
Connect documents and business data with the ERP systems supporting finance, purchasing, inventory, supply chain, and order management.
Microsoft Dynamics 365 & SharePoint
Bring documents, workflows, and business information into the Microsoft applications your teams already use.
Hyland OnBase®
Manage documents, records, cases, and workflows while connecting content with other critical enterprise applications.
CAPSYS Technologies
Capture information from email, fax, scanned documents, attachments, and other sources, then classify, extract, validate, and route it into downstream business systems.
EDI, Retailer & Supply Chain Systems
Connect purchase orders, invoices, shipping information, and other business documents with EDI platforms, retailer systems, warehouse applications, and supply chain technology.
Legacy & Custom Applications
Connect modern document automation with existing applications and databases without requiring teams to replace the systems that already support their operations.
From order intake and shipping documentation to deductions, compliance records, and retailer communications, IDT helps information move between the systems, trading partners, and people who keep your business moving.
Why CPG & Retail Organizations Choose IDT
For more than 30 years, IDT has helped organizations modernize information management through enterprise content management, workflow automation, intelligent data capture, and systems integration. Our team works closely with CPG manufacturers, distributors, and retailers to design solutions that align with operational goals, compliance requirements, and long-term growth. Explore the case studies below to see how IDT has helped organizations streamline business processes and achieve measurable results.
