Challenge
A fast-growing jewelry retailer specializing in engagement rings and fine fashion jewelry struggled with fragmented, manual financial processes that made it difficult to reconcile invoices, purchase orders, and raw material costs. The lack of centralized visibility into pricing data—especially for fluctuating precious metals such as gold, silver, and platinum—limited leadership’s ability to make timely, data-driven pricing and margin decisions. With limited internal IT resources, the company needed a scalable and modern approach to improve financial accuracy, operational efficiency, and business intelligence capabilities.
Solution
Aligned Technology Group (ATG) designed and implemented an AWS-native Intelligent Document Processing (IDP) and analytics platform to automate invoice and financial data processing. The solution centralized financial and cost data into a unified platform, enabling real-time visibility into cost-of-goods-sold (COGS), margins, and pricing trends.
ATG deployed a serverless, cloud-native architecture that automated document extraction, normalized financial data, and delivered interactive dashboards and natural-language business insights. The engagement guided the customer from having no AWS footprint to a scalable analytics foundation capable of supporting future AI-driven initiatives across finance, supply chain, and operations.
AWS Services Used
- Amazon Bedrock – Enabled AI-powered intelligent document processing and extraction workflows
- Amazon Textract – Extracted structured data from invoices and financial documents
- AWS Lambda – Powered serverless automation for invoice processing workflows
- AWS Step Functions – Orchestrated end-to-end document processing pipelines
- Amazon Aurora PostgreSQL – Centralized and normalized financial and pricing data
- Amazon QuickSight – Delivered interactive dashboards and real-time business intelligence
- Amazon Q for Business – Enabled natural language querying and executive insights
- AWS Amplify – Supported a lightweight frontend application for reporting and analytics access
Business Outcomes
- Automated invoice and financial data processing, significantly reducing manual effort
- Improved financial reporting accuracy and reduced processing errors to under 1%
- Established a single source of truth for cost, pricing, and margin data
- Delivered real-time visibility into COGS and profitability metrics
- Enabled leadership to make faster, more confident pricing and operational decisions
- Reduced invoice processing time from manual workflows to near real-time automation
Strategic Impact
The transformation provided the customer with a scalable, AWS-native data and analytics foundation that strengthened operational efficiency and protected profit margins in a highly competitive retail market. By modernizing financial workflows and introducing AI-powered analytics, the organization is now positioned to expand intelligent automation into additional business functions such as supply chain management, logistics, and sales analytics.
ATG’s partnership combined strategic advisory services with deep AWS expertise, enabling rapid cloud adoption with minimal business disruption while creating a long-term platform for continued AI and analytics innovation.
