Case study: Salesforce

How Vertex streamlined credit and supplier risk scoring for a global food and beverage leader

Automating Financial Risk with a Centralized Salesforce Platform

Case Study at a Glance

Client

Global food and beverage company with a vast customer base and over 40,000 direct and indirect suppliers

The Problem

Fragmented risk evaluation processes across A/R and procurement teams
Manual assessments of customer credit and supplier reliability led to inefficiencies and limited visibility

The Solution

A configurable Salesforce platform to automate financial risk scoring
Integrated with internal (SAP) and external (Experian, D&B) data sources
Custom rules engine and analyst workbench for scalable credit and supplier risk management

The Result

All customers and major suppliers evaluated annually
Dynamic credit limits auto-synced to SAP to reduce A/R exposure
Supplier risk dashboards embedded across procurement workflows
Improved compliance, reduced manual effort, and increased confidence in financial operations

Client Overview
A global food and beverage enterprise with one of the largest supply chains in the industry. The organization manages a vast customer base with long payment terms and works with over 40,000 direct and indirect suppliers worldwide

The Challenge

The Accounts Receivable and Global Supply Chain teams needed a unified
digital platform to manage financial risk at scale.
Their key objectives included:

Business Impact

Vertex delivered a Salesforce-based solution that empowered both A/R and Supplier Risk teams to make faster, data-driven decisions.
All customers are now scored annually, with dynamic credit limit adjustments
Credit limits are automatically pushed to SAP to reduce collection risk
All major suppliers are evaluated annually for risk to strengthen supply chain confidence
Risk ratings are visible across procurement teams via a centralized dashboard
Manual assessments reduced; process now fully auditable and compliant

What We Delivered

Technical Highlights

Integrated with internal systems (SAP) and external sources (Experian, D&B)
Used Salesforce screen flows to simplify and standardize scoring workflows
Enabled data encryption at rest using Salesforce Shield for financial data security
Established a Center of Excellence (CoE) for governance, rollout, and adoption

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