Travel & Expenses

An Indian textile & apparel retailer.

Textiles & retail — anonymised case study. Sector and outcomes are real; client name withheld.

The problem

What the customer was facing.

A national apparel retailer had no centralised system for store-level expense claims or petty cash. Advances and reimbursements lived in Excel, reporting was fragmented across three legal entities, and the corporate finance team had no real-time view of what stores were spending.

How we engaged

The approach we ran.

We rolled out Happay with store-level prepaid cards, unified monitoring and reporting across all three entities, and digital workflows that the audit team could replay end-to-end. Twelve-week rollout across 200+ stores; policy library and approval matrix configured to the way the retailer actually ran cash on the floor.

Outcomes

What landed in production.

OUTCOME 01
200+ stores live on a single T&E platform inside 12 weeks
OUTCOME 02
Paperless claims with audit-ready digital trails
OUTCOME 03
Real-time visibility for corporate finance across all entities
Stack we deployed

Tools and infrastructure used.

Partner platforms
Happay
Built on engineo
SmelterOODA
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