Industries · Retail & FMCG

Product, pricing and trade terms at your teams’ fingertips.

Sales, buying and store teams need fast answers on products, terms and procedures. Orion answers with sources, compares supplier quotes line by line, and routes promotions and approvals through sales and finance.

  • Sales & key accounts
  • Category & buying
  • Procurement
  • Store operations
Use cases

What Orion does for Retail & FMCG.

Each use case is tagged with what Orion does: find answers, delegate tasks or run whole processes — on one shared foundation.

  • Find answers · Enterprise Knowledge

    Product and trade-agreement answers

    Sales teams ask about product specs, listing terms and trade agreements and get the answer with the document cited.

    Works on: Product data · trade agreements How Enterprise Knowledge works
  • Find answers · Enterprise Knowledge

    Store and HR procedures

    Store staff ask about procedures, policies and onboarding and get a sourced answer instead of calling head office.

    Works on: Intranet · SharePoint How Enterprise Knowledge works
  • Delegate tasks · AI Agents

    Supplier quote comparison

    Reads quotes and trade terms side by side and drafts a comparison for the buyer, with every figure linked to its source.

    Works on: Supplier email · procurement How AI Agents works
  • Run processes · Agentic Workflows

    Trade-promotion approvals

    A promotion request is checked against agreed terms and budgets, then routed to sales and finance for approval.

    Works on: Trade terms · finance system How Agentic Workflows works

Illustrative use cases. Scope, data sources and integrations are agreed per engagement.

What your risk and audit teams see

Every use case comes with the controls built in.

  • Cited sourcesEvery answer links back to the document, page or email it came from — or says it cannot find one.
  • Document-level accessDenied by default and mirrored from your source systems, so people only get answers from what they may see.
  • Human approvalSensitive steps wait for a named person to approve before anything is sent or changed.
  • Full audit trailEvery answer, agent run and approval is recorded — exportable for audit and AI-governance reviews.
  • Your environmentA dedicated, single-tenant instance in your cloud account or data centre.
  • Your models, your costsChoose commercial, open or self-hosted models, with spend tracked and capped by budget.
Where to start

Start with trade agreements and product documents.

A 30-day Enterprise Knowledge pilot for one team, on one knowledge area — reviewed on day 30. Then agents and workflows on the same foundation.

Your team asks

“What are the listing terms in our agreement with this retailer?”

Answered from your own documents, with the source cited — only from what that person may see.
Getting started

Explore. Experience. Execute.

From first conversation to production — three steps, one platform.

  1. Explore 01

    Choose the use case

    A short workshop to explore where AI pays back first: one process or knowledge area, and the systems it touches.

  2. Experience 02

    Prove it on your data

    Experience Orion working on your own documents and rules, with quality scored — before you commit further.

  3. Execute 03

    Run it and expand

    Put it into production, then add agents, workflows and more sources on the same foundation, module by module.

Questions buyers ask

Before you start.

Does our data leave our environment?

Orion runs as a dedicated, single-tenant instance in your cloud account or data centre. Your documents and indexes stay in your environment, and you choose which models are used — including self-hosted models where data must not leave your network.

How does Orion respect who can see what?

Access is denied by default and mirrored from your source systems, such as SharePoint, so each person only gets answers from documents they are already allowed to see.

Who approves what agents do?

You do. Sensitive steps wait for a named person to approve, and every answer, agent run and approval is recorded in an audit trail you can export for audit and AI-governance reviews.

Do we need to replace our existing systems?

No. Orion works on top of email, SharePoint, ERP and core systems through APIs, events and MCP, and signs people in with your identity provider.

How do Retail & FMCG teams usually start?

With a 30-day Enterprise Knowledge pilot: one knowledge area from one source, a chat assistant for a named pilot group, and a success review on day 30. Agents and workflows follow on the same foundation.

Can you help us get it working?

Yes. Alongside Orion, our AI adoption & data services help retail & FMCG teams choose use cases and get data ready, and forward deployment puts AI into one live process and stays until it delivers the result agreed up front.

Orion for Retail & FMCG

See Orion answer from your own documents.

Book a demo, or start a 30-day pilot with one Retail & FMCG team on one knowledge area.