Streamlining Operations with a Tailored Mobile OMS

About Regal Wine Imports

One of the Nation’s Leading Wine & Spirits Distributors

Founded in 1980, Regal Wine Imports is a premier family-owned distributor of fine wines, craft beers, and spirits. Based in Moorestown, New Jersey, Regal serves a sophisticated clientele across New Jersey, New York, Pennsylvania, and Delaware, while collaborating with distributors in 38 additional states. By harmonizing its national and local sales operations, Regal delivers exceptional products with unmatched efficiency, scale, and reliability, cementing its reputation as an industry leader.

The Challenge

Operational Bottlenecks Threatening Growth

Regal’s legacy order management system (OMS) began transitioning to a browser-based version, requiring users to adopt an online platform. However, this transition would introduce significant barriers to operational efficiency and customer satisfaction. The new system’s limitations were twofold:

• Connectivity Constraints: Sales representatives often operated in areas with unreliable or no Wi-Fi or cellular service, rendering a browser-based OMS inaccessible. This would result in delayed orders, frustrated customers, and disrupted sales workflows, undermining Regal’s commitment to seamless service.

• Pricing Complexity Overload: The legacy system lacked the sophistication to handle Regal’s intricate, multi-jurisdictional pricing rules. Customer service teams were burdened with time-consuming manual order adjustments, leading to inefficiencies, higher error rates, and a diverted focus from high-value customer engagement.

These challenges highlighted the critical need for a mobile-native, adaptable OMS to support Regal’s ambitious growth objectives and dedication to operational excellence. 

The Solution

A Transformative Partnership with Ai2

After evaluating multiple OMS providers, Regal identified Ai2 as the ideal partner to address their unique challenges. With over four decades of expertise in delivering cutting-edge, mobile-first solutions for wholesale distributors, Ai2’s commitment to customization, unparalleled support, and a “SaaS without the sass” philosophy set them apart from generic providers. 

Tailored Solutions for Regal’s Needs:

• ProSel – Empowering Sales Teams: Regal implemented Ai2’s ProSel, a robust native mobile app that enables sales representatives to build and store orders offline or online. When operating offline, orders sync effortlessly once connectivity is restored, ensuring uninterrupted productivity and enhanced customer interactions regardless of location or service availability.

• Automated Pricing Precision: ProSel seamlessly integrates Regal’s complex pricing structures, automating pricing calculations at the edge of the network and delivering fast, accurate orders — priced with precision and without manual intervention. This eliminates back-office bottlenecks and ensures pricing consistency across all transactions.

• OrderShark – Redefining User Experience: Regal is poised to launch OrderShark, an intuitive app to place orders with ease. Beta testers have praised its user-friendly interface, which requires no training, positioning it as a game-changer for convenience. OrderShark also supports Regal’s complex pricing rules.

Ai2’s collaborative approach ensured that every aspect of the solution was tailored to Regal’s operational requirements. As a Regal executive remarked, “Ai2 didn’t just deliver software — they became our partner, customizing the platform to meet our complex needs with precision and dedication.”

The Results

A New Standard of Efficiency and Scalability

The adoption of Ai2’s OMS has transformed Regal’s operations, delivering tangible, high-impact results:

• Unleashed Sales Productivity: ProSel’s offline functionality empowers sales representatives to place orders in any environment, eliminating delays and enhancing customer satisfaction. This flexibility has strengthened client relationships and boosted sales efficiency.

• Optimized Back-Office Performance: Automated pricing rules have decreased manual adjustments, reducing errors and freeing customer service teams to focus on strategic initiatives such as nurturing client partnerships.

• Unified Operational Excellence: Regal’s national and local sales teams now operate on a single, streamlined platform, ensuring consistency, scalability, and alignment across all distribution channels

“OrderShark is intuitive and far easier to use than our previous tools — it’s set to become a preferred ordering solution.”

Conclusion

A Blueprint for Sustained Success

By partnering with Ai2, Regal Wine Imports has overcome the limitations of its legacy OMS, replacing inefficiencies with a dynamic, mobile-first solution tailored to its unique needs. The result is a future-ready operation that empowers sales teams, streamlines back-office processes, and elevates customer experiences. With Ai2’s innovative platforms and unwavering support, Regal is poised for sustained growth and continued leadership in the competitive beverage distribution industry.

About Ai2

Ai2 is a trailblazing enterprise software provider specializing in mobile order management solutions for wholesale distributors. Ai2’s platform, renowned for its speed and feature-rich functionality, outpaces competitors by enabling seamless order processing, inventory management, and real-time insights on the go. What truly sets Ai2 apart is its dedication to human-centered support — responsive, reliable, and always accessible — ensuring clients receive unparalleled service without the hassle. Ai2’s customers experience SaaS without the sass: powerful technology backed by a team committed to their success.