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Increasing Digital Revenue with Real-Time Insights

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The Challenge

Soriana, one of Mexico’s largest retail chains, operates a complex omnichannel ecosystem that includes physical stores and a rapidly growing digital retail platform. While the company generated massive amounts of operational and customer data, it faced key challenges:

Fragmented Data Sources: Critical information was spread across ERP, inventory, materials management, and production tracking systems.

Human Error in Monitoring: Manual data gathering and reporting introduced inconsistencies and delays.

Failed Manual Predictions: Traditional analytics could not accurately predict customer intent in real time.

Limited Decision Agility: Management decisions were based on historical data, not live customer behavior.

Missed Revenue Opportunities: Customers hesitating during online purchases often abandoned carts or reduced ticket size.

Soriana needed a solution that could transform raw operational and behavioral data into immediate, revenue-driven action.

The Solution:

Roomie’s Real-Time Insights Module

Roomie deployed its Real-Time Insights module to unify Soriana’s operational and customer data and enable AI-driven, real-time decision-making.

Key capabilities delivered:

Lakehouse Architecture:

Large volumes of data from ERP, inventory, materials, and production systems were consolidated using state-of-the-art ETL pipelines.

Customer Behavior Training:

AI models were trained using behavioral data from Soriana’s digital retail platform to understand browsing patterns, hesitation signals, and purchase intent.

Real-Time Intent Detection:

The system identified moments when customers were interested in a product but uncertain about completing the purchase.

Automated Action Execution:

When hesitation was detected, the module triggered real-time personalized discounts, nudging customers toward conversion.

Executive Visibility:

Management gained real-time dashboards linking operational data and customer behavior to revenue outcomes.

The ROI & Impact

The implementation generated measurable ROI across operational efficiency and revenue growth:

80% Reduction in Human Error: Automated data collection eliminated inconsistencies from manual monitoring.

High-Accuracy Predictions: AI-driven intent detection outperformed manual and rule-based forecasting.

Faster Decision Cycles: Management moved from delayed reporting to real-time, data-driven decisions.

+15–20% Increase in Average Ticket Size: Real-time discounts successfully converted hesitant buyers.

Improved Customer Experience: Shoppers perceived discounts as timely and relevant, increasing engagement and loyalty.

The Takeaway

With Roomie’s Real-Time Insights module, Soriana transformed its digital retail operation into a living, responsive revenue engine. By combining unified operational data, customer behavior intelligence, and real-time action execution, Soriana reduced errors, improved decision-making, and converted insight directly into revenue.

This case demonstrates the essence of ROI-First Agentic AI: insights only matter when they act — and when they act, they generate measurable growth.