Empowering a leading beverage company with self-service analytics


A global wine and spirits company owns a wide variety of beverage brands worldwide. With a consumer-focused approach, the organization strives to provide the most relevant products to each of their targeted customer profiles.


The company wanted to scale their business intelligence (BI) team in order to deliver faster, newer reporting on projects. They wanted to move to a more self-service oriented tool to replace Oracle BI and move away from a traditional BI model. They needed a more scalable data visualization solution to reach their goals. They also wanted to better focus field-sales efforts at the store level and help ensure that brands are positioned correctly during the sales process.


- Built a set of Power BI dashboards - Scaled the main components of the machine learning system so account segmentation could proceed automatically with high confidence - Conducted business user training sessions

Key results

The business no longer has to rely on the IT team to build new reports
Tracking business performance with a self-service tool is now engaging and interactive
Sales team can use account segmentation to target accounts more effectively


The new Power BI dashboards allow the organization to understand and analyze the performance of their products as distributors sell them to retailers. Managers can isolate markets/accounts/brands that are performing outside the norm and investigate what can be improved. They can also easily understand what type of accounts the products perform well in and what future opportunities they may have, using an account segmentation matrix built with a machine learning model.

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