Background

A large alcoholic beverage company oversees the import and distribution of many high-end spirits. The company sells through hundreds of thousands of on-premise and off-premise locations across the United States, and they engage in multiple types of marketing campaigns to promote their products.

Challenge

Initially, the company wanted to combine their sales data and marketing spend into a cohesive dashboard to understand which campaigns yielded the best returns. Our team recognized that the organization also needed strategic guidance on how to support a consolidated reporting and analytics platform that the entire organization could use.

Approach

- Analyzed current systems, processes, and data to map out the organization’s current and desired state and to create a prioritized project plan - Selected a robust tech stack, designed architecture for the solution, and set up infrastructure to build a new data warehouse - Consolidated data for a single source of truth - Built an executive overview dashboard for the CEO and high-level management - Implemented a change management strategy to ensure user adoption

Key results

Benefits

The new platform is used in key processes, such as account segmentation and new product launches, and they also use a BI center of excellence to ensure the project will be successful in the long-term. The insights and finance teams each save at least one week per month thanks to the new automated reports. The executive team also saves approximately three days per month because they no longer have to manually compile information for performance reviews of certain markets. Overall, the project enabled the company to begin using data to make smarter business decisions that will drive the company forward.

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