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Case study deck · 9 slides

FMCG

Sales analytics live from the ERP, and 3x revenue since

A multi-region FMCG manufacturer, 20+ SKUs across 10 locations

Audit & TeardownProcess Redesign & Build
01 / 09

The challenge

What was broken

At all 10 plants, finance and sales pulled separate exports that rarely matched by the regional call, so SKU-level profitability was always a guess made on data five to six weeks stale. Floor efficiency was worse: a 40-minute changeover at one plant ran 90 minutes at another on the same equipment, and no one had ever put the two numbers side by side.

Business days to close the monthly sales/margin reconciliation across all 10 plants, before the dashboard
02 / 09

The approach

Scored on the Durable AI Index

We started at the source, not the report: connectors into the ERP at all 10 plants, one common chart-of-accounts and SKU schema, so a unit of margin meant the same thing everywhere. Only once every number traced to a transaction did we build the Power BI layer, SKU-level revenue and margin by channel, region and customer, handed to plant controllers before leadership. The org redesign came last, once margin by SKU family made the old volume-based roles obviously wrong.

DURABLE AI INDEXImpact88Feasibility82Stickiness8546at startafter redesign
High impact, low stickiness. The gap was the workflow, not the model.
03 / 09

What we built

The system, not just the model

We redesigned the workflow around the model, then built the pieces that make it run every day.

  1. 1

    ERP-native connectors mapping all 10 plants into one schema

  2. 2

    SKU-level revenue and margin model, refreshed daily

  3. 3

    Power BI dashboard as the single source for sales reviews

  4. 4

    Regional structure redrawn around SKU-family profitability

04 / 09

Inside the build

SKU margin & revenue pulse, 10 plants

Live revenue and margin by SKU family, traceable to the transaction, refreshed daily from all 10 plants.

SKUs tracked: 20+Plants live: 10Refresh: Daily

Tools & systems

Power BIERP-native data connectorsSKU-level margin modelchannel/region/customer segmentationtransaction-level audit trail
SKU MARGIN & REVENUE PULSE, 10 PLANTSLIVESKUS TRACKED20+PLANTS LIVE10REFRESHDailyGROSS MARGIN % BY SKU FAMILYREVENUE BY MONTH, INDEXED TO JAN 2021
Illustrative recreation of the deliverable. Panel shapes are representative, not client data.
05 / 09

Results

What good looks like

3x

Revenue growth achieved since 2021

Live

Real-time analytics across all locations, replacing a 2-day manual Excel

Restructured

Organization redesigned for the next 3 years of growth

Auditable

The same data, but structured; every figure traces to a transaction

The business has roughly tripled its revenue since 2021 across the period this engagement covers, but that growth reflects the client's overall commercial performance, new distribution and category expansion included. The dashboard and the resulting reorganization gave leadership better visibility into where that growth was coming from and where margin was leaking, but they were one input among several, not the sole driver of the top-line result.

REVENUE (INDEXED TO 2021)1002021 baseline300Today
06 / 09

How it stuck

Adoption is the deliverable

The dashboard replaced the pre-meeting reconciliation ritual outright. Within two cycles the regional call stopped opening with whose numbers to trust and started with which SKU family lost margin where. It stuck because it was simply more current than any spreadsheet anyone could bring back to argue with.

050100month 6This engagementTypical pilot
Share of plant controllers using the dashboard as their primary reporting source, month over month
07 / 09
Before, I'd brace for an argument about whose spreadsheet was right. Now the argument is which SKU family we fix first, a much better meeting to be in.

Regional Plant Controller, South Zone

08 / 09

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