Key results
Reduction in Reporting Latency from 1.5 days to under 45 minutes
Unified access to real-time data empowered sales, finance, and warehouse teams to act with greater speed and confidence
Enhanced visibility across inventory, receivables, and cost changes enabled better forecasting and reconciliation
Centralized architecture improved data quality, access control, and audit readiness across systems
About the Client
A regional B2B food distributor serving restaurants, grocery chains, and institutions across the Southeastern U.S. The company faced data silos, latency in reporting, and a growing need for near real-time decision-making across its expanding distribution network.
Key Challenges
Disconnected ERP, WMS, and Accounting systems made centralized reporting difficult
Reporting delays impacted procurement, order fulfillment, and cash collections
Business leaders lacked real-time visibility into performance across key divisions
Our Approach
- Migrated legacy systems to a modern data platform using Snowflake on Azure
- Built Python-based pipelines to ingest and process ERP, inventory, Accounting and AR data
- Delivered a robust suite of Power BI dashboards for near real-time access to business metrics
Implemented Solution
Cloud Data Platform Modernization
- Centralized Architecture - Migrated operational, financial, and inventory data into a unified cloud data platform using Snowflake on Azure
- Automated Data Pipelines - Developed scalable, Python-based workflows to extract, transform, and load data from ERP, WMS, and AR systems
- Optimized for Real-Time Refresh - Designed modular data models and transformation logic to support low-latency reporting and ad hoc analysis
- Secure & Scalable Foundation - Ensured data governance, user access control, and platform scalability to support evolving business needs
Business Intelligence Enablement
- Self-Service Reporting Layer - Built a suite of Power BI dashboards to provide business users with on-demand insights across operational and financial KPIs
- Operational Dashboards - Delivered reporting on sales performance, shipment velocity, customer behavior, inventory levels, and void metrics
- Financial & Vendor Analytics - Enabled real-time tracking of receivables, cost fluctuations, and supplier performance across multiple dimensions
- Actionable Insights - Structured visualizations to support exception management, trend analysis, and cross-functional alignment
Technologies Used
