Facilitating change in the consumer goods industry

Case Studies
ROZANNE FORWORD - SALES ACCOUNT EXECUTIVE

A deep dive look at the successful implementation of a Microsoft Power BI application that helped our client look further into their finances through a global sales report.

Pomerol has helped clients within the retail industry to provide automated reporting solutions that replaced their more traditional static reports. This has allowed users to compare in-market sales across multiple markets in a dynamic, ad-hoc way whilst maintaining a single version of the truth governed by a central finance team.

Problem

When Pomerol began to engage with the client, our consultants realised that there were 3 business problems that their financial department kept on running into in terms of their monthly global sales report.

  • There was a lack of insight into the global sales of certain products globally
  • The client lacked the visual comparison between budget vs actuals amongst their product sales
  • There was also a need to restrict user access to certain data whilst maintaining access to the report

Solution

Pomerol, as a software agnostic consultancy, took the clients’ existing technology stack into consideration. In this instance the client had an established Microsoft environment making Power BI the best candidate for the task.

DOWNLOAD FULL CASE STUDY PDF