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CASE STUDY

Bacardi

Part 2: Automating Management KPI Reporting

Building on the success of the total trade reporting solution, Bacardi engaged Optia Data to automate and optimise their management KPI reporting. This phase expanded to include data from CRM, finance systems, Nielsen, retailers, distributors, HR, supply chain, and forecasting sources. Optia’s solution transformed a high maintenance Excel-based process into a clean, easily updated, widely distributed dashboard.

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Background

Bacardi’s management KPI reporting relied on jumbled, high-CPU-running Excel spreadsheets. The system was error-prone, difficult to update, and lacked the ability to scale or deliver real-time insights. Forecasting and monitoring current KPIs were challenging due to manual data wrangling and inefficiencies.

Objective

  1. Consolidate data from multiple sources into a unified system.
  2. Automate data transformation and dashboard generation.
  3. Provide a scalable solution for tracking current KPIs and forecasting future business metrics.
  4. Enable efficient data distribution and ensure ease of updates.

Implementation

Optia Data implemented a comprehensive solution:

  • Data Consolidation: Unified data from CRM, finance systems, Nielsen, and other sources into a single platform.
  • Automated Pipelines: Fully automated data cleaning, integration, and transformation to support current and forecasted KPIs.
  • Dashboard Development: Delivered a custom, real-time dashboard accessible to all relevant stakeholders, replacing Excel-based processes.
  • Scalability and Support: Designed the system to handle future data streams and provided training for smooth adoption.

Results

  • Clean, Scalable Data: Transitioned from Excel spreadsheets to a streamlined dashboard with clear and consistent data.
  • Forecasting Ready: Enabled forecasting capabilities alongside real-time tracking of current KPIs.
  • Time Efficiency: Dramatically reduced the time spent on updating and maintaining reports.
  • Enhanced Distribution: Dashboards could be easily shared across the organisation, ensuring consistent reporting.

Key Impact

  • “We moved from a clunky spreadsheet process to a streamlined dashboard that anyone can use.”
  • “Our KPI tracking is now real-time and forecast-ready, saving us countless hours.”
  • “Optia’s solution gives us the clarity we need to monitor and predict our performance effectively.”
  • “The automation means we can focus on insights instead of fixing data issues.”

Optia Data’s partnership with Bacardi demonstrates how tailored, scalable solutions can revolutionise reporting processes. From unifying sales data in a total trade view to automating management KPI reporting, Optia empowered Bacardi with real-time insights, operational efficiency, and future-ready capabilities. These advancements enable Bacardi to make faster, more confident decisions, driving both immediate and long-term success.

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