CASE STUDY

Bacardi

Part 1: Streamlining Total Trade Reporting

Bacardi, a globally recognized family-owned drinks company, faced challenges consolidating sales data from its on-trade (bars/restaurants) and off-trade (retailers) channels. Optia Data provided tailored reporting solutions, enabling faster, more accurate insights while significantly reducing manual effort.

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Background

Bacardi’s sales reporting process relied heavily on manually combining data from two disparate streams. The labor-intensive process was often delayed, prone to errors, and unable to provide timely insights. This hindered the company’s ability to analyze trends and respond quickly to market demands.

Objective

Bacardi sought to:

Streamline and automate the consolidation of on-trade and off-trade sales data.
Drastically reduce the time spent on generating reports.
Enable in-depth, scalable analysis without increasing IT dependency.
Provide stakeholders with timely, actionable insights on a regular basis.

Implementation

Optia Data delivered a tailored solution using Mammoth Analytics to tackle Bacardi’s challenges:

Data Integration: On- and off-trade datasets were seamlessly consolidated into a unified view, ensuring accuracy and consistency.
Automation: The monthly reporting process was automated, eliminating over 40 hours of manual effort per month.
Enhanced Support: Optia provided hands-on implementation and ongoing support, empowering business teams to confidently manage and utilize the solution.
Scalability: The solution was designed to handle additional data sources and future growth, ensuring long-term value.

Results

Time Savings: Report generation time was reduced from days (when it was done) to minutes, saving over 40 hours per month.
IT Independence: Business teams were empowered to manage reporting independently, reducing reliance on IT resources.
Improved Insights: A unified sales view enabled deeper analysis capabilities and quicker, data-driven decision-making.
Future-Ready: Bacardi now has a scalable solution ready to integrate new data streams and adapt to evolving business needs.

Key Impact

“We now have instant access to unified, accurate sales data every month.”
“What used to take days now happens in minutes—it’s a game-changer.”
“The automation has saved us countless hours and streamlined our entire reporting process.”
“We can now make data-driven decisions faster and with more confidence.”