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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.

Vit Hit, a health-focused vitamin drinks company, partnered with Optia Data to simplify the management of its multi-country NielsenIQ (NIQ) data. Optia streamlined their reporting process by consolidating data from multiple sources and formats into a single, user-friendly dashboard. This solution enabled Vit Hit’s sales teams to efficiently track and analyse sales and distribution performance across different periods and retailers.

Golden Acre Foods, a leading UK supplier of world foods, sought a solution to unify their sales data across multiple categories and channels. Optia Data partnered with Golden Acre to implement an automated solution that centralised their data, enabling faster and more accurate decision-making while enhancing operational efficiency.

Australian Vintage (AV), a leader in the wine industry, sought a streamlined way to manage and report sales data for their UK and Ireland markets. Optia Data collaborated with AV to develop a customised solution that consolidated their Nielsen data into a single dashboard, updated monthly, to provide actionable insights and save significant time.

Arla Foods, Europe’s largest dairy group, partnered with Optia to modernise and streamline its management reporting processes. Optia provided a tailored data service that automated the integration, transformation, and reporting of sales data across 14 countries, enabling Arla to achieve unprecedented efficiency and scalability in its data operations.

British American Tobacco (BAT) – ‘a better tomorrow’ – is a global leader in the vaping industry, producing a diverse range of products, including flavoured e-liquids and advanced vaping devices. Operating in a competitive and rapidly evolving market, BAT required efficient solutions to maintain a strategic edge in tracking competitors and analysing market trends.

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.

Starbucks leveraged Optia’s expertise and proprietary tech to transform their data management processes. By automating the process of consolidating more than 1 billion rows of global sales data, they reduced manual work by over 100 hours each month. With seamless integration into Power BI, Starbucks now enjoys faster reporting and greater flexibility in strategic decision-making.