Who YOU ARE

Empower Your Role,
Optimise Your Results

Find out how we empower professionals with tailored insights and automated tools to optimise performance, streamline processes, and drive growth. Discover how we support your role with actionable data and smarter solutions.

Who You Are

Category Managers

Category Managers oversee product categories and ensure they perform optimally across retailers. They focus on tracking sales trends, stock levels, and competitive performance.

How We Help:

Access combined multi-source, country, and format data in a single dashboard.

Receive alerts when your category, retailer, or brand hits predefined thresholds, enabling proactive management.

Quickly investigate sales or performance anomalies.

Automate 4-weekly reports, saving time on repetitive tasks.

Benefits:

Greater visibility into category performance.

Faster decision-making and issue resolution.

Reduced reporting burden, freeing up time for strategic initiatives.

Who You Are

Brand Managers

Brand Managers ensure their brands remain competitive and profitable by managing marketing strategies, promotions, and sales performance.

How We Help:

Receive customised alerts to stay on top of brand performance.

Integrate brand and retailer data with your promotion calendar, in-store activations, and media campaigns.

Automate internal reporting for your National Account Manager (NAM) and Sales Director.

Benefits:

Up-to-date brand health tracking.

Clearer insights into promotion effectiveness.

Simplified reporting processes for internal alignment.

Who You Are

Insights Managers

Insights Managers provide actionable intelligence to drive business decisions by analysing multiple data sources.

How We Help:

Combine and harmonise insights across countries and data sources.

Provide easily shareable reports and dashboards for internal and external stakeholders.

Offer access to harmonised data for qualitative research partners and media agencies.

Benefits:

More time for strategic recommendations rather than data wrangling.

Consistent insights across global operations.

Simplified collaboration with external partners.

Who You Are

Innovation Managers

Innovation Managers identify new product opportunities, track trends, and develop concepts that align with market needs.

How We Help:

Track emerging trends, such as flavour or pack format performance, across geographies or categories.

Automate the identification of new SKUs and maintain an NPD tracker.

Spend more time focusing on what action to take rather than what has just happened.

Benefits:

Stay ahead of market trends with automated tracking.

Make informed decisions earlier in the product lifecycle.

Streamlined collaboration with research and testing teams.

Who You Are

National Account Managers (NAM)

NAMs manage relationships with retailers, ensuring mutual growth by monitoring sales performance and responding to buyer needs.

How We Help:

Track sales by SKU, brand, and customer in an always-on dashboard.

Quickly respond to buyer queries with up-to-date data access.

Analyse competitor performance in terms of sales, distribution, and promotions.

Assess whether your distribution share aligns with your sales volume share.

Benefits:

Greater self-sufficiency in data access and analysis.

Free up category teams for deeper strategic work.

Stronger buyer relationships through quicker responses.

Whether you found what you’re looking for or not, we’d love to hear from you.

Data-Driven Transformations

Learn more on how Optia Data has helped leading brands and businesses unlock the value of their retail insights.

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.

Vit Hit

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

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.

AV

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.