Manufacturing, CPG and Retail
Strategy and Advisory
Data Foundation Advisory & Implementation for Leader in American-Made EBOS Solutions
- Recognized leader in the energy transition industry
- 67 global patents
Business Need
- Scalable, trusted reporting and analytics
- Reduce manual reporting effort, reclaiming analyst capacityEfficient data operating model
- Align platform investments to business maturity and strategy
- Governed, centralized data foundation
- Improve system stability and performance
Challenge
- No data warehouse or dedicated data team; extremely limited IT bandwidth
- Heavy reliance on manual data pulls, spreadsheets, and inconsistent metrics
- Dashboards built directly against production systems, violating policies
- Fragmented analytics practices
- Smartsheet introduced without integrated data, limiting adoption and value
- Risk of investing in platforms misaligned to organizational scale and maturity
- Lack of defined roadmap, operating model, and governance structure
Solution & Results
- End-to-end strategic advisory and hands-on implementation, establishing the first governed, data foundation with futureproof operating model and roadmap
- Freed 500+ hours annually via automation and standardized reporting
- 30% reduction in data preparation effort, reclaiming 70+ hours per week
- Improved reporting consistency and reduced operational risk
- Evaluation and selection of Informatica IDMC
- Avoided misaligned platform investments and positioned the organization for sustainable growth