A large alcoholic beverage company wanted to use their data more effectively to drive key business decisions. As an international company with several premium brands, they strive to position themselves as world leaders in the luxury spirits market.
Before the project started, the company had many versions of reports that came from different systems. Users were unable to use data effectively due to lack of access or data literacy. There was also a high dependency on the international headquarters, which owned the BI solution. These challenges prevented them from using their data to drive important decisions and promote growth.
Finding the right tools for the solution
The project began with a discovery phase to fully flesh out the proper solution. The discovery included in-depth problem analyses, interviews, and other due diligence processes. We created a data strategy assessment and a roadmap to guide our BI efforts.
We selected a robust tech stack and designed the architecture for the solution. We then kicked off the project by setting up the infrastructure to build a new data warehouse. Next, the team had to get all of the relevant tools online, which included SSIS, SSAS for Tabular, MDS, Power BI, and quilliup.
Tying data together for a comprehensive view
At the start of the project, the organization used Excel for about 80% of internal data and had no automation set up to facilitate data analysis on a continuous basis. The first phase of the project included a small subset of data sources centered around sales volumes. As we moved into the second phase, we added more data sources from marketing and finance, and focused on building integrated views highlighting ROI that could show how the data, and consequently the insights, tie together.
Ensuring success by focusing on end users
The project also included an emphasis on change management and user adoption. A Keyrus change management consultant identified a “super group” of individuals from different roles (e.g., marketing, sales, finance, etc.) and different levels (e.g., analysts, managers, etc.) within the organization.
We sought to understand the daily activities of each of these user roles in order to more effectively tailor training for the new solution. Once user adoption was established for the super group, the solution would be rolled out across the organization.
As a result of the project, the company has a single source of truth for their data, and it’s accessible by everyone in the company. The new platform is used in key processes, such as account segmentation and new product launches, and they also use a BI center of excellence to ensure the project will be successful in the long-term. The management team has a set of core KPI dashboards that they can refer to for monthly and quarterly business reviews.
Overall, the project enabled the company to begin using data to make smarter business decisions that will drive the company forward.