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Wholesale Distribution · PE-Backed

$4.1M in revenue opportunities hiding in plain sight

A PE-backed national wholesale distributor had a complete data model of its $65M business sitting unused for a decade. Category managers worked around it with spreadsheets that crashed on open. We unlocked it in two weeks.

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Detailed write-up · Methods · Full outcome narrative

Tools & methods

SQLPower BIExcelETL roadmap design

Challenge

The company had built a well-structured data model ten years ago — products, sales, geography, customers, pricing history. Nobody in the business was using it or knew how. Meanwhile the organization ran manual workarounds that crashed on open.

Approach

Bridged the gap between what the business needed to know and what the data team had already built. Worked directly with the DBA to map the structure, build the queries, and deliver item-level answers to category managers. Ran a full portfolio analysis across the $65M product range.

Results

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