Worker measuring a metal part with a caliper

Multi-Entity Data Consolidation
to Enable and Accelerate a Successful Sell-Side Process

  • Consolidated data across five entities and three ERP systems into one source of truth
  • Fulfilled all data inquiries throughout three sales processes

Summary

In preparation for a sell-side transaction involving five company entities operating across three distinct ERP systems, our Data & Analytics team partnered with management to consolidate and streamline their sales and operational data into a single, trusted source of truth.

This end-to-end data enablement empowered management with the insights needed to navigate diligence with confidence and ultimately drive a successful exit.

Single Source of Truth: Integrated sales, product, procurement, and inventory data from five entities and three ERPs into a centralized SQL-based data warehouse.

Master Sales Cube Creation: Harmonized disparate data sources into one robust master sales cube, enabling real-time insights and efficient analysis.

Custom Metrics & Business Logic: Collaborated with stakeholders to define and implement tailored metrics and attributes reflective of internal business rules.

Power BI Dashboards & Advanced Reporting: Delivered dynamic dashboards, including Price-Volume analysis and cost inflation tracking, to support strategic decisions and investor readiness.

Sell-Side Agility: Supported three separate sales processes by rapidly fulfilling all data-related inquiries, ensuring transparency and responsiveness throughout diligence.

Scalable Data Model: Designed a repeatable, refreshable reporting model to maintain data integrity and update cadence throughout the transaction timeline.

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