All case studies A premium multi-brand consumer products company
The new CFO asked for the numbers. Nobody agreed on them.
A premium multi-brand operator with no coherent reporting layer. The numbers reconciled and manual reporting fell, without a platform overhaul.
The CFO needed reliable reporting before anything else.
The organization wasn’t ready for a full-scale platform — and didn’t need one yet.
A newly appointed CFO found significant gaps in financial and operational visibility: core systems disconnected, reporting inconsistent, manual analysis everywhere. The organization had plenty of data and no coherent reporting layer. The need was a pragmatic foundation delivering value now, without lock-in or over-engineering.
- The trigger
- A new CFO discovers the reporting layer can’t be trusted.
- The core problem
- Plenty of data across brands and channels — no consistent definitions, no reconciled view.
- What leadership needed
- Stable, reconciled reporting fast, at a scope the business was ready for.
The engagement
A foundation, not a mandate.
Working directly with the CFO and leadership, Allveri stabilized reporting fast: Power BI connected to existing systems on a formalized data model with consistent metrics and definitions.
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01
The reporting suite
- Sales, production, inventory, finance, HR, and executive views followed — revenue, units, cost, gross profit, margin, and discounts — grounded in channel normalization, general-ledger reconciliation, and product rationalization.
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02
Where it stretched
- In parallel: a dedicated analytics suite for a travel-focused business unit, and reporting to steer a major third-party-logistics transition without losing leadership visibility.
The outcome
Decision-ready reporting across every core function.
It’s ready to go further when, and only when, that’s warranted.
Executives and operators now read performance across brands, channels, and operations from one reconciled layer. The business got a practical foundation instead of a platform mandate.
- Reconciled
- Consistent reporting across finance and operations
- Reduced
- Manual reporting and ad-hoc analysis
- Adopted
- Power BI as the primary reporting layer
- Held
- Leadership visibility through the 3PL migration