Centralized Insights. Automated Reporting. Strategic Clarity.

Key Result

Four-week sprint to build an automated Monthly Performance dashboard integrated with Sage, delivering SKU-level visibility and actionable insights. Established a centralized analytics foundation, reducing manual processes and enabling leadership to make faster, data-driven decisions. Identified a 2% EBITDA opportunity and partnering with management to operationalize.

BizOps Solution

Minimum Useable Product of Teragonia’s Analytics Foundation, creating a unified data foundation and pricing analytics solution with SKU-level performance analytics tailored for executive, finance, and operational functions.

Consider This Scenario…

You are the CFO of a PE-backed manufacturer and distributor, relying on cumbersome Excel-based reporting processes. Each month, your team spends hours manually updating Monthly Performance reports, with limited ability to drill down into SKU-level insights or identify pricing and procurement opportunities. Despite using Sage, fragmented data sources and outdated workflows prevent timely, accurate reporting, leaving critical business questions unanswered. These inefficiencies stifle your ability to address underperformance and capitalize on growth opportunities.

Your Partnership with Teragonia.

In just four weeks, we implemented a Minimum Usable Product of our tech-enabled analytics solution to automate your Monthly Performance reporting process. By integrating accounting data from Sage (ERP) with operational dimensions, we created a centralized analytics foundation. This automated, reconciled reporting provided leadership with a unified view of SKU-level performance and pricing trends. Drill-down capabilities enabled real-time analysis across financial and operational metrics, empowering leadership to address inefficiencies, optimize inventory, and align pricing strategies. Through our pricing analytics, we identified a 2% EBITDA improvement opportunity and are partnering with management to operationalize our insights. The Minimum Usable Product was achieved with minimal time investment from management, ensuring a seamless and efficient transition. 

Your Growth Accelerated.

  • Automated Monthly Performance Reporting: Replaced manual, Excel-based workflows with automated reporting, eliminating inefficiencies and saving time.
  • SKU-Level Insights: Delivered granular visibility into product performance, pricing analytics, and margin analysis, enabling smarter inventory and pricing decisions.
  • Strategic Drill-Down Capabilities: Developed drill-down functionality across financial and operational metrics, allowing leadership to proactively identify trends and address underperforming areas.
  • Centralized Analytics Foundation: Built a scalable, reconciled data backbone, ensuring consistent, reliable reporting with minimal management involvement.
  • Operational Excellence: Enhanced visibility into performance metrics, fostering a culture of accountability and data-backed decision-making, while enabling the organization to respond faster to market changes.

 

The next phase in the company’s journey involves expanding the Analytics Foundation and developing custom data science and AI solutions. This includes retail channel-specific demand forecasting and inventory optimization across warehouses and stores to align inventory with demand, reduce excess stock and shortages, and drive profitability. These efforts build on the existing foundation, ensuring scalability and alignment with strategic goals.

Connect with an Expert

To learn more about how we delivered our solution and how it could apply to your scenario.

Other Case Studies

Foundational Tech Infrastructure

Our core analytics and AI platform drives informed decision-making with enhanced clarity and focus, and rapidly unlocks enterprise value

Core Features:

Connect All Your Data Sources

Integrate data from multiple source systems effortlessly

Critical for breaking down silos and creating a unified view

One Trusted Data Source

A secure, centralized cloud hub for all your data insights

Foundational for reliable decision-making and enterprise-wide alignment

Interactive Dashboards

Visualize complex data through easy-to-understand dashboards

Empowers leaders with actionable insights

Enriched Data Flow, Fully Automated

Reverse ETL capabilities enriches your data and ensures your data flows exactly where it is needed for function teams to act on

Enables real-time, action-oriented data flow 

Additional AI capabilities are actively in development

Your Data Should Drive Real Results

Are you unlocking the full potential of your data?

Scott Briggs

BS International Business | American University of Paris

BS Computer Science | American University of Paris

Seasoned DevOps and infrastructure engineer with expertise in AWS, Kubernetes, and Terraform; led cloud migrations and scalable infrastructure projects at Sfara, FanDuel, and Kickstarter.

With over 15 years of experience in small and medium-sized startups, Scott is a seasoned expert in designing, optimizing, and maintaining robust, scalable, and secure infrastructure. He specializes in automation and embedding security from the ground up, consistently delivering reliable systems tailored to meet dynamic business requirements.

Prior to joining Teragonia, Scott made a significant impact at Sfara, where he built the company’s entire infrastructure from scratch. He engineered systems capable of supporting hundreds of thousands of users with seamless scalability, implemented automated development pipelines, and introduced observability tools to monitor and manage resources effectively. Additionally, Scott led the infrastructure team in achieving ISO27001 security certification, ensuring security was integrated into every aspect of the system and transforming it into a critical asset for business-to-business operations.

Beyond his technical expertise, Scott has a proven track record of managing and mentoring high-performing teams. As a Senior DevOps Engineer at FanDuel, he gained invaluable experience in scaling infrastructure and optimizing resources to support millions of daily users, aligning technological capabilities with organizational goals.

Jack Amedio

Master’s in Human Resources | University of Illinois

Bachelor’s in Management | Loyola University

Former Financial and Operations Manager at Houlihan Lokey, Golin Harris, and MSL Group.

Jack is a highly driven, cross functional professional with extensive experience in operations and administration. 

Prior to joining Teragonia, Jack held financial and facilities management roles for Houlihan Lokey, MSL Group/Publicis, and Golin Harris in which managed and created processes and trainings for multiple functional areas ensuring operational and administrative procedures were well planned, efficient, cost-effective, and aligned with business objectives while ensuring initiatives, internal events as well as client events propelled employee and client engagement.

Jack holds undergraduate degrees from University of Illinois and Loyola University Chicago and has completed graduate certificates in Business Administration, Strategic Human Resources, and Operations at Cornell, CUNY-Buffalo, and University of Illinois and is in the process of completing a Master’s in Human Resources at Loyola University Chicago’s Quinlan School of Business.

Mason Taylor

MS Analytics | Georgia Institute of Technology

BS Management Information Systems | Oklahoma State University

Former analytics engineer at Cyderes and ConocoPhillips with a Master’s in Analytics from Georgia Institute of Technology and a Bachelor’s in Management Information Systems from Oklahoma State University

Mason is an Analytics Engineer with deep experience in data analytics, business intelligence, machine learning, and cybersecurity. He brings a proven track record of leading analytics engagements spanning architecture, insights, visualizations, and delivery.

Before joining Teragonia, Mason was a Senior Analytics Engineer at Cybersecurity MSSP CYDERES where he built a scalable, standardized, and secure analytics architecture for over 300 clients across many industries and consulted with them to deliver insights through bespoke data driven solutions. In addition, he managed the data delivery of the insight platform leveraged by the Security Operations Center to respond to incidents in a timely and effective manner.

Prior to joining CYDERES, Mason worked in ConocoPhillips’ Analytics and Innovation Center of Excellence holding varied roles within the Data Analytics organization from Data Engineering, to Business Intelligence, and Data Science. He delivered robust data solutions in all operating units for various functions including Engineering and Production, Finance, IT, and more. Including projects to standardize cost and production data across operating units. 

Mason started his career at The Williams Companies in cybersecurity and transitioned to cybersecurity at ConocoPhillips where he found his passion for Data Analytics through SIEM management, detection engineering, and threat intelligence.

Grace Sun

Bachelor’s in Finance & Accounting | Georgetown University

Former analytics engineer at Houlihan Lokey and financial analytics at JP Morgan Chase with a Bachelor’s in Finance & Accounting at Georgetown University

Grace is a seasoned analytics engineer with specialized expertise in crafting and implementing analytics solutions that drive agile, informed executive decisions in M&A and value creation for private equity-backed companies.

Before joining Teragonia, Grace was a part of the data science and business analytics team at Houlihan Lokey. She has excelled in harmonizing, enriching, and analyzing data from diverse sources, providing key insights that enabled private equity investors and portfolio company executives to make rapid, data-driven decisions across the investment lifecycle. She has developed novel analytics solutions, including deal sourcing and evaluation tools for platform investments that employ a buy-and-build or de novo growth strategy, as well as post-close value creation and KPI reporting tools for operators and management teams.

Grace has also worked at JPMorgan Chase & Co. in the Global Finance and Business Management rotational program, where she built analytics solutions to evaluate banker attrition and KPI reporting within the Global Private Bank.