A private equity-backed manufacturer faced significant challenges due to its legacy data systems and reliance on Excel for reporting, leading to inefficiencies and limited visibility into critical metrics. Teragonia transformed its client’s data infrastructure by implementing a cloud-based analytics platform, integrating real-time data connections, and automating reporting workflows. As a result, the manufacturer gained SKU-level pricing insights, demand forecasting, and operational metrics, enabling data-driven decision-making and improved efficiency.
Delivered a Minimum Usable Product (MUP) in just four weeks
Replaced 100% of static structured query language (SQL) extracts with real-time data connections
Centralized data from two ERPs—including inventory, procurement, and financial systems—and fragmented Excel files
Automated data workflows from internal team sites into a centralized cloud source for seamless integration into the enterprise platform
Modernized data infrastructure, eliminated siloed reporting, reduced manual reconciliation
Teragonia built a centralized analytics foundation to ensure a reliable and consistent source of truth. We implemented Enterprise Self-Service Analytics, including automated reporting workflows across sales, procurement, and finance functions. We are actively delivering SKU-level pricing insights, demand forecasting, and operational metrics, empowering data-driven decision-making.
By deploying Enterprise Self-Service Analytics, the client empowered sales, finance, and operations teams to explore data independently, significantly reducing reliance on ad hoc reporting. Embedding internal team members throughout development ensured long-term adoption, while direct engagement with leadership drove a top-down cultural shift toward data-driven decision-making.
The Challenge
A private equity-backed manufacturer and leading provider of high-quality foods across the United States relied on legacy data systems and Excel-based processes. This reliance on legacy systems led to inefficiencies, siloed and manual reporting, and a lack of real-time insights, delaying strategic business decisions. Key metrics were difficult to access, which hindered decision-making.
To overcome these challenges, the manufacturer needed a modernized data infrastructure to provide a single source of truth for financial, sales, and operational metrics. They required automated, real-time reporting to replace static SQL extracts and manual Excel reconciliation. Self-service analytics was essential to empower teams and reduce ad hoc reporting requests. The company also wanted SKU-level pricing insights, demand forecasting, and margin analysis to improve decision-making. Seamless integration of ERP, procurement, and financial systems was critical to eliminating data silos.
The Win
Teragonia deployed Enterprise Self-Service Analytics to transform the manufacturer’s data landscape and operationalize a data-driven culture. This solution empowered teams across sales, finance, and operations to explore and analyze data independently, significantly reducing reliance on manual reporting and ad hoc data requests.
We transformed the client’s data infrastructure with a cloud-based platform, integrating data from two ERPs, inventory, procurement, and financial systems into a centralized, real-time reporting environment. Replacing static SQL extracts with live data connections allowed the client instant access to critical business insights, improving efficiency and decision-making.
We also facilitated iterative feedback loops with analysts and middle management to ensure continuous improvement and user buy-in. By embedding the client’s team members throughout development and working closely with the CFO, COO, and CEO, we ensured seamless adoption, ongoing improvements, and a sustained data-driven culture.
Accelerated Growth
Next Phase
We are building demand forecasting modeling as well as a KPI tool that automates a weekly company report. The update will aggregate key performance indicators across multiple parts of the business, including product quality, safety scores, sales and margin, shipping metrics, inventory, procurement, and HR.
Connect with an Expert
To learn more about how we delivered our solution and how it could apply to your scenario.
Illinois
171 N Aberdeen St, Suite 400, Chicago, IL 60607
Texas
8333 Douglas Ave, Suite 340, Dallas, TX 75225
New York
Tower 49, 12 E 49th St 16th Fl, New York, NY 10017
Disclaimer: Our estimated enterprise value gains from analytics enablement are dependent on several project-specific variables. Terms of each engagement, including deliverables, will be governed by the respective master service agreement or engagement agreement. Please reach out to us to discuss.
Illinois
171 N Aberdeen St, Suite 400, Chicago, IL 60607
Texas
8333 Douglas Ave, Suite 340, Dallas, TX 75225
New York
Tower 49, 12 E 49th St 16th Fl, New York, NY 10017
Our core analytics and AI platform drives informed decision-making with enhanced clarity and focus, and rapidly unlocks enterprise value
Core Features:
Integrate data from multiple source systems effortlessly
Critical for breaking down silos and creating a unified view
A secure, centralized cloud hub for all your data insights
Foundational for reliable decision-making and enterprise-wide alignment
Visualize complex data through easy-to-understand dashboards
Empowers leaders with actionable insights
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
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.
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.
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.
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.