Transforming Sales and Margin Visibility for Data-Driven Decision-Making

Overview

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

BizOps Solutions

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.

Key Results

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 Details

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

  • Modular Rollout: Completed a four-week Minimum Usable Product (MUP) as the first step toward full-scale analytics enablement and automation. 
  • Centralized Data from Multiple Systems: Integrated data from two ERPs—including inventory, procurement, and financial systems (AP, AR, GL, trial balance)—and disparate Excel sources into a cloud-based platform.
  • Reduction In Manual Reporting Efforts: Replaced static structured query language (SQL) extracts and Excel-based reporting with real-time data connections, reducing reliance on manual reconciliation
  • Advanced SKU-Level Insights: Implemented Price-Volume-Mix (PVM), ABCD pricing, margin analysis, and pricing dispersion, enabling precise decision-making
  • Enterprise-Wide Analytics Adoption: Empowered sales, finance, and operations teams with self-service analytics, reducing ad hoc reporting requests
  • Comprehensive, Cross-Functional Dashboard: Provided integrated visibility into sales, financial, and operational metrics such as cost, revenue, inventory, and demand forecasts

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.

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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.