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At a glance

The Client
A multi-category supplier in the dairy, early-life nutrition and water business.  
The Objective
Implementation of Acumen Invest to support their digital transformation and optimise business planning. 

Challenges

  1. Separate Excel files for customer planning, making it a very manual, impractical and cumbersome process   
  2. No granular volume planning and forecasted volume did not match sales plan  
  3. No well defined process for managing and planning indirect customers, resulting in very limited visibility  
  4. Large number of data inconsistencies and exceptions to be managed, due to manual entries 

Solution

By integrating our TPM solution, Acumen Invest, our client successfully freed up valuable time for KAMs, allowing them to concentrate on strategic planning rather than laborious data collection. With their data consolidated in Invest and reporting seamlessly generated from this central repository, our client can confidently rely on a single source of truth for teams across demand planning, finance, and sales.

Client journey

  • Project Planning – Workshops, requirement building and business process assessment 

     

  • Implementation – Initial configuration & phased UAT, data collection & validation, change management design
  • Integration Build – Requirement building Integration, design & build SIT 
  • Hypercare and user training 
  • Change management 

Project Outcomes

 

  • Time saving

    By removing 72 excel files, we significantly reduced the time spent on manual data validation.

  • Revenue Generation

    Introduction of pre & post evaluation of all promotional activity allowed us to identify areas to reallocate trade spend.

  • Checkmark
    Risk Mitigation

    Reduced reliance on Excel files increased the governance around business planning and greater visibility to facilitate better decision making.

  • Visibility

    Visibility of buy-in and sell-out data enabled pre & post evaluation process for the first time.

     

     

“The biggest impact is that now everyone is using one tool we can really focus on how to accelerate the
business. Acumen are simplifying the balance of agile business vs slow corporate processes and simple reporting in parallel.”