HELPING A US FOOD MANUFACTURER SAVE $100K+ ANNUALLY WITH A DATA-POWERED TRADE PROMOTION SYSTEM

Explore how a food manufacturing and retail company shifted to a data-driven trade promotion management system that helped them replace manual Excel tasks and expensive outdated software, decide on optimal pricing strategies, and accurately forecast promotion success.

  • Industry

    Manufacturing and retail

  • Country

    USA

  • Team size

    3 IT experts

  • Collaboration

    July 2023 – present

VALUE DELIVERED

The custom trade promotion management system Yalantis delivered automatically collects client’s sales and operations data and displays it in interactive dashboards. By moving to this system from manual Excel processes and a SaaS trade promotion solution with limited functionality, our client:

  • saved $100–200K annually

  • saved 3+ hours weekly for one marketing manager by automating data entry

  • can make smart, profitable promotion decisions with advanced analytics based on historical and real-time data

  • replaced messy spreadsheets with a unified view of real-time data

  • can forecast promotion success by accessing competitor info from third-party services, historical records, and customer behavior data

  • can view key sales metrics updated live on user-friendly dashboards

About the client

For this project, Yalantis partnered with a well-established food manufacturing and retail company that:

  • has been operating in Southern California for over 35 years
  • is a fast-growing, diversified producer of meat, entrées, dips, appetizers, and more
  • serves both the foodservice and retail grocery industries as a B2B company
  • is an ambitious market leader planning to expand into new regions

CHALLENGES SOLVED

Before our collaboration, the client managed trade promotions across disconnected systems:

  • Canopy ERP for inventory data

  • SaaS trade promotion solution to calculate ROI

  • Local Excel files for sales and operations data

  • Microsoft Power BI to visualize sales data and forecasting analytics

Having data spread across different systems led to a fragmented approach with no unified view. Yalantis developed a custom system for managing trade promotions that helped the client overcome these key challenges:

  • No more manual data entry and calculations in Excel that lead to errors and struggles managing complex promotion schedules and budgets.

  • No more disconnected data sources that make it hard to get a clear view of promotion performance.

  • Management no longer struggles to make confident decisions without accurate real-time data.

BUSINESS CONTEXT

  • USING DATA TO SAVE COSTS AND DRIVE REVENUE: WHERE DID WE START?

    As a food and beverage company with a complex supply chain, our client had a data goldmine. They wanted to use this data to cut costs, make more sales, and confidently enter new regions. This called for a data strategy that prioritizes clean and organized data — a key to accurate data analytics.

    That’s where Yalantis came in. Our data team built the client’s data infrastructure, focusing on sales data, and saw an opportunity to optimize trade promotion management (TPM).

  • WHY GO FOR A DATA-DRIVEN TRADE PROMOTION APPROACH?

    By using data to drive their trade promotion management processes, the client could:

    But to reap these rewards, the client needed a change — a full trade promotion management system (TMPS) to turn their data goldmine into a revenue powerhouse by storing relevant data in one place. 

SOLUTION OVERVIEW

  • Yalantis developed a custom trade promotion management system, which:

    To ensure a smooth transition, the Yalantis team held product demos and regular Q&A sessions for the client’s staff. The new system includes the following features:

  • #1: REAL-TIME PROMOTION PERFORMANCE VISIBILITY WITH SALES DASHBOARDS

    Problem: Limited visibility into sales data and forecasting due to disconnected promotion data across the ERP system and Excel files.

    Solution: The Yalantis data team optimized sales dashboards in Power BI. These now collect internal and external data, including competitive insights from a third-party data provider (sales statistics by category, state, etc.). They also used AI analytics to help the client better understand seasonal demand, sales trends, price elasticity, and market competition.

    Benefits: The client can now view real-time sales metrics and trends. They can adjust promotions based on overall performance by country and state, top-selling product types, and seasonal impacts, which helps them:

    • plan production schedules efficiently
    • identify ideal pricing spots
    • minimize stockouts and overstocking
  • #2: AUTOMATED PROMOTION CALENDAR WITH REAL-TIME UPDATES

    Problem: Reliance on the expertise of specific staff members for promotion planning led to limited knowledge sharing across the team and inefficient planning.

    Solution: Yalantis added an automated promotion calendar to the custom TPMS, centralizing key promotion planning data.

    Benefits: This solution helps with the following:

    • Saving marketing managers hours of manual work each week by automatically populating schedules and metrics from the promotion details entered in local files.
    • Encouraging knowledge sharing as all information is centralized and processes no longer depend on a single specialist.
    • Enabling quick employee onboarding by providing all relevant historical data in one place, automatically suggesting information like warehouse stock and past campaign costs.
  • #3: OPTIMIZED BUDGETING WITH TEMPLATES AND ROI CALCULATOR

    Problem: Managers manually allocated budgets across many documents. They also used the costly SaaS trade promotion tool solely to calculate ROI, which led to thousands of dollars in unnecessary expenses annually.

    Solution: The Yalantis team added these elements to the custom TPMS in Power BI:

    • ROI calculator
    • Budgeting templates pre-filled with historical data
    • Dynamic budget optimization features that use advanced analytics to intelligently distribute funds

    Benefits: By eliminating the SaaS TPM tool, the client saved $100–200K annually on software costs (that would have increased with new hires). The integrated solution also:

    • saves 3+ hours of marketing managers’ time on manual budget allocation
    • frees up time for strategic tasks like planning marketing campaigns
    • provides budgeting templates pre-populated with historical data
    • helps managers allocate funds where they are most needed or likely to generate the highest returns

WHAT’S NEXT?

The client is actively using the solution and providing ongoing feedback. By the end of the year, they aim to expand into three new states, onboard 15 employees, and use the solution’s full potential. From this project, Yalantis developed a packaged TPMS offering called Trade Navigator that our team can quickly deploy and customize to fit your unique business needs.

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