Service 01

Wholesale / Distribution Analytics-as-a-Service

A reliable, ongoing analytics capability for businesses whose operational data is spread across systems, exports and spreadsheets.

Who this is for

Wholesale, distribution and operations-led SMEs that need clear management information across sales, margin, inventory, customers and suppliers—without relying on fragile manual reporting.

Common problems

  • Management reports assembled manually each week or month.
  • ERP, Excel, accounting and operational systems that do not reconcile easily.
  • Limited visibility of stock risk, customer performance or profitability.
  • KPIs that vary by report or stakeholder.

What we build

The service creates an analytics layer between source systems and decision-makers: automated data ingestion, reliable data models, Power BI semantic models and reporting that supports specific operational conversations.

Operational sourcesERP · Excel · supplier files
Data engineeringIngestion · checks · transformation
Trusted modelFacts · dimensions · definitions
Decision layerPower BI · scheduled reporting

Example KPIs and dashboards

SalesRevenue, volume, channel and trend
MarginProduct, customer and category profitability
InventoryAvailability, ageing and stock risk
CustomersRetention, mix and performance
SuppliersDelivery and purchasing insight
OperationsException and service-level reporting

How the service works

We start with discovery and an assessment of data, reporting needs and constraints. The initial delivery establishes the foundation; the ongoing service prioritises agreed improvements, new analysis and quality reviews in a structured rhythm.

What ongoing analytics includes

Monthly KPI and data-quality reviews, prioritised dashboard improvements and stakeholder requests. Quarterly model optimisation, architecture review and roadmap planning. The scope is planned jointly and does not imply unlimited work.

Portfolio demonstration

The accompanying example is an independent portfolio project—not a client engagement.

View the UK Wholesale Analytics Platform case study →

Questions

Do you work with Excel?

Yes. Excel can be a source system, a transitional input or a reporting dependency to reduce safely.

Can you connect to our ERP?

That depends on the system and available access. The assessment establishes sensible integration options.

Who owns the solution?

Ownership, access and handover are agreed as part of the engagement.

How much does it cost?

Projects are scoped after initial discovery and data assessment; fixed prices are not displayed without understanding the work.

Make reporting a dependable part of operations.

Book a discovery call to discuss the current data landscape and the decisions it needs to support.

Book a Discovery Call