Client: A prominent U.S.-based kosher food manufacturer and distributor

Client's Goals: The client needed on-demand access to performance insights and a more efficient means of leveraging their organization’s data.

Our Team's Role: Citrin Cooperman was engaged to provide a more flexible, up-to-date BI solution across company locations.

A leading U.S. kosher food manufacturer, known for its wide range of products, remains committed to innovation, distribution, and customer support. Their diverse portfolio is available in over 30 countries, with growth driven by strategic partnerships. As the company expanded and their mobile sales team’s demands increased, leadership recognized the need to upgrade their IT infrastructure. When limitations of their Excel-based BI system became apparent, they sought a more efficient way to leverage their data.

Challenges

• Limitations of the existing Microsoft Excel-based BI system, led to unreliable data, frequent crashes, and sluggish processing.
• Difficulty in distributing and consuming spreadsheet content, caused delays in strategic and profit-generating activities.
• Sales teams lacked on-demand, mobile access to critical performance insights, hampering their ability to track, optimize, and focus efforts.

Citrin Cooperman's Approach

• Citrin Cooperman implemented a flexible BI solution across locations, leveraging expertise with ERP and CRM systems.
• Developed a customized reporting environment in 100 hours, ensuring ERP alignment and custom calendar translations.
• Extended the solution to other locations with minimal cost by adjusting connection strings.

Results

• Users now have 24/7, cross-device, real-time access to data, enhancing decision-making capabilities.
• The system allows managers and salespeople to perform personalized data analysis with ease, using a variety of filters and lenses.
• The new BI solution significantly improved the ability to drill down into specific data, enabling more informed and timely actions.