Case Studies
Analytics · Retail and E-commerce
Retail BI Program for Multi-Channel Performance Optimization
Decision cycles shifted from weekly reporting to daily action with trusted KPI visibility.
⏱ 3.5 months👥 2 data engineers + 1 BI consultant
Overview
A retail chain with online and store channels struggled with fragmented reporting and delayed performance visibility across merchandising, operations, and marketing.
17%
increase in overall sales
21%
increase in recurring sales
29%
increase in gross profitability
46%
reduction in manual reporting effort
The Challenge
What We Were Solving
Teams relied on multiple spreadsheets and disconnected reports, causing KPI disputes and delayed corrective action on inventory and campaign performance.
Our Approach
How We Solved It
- Integrated data pipelines from POS, ERP, loyalty, and web commerce sources.
- Defined shared KPI glossary and business-owned metric governance.
- Built executive, regional, and store-level dashboards with drill-down paths.
- Added demand and stockout trend analytics for replenishment planning.
- Enabled alerting for margin dips, low-stock risk, and conversion anomalies.
Technology Stack
Tools & Platforms Used
AWS RedshiftPower BITableauSAPSalesforceAlteryx
"
Our teams now align on one version of performance, and that changed how quickly we act.
VP of Commercial Analytics, UrbanCart Retail (name changed)