Contact
By /

Case study · Food & Beverage

A data platform that frees the ERP and unifies the business

A food manufacturer consolidated all its sources into a single platform, freed its ERP from reporting duties, and left the foundation ready for AI.

ERP freed up

3 data layers

Ready for AI

Where it all started

When data lags behind the business

The business was growing, but the data wasn’t keeping up. Reporting was pulled directly from the ERP, which hurt the performance of the system that runs day-to-day operations. Financial information lived scattered across spreadsheets in SharePoint: budgets, targets and mappings that someone had to consolidate by hand, over and over.
With no comparable history and no way to load budget or targets, every analysis was a manual effort that arrived too late.

The challenge

Decouple reporting from the ERP to protect operational performance.

Unify scattered sources (ERP and SharePoint spreadsheets) into a single source of truth.

Eliminate manual consolidation and gain history to compare against budget and targets.

Build a governed, scalable foundation, ready for AI use cases without rebuilding anything.

What we proposed

Build a data platform on Azure Databricks with a Medallion architecture, feed Power BI from a business-ready data layer, and organize access by role. A solid foundation today; ground prepared for AI tomorrow.

The shift

From scattered, manual data to a single, automated, governed platform

Before

Reports came straight from the ERP and weighed down operations

Financial data in spreadsheets, consolidated by hand

No budget or targets loaded for comparison

Each area looked at its own version of the data

Now

Reporting decoupled: the ERP is free to run operations

Automatic ingestion of every source into a cloud platform

KPIs with targets and variances in plain view

Row-level security: every role sees only what it should

only source of truth
0
data layers (Bronze · Silver · Gold)
0
manual consolidations
0

The value generated

What your planning team gains

ERP protected

The system that runs the operation no longer carries the weight of reporting.

A single source of truth

Every area works from the same data, consolidated and traceable.

No more manual work

Ingestion and transformation are automated; no one consolidates Excel by hand again.

Decisions with context

Dashboards show KPIs with targets and variances, ready for management.

Role-based access

Row-level security ensures each profile sees only its own information.

Ready for AI

This foundation supports demand or inventory forecasting without rebuilding anything.

What the client says

The team went from chasing data to reading the business. With a platform that feeds itself and dashboards that speak the language of management, conversations no longer revolve around where a number comes from, but what to do with what we see.

Data Management

Food & Beverage sector

F&Q

Frequently asked questions

What is a data platform, and what is it for?
A data platform centralizes all of a company’s information in a single governed environment. It consolidates scattered sources (the ERP, spreadsheets, other systems) cleans them, organizes them into layers, and makes them ready for analysis. It’s what lets you make decisions on reliable data, without depending on manual consolidation.
Because the ERP is built to run operations, not to analyze them. Pulling reports from the ERP hurts its performance and makes it harder to cross-reference external data like budgets or targets. A data platform separates the two: operations stay smooth, and analysis gains power.
Through data governance. At BertIA, an AI consultancy based in Barcelona, we structure information in layers (Bronze, Silver, Gold) from raw data to business-ready data, with traceability at every step. That way, you always know where a figure comes from and what transformations it has gone through.
Yes. The platform applies role-based, row-level security in Power BI: each profile accesses only the information it’s meant to see. Access is designed in from the start, not bolted on afterward.
Identify the key sources, define the KPIs and targets that matter to the business, and choose a scalable architecture, in this case, Azure Databricks and Power BI. From there, ingestion is automated and reporting is built. The foundation is ready to scale toward AI whenever the business needs it.

Your next project starts here

Get in touch
Call us