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Case study · Pharmaceutical and Supply Chain

Supply chain data, unified and under control, in Power BI

Sales, forecast and budget in a single view. Supply chain data, governed, with no manual chasing.

Control in Power BI

Supply data unified

Sales vs forecast vs budget

Where it all started

Supply chain data arrived by email and was reconciled by hand

A pharmaceutical manufacturer with its own production and international distribution managed its supply chain with data spread across many places. Domestic and international sales arrived in files sent by logistics operators over email, while stock, WIP, forecast and budget lived in separate spreadsheets and repositories.
Consolidating it all was manual, slow and prone to error, right before decisions had to be made on production, inventory and supply.

The challenge

Sales from logistics operators (3PL) arriving by email, each in its own format.

Stock, WIP, forecast and budget scattered, with no shared picture.

Manual reconciliation before every report, with the risk of error and hours lost.

No timely comparison of actual sales against forecast and budget.

Product matching errors that were discovered too late.

What we proposed

Unify every supply chain source into a single governed data platform, match it against the CRM and analyze it in Power BI. With automatic alerts that watch over data quality and a daily report that arrives on its own. From manual reconciliation to the full picture, every morning.

The shift

From manual reconciliation to the full picture

Same data, a different way of working with it. It comes in on its own, validates itself and is read from a single dashboard.

Before

Sales files arriving by email, one by one

Stock, WIP, forecast and budget kept in different places

Manual reconciliation before every report

Matching errors were spotted too late

Now

Every source is ingested and consolidated automatically

Sales, forecast and budget in a single Power BI view

Data validates itself and is matched against the CRM

Automatic alerts and a daily report that arrives every morning

variables in a single view: sales, forecast and budget
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automatic alerts monitoring data quality
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daily report arriving on its own each morning
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The value generated

What changes for the supply chain team

One single source for supply

Sales, stock, WIP, forecast and budget unified and governed in a single platform.

Sales vs forecast vs budget

The comparison operations and leadership need, monthly and annual, at a glance.

Less reconciling, more deciding

Data comes in and validates itself. The team stops consolidating files and focuses on deciding.

Quality monitored without chasing it

Automatic alerts for materials that do not match the CRM or deviations in the accumulated total.

The day starts informed

A daily PDF report arrives every morning, without anyone having to prepare it.

A foundation ready for the next step

With supply chain data governed, the ground is set for advanced analytics.

What the client says

We used to spend hours putting files together before we could even look at a number. Now sales, forecast and budget are on the same screen, the data validates itself, and every morning we have the report in our inbox. We spend that time deciding on production and inventory, which is what we are here to do.

Supply Chain Management

Pharmaceutical company with its own manufacturing

F&Q

Frequently asked questions

What does it mean to integrate supply chain data?
It means bringing together, automatically and under governance, the data that today lives scattered across many places: sales from logistics operators, stock, WIP, forecast and budget. At BertIA, an AI consultancy based in Barcelona, we consolidate it and match it against the CRM so the supply chain team has one reliable source instead of dozens of separate files.
Manual reconciliation eats up hours, breaks down every month and hides matching errors that surface too late. With integration, data comes in and validates itself, sales are compared against forecast and budget in Power BI, and any issue triggers an automatic alert. The team moves from consolidating to deciding.
Through validation built into the flow itself and automatic alerts. The system flags when a received material does not match a product in the CRM, and when the monthly accumulated total deviates from the previous day. Data is reconciled and traceable before it reaches the report, not after.
With sales, forecast and budget in one view and always up to date, deviations show up earlier: which product is selling below plan, where forecast does not match actual sales. That early read is what allows production and inventory to be adjusted in time, and it is the foundation for moving on to advanced analytics.
The data sources you already have (sales, stock, WIP, forecast, budget) and a data platform to bring them together. At BertIA we build it, or reuse one if it already exists, roll out the Power BI dashboards in phases, and leave the alerts and the daily report running, with support. It starts small and grows from there.

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