Case study · Food & Beverages

A winery that ditched Excel to run the business on data

Sales by channel, finance and workforce, in one single truth. From the report that never adds up to decisions backed by evidence. And a culture that already thinks in data.

Modern data platform

Cross business analytics in Power BI

A culture built around data

Where it all started

A seasonal, multichannel business run on Excel

A leading winery sells through large retail, hospitality and export, with a marked seasonality. A good part of the year is decided in just a few weeks.

Running a business like that means seeing clearly and fast. But the data lived spread across dozens of spreadsheets and systems by area: sales in one place, finance in another, the workforce in yet another.

Each report took days to build by hand and, by the time it arrived, every area brought its own version. Decisions were made late and with no common ground.

The challenge

Sales, finance and people data scattered across Excel and systems that did not talk to each other.

Sell-in and sell-out never matched, making it hard to know what actually rotated (sell-through) in each channel.

Reports built by hand, late, and with different versions depending on the area.

Critical seasonality managed without a reliable demand forecast.

Without a modern platform, advanced analytics and AI stayed out of reach.

What we proposed

Migrate to a modern data platform that unifies all the business information (sales, finance, people, digital channel) into a single source of truth. On top of it, cross business analytics in Power BI for every area. And a firm commitment to adoption: real training so the team would decide with data, not with hunches.

The shift

From days building reports to decisions in minutes

Before

Business data spread across dozens of spreadsheets and isolated systems

Reports built by hand, late, and not adding up across areas

Sell-in and sell-out never matched, with no view of real rotation by channel

Seasonality faced by intuition

Now

A modern platform with a single source of truth for the whole business

Power BI analytics available on the spot for each area

Sell-in and sell-out matched: real rotation (sell-through) visible by channel

Seasonal demand anticipated with a reliable forecast

single source of truth

channels with real rotation (large retail, hospitality, export)

flows matched: sell-in and sell-out

The value generated

What changes when the whole business looks at the same number

One single truth

Sales, finance and the workforce decide on the same number. No more versions that do not add up.

Real rotation by channel

Matching sell-in against sell-out reveals the sell-through: what really sells in large retail, hospitality and export.

Decisions in minutes

What used to take days building reports is now a dashboard available instantly.

Ready for the season

Seasonal demand is anticipated with a forecast, not with intuition.

A team that thinks in data

Training turns the tool into culture: a platform only pays off if people use it to decide.

A foundation for AI

With the data organized in a modern platform, advanced analytics and AI are already the next step.

What the client says

Before, we argued over which spreadsheet was the right one. Now we all look at the same number and decide fast. We have gained agility right in the season we have the most riding on.

Management Control

Winery / Food & Beverage sector

F&Q

Frequently asked questions

What is a modern data platform?

It is a single layer that unifies all the business information (sales, finance, people, digital channel) today spread across Excel and isolated systems. At BertIA, an AI and data consultancy based in Barcelona, we build it so consumer goods companies can decide on one single truth and, on top of it, apply AI.

What do you gain by matching sell-in against sell-out?

Sell-in is what the winery sells to the channel; sell-out is what the channel sells to the end consumer. Matching them reveals real rotation and avoids the mirage of selling a lot to the channel while the product never leaves the shelf.

Is the platform worth anything if the team does not use it?

That is exactly why adoption is part of the project. Training turns the tool into a culture built around data: the value does not arrive with the dashboard, it arrives when people use it to decide.

Do the current systems need to be replaced?

No. The platform is built on the existing sources, integrating them without duplicating infrastructure or stopping operations.

Does this leave the business ready for AI?

Yes. A modern, governed data platform is the prerequisite for any serious AI. With the data organized, the next artificial intelligence projects stop being a promise and become the next step.