实例探究 > Pyramid’s Decision Intelligence Platform puts Export Packers on a new trajectory for growth

Pyramid’s Decision Intelligence Platform puts Export Packers on a new trajectory for growth

公司规模

Large Corporate

地区

America

国家

Canada

产品

Pyramid Decision Intelligence Platform
Microsoft Navision
SQL Server
Citrix

技术栈

ETL processes
Data transformation
Data modeling

实施规模

Enterprise-wide Deployment

影响指标

Cost Savings
Customer Satisfaction
Productivity Improvements
Digital Expertise

技术

分析与建模 - 预测分析
应用基础设施与中间件 - 数据可视化

适用行业

食品与饮料

适用功能

商业运营
销售与市场营销
采购

服务

系统集成
培训
软件设计与工程服务

关于客户

Export Packers is an Ontario-based importer, exporter, and distributor of food commodities. With over 80 years of experience, it is one of Canada’s largest privately held companies. The company is known for its quality, customer service, and innovation. Despite its market leadership, Export Packers sought to leverage new technologies to increase efficiencies in its business-to-business relationships. The company’s ERP system was Microsoft Navision, running on SQL Server with a Citrix publishing tool. For business intelligence (BI), information from Navision was authored into Excel or taken directly into hundreds of Microsoft Access databases, depending on the level of integration. This made it challenging to gain insights into inventory, sales, procurement, and the profitability of trades. The company aimed to modernize its technology stack and change its culture to become more data-driven.

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挑战

An Ontario-based importer, exporter, and distributor of food commodities, Export Packers has been around for over 80 years and is one of Canada’s largest privately held companies. Despite being a market leader with a reputation for quality, customer service, and innovation, the company wanted to take advantage of new technologies and increase efficiencies around business-to-business relationships. When John Stakel joined the company as Head of Information Technology in 2019, his mission was clear: “I was brought in to rehabilitate the technology stack. We had a tendency to be entrepreneurs at every level in the organization, which is great but very execution-oriented; we were absolutely lacking in all sorts of actionable insight.” The company’s ERP system was Microsoft Navision, running on SQL Server with a Citrix publishing tool. For business intelligence (BI), information from Navision was authored into Excel or taken directly into hundreds of Microsoft Access databases, depending on the level of integration. Either way, it was hard to get insights into inventory, sales, procurement, and the profitability of trades. “We created a scheduler because other jobs were kicking the Access databases off the system, but it was just putting a Band-Aid on the problem,” explained Stakel. “As well as investing in a new ERP system, we wanted to change the culture, the way people in the company think about information. We needed to start convincing them that there’s a different way to consume insights than a PDF and Excel spreadsheet.”

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解决方案

To identify levels for reporting, the internal IT team had to scope the relationship between dimensions; they had to familiarize themselves with ETL processes, data transformation, and data modeling. Onboarding people to Pyramid was a culture change and a technical challenge, according to Stakel, but what he liked about the platform was the way it could be rolled out incrementally—his point about not putting too much pressure on the organization at the start. “We would work in one area of the business at a time,” he said. “We started with the trading organization.” A first iteration was developed with a data model and dashboards that allowed the sales team to dig down into revenue and profitability. Next came the procurement group. To make a big change workable, they were able to compare their old reports with new ones from Pyramid to understand the transition. “There was a trust-building exercise that took a few months,” explained Stakel. He described it as a journey to “change hearts and minds,” to move away from transactional and operational analytics to deeper-routed intelligence around profitability, looking at margins on a product-by-product basis.

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运营影响

Pyramid has provided wide-ranging benefits for Export Packers, from straightforward efficiency gains, removing hours of manual work and freeing up people to work on higher-value tasks, to strategic wins like evidence-based decision making. This is exemplified by an executive dashboard that the Senior VP of Trading shares with the team each week, showing where growth and new business opportunities are most likely to come.
Another benefit has been cutting the chargebacks paid for failing to meet contractual agreements. “Pyramid’s platform has helped provide visibility into unnecessary costs that eat into our profitability,” said Stakel.
He praised Pyramid for making light work of setting up dashboards and pivot tables—flexibility and user-friendliness that avoided the steep learning curve he had experienced with other BI tools. A simple interface includes red flags that alert users to business fundamentals—a profit margin dipping below a certain amount or a shipping date missed.
Most of all, John Stakel credits Pyramid for making the company more data-driven, an incremental change achieved with tools that never get in the way of the data. “Pyramid’s Decision Intelligence platform was exactly the right solution for us in terms of price point, functionality, and usability—and just what we needed to start convincing our people of a different way to consume data, rather than through PDFs and Excel,” he said.

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数量效益

Built employee trust to become more data-driven.
Improved bottom line with a new focus on margins and profitability.
Ease of use accelerates time to insights.
Time, money, and human resources saved.
Real-time warnings with red flags raised when profits fall or shipments are delayed.

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