Portfolio Project: Product & Customer Profitability
Business Case:
National brand, with hundreds of skus in dozens of categories, needed monthly reporting of profit by product & customer, to prioritize investments.
Month 1: Research & Plan
- Researched detailed cost data including raw materials, suppliers, manufacturing, logistics, and overheads
- Documented sources of information for pricing, discounts, and expenses, by sku & customer
- Presented analysis of data gaps and recommendation to close
- Finalized project team, plan, and budget
Months 2-3: Design & Pilot
- Detailed data integrations for sourcing, manufacturing, logistics and distribution
- Designed and implement data warehouse
- Built data imports
- Piloted and refined reporting dashboard
Months 3-4: Test, Learn, & Rework
- Weekly reviews by business teams including finance, sales, operations, and Sr. Management
- Captured gaps and learnings for rework
- Improved allocations based on actuals
Month 5: Go Live
- Published reports and dashboards for enterprise wide use
- Identified and resolved post-live issues.
- Handoff to finance and IT
Results
- Identified most profitable skus and channels to guide future investments
- Adjusted pricing and incentives to improve customer profitability
- Prioritized product development and marketing to increase ROI
