Case Study: Driving Sales Growth and Margin Improvement Through Better Business Visibility

For a private equity-owned e-commerce manufacturer and distributor, continued growth required greater visibility into the financial and operational factors driving business performance. Critical sales, inventory and cost data were spread across multiple systems, making it difficult for leadership to evaluate profitability and identify opportunities for improvement. Smith + Howard helped consolidate the company’s data and establish more timely, actionable reporting to support better business decisions.

The Challenge

Disconnected data across four systems limited leadership’s ability to understand sales performance, profitability and inventory.

The company relied on multiple systems to manage and track essential business information. Sales, inventory and cost-of-sales data were not consolidated into a single reporting environment, making it challenging to develop a comprehensive view of performance.

Without consistent visibility across products, sales channels and collections, leadership had limited ability to assess the factors influencing revenue and gross margins.

As the business continued to grow, the company needed a more reliable way to bring information together, monitor results and make informed decisions about operational performance.

Our Approach

Smith + Howard consolidated operational and financial data into a centralized reporting environment to give leadership clearer visibility into business performance.

The team integrated inventory, sales and cost-of-sales information from four separate systems into a data warehouse, creating a consolidated foundation for business reporting.

Using this centralized data, Smith + Howard enabled daily reporting across key business dimensions, including individual products, sales channels and collections.

This approach gave leadership a more consistent and timely view of revenue and profitability, helping the company better understand performance across its business and identify areas requiring attention.