Trusted data, executive BI, and practical AI for food producers, wholesalers, and distributors
Food and beverage runs on thin margins and fast turns. When trading, inventory, and finance each keep their own spreadsheets, nobody sees the whole lot. We consolidate your commercial and financial data into one governed model and put the KPIs that run the business on a single executive page.
Whether you produce, wholesale, or distribute, the questions are the same:
We build the governed data foundation that answers them, powers your reporting, and gets your operation ready for practical AI that we train on your data and your problems
The data exists. It is just spread across systems that were never designed to talk to each other
Trades, lots, and landed costs sit in custom tables and spreadsheets that never meet your finance system, so trading and financial truth never line up
Thin margins move with every freight, duty, and handling charge, so profitability by trade relies on estimates instead of numbers
A stack of separate ERP reports is run and stitched together by hand, which is slow, prone to error, and different every time
Trading, logistics, quality, and your ERP each hold a piece of the picture. Nobody holds the whole lot
Exports, rekeying, and reconciliation eat the first week of every month before anyone sees a number they trust
Inconsistent item codes, lots, and units of measure mean the same question gets three different answers
We build on the Microsoft stack you already own. No new platforms to buy and nothing to rip out and replace, even when your ERP is heavily customized
Fabric and OneLake become the governed store where your trading, inventory, and finance data meet. One model, one set of definitions, ready for BI and AI
An executive page your leadership opens every morning: trade margin, inventory, and financial KPIs on one screen, reconciled to the GL
With a governed foundation in place, data agents can answer trading questions in plain language, from lot margins to which costs are drifting off plan
The KPI topics that make it onto your executive page and the kinds of outcomes the work is aimed at
Margin by trade, lot, customer, and product, reconciled to your financials and visible before the deal closes, not after
Stock, aging, and turns by warehouse and lot, so product moves before it expires
Freight, duty, and handling rolled into true cost by lot, so pricing protects margin instead of guessing at it
Customers and suppliers joined to trades and margin, showing which relationships actually drive the business
A governed model your own team can build reports on, so every new question does not become a new project
A governed model that supports demand forecasting today and AI agents tomorrow, built once and reused everywhere
[Client quote pending, placeholder. An approved food and beverage client quote will go here; do not publish without a real, approved quote]
Food and beverage client, pending
A short discovery call where we go over your systems, your biggest problems, and if we're the right fit
We connect to your systems, bring the data into Fabric, and build governed data model
Your executive page goes live. Then we refine it with your team as questions evolve
Book a call and we'll show you a live food and beverage executive dashboard
Book a Call with Nick
