Meet With Us
Meet With Us

One Data Ecosystem for a PE-Backed Manufacturer Across Four Systems Copy 2

One data ecosystem. Four systems connected. An ERP upgrade absorbed without missing a beat.
The Situation

Flying blind in a fast-moving environment.

This PE-backed manufacturer was operating in one of the most volatile business environments in recent memory. COVID disruptions, supply chain constraints from US-China trade tensions, and raw material cost fluctuations were hitting simultaneously. Leadership needed to make fast decisions — and they had no reliable way to see the full picture of their business.

Data existed across four disconnected systems: Shoplogix for manufacturing floor metrics, Sage for financials, Salesforce for sales activity, and inventory management systems handling product data. Offline files added another layer of manual effort. Executives and investors were asking the same questions every week. Getting answers required calling people, waiting for reports, and rebuilding the same Excel files by hand.

The Diagnostic

What NuView found in the first two to four weeks.

The diagnostic confirmed what leadership already suspected: the data was there. The infrastructure to access it was not. Four systems holding trusted operational, financial, sales, and inventory data — none of them talking to each other. No single source of truth. No way to see the business as a whole.

Systems identified for integration
Shoplogix · Sage ERP · Salesforce · Inventory Management Systems · Offline Excel files
What We Built

Decisions made from data. Not from instinct.

Systems connected
Shoplogix · Sage ERP · Salesforce · Inventory Management Systems · Excel and offline files
Tools used
Alteryx for data integration and ETL · Tableau for visualization and dashboards
Dashboards delivered
  • Sales dashboard — pipeline, revenue, and product performance for the sales team
  • Warehouse operations — manufacturing floor metrics, OEE, and production output
  • Executive dashboard — a consolidated view across all four systems for leadership and investors
The result

What NuView found in the first two to four weeks.

With a holistic view of operations, the executive team pivoted their supply chain to address US-China trade tensions — a move that would have been impossible without consolidated data across manufacturing, inventory, and sales.

The single source of truth gave leadership the visibility to weather COVID disruptions, supply chain constraints, and raw material volatility without losing sight of the business.

When the company upgraded their ERP system, the centralized data ecosystem absorbed the change seamlessly. Reporting continued without interruption. Not a single dashboard broke.

The infrastructure NuView built did not just solve today's problem. It made the business resilient to the next one.

start here

Find out where your company stands.

Every NuView engagement starts with the Diagnostic. It takes 1 to 3 weeks, costs nothing, and gives you a complete picture of your data environment whether or not you decide to build anything with us.
See Where You Stand
Rick Stefanone - Head of Sales - NuView Analytics
Rick Stefanone, Head of Sales
rick@nuviewanalytics.com
"You guys understood the challenge really quick and came in with solutions that made sense for us."
CFO, PE-backed manufacturer