Case Studies

Driving Supply Chain Finance Visibility After an Acquisition

2 minute read

EXECUTIVE SUMMARY: After acquiring a better-for-you snack manufacturer, a global food company was flying blind, relying on manual, time-intensive reporting that couldn’t keep pace with post-acquisition complexity. Catena Solutions built an automated, ERP-integrated Tableau dashboard suite that gave finance and supply chain leaders a true single source of truth.

dashboard screen of data

The Challenge: Limited Visibility After Rapid Growth

The acquisition expanded the company’s footprint in the health snacks category—but also introduced significant operational complexity. The newly integrated business still ran on legacy, manual reporting that was slow and inconsistent. Finance and supply chain leaders lacked the timely, actionable data they needed to manage performance, spot risks early, and make confident decisions across the combined organization.

The Solution: Tableau Dashboard Suite

Catena assembled a cross-functional team—digital finance partner and BI consultant—to design and implement a scalable reporting solution fully integrated with the company’s ERP. Six dashboards, each targeting a critical visibility gap:

Dashboard 1: Weekly KPIs
Sales, customer, product line, service level, and inventory visibility, updated weekly with key market intel.

Dashboard 4: Overhead Costing
Spend analysis by country, entity, and department with variance vs. plan, forecast, and prior year, including waterfall views.

Dashboard 2: Volume Reporting
Quantity, weight, and unit-level insights across sales, manufacturing, and inventory; inbound, outbound, and on-hand.

Dashboard 5: Headcount Reporting
Headcount vs. plan and spend per head by function and department, with variance tracking year-over-year.

Dashboard 3: P&L & Balance Sheet
Pre- and post-close variance detection across income statements and balance sheets, with drill-down to line-level drivers.

Dashboard 6: Working Capital & Cash Flow
DSO, DPO, and DIO metrics with cash flow walk and deep-dive into AR, AP, and inventory by product line and SKU.

The Benefit: Faster Decisions & Financial Control

6 custom Tableau dashboards delivered

100% automated, ERP-connected reporting

Real-time visibility replacing manual processes

With real-time dashboards in place, the company gained the visibility needed to drive organizational improvements and make faster, more informed decisions. This included:

  • Eliminated manual reporting, freeing up finance and operations capacity
  • Real-time visibility into financial performance and supply chain drivers
  • Leaders equipped to make faster, more confident decisions
  • Stronger foundation for profitability and future growth

Facing similar visibility gaps after an acquisition? Catena Solutions can help you build the reporting infrastructure to lead with confidence. Get in touch here.

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