Case study
One model. Five business functions. 60+ daily users.
Challenge
A European consumer goods business was running an IBP* process across five functions – with five different views of the plan. Multiple ERPs, disconnected systems, and spreadsheet-driven reconciliation meant that when the business came together to review demand, supply, finance, and operations, the numbers depended on where you looked. The process was there. The discipline was there. The data wasn't.
Approach
I designed and built a unified planning data model on Microsoft Fabric – integrating the disparate source systems, transforming operational data into a single volume plan, and building the semantic model that powers IBP reviews at every level of the organisation. Full stack: lakehouse, pipelines, dimensional model, Power BI reporting layer.
Outcome
Sixty-plus daily users across five business functions now work from the same number. The IBP cycle – from operational reviews through to the Management Business Review – runs on one version of the plan. The dialogue has moved from reconciling the data to making decisions with it.
* Integrated Business Planning (IBP) is a business management framework – developed and licensed by Oliver Wight – that aligns every function of a business around a single operating plan, reviewed monthly at multiple levels of the organisation.
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