AnalyticsSupply Chain Cross-Industry
Microsoft Fabric for Supply Chain: Data Foundation Over Planning Software
For decades the supply chain industry has sold expensive planning software as the answer to better planning. But the real constraint was never the planning
Aug 31, 2026 Read →
AnalyticsSupply ChainPricing Cross-Industry
One Foundation, Many Applications: Planning and Pricing on Microsoft Fabric
The idea, in one line Build the data foundation once in Microsoft Fabric, and it becomes the base for many applications — demand planning, replenishme
Aug 31, 2026 Read →
PricingAnalytics Retail
The Pricing Knowledge Base: Price and Promotion Optimization on Fabric
The idea, in one line Good pricing decisions don't come from a pricing engine — they come from a pricing knowledge base. Unify competitive prices, sal
Aug 31, 2026 Read →
Analytics Private Equity
Building a PE Integration Dashboard: From Spreadsheets to a Live Cost Model
How we built a program management dashboard for a PE fiber merger — tracking 64 systems, $16.7M in combined software spend, and $2.8M in annual run-rate savings.
May 1, 2026 Read →
Analytics Private Equity
Extending Snowball to Cash & Inventory
Snowball is a general-purpose flow lens, not just a SaaS metric. The same Sankey-style visualization that clarifies ARR—inflows, outflows, and the net buil
Oct 8, 2025 Read →
Analytics Cross-Industry
Augmenting Financial Analysis with Agentic AI Workflows
Agentic AI turns your finance stack into a set of closed-loop workflows that plan, execute, and verify analysis—then hand decisions to humans with evidence
Oct 8, 2025 Read →
Analytics Cross-Industry
Resilient Data Pipelines for Finance
Finance teams live and die by the quality of their numbers. Executives expect reports that are repeatable, auditable, and on time—while operations demand f
Oct 7, 2025 Read →
Analytics Private Equity
ARR Snowball: Proving Revenue Durability
Recurring models, such as SaaS companies, live and die on retention and expansion, not one-time bookings. ARR Snowball decomposes revenue into inflows (new
Oct 7, 2025 Read →
Analytics Private Equity
Cost allocation model for when you don’t have invoice level detail
When a company lacks job-level costing, margin analysis stalls. At one client, direct materials, outside services, and labor weren’t tied to jobs; freight
Sep 18, 2025 Read →
Analytics Private Equity
Private equity analytics: two common, high-value use cases
PE teams need numbers that are consistent across systems, comparable across companies, and traceable to transactions. Two situations come up repeatedly and
Sep 15, 2025 Read →
Supply ChainAnalytics Cross-Industry
Microsoft Fabric: A Good Tool for S&OP
As discussed in previous articles, Sales and Operations Planning (S&OP) is a critical process for aligning supply chain operations with business goals. Man
Feb 18, 2025 Read →
Analytics Retail
Grocery Item Search Suggestions
Existing customers frequently use the search bar to add items to the cart. Customers will typically search for items, add the item to the cart, then search
Mar 6, 2023 Read →
Analytics Retail
Dynamic Assortments in Online Grocery Shopping
Assortments are fixed in a grocery store. You understand the demographics of the customers and tailor the assortment to the averages for the store, but onc
Mar 2, 2023 Read →
Analytics Retail
Building a Grocery Cart Faster
Building the ideal shopping experience for existing customers is extremely important because they drive the most profit. At one client, existing customers
Mar 1, 2023 Read →
Analytics Retail
Insights on Grocery Online Shopping Behavior
We work with many grocery stores helping with eCommerce optimization, category management, and pricing. At one customer we analyzed online customer behavio
Feb 27, 2023 Read →
Analytics Retail
Online Grocery Shopping Channel Analysis
Here are some more insights we found in our analysis of online shopping behavior and tests: Targeted email and direct mail campaigns were most effective. B
Feb 27, 2023 Read →