Client: Multi-brand foods company

Client's Goals: Client aimed to leverage AI-driven analytics to dynamically assess promotional discount effectiveness, identify sales trends, and optimize decision-making for improved business performance.

Our Team's Role: Citrin Cooperman's Digital Services Practice designed and implemented an AI-powered solution integrating Microsoft Fabric, Power BI, and Power Automate to streamline promotional analysis, automate data processing, and provide real-time business insights.

A leading multi-brand food company engaged Citrin Cooperman's Digital Services Practice to enhance promotion management using AI-powered analytics. Facing challenges in assessing the effectiveness of promotional discounts, the company sought an intelligent solution to analyze shipments, lost sales, and sales trends dynamically. By integrating Microsoft Fabric, Power BI, and Power Automate, the solution enables business users to generate SQL queries via natural language using AI, providing real-time insights into sales trends and promotional effectiveness. This automation streamlines data analysis, improves decision-making, and optimizes sales strategies, driving efficiency and business growth.

Challenges

• Inefficient promotional analysis – Traditional methods were time-consuming and lacked real-time adaptability.
• Data fragmentation – Difficulty in merging transactional and discount data to assess sales impact.
• Limited insight generation – Manual processes hindered dynamic identification of sales trends and lost sales.

Citrin Cooperman's Approach

• AI-powered query generation – Implemented an AI-driven solution that translates natural language into SQL for automated data analysis.
• Seamless integration – Leveraged Microsoft Fabric, Power BI, and Power Automate to unify sales and promotional data for real-time insights.
• Automated workflows – Eliminated manual data processing, enhancing efficiency and enabling data-driven decision-making.

Results

• Enhanced data-driven insights – AI-powered analytics provide a deeper understanding of promotional effectiveness and sales trends.
• Real-time decision-making – Sales teams can quickly adapt strategies based on dynamic, AI-generated insights.
• Increased operational efficiency – Automated workflows reduce manual effort, improving response time and overall business performance.