Building a group-wide data platform

Create a unified, scalable data platform for rapid post-merger integration, standardized financial views, and procurement insights that unlock group-level savings while keeping the central team lean.

• Phased rollout: Piloted with one company, then scaled the blueprint across the portfolio for consistent onboarding and controls.
• ERP integration with Weld: Ingested data from Navision, E-conomic, Business Central, Ekomplet, and more into a single repository with automated pipelines.
• Unified data model and lineage: Standardized P&L, balance sheet, cash flow, and procurement with transparent lineage from source to report.
• Procurement data mart: Consolidated supplier, SKU, and pricing history to enable cross-company benchmarking and negotiation prep.
• Financial Consolidation Excel Upload: Developed a centralised uploading tool for all entities that streamlines the process of trial balance collection and format checking to remove the burden on the Finance team.
• Governance and multi-entity controls: Centralized definitions, access, and auditability to support PE-grade reporting and compliance.
• Reporting enablement: Delivered an initial Streamlit layer, with Power BI adopted for portfolio and company-level views.

• Faster onboarding: New companies are connected in hours, often under two, enabling near-immediate consolidation.
• Procurement leverage: Centralized spend visibility strengthens wholesaler negotiations and reduces costs.
• Real-time portfolio view: Consistent financials across 30+ companies support quicker decisions and performance management.
• Lean scalability: A single platform supports €300m+ revenue with minimal central overhead (3-person finance team) and extends seamlessly to Switzerland.