Success Stories / AI and Data Model Integration Drive $30M Margin Gains

AI and Data Foundation Transforms $5BPetroleum Distributor, Driving $30M+ AnnualMargin Optimization

Data Strategy & Execution

AI Strategy & Execution,Data Strategy & Execution

Cuesta partnered with a rapidly growingdistributor managing 30k monthly transactions onrazor-thin margins but lacking visibility into deal-level profitability. We built a modern AI and data foundation to quantify margins and proactively manage sales. Today, the company has automated decision-making across Finance, Sales, Logistics, and Supply, integrated data model across all areas , reduced negative transactions…

Data Modeling & Integration
Order Traceability
Margin Visibility Tools
AI Predictive Model
Automation

Challenges

The company managed around 30,000 monthly sales transactions with razor–thin margins, but lacked visibility into deal–level profitability, making it impossible to proactively address margin leakage.
Leadership had limited insight into negative transactions, preventing timely action to reduce losses and optimize sales performance.
Legacy systems and fragmented processes created inefficiencies in financial reconciliation, tax reporting, and supply chain management, leading to inflated suspense
Without a robust data and AI foundation, the business could not automate decision–making or implement data–driven insight generation, leaving significant value untapped.

Solutions

Cuesta established a modern AI and data foundation to deliver full transaction–level margin visibility, reducing negative transactions by 50% and enabling proactive sales management.
We deployed AI–driven predictive models and churn analysis to optimize pricing and retention, unlocking over $30M in annual margin optimization across Finance, Sales, Logistics, and Supply.
Through automation of AR/AP adjustments, we cleared inflated suspense accounts, surfaced $4.2M in client underpayments, and recognized an additional $2M in unreported revenue.
Excise tax reconciliation across districts and states recovered $12.8M in overpayments, while automation of invoice–to–cash processes reduced financial close cycles from over 20 days to weekly soft closes.

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Delivery & Transformation, Technology Strategy

ERP Blueprint Planning Inspires 100-yr old Manufacturing Company to think bigger

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Delivery & Transformation, Technology Strategy

Custom Platform Strategy & Transformation at Scale

Cuesta supported a multi-phase engagement with a leading freight brokerage company, spanning market positioning, platform strategy, and execution assurance. Through deep analysis and structured delivery leadership, Cuesta helped define a differentiated technology roadmap, build a proprietary platform, and execute against a $50M+ transformation initiative.

Mergers & Acquisitions, Post-Merger Integration, Technology Strategy

TSA management and IT optimization for Specialty Pharmacy

A Private Equity client acquired a niche division from a large non-profit healthcare company. The acquired entity maintain its IT capabilities through a TSA through the transition, but sought to migrate from TSA services and optimize the IT organization for future growth.