Automated Profitability Analytics at scale – and in detail – for a Pharma Services Leader

Cuesta partnered with a market-leading pharmaservices company to build a flexible and powerfulfinance analytics solution. The solution enabled agranular view of profitability across all businessunits, supported by a scalable data platform. Theresults: near-real-time profitability insights, elimination of manual reporting constraints, and a detailed, high-confidence view of EBITDA
  • Scalable Data Infrastructure
  • Automated Data Integrations
  • Flexible Dashboards and Tools
  • Granular View of Profitability
  • High-confidence EBITDA

Challenges

  • Profitability reporting was manual, inconsistent across business units, and not trusted by leadership.
  • Master data for customers, projects, and services was inconsistent following multiple acquisitions.
  • Existing data tools had limited capabilities, as did the support teams. Excel was the tool of choice for all reporting and analysis, even with large data sets.
  • Visibility was severely limited, or costly when it could be provided.
  • Decisionmaking was slow

Solutions

  • Delivered a flexible profitability analytics toolset, tailored for different user groups and business units.
  • Designed and deployed an efficient data warehouse solution, supported by an enterprise data model which set the standards for integration across systems and business units.
  • Developed flexible data handling tools to address key gaps or limitations in operating data, and automated manual processes, providing relief to finance teams.
  • Built trust in the data as presented, provided transparency in profitability reporting to
    a granular level, and provided supporting analytic for key revenue and cost drivers.
  • Enhanced confidence in EBITDA as reported, and ultimately enterprise value, contributing to a successful exit for the investors.
“Partnering with Cuesta allowed us to build a scalable data framework for our business. Financial reporting and business metrics that used to take days to compile are now available real-time, allowing us to spend more time making strategic decisions rather than adding up results”

Director of Data and Technology