Case Study: CUSTOM DEVELOPMENT

Custom Solution – Garner Foods

Leveraging innovative technology to maximize the impact of trade promotion campaigns in a rapidly changing consumer environment.

Industry

Food, Retail

Category

Custom Development

About the Company

Garner Foods Company is a family-owned company founded in 1929 in the food service and retail industry, producing various sauces and salsas, including the Texas Pete and Green Mountain Gringo product lines.

Planning for Future

Garner Foods wanted a more efficient and complete solution to plan, execute, analyze, and report on trade promotion campaigns. They needed the Trade Promotion Management software to integrate with their current ERP and to encompass elements of sales forecasting and planning, trade promotion optimization, financial reconciliation, and analytics & reporting.

The Problem

Garner Foods needed a solution that would improve the visibility and tracking of their trade promotion efforts, expedite customer deductions reconciliation, and help the company build market share in both their retail and food service segments. The previous SaaS product lacked the features, functionality, and flexibility that Garner Foods needed to achieve these objectives.

Technology Partner

Garner Foods selected Liventus as their technology partner to guide them through the requirements gathering and design phases, build the new solution, interface with their Microsoft Business Central ERP, and support the training and rollout efforts.

The Solution

  • Liventus collaborated with Garner Foods to provide the features, functionality, and flexibility that were needed to support the objectives for a comprehensive TPM solution.
  • The solution handles different types of allowances for various products and deduction formats, including off-invoice discounts, trade allowances, and marketing incentives.
  • Line-item discounts are synced with Microsoft ERP and added to invoices automatically.
  • Deductions from customer payments are reconciled using matching business rules to simplify accounting and evaluate promotion performance.
  • Garner’s TMP solution authorizes customer check requests, aligning them with promotions and sending payment requests directly to the Microsoft ERP system.
  • Promotion and deduction data is now included in the sales dashboards and reporting solution leveraging the data warehouse and Power BI.

Results

Garner Foods was able to eliminate ongoing subscriptions, user fees, and other ERP customization costs required to support their Trade Management efforts thanks to the new TPM solution.

Users

  • Sales – Enter and define the parameters associated with each promotion and the allowances offered to the customer.
  • Executive – Executives and sales management have tailored dashboards with key performance indicators (KPIs), personalized metrics, reporting with extensive filtering, and drill-down capabilities.
  • Sales Managers – Have an approval process to review and accept requested promotions and spending forecasts.
  • Brokers – Improves communication and accelerates the deduction reconciliation process.

Integration

The TPM pulls centralized data from Microsoft Dynamics Business Central, such as customers, products, and brokers, to ensure the two systems are in sync.  Approved line item / off-invoice discounts are loaded back to Business Central for inclusion on appropriate invoices.  Customer payment deductions are automatically moved to TPM for processing, and reconciliations are posted back directly to the ERP, saving time and ensuring accuracy.

Like what you see?
Start A Project.

Technology Stack

  • Angular Logo
  • Azure Logo
  • Azure SQL Database
  • Azure Web Services
  • C Sharp Logo
  • DotNET Core Logo
  • SQL Server Logo