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Case study

Optimizing Pharma Sales Performance with a Unified Data Solution Across Channels5.0 rating5 Stars Rated On Clutch

Optimizing Pharma Sales Performance with a Unified Data Solution Across Channels

Industry

Pharmaceuticals

Services Used

Business Intelligence (BI), Data Analytics, Digital Transformation, ETL, Power BI, Recommendations and Insights

Region

India

Engagement Model

End to End Project Lifecycle Management

Function/Department

Financial Planning and Analysis (FP&A), Sales and Business Development, Strategy and Planning

About Client

  • Founded in 1995, our client is one of India’s top five pharmaceutical companies, with over 20k employees and nearing $1 billion in annual revenue.
  • With operations in over 35 countries, they are known to offer affordable and accessible medicines and other products across the Pharma, OTC, and FMCG sectors.

Problem STATEMENT

During our discussions, it became clear that these challenges were preventing the company from achieving optimal performance. Here are the key issues we identified:

Sales Data Capture Across Channels

Our client needed a solution to capture and manage sales data from three key channels: B2B, Modern Trade, and e-commerce. The goal was to create a unified approach to consolidate and track sales performance across these varied platforms.

Unstructured Data in Pharma Divisions

Certain pharma divisions, including Netmeds, were dealing with unstructured data that hindered analysis and insight generation. The client needed a robust data structuring system to convert raw data into actionable information.

Need for Data Analysis Infrastructure 

A comprehensive system was required to organize and structure this unorganized data, enabling efficient analysis and real-time reporting. This system would serve as a foundation for strategic decision-making.

Solution

Our experts implemented the following steps to manage and optimize sales data across B2B, Modern Trade, and e-commerce channels. 

Excel to SharePoint via Cloud

Our team developed a centralized system using Excel integrated with SharePoint to consolidate sales data from B2B, Modern Trade, and e-commerce platforms. This approach ensured more accurate and efficient data capture across the platforms.

ETL (Extract, Transform, Load) with Power Query

To standardize data, we used Power Query in the following way:

  • Extract: Data is extracted from Excel files in SharePoint using Power Query.
  • Transform: Power Query cleans and reshapes the data, addressing issues such as missing values, data type conversions, and consolidating data from multiple sources.
  • Load: Transformed data is loaded into Power BI, ready for further processing.

Data Modeling in Power BI

Once the data was loaded from Power Query, we imported the structured data into Power BI, where advanced data modeling techniques were used to create relationships between datasets. This ensured that the data structure was optimized for efficient analysis.

Visualization in Power BI

We developed dynamic dashboards in Power BI to provide real-time insights into sales performance across B2B, Modern Trade, and e-commerce channels. KPIs and metrics were displayed to track performance and guide decision-making.

Technical Architecture

Business Impact

  • The centralized system streamlined sales data collection, reducing manual efforts by 40 hours per month and ensuring accurate tracking across all channels.
  • The integrated ETL process reduced reporting time by 30%, providing decision-makers with timely insights for faster actions.
  • Automated data collection cut errors by 35%, significantly improving data accuracy and reducing manual corrections.
  • Power BI dashboards enhanced visibility, providing a clear comparison of sales across channels, which improved strategic planning by offering quicker access to insights.
  • The solution’s scalability supported a 60% increase in data volume handling, allowing the client to manage growing sales data efficiently.
  • Enhanced security protocols ensured compliance and reduced data breaches, improving overall data security by protecting sensitive information.

Our solution simplified sales data management for the client, reducing manual effort and improving data accuracy. With real-time insights from Power BI, decisions became faster and more informed. The scalable system now supports the client’s future growth, while stronger security measures protect sensitive data. In short, the solution improved efficiency, visibility, and strategic planning.

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Frequently Asked Questions(FAQs)

How do I know if a solution like this is right for my business?

A solution like this is a good fit if your teams spend more time collecting and reconciling data than acting on it, if reports from different departments do not match, or if decisions depend on delayed or manual reporting. It also fits when your data is growing in volume or sources, and your current setup struggles to keep up.

DataToBiz starts with a discovery call to review your goals, data sources, and reporting gaps. You get a clear view of the expected outcomes, effort, and timeline before any commitment.

Can DataToBiz customize the solution for my industry and current data setup?

Yes. Every solution DataToBiz delivers is configured around your industry, business processes, and existing data environment. The team assesses your current systems, data quality, and reporting needs first, then designs a solution that works with what you already have instead of replacing it. This applies across industries such as manufacturing, retail, healthcare, finance, and logistics, and across setups ranging from legacy databases to cloud data platforms.

Which tools, platforms, and data sources does DataToBiz work with?

DataToBiz works across the major analytics, cloud, and data engineering stacks. For BI and visualization, this includes Power BI, Tableau, and Looker. For cloud platforms, it includes Microsoft Azure, AWS, and Google Cloud. For data warehousing and processing, it includes Snowflake, Databricks, and SQL-based databases. Data sources include ERP and CRM systems, spreadsheets, APIs, IoT and sensor data, and third-party applications.

If your stack includes a tool not listed here, the team can assess compatibility during discovery.

How long does a project like this take with DataToBiz?

Most projects with DataToBiz take from a few weeks to a few months. The timeline depends on how ready your data infrastructure is for the initiative and how many systems need to connect. Smaller solutions go live quickly, while larger programs roll out in phases so you see value early. After an initial discovery call, you receive a timeline with clear milestones.

How does DataToBiz keep my data secure and compliant during the entire engagement?

Security and governance is part of the plan from the first conversation. DataToBiz works within your security policies and follows the regulations that apply to your industry. The project usually Access stays limited to the people who need it, and confidentiality terms cover the engagement from kickoff to handover.

What support and results can I expect after the solution goes live?

The work does not stop at go-live. Your team gets a proper handover and guidance on using the solution, and DataToBiz stays available for questions and improvements. The business impact of the project is measured against the goals set at the start, so you can see exactly what changed for your company.

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