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Custom Trade Promotion Management System Development - Trade Navigator

yalantis

Food & Beverage

Manufacturing

Retail

Challenges with Disparate Systems and Manual Processes

Southern California Food Products Inc. currently manages trade promotions across disconnected systems (Canopy ERP, SaaS promotion solution, Excel files) resulting in a fragmented approach, lack of a unified view of promotion performance, and reliance on manual data entry and calculations. This leads to errors, inefficiencies in promotion planning, and limited visibility into ROI. The company is struggling to make confident, data-driven promotion decisions and is paying excessive fees for a limited SaaS solution.

About the Client

A fast-growing, diversified food manufacturer and retailer operating in Southern California for over 35 years, serving both foodservice and retail grocery industries. Planning expansion into new regions.

Project Goals

Develop a custom Trade Promotion Management System (TPMS) to replace manual processes and disparate systems.
Improve visibility into real-time sales data and promotion performance.
Automate promotion calendar management and planning.
Optimize budget allocation and ROI calculation.
Reduce trade promotion management costs by eliminating redundant software solutions.
Enable data-driven promotion decisions to increase sales and profitability.

System Functionality

Real-time sales dashboard with internal and external data (competitor insights).
Automated promotion calendar with centralized planning data and notifications.
ROI calculator and budget templates with historical data.
Dynamic budget optimization features.
Alerts for potential stockouts and overstocking.
User-friendly interface for all user roles.

Technology Stack

Power BI (for dashboards and analytics)

Custom System Development (Backend and Frontend)

Third-party data integration services (for competitor data)

Data Source Integrations

Canopy ERP
Third-party competitor data provider API
Microsoft Power BI

Non-Functional Requirements

Scalability to support future growth and new regions.
High performance for real-time data processing.
Robust security to protect sensitive data.
User-friendly interface for ease of adoption.
Data accuracy and reliability.

Expected Business Impact

Implementation of the TPMS is expected to result in significant cost savings (estimated $100-200K annually), improved efficiency (3+ hours saved weekly per marketing manager), better promotion ROI, and increased sales. The system will empower the client to make data-driven decisions, optimize marketing spend, and effectively manage trade promotions across their expanding business.