CASE STUDY

Scaling Data Platforms & AI Solutions for a Global Consulting Firm

Project Overview

 

A leading global consulting firm partnered with Distillery to accelerate its data transformation. Serving Fortune 500 clients across multiple sectors, the firm sought to leverage advanced data architectures and AI to modernize operations, enhance insights, and drive greater client value.

Challenges and Solutions

STRATEGIC INTELLIGENCE & AGENTIC AI

Challenge:

The firm needed to move beyond traditional data analysis to proactively uncover new business opportunities. They aimed to build a scalable platform capable of processing diverse, semi-structured data and generating actionable strategies for clients.

Solution:

Distillery built a Strategic Intelligence Platform on Azure featuring:

 

  • Cross-Company Lakehouse: A secure, multi-tenant data repository for semi-structured partner data.
  • Advanced AI & Custom Logic: A tailored Agentic AI engine trained on internal data to identify opportunities and recommend strategies.
  • Actionable Recommendations: Automated insights with benchmark metrics and KPIs for measurable improvement.

Challenge:

The firm needed to move beyond traditional data analysis to proactively uncover new business opportunities. They aimed to build a scalable platform capable of processing diverse, semi-structured data and generating actionable strategies for clients.

Solution:

Distillery built a Strategic Intelligence Platform on Azure featuring:

 

  • Cross-Company Lakehouse: A secure, multi-tenant data repository for semi-structured partner data.
  • Advanced AI & Custom Logic: A tailored Agentic AI engine trained on internal data to identify opportunities and recommend strategies.
  • Actionable Recommendations: Automated insights with benchmark metrics and KPIs for measurable improvement.

Results


The platform enables proactive, data-driven consulting by providing clients with quantifiable recommendations and a roadmap for improvement, solidifying the firm’s role as a strategic partner in business growth.

WORKING CAPITAL

Challenge:

Consultants needed faster ways to analyze client financials, but manual ETL across varied ERP systems caused major delays.

Solution:

Distillery built a Working Capital platform on Palantir, including:

  • Data Pipelines: Secure ingestion and transformation of raw ERP data using ETL/ELT best practices.
  • Canonical Model: Standardized schema governance for scalable onboarding.
  • Integrations: Seamless Power BI connectivity with consistent KPIs and enriched external data sources.
  • Governance: Enterprise-grade standards for environments, access, and documentation.

Challenge:

Consultants needed faster ways to analyze client financials, but manual ETL across varied ERP systems caused major delays.

Solution:

Distillery built a Working Capital platform on Palantir, including:

  • Data Pipelines: Secure ingestion and transformation of raw ERP data using ETL/ELT best practices.
  • Canonical Model: Standardized schema governance for scalable onboarding.
  • Integrations: Seamless Power BI connectivity with consistent KPIs and enriched external data sources.
  • Governance: Enterprise-grade standards for environments, access, and documentation.

Results


The firm now automates data preparation, providing clean, standardized data for real-time Power BI reporting, freeing consultants to focus on strategic analysis.

CONSUMER INSIGHTS

Challenge:

Disconnected and unreliable third-party data slowed insight generation for Business Development teams.

Solution:

We worked hand-in-hand with the product team to enhance
Distillery developed a Consumer Insights Platform (CIP) on Databricks:

 

  • Data Consolidation: Unified repository for key data sources.
  • Visualization: Interactive dashboards in Tableau and Power BI across critical sectors like Apparel, Beauty, and Home.
  • Actionable Insights: Centralized, visualized data fueling faster, higher-quality client presentations.

Challenge:

Disconnected and unreliable third-party data slowed insight generation for Business Development teams.

Solution:

We worked hand-in-hand with the product team to enhance
Distillery developed a Consumer Insights Platform (CIP) on Databricks:

 

  • Data Consolidation: Unified repository for key data sources.
  • Visualization: Interactive dashboards in Tableau and Power BI across critical sectors like Apparel, Beauty, and Home.
  • Actionable Insights: Centralized, visualized data fueling faster, higher-quality client presentations.

Results


The firm now produces consistent, reliable insights that strengthen client relationships and support business development.

FP&A AND SOFTWARE CAPITALIZATION

Challenge:

Manual Excel-based reporting hindered accuracy and scalability for tracking software capitalization and cost recovery.

Solution:

Distillery automated and standardized financial processes by:

 

  • Migrating to Power BI: Streamlining reporting and enabling future scalability.
  • FTE Tracking: Building systems to distinguish capitalizable from non-capitalizable hours.
  • Process Standardization: Creating consistent workflows for cost recovery and reporting.

Results


The modernization improved efficiency, transparency, and accuracy in financial reporting, setting the foundation for future data modeling and productization.

About the Client

 

A global consulting firm specializing in performance improvement, digital transformation, and restructuring. They work with leading organizations across industries to solve complex challenges, drive operational excellence, and deliver measurable results.