Case Study: Turning ERP Data into Real-Time Insight

Company Overview

A growing pet products manufacturer and eCommerce distributor with a wide range of SKUs and multi-channel sales operations. The company relies on Acumatica to manage financials, inventory, and operations.

The Challenge

As the business scaled, reporting processes became increasingly difficult to manage:

• Finance teams relied heavily on manual data exports into Excel
• Reports were rebuilt every month, leading to inconsistencies
• Significant time was spent reconciling numbers across departments
• Key insights: such as product profitability and cost variances, were only available at month-end
• Leadership lacked real-time visibility into performance

The Solution

Working with Lucid Consulting, the company implemented Velixo to enable real-time reporting directly within Excel.

Beyond implementation, Lucid helped:

• Design a reporting structure aligned with financial and operational goals
• Standardize key reports across departments
• Ensure data accuracy and consistency across Acumatica
• Guide teams on how to transition from manual reporting to real-time analysis

This allowed teams to:

• Pull live data from Acumatica into Excel-based reports
• Automate report generation without manual exports
• Maintain flexibility using a familiar tool (Excel)

The Results

• Reporting time reduced from days to hours: and in some cases, minutes
• Elimination of repetitive manual data preparation
• Improved accuracy and consistency across reports
• Real-time visibility into financial and operational performance
• Shift from reactive reporting to proactive decision-making

The Lucid Advantage

Lucid Consulting didn’t just implement a tool - they helped the organization rethink how reporting should support the business.

• Bridged the gap between ERP data and real-world decision-making
• Aligned reporting with how finance, operations, and leadership actually work
• Enabled long-term scalability, not just short-term fixes
• Empowered teams to use data confidently and independently

Key Takeaway

The company didn’t need to replace their ERP: they simply needed a better way to access and use the data already within it.

By combining Acumatica with Velixo, and guided by Lucid Consulting - they transformed reporting from a manual, delayed process into a real-time intelligence engine.