Podcast Shownotes

What does it look like when a $12M business is drowning in its own success? In this episode, we break down how one CPG company escaped 12-day month-end closes, 15 hours of weekly manual data entry, and inventory chaos — by unifying everything into one system.

What You'll Learn

• Why a growing multi-channel business outgrew QuickBooks and spreadsheets — and what the real cost looked like in hours and errors
• How connecting Shopify, Amazon, wholesale, and physical retail into Microsoft Dynamics 365 Business Central cut the monthly close from 12 days to just 4
• The exact operational wins: a 56% drop in oversell incidents, eliminated double-entry, and a single pricing engine across all channels
• How real-time Power BI dashboards shifted the finance team from reconciling the past to planning the future
• The mindset shift every scaling business needs: recognizing a systems problem vs. a staffing problem

Podcast Agenda

• 00:00 - The 12-Day Close: When Success Becomes a Bottleneck
• 00:22 - Inside the Chaos: How a $12M CPG Company Was Drowning
• 01:03 - The Breaking Point: 15 Hours a Week Just Copying Data
• 01:36 - The Fix: One System to Replace Five
• 02:01 - Win #1 — Manual Work Eliminated Overnight
• 02:42 - Win #2 — Inventory That Finally Tells the Truth
• 03:03 - Win #3 — One Pricing Engine to Rule Them All
• 02:18 - The Real Prize: Finance Teams That Look Forward, Not Back
• 02:38 - The Bigger Lesson: Systems Problems vs. Staffing Problems