TradeOptimizer
Go-to tool for Trade team strategy & decisioning
Overview
Built and rolled out the go-to tool used by the Trade team to plan and optimize strategy, driving consistent decisioning across customers and categories.
Key Metrics
Case Study
The Problem
Trade planning was fragmented across spreadsheets and ad-hoc analyses, making it hard to apply consistent strategy across customers and categories. Institutional knowledge lived in individuals, not systems.
The Approach
Built a centralized Power BI + Python platform that consolidates all trade data and planning inputs in one place
Designed intuitive scenario planning workflows that mirror how the Trade team actually thinks about strategy
Rolled out across all customer segments with structured training and change management to drive adoption
Iterated continuously on UI and workflows based on direct feedback from frontline Trade team users
The Impact
Became the primary tool for Trade strategy planning — used daily by the Trade team
Consistent decisioning across all customers — strategy that previously lived in individuals' heads is now codified and accessible
Significantly reduced time spent gathering and reconciling data, freeing analysts to focus on actual strategy
More projects