Case Study: Spirits Platform accelerates growth and cuts budgeting time and resources by 70% with BOARD (implemented by Professional Advantage)

Spirits Platform Accelerating growth with a scalable and flexible planning platform

Spirits Platform is an Australian sales, marketing and distribution business launched in 2015 to grow premium spirits brands across a dispersed, mostly mobile workforce. With a lean team and no direct visibility into end-customer purchases, the company needed a scalable, low‑IT solution to replace error-prone spreadsheets and enable accurate forecasting, budgeting and planning from multiple internal and external data sources.

Professional Advantage implemented a cloud-based BOARD solution fast, delivering core systems within months and a budgeting tool within weeks. The platform reduced budgeting effort by around 70%, provided rolling 12‑month forecasts, integrated sales, inventory and ERP data, and added predictive analytics—automating daily inventory reports that flag issues up to three weeks earlier. Planning and reporting are now 3–4 weeks faster, spreadsheets have been removed, collaboration and data confidence have improved, and the business gained the agility and cash‑flow control to support growth.

Spirits Platform

David Moore

Director