Planful
71 Case Studies
A Planful Case Study
Bickford’s Group, an independently owned Adelaide-based collection of businesses spanning beverages, farms, manufacturing and retail, struggled with fragmented data and manual processes across industry‑specific systems. Rapid growth and acquisitions amplified the challenge—finance relied on heavy spreadsheet work to produce forecasts (including 200+ beverage SKUs and daily store forecasts), slowing analysis and risking Finance becoming a bottleneck.
Implementing Planful automated extraction from multiple ERPs into a consolidated single source of truth, enabled daily retail reporting, and supported cross‑department collaboration on volumes, operations and marketing inputs. The outcome was faster, more accurate consolidated reporting, freed-up finance capacity for analysis and scenario planning, improved responsiveness during disruptions like COVID, and a scalable platform for future balance‑sheet and ROI reporting.
Ashlee-Louise George
Project Accountant