Case Study: Pine State Trading Co. achieves streamlined financial reporting and faster data access with Solver's BI360

Pine State Trading Co. overhauls and streamlines financial reporting with Solver

Pine State Trading Co., a family‑owned New England leader in convenience and beverage distribution serving over 5,000 customers with a 1,000+ employee logistics and sales network, struggled with fragmented systems and limited access to transactional data. Without a fully integrated ERP and facing the phaseout of FRx, the finance team relied on IT to extract data that often arrived in unusable or incorrect formats, making timely analysis and reporting difficult.

Pine State implemented Solver’s BI360 (SQL Server + Excel) to centralize data access and leverage familiar Excel reporting. They converted all financial reports in half a day, automated report distribution, and cut a previously 8‑day internal process to about 2.5 days; they’re also building a customer‑profitability template and expanding dashboards and user training to extend BI360’s benefits across the organization.

Pine State Trading Co.

Philip J. Thibodeau

Financial Services Manager