Case Study: Leading Wholesale Beverage Distributing Company achieves faster, automated budget consolidation with Vena Solutions

Automatic consolidation of budget templates reduces budgeting cycle by days

A leading North American wholesale beverage distributor (>$500M revenue, 2,600+ employees) was running its budget process by creating, emailing and manually consolidating hundreds of Excel templates. Daily email exchanges caused version‑control problems, risked lost or unauthorized changes, and stretched consolidation over several weeks, leaving little time for analysis.

Vena implemented a central data repository that syncs with Dynamics AX and connected Excel templates that auto-update and roll in actuals, plus workflow, audit-trail and business-rule controls. Automatic consolidation and real‑time visibility cut hours of manual work, shortened the budgeting cycle, improved data accuracy and user insight, and gave managers instant, secure access to up‑to‑date budget figures.