Case Study: Lifting Solutions improves budgeting, forecasting, and sales decision-making with Vena Solutions

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Preview of the Lifting Solutions Case Study

Lifting Solutions saves multiple hours per week with Vena

Lifting Solutions, a global manufacturer and distributor of artificial lift products, faced challenges with inefficient and manual budgeting and revenue forecasting processes. Their Operations Controller, Louis Liu, struggled with creating universal Excel templates and connecting data across multiple departments and product lines. They needed a centralized platform and chose Vena Solutions' Vena platform to streamline these processes and act as a single source of truth for their data.

With the help of Vena partner ProLytics, Lifting Solutions implemented Vena's Power BI Connector to push data into real-time dashboards. This solution democratized data access, allowing teams across the global business to make self-serve, data-driven decisions on pricing and sales targets. The results included saving the Operations Controller multiple hours per week by reducing information requests, as 10-20 people now use the dashboards daily without assistance.


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