Data and insight
UK manufacturer and distributor
Published November 2026

An AI-powered data warehouse that turns years of trading data into decisions

Customer, product and cost trends from across the business, in one place, for the sales team and the leadership team to question directly.

Summary and key outcomes

The problem we hear

“Our sales figures sit across the old system and the new one, and nobody trusts a single number.”

The sales team wanted to know which customers were slowing down. The leadership team wanted to know which products were losing margin. The answers were in years of trading data, split across an old and a new ERP system, exports and spreadsheets. Agency AI built this established UK manufacturer and distributor an AI-powered data warehouse that brings every source together, with an AI analyst on top, so both teams can see the trends and make decisions on the full trading history.

01
Customer trends the sales team can act on
Who is ordering more, who is ordering less and who has gone quiet, across every customer and every year of history, so the team knows who to call and why.
02
Product and cost trends in view
How each product line is selling, what it costs and where margin is moving, tracked over time and ready for every meeting.
03
One picture of the business for the leadership team
Sales, customer, product and cost data from across the business in one place, so every decision starts from the same figures.

01The challenge

Trading data spread across systems and spreadsheets

Years of trading sat in exports from the old NAV system, and everything since the move sat in Business Central. The two record sales differently, so even a simple question, such as how a product had sold to a customer over several years, meant exporting from each system and reconciling the figures by hand.

Trends that mattered to the business, a customer slowly ordering less, a product line losing margin, were there in the data but took days of spreadsheet work to see, and two people could reach two different numbers.

02What Agency AI built

One warehouse for every source, with an AI analyst on top

Agency AI built a data warehouse in the company’s own Azure tenant. The full trading history was loaded once, and live Business Central data is pulled every night, so the warehouse is always current.

The business’s own rules are applied once, in the warehouse, so every figure is counted the same way, whichever system it came from.

An AI analyst sits on top of the warehouse. It answers questions about customers, products and costs from the reconciled data, shows how each figure was worked out, and the data never leaves the company’s own Microsoft environment.

03In daily use

Decisions made on the full picture

The sales team can see which customers are growing, which are slowing and which have gone quiet before they pick up the phone. The leadership team can ask how products, customers and costs are moving and get the answer, with the working shown, in the meeting itself.

Because every source feeds the same warehouse, each new report, and each new AI system built on the same data, starts from figures the whole business already trusts.

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Ask your data anythingAsk a question about sales, customers or deliveries and get the answer straight away, with the working shown.
Reports the way you want themMonthly reporting packs produced in the same layout your team already uses.
Orders and invoices handledEmailed orders turned into sales orders, and supplier invoices matched to what was ordered and delivered.
Documents and contracts reviewedContracts, NDAs and CVs read and checked, with what needs attention set out.