A multinational consumer goods company operating across the UK and international markets had grown rapidly over the years, expanding its distribution network, retailer relationships, and operational footprint. While the business scaled successfully, many of its core processes remained dependent on spreadsheets, manual workflows, and disconnected systems, limiting efficiency and slowing decision-making.

The Challenge

As the organization grew, each department developed its own way of managing data, forecasts, and reporting. Demand forecasting was performed in Excel, supply planning relied on manual calculations, and finance teams spent countless hours reconciling information between NetSuite and spreadsheets.

The business lacked a single source of truth. Teams often arrived at meetings with different numbers, spending valuable time debating data accuracy instead of making decisions. Reporting required repeated data exports, cleansing, and manual analysis, creating inefficiencies across the organization.

Leadership recognized the potential of AI to improve forecasting, automation, reporting, and decision-making. However, they faced a fundamental challenge: they did not know where AI could create the greatest value, whether their data was ready, or what the right implementation path should look like.

The iQuasar Solution

iQuasar Software delivered an 8-week AI Discovery and Roadmapping engagement designed to identify opportunities, assess readiness, and create a practical transformation strategy.

Working across 12 business functions, including Supply Chain, Finance, Manufacturing, Operations, Marketing, and HR, iQuasar conducted workshops, interviews, and process assessments to understand how the business operated and where AI could have the greatest impact.

The engagement focused on three areas:

• Data Readiness Assessment
  Every department’s data landscape was evaluated to determine data quality, accessibility, governance, and suitability for AI initiatives. This provided a realistic view of what could be implemented immediately and what required foundational improvements first.
• AI Opportunity Discovery
  iQuasar identified opportunities across predictive analytics, intelligent reporting, process automation, forecasting, knowledge management, and decision support. Each opportunity was validated and prioritized according to business value and implementation feasibility.
• Technology Roadmapping & Architecture
  For every high-value opportunity, iQuasar assessed integration requirements, application architecture, system dependencies, and delivery complexity. The findings were consolidated into a comprehensive AI opportunity backlog and a sequenced three-year roadmap that categorized initiatives into quick wins, medium-term priorities, and strategic transformation projects.

To support future delivery, iQuasar also provided targeted NetSuite training for the client’s internal technology team, helping build the skills required to participate in subsequent implementation phases.

The Value Delivered

The engagement transformed AI from an abstract business objective into a structured, executable strategy.

More than 30 validated AI opportunities were identified across the organization, giving leadership clear visibility into where automation and intelligence could generate measurable business value. Instead of pursuing disconnected ideas, executives gained a prioritized portfolio of initiatives aligned with operational needs and strategic goals.

The data readiness assessment helped the organization understand not only what could be built, but also what should not be built until underlying data challenges were addressed. This prevented costly missteps and ensured future investments would be grounded in reliable foundations.

The resulting three-year roadmap provided a clear path forward, balancing quick-win initiatives capable of delivering near-term ROI with larger strategic investments that would drive long-term transformation. Armed with this roadmap, leadership could confidently prioritize funding, align stakeholders, and move toward implementation with a shared vision.

Perhaps most importantly, the project replaced uncertainty with clarity. By combining business analysis, data readiness assessment, AI opportunity discovery, and solution architecture planning, iQuasar gave the client a practical blueprint for transforming spreadsheet-driven operations into a modern, data-driven enterprise ready to capitalize on the power of AI.