Retail & CPG

Improve customer experiences, optimize prices, and succeed with data, faster

Data and analytics services for retail and consumer packaged goods

Customer purchasing behaviors are more dynamic than ever, challenging retailers and consumer goods companies to get creative on what products to sell, where to sell them, and when they need to be available. 

In an already low-margin, high-volume industry, these organizations are looking for ways to digitize and transform their processes to meet demand, manage costs, and ensure customer satisfaction.

Whether it’s evaluating the effectiveness of a promotion or determining current inventory levels, phData helps retail and CPG companies make the most of their data by providing insights across the business.

How we help retail and CPG companies thrive with data in a low-margin, high-volume world

Harmonize Data Across Your Business

phData helps integrate siloed data from your ERP, vendors, retailers, and 3PLs across your organization. Our experts will partner closely with your team to develop a cohesive view across your systems, unlocking a holistic view of operations that ultimately improve quality, efficiency, customer service, and productivity.

Centralize and Standardize Reporting

Standardizing ad-hoc reports allows for your business to have a solid apples-to-apples comparison across business functions. We not only teach teams how to standardize their reports, but we develop state-of-the-art dashboards to help guide your business decisions.

Create Sustainable Predictive Solutions

Leveraging design thinking principles and our MLOps framework, we create predictive models tailored to your business and integrate them into your software applications.

Enable Business Users to Create Technical Assets

Analysts want to use larger amounts of data in their operations, but are limited with their tooling. We train your analysts to leverage analytical tools to streamline their day-to-day operations.

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Retail and CPG areas of expertise

Supply Chain

Whether it’s trying to build a better demand forecast or finding more efficient ways to report on inventory levels, our experts have deep expertise in understanding the complexities and dependencies throughout the supply chain.


Determining the right marketing mix to target customers is challenging, especially as the landscape continues to evolve. We help marketing teams get a grasp on their data to better focus their efforts. 

Revenue Management

Promotions are a critical piece to increasing revenue, but they can be costly if not managed properly. Our team builds custom solutions that aid with revenue management, including everything from planning to evaluation.


Understanding what customers are buying and where they are buying are core components of retail and CPG. Our team understands the complexities of the omnichannel experience.

Got Retail and CPG industry questions? We've got answers.

We have covered a lot of unique data and analytics use cases, but we most frequently see:

  • Migrations from legacy on-prem systems to cloud data platforms like Snowflake and Redshift
  • Creation of dashboards and reports for descriptive analytics
  • Development of AI/ML predictive applications for forecasting and customer segmentation

To remain competitive, retail & CPG companies need to leverage data spanning a wide variety of sources. Centralizing and harmonizing that data can be a significant challenge. Once data has been centralized, building reports and analytical applications require a mix of both deep expertise and innovative creativity.

The modern economy runs on data, and financial institutions have always relied on data within their business. New technologies have opened the doors for groundbreaking transformations, including: 

  • Using data to improve visibility across the entire business or supply chain
  • Leveraging next-generation AI/ML technology to improve forecasting or marketing
  • Harmonizing data across retailers and third-party vendors to understand promotions

Retail and CPG problems, solved

We’ll meet you where you are in your data and analytics journey. With experience across the entire data and analytics lifecycle—from strategy to implementation—our teams can help you make sense of your data and use it to solve retail and CPG’s most complex business data and analytics problems.

Demand Forecasting

Anticipating demand is the cornerstone of supply chain. Disruption in demand has upstream and downstream implications, like shifts in procurement to canceled transportation runs. We’ll create innovative demand forecasting solutions that reflect your business. Our clients have experienced millions in savings with a new and improved forecasting system.

Control-Tower Reporting

Whether you’re currently relying on IT or business functions to build out a report, it is usually difficult to have a one-stop view of how the business is performing overall. Our experience with centralizing data and reports have helped organizations standardize performance and identify gaps.

Customer Segmentation

Understanding what types of segments lie within your customer base can allow your organization to tweak targeting approaches based on what each segment will respond best to.

Optimize Trade Promotions

Do you know which promotions were profitable vs. the ones that were not? We have expertise in creating solutions that determine the profitability of promotions to help you better plan for the future.

Want to learn more about retail and CPG? We've got you covered.

Using ML to Determine the Next Best Action for Customers

This blog explores how businesses can utilize machine learning to determine the next best action for customers.

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