Synergizing Analytics and Data Engineering - A Comprehensive Case Study for Warehouse Operations

99.99%

Visibility into Inventory Movement

5x

Increase in Data Processing Speed & Agility

85%

Increase in Process Efficiency
Developing Warehouse Management Software

Centralized Warehouse Management Software to manage multiple portfolio companies

Click here to download

Customer Overview

One of the largest private equity firms headquartered in the UK acquired portfolio companies in the business of managing warehouses for elite people across the US and Europe. The private equity firm wanted to view the aggregated data across all their portfolio companies.

Project Overview

The private equity firm wanted to evaluate overall performance of all acquired portfolio companies with the intention to optimize their warehouse management processes and facilitate business growth. To achieve this goal, they envisioned building analytical solutions of a unified data warehouse that aggregates diverse data from all portfolio companies, with the objective of developing dashboards and reports.

Challenges

Designing a configurable solution with high scalability and availability for end-to-end data warehousing operations from collecting data from diverse sources to analytics and reporting.

  • Designing a solution that is easily configurable and installed for the newly acquired portfolio companies to expedite the data retrieval and ingestion.
  • Establishing connections to different data sources including relational databases, S3, SFTP etc., with the capability to acquire structured and unstructured data.
  • Ensuring the timely delivery of data ingestion, pre-processing, and categorization of data to the data warehouse.
  • Creating a dashboard for instant visibility into the overall warehouse management processes and generating the relevant reports for the portfolio companies on a regular basis.
  • Ensuring scalability and availability of the data warehouse to accommodate high volume of data from various portfolio companies.
  • Identifying objects stored in different warehouses and recognizing damage in them from the image-based data within the data source.

Solution

Building comprehensive, scalable warehouse management software for the private equity firm to monitor and evaluate the performance of its portfolio companies managing warehouse operations across multiple locations.

  • We deployed and configured client and server agents to all portfolio companies. Client agents fetch diverse data from sources and transfer it to the data lake. The server agent then initiates the data pipeline to ingest data into the data warehouse.
  • The client agent has the capability to establish connections with relational databases and any other sources using the connector framework.
  • We have set up a data synching strategy to manage the data flow between data source and data warehouse, facilitating full, delta and real-time updates.
  • The server agent has the capability to coordinate the flow of data through the pipeline, organizing data into bronze, silver, and gold categories within the data warehouse.
  • Simultaneously, the server agent employs AI for image recognition and damage identification for managing further processes within the data warehouse.
  • For the final outcome, we’ve created dashboards and reports that can be visualised and scheduled with configurable filters, covering the needs of various stakeholders.

Benefits

The warehouse management software we developed to provide centralized analytical and reporting solutions to our client, delivered the following business benefits:

  • Our client gained speed and agility in data processing and improved resource management to oversee the performance of portfolio companies.
  • By implementing Data Analytics and AI, we helped the client achieve high visibility into inventory movement for optimization and better demand-supply prediction.
  • With custom dashboards and reports backed by analysis of relevant performance metrics for different departments or business areas, our client streamlined processes for high efficiency.
  • By utilizing predictive analytics to optimize operations and identify new business opportunities, our client attracts, retains, and grows customers for improved profitability.

Industry

  • Logistics
  • Warehouse management

Technology and Integration

  • Amazon Redshift
  • Amazon S3
  • Amazon Recognition
  • Amazon SQS
  • Amazon Lambda
  • Tableau
Challenges in developing warehouse management software

Conclusion

We built warehouse management software that helped the private equity firm streamline operations and track the performance of its portfolio companies across different regions. By centralizing data, providing real-time insights, and improving data processes, we made it easier for the firm to manage operations and make informed decisions. Our data engineering services were essential in creating a scalable infrastructure to handle various data sources and support the firm's ongoing work.

Frequently asked questions

How do private equity firms use centralized warehouse analytics to monitor portfolio performance?

faq arrow

Private equity firms use centralized warehouse analytics to unify portfolio data into a real-time performance view, enabling standardized KPI tracking, cross-company benchmarking, early risk detection, and faster value-creation decisions.

What data engineering challenges arise when managing warehouses across multiple companies?

faq arrow

Managing data warehouses across multiple companies introduces challenges such as securely isolating tenant data, integrating diverse data sources and schemas, maintaining consistent data quality and governance, scaling for uneven workloads, and delivering near real-time insights—all while onboarding new companies without disrupting existing operations.

Why is a unified data warehouse critical for modern warehouse management software?

faq arrow

A unified data warehouse is critical because it consolidates data from all warehouse, logistics, and operational systems into a single source of truth. This enables real-time visibility, accurate reporting, advanced analytics, and AI-driven insights—allowing modern warehouse management software to scale, adapt, and support faster, data-driven decisions across the enterprise.

How does real-time data ingestion improve warehouse decision-making?

faq arrow

Real-time data ingestion gives warehouse leaders instant visibility into inventory, labor, and operations, allowing them to spot issues early, respond to demand changes immediately, and optimize resources on the fly. This reduces delays, improves forecasting accuracy, and enables faster, more agile decision-making.

What role does AI play in warehouse management analytics beyond reporting?

faq arrow

Beyond reporting, AI enables predictive and prescriptive warehouse operations by detecting damage through computer vision, identifying anomalies, forecasting demand, and optimizing inventory, labor, and workflows in real time. This shifts warehouse management from reactive reporting to proactive, self-optimizing operations

What is the difference between operational reporting and analytics-driven warehouse optimization?

faq arrow

Operational reporting shows what is happening now, such as inventory levels, order status, or throughput. Analytics-driven warehouse optimization explains why it is happening and predicts what will happen next, using historical data and models to improve layouts, forecasting, and long-term performance.

What technologies are commonly used to build enterprise-grade warehouse analytics platforms?

faq arrow

Enterprise-grade warehouse analytics platforms typically combine cloud data warehouses, data lakes or object storage, ETL/ELT pipelines, serverless or distributed processing, AI/ML services, and BI tools. Together, these technologies enable scalable data ingestion, real-time analytics, predictive insights, and enterprise-wide visualization.

How does a data-driven warehouse strategy create long-term competitive advantage?

faq arrow

A data-driven warehouse strategy creates long-term competitive advantage by enabling real-time visibility, predictive planning, and continuous optimization of inventory, labor, and operations. This reduces costs, improves service levels, increases resilience to disruption, and allows businesses to scale faster while consistently outperforming competitors.

Download Case Study
Contact us