Enterprise CPG research
Complex portfolio rules moved out of spreadsheets
A major CPG company
We put the rule hierarchy into an automated pipeline with an audit interface, so stakeholders can check the logic before production runs.
The situation
A monthly portfolio metric depended on many proxy rules that joined research outcomes to commercial data. The process lived in fragile spreadsheets.
The portfolio metric mixed direct test results with proxy rules over commercial data. Manual spreadsheet application made hierarchy errors hard to see. The technical path was logic alignment, an audit app, then a scheduled pipeline with a clear actual-versus-proxy trail.
The approach
Align the rule set
Each business rule is checked against real joined data before production code freezes edge cases.
Open an audit path
Stakeholders can inspect intermediate flags and hierarchy outcomes in a clear interface before go-live.
Run the governed pipeline
Validated logic runs on a scheduled job in the client environment, with a clear actual-versus-proxy trail.
System shape
What we delivered
- Rule-by-rule alignment against joined research and commercial data
- Audit interface for intermediate flags and hierarchy outcomes
- Automated pipeline for the validated rule set
- Scheduled run path in the client environment
- Actual-versus-proxy trail for each result
Technical pieces
About this case study
This case covers the delivered rule automation: logic alignment, audit interface, and production pipeline handoff. Client identity and exact rule contents stay confidential.
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