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Transforming Business Visibility at Zest Dental Solutions
Zest Dental Solutions is a national dental manufacturer and distributor supporting a wide network of customers, product lines, and sales channels. As the business grew, so did the volume of operational data produced across sales, finance, and distribution systems. While the company had plenty of information available, it lacked a reliable way to turn that data into clear business insight.
Each department maintained its own reporting processes, most of which relied heavily on spreadsheets and manual calculations. Leadership meetings often began with reconciling numbers rather than discussing strategy. Different teams reported different results, and confidence in company performance metrics began to erode.
Zest didn’t need more data.
They needed clarity.
The Challenge
The organization’s reporting processes were time-consuming and inconsistent. Monthly performance reports could take days to compile, and by the time they were finalized the information was already outdated. Sales teams lacked visibility into quota attainment, finance teams struggled with forecasting, and operational leadership had limited insight into customer and product trends.
Even basic business questions were difficult to answer quickly:
- How are we performing this month?
- Which customers are growing or declining?
- Are sales teams meeting their targets?
- Which products are driving revenue?
The company’s systems contained the answers, but there was no centralized analytics environment to bring them together. Without a shared reporting foundation, decision-making was slower and often reactive.
