Industry
Food & Beverage Distribution
Region
Caribbean — multiple islands
Modules
Financials, Multi-company, Distribution, Inventory, Bank Automation
The challenge
- Legacy ERP could not consolidate financials across multiple operating companies and currencies.
- Inventory accuracy across islands was inconsistent, breaking replenishment and customer service.
- Intercompany transfers were reconciled manually in spreadsheets every month.
- Local-currency operations needed clean USD-functional consolidation for ownership reporting.
Our approach
Multi-company financial architecture
Designed the chart of accounts, dimensions, and intercompany flows to support both local statutory reporting and consolidated USD reporting.
Phased rollout by entity
Rolled out one operating company at a time, refining the configuration with each wave instead of attempting a single big-bang.
Distribution stabilization
Re-engineered receiving, transfer, and cycle count processes before go-live so inventory accuracy was sustainable on day one.
Bank automation
Automated ACH, wire, and bank reconciliation across Caribbean and US banks.
Outcomes
- Consolidated financial reporting in USD with statutory local-currency reporting maintained
- Inventory accuracy above 98% across all distribution sites
- Intercompany reconciliation completed inside Sage X3 with no spreadsheets
- Month-end close reduced from 15+ days to 6 days