Client Success Story
Key Solutions for Internal Operations Budgeting
Enhanced & Automated
Retail Reporting for Store-Level Growth Planning
Gas Station & Retail Convenience Stores
200+ Locations across 4 states
Diverse offering of convenience products and services: food, beverage, ATMs,
Before ProLytics Implementation
CEFCO Stores, spanning over 225 locations across four states, sought a solution to enhance its financial planning. Recognizing an opportunity to refine budgeting at the individual store level, CEFCO, headquartered in Texas, underwent a transformative shift in their financial planning processes, embracing a digital transformation.
Prior to this initiative, the company contended with operational inefficiencies that posed challenges to their overall financial landscape.
CEFCO started with a platform that met their initial requirements. However, they identified an opportunity to improve their regular processes and surpass the current standards. Despite this aspiration, challenges emerged due to the complexity of input processes and limited automation capabilities. Recognizing the need for a more customized solution, CEFCO made a strategic decision to transition to Vena – an advanced and flexible FP&A platform that offered options and ability to scale efficiently.
A Swift Response to CEFCO's
Accelerated Implementation Goal
The turning point came when Alanna Daniels, Senior Business Analyst, partnered with ProLytics, a consultancy known for its motivated and responsive team. To her surprise, the ProLytics team was ready to kick off the project within just one week—a timeline she hadn’t thought possible. Impressed by their agility and dedication, Alanna saw ProLytics’ proactive approach in action as they swiftly developed an initial design plan. When CEFCO outlined ambitious goals, aiming high for transformative outcomes, the ProLytics team enthusiastically embraced the challenge. Their commitment and positivity set a new standard for collaboration, making every milestone an exciting achievement.
It was truly remarkable to witness your team’s responsiveness and proactive approach in crafting an initial design plan.
When we initially approached ProLytics, our requests were ambitious, asking for a lot, and ProLytics willingly made sincere efforts to meet our expectations.
A.D.
Senior Business Analyst
CEFCO Convenience Stores
Process Continuity with
Enhanced Top-down Planning
The absence of institutional knowledge during the transition became an opportunity for growth. Despite challenges in the organizational handover and scoping of Vena, ProLytics demonstrated remarkable proactivity, promptly kicking off the project and laying the foundation for a collaborative journey. The departure of the controller who had initiated the Vena process led to a seamless collaboration with the ProLytics consultancy team. With an adept blend of technical expertise and consultative support facilitated the design of templates and addressed complex top-down planning challenges.
The result was a robust solution, a departure from the manual processes in Excel. Constructively collaborating along iterative milestones showcased ProLytics’ ability to quickly understand and implement CEFCO’s vision. The ProLytics team translated the intricate needs of CEFCO into a comprehensive, top-down solution, revolutionizing the way the company approached growth planning at the store level. This agility and dedication to refining the solution laid the foundation for a system that aligns with the company’s long-term objectives.
Dedicated Resources
for Iterative Improvements
Beyond implementation, the continuous support from ProLytics proved invaluable. The consistency of having a dedicated resource throughout the project and support phases differentiated this experience from past implementations, contributing significantly to CEFCO’s success.
Looking forward, CEFCO envisions further enhancements in workflows and templates, streamlining processes for increased organizational clarity. The ongoing collaboration with Vena promises a future of iterative improvements, making financial planning more accessible and insightful.
The success story of CEFCO Convenience Stores stands as a testament to the power of collaboration between forward-thinking companies and innovative technology partners.
Powerful Analytics, Proven Delivery.
Our team of experts is committed to working closely with each customer to achieve their goals, to deliver value-added technology solutions, and to aid informed business decision-making.
