Case Studies
At the heart of our brand is a promise to our customers to always be a trusted partner in their journey towards growth, profitability and a more efficient, productive, and enjoyable work life. We are dedicated to helping our clients get quick delivery of business insights, more efficiently made decisions from accurate information, seamless operational efficiency and reporting.
Report Automation. Reliable Insights. Recorded Impact.
At Sunesis, we measure our success by the impact we create for our clients. Each partnership tells a story of confidence of the delivered service and customer satisfaction with our professionalism. Our clients have reported improved reporting processes, quick reaction to market shifts, improved and efficient operational activities and improved clarity of their business, that has propelled them to growth.
Our case studies highlight the value our clients have derived from our services.
MRA
Budgeting Automation & Reporting Tool
A budgeting tool that standardizes assumptions and improves accuracy across multiple agricultural sites.
Value to the Client:
- Clear, user-friendly budgeting process
- Accurate and consistent calculations
- Standardized and auditable assumptions
- Faster budgeting cycle
Technologies Used:
- Excel VBA Templates
- Azure
- SQL Database
- Power BI
Funding Tracker & Budgeting Tool
A tool that aligns funding received with project spending and simplifies consolidated financial reporting.
Value to the Client:
- Faster, more accurate reporting
- Streamlined fund utilization tracking
Technologies Used:
- Agresso ERP
- Excel Budget Input Template
- SQL Database
- Power BI
Sales Operations Dashboard
A dashboard that provides visibility into daily-to-annual sales performance using a 4-4-5 calendar.
Value to the Client:
- Clear KPI visibility
- Faster reporting workflows
- Accessible on any device
Technologies Used:
- Power BI
- Azure VM
- VPN
Management & Operational Analytics Dashboard
A tool that consolidates production, operational, and financial metrics for easier leadership review.
Value to the Client:
- Centralized performance visibility
- Time savings
- Accessible across devices
Technologies Used:
- Excel VBA Templates
- Azure
- Power BI
Budgeting Automation Tool
A budgeting system that consolidates inputs from multiple units into a standard, visual review dashboard.
Value to the Client:
- Structured templates
- One-click consolidation
- Visualized dashboards
Technologies Used:
- Excel Budget Input Template
- SQL Database
- Power BI
Performance Dashboard & Data Portal
A secure portal and analytics dashboard that streamlines data submissions and insights for members.
Value to the Client:
- Easy online access
- Controlled data sharing
- Time-saving automation
- Centralized repository
Technologies Used:
- Mobile App
- Azure Blob Storage
- SQL Database on Azure Cloud VM
- Power BI
Financial & Operational Dashboard
A unified dashboard that brings together real-time sales and operational metrics from multiple regions.
Value to the Client:
- Real-time business visibility
- Single source of truth
Technologies Used:
- Mobile App
- BigQuery
- SQL
- Looker Studio
Budget Automation Tool
A budgeting tool with standardized input templates linked to a central database for consolidated reporting.
Value to the Client:
- Centralized budgeting database
- Consistent templates
- Faster, reliable budgeting
Technologies Used:
- Excel Budget Input Template
- SQL Database
- Power BI
Budget Automation Solution
We implemented a budgeting tool that helps a regional agricultural foundation simplify budgeting across units and consolidate everything at the national level. Leadership now gets a clean, accurate version without manual work.
Value to the client:
- A structured, user-friendly budgeting template
- Automatic consolidation with a single click
- Intuitive dashboards for reviewing the final numbers
OAA
Market Execution Analytics Dashboard
For the past 14 years we have been supporting a major beverage distributor by daily processing over 100GB of their market execution data collected from over 6,000 outlets across 10 countries and transforming it to highly consolidated customized metrics in a centralized dashboard.
This has transformed the organization’s ability to get daily market insights from the various outlets at the click of a button and ensured they remain competitive over the years.
Performance Dashboard & Web App
We created a solution that enables member organizations to upload standard monthly returns using a standard template format organizes and automates data workflows for an industry association. It includes a secure web portal where members can upload data, request datasets, and access processed reports — with permissions based on membership level.
Value to the client:
- Realtime and convenient operational visibility through access to an online dashboard showing consolidated view of the 10 countries market status
- Hands-on performance control and proactive course correction from daily reports received by field staff from automatically generated emails
- One reliable, centralized source of truth
Technologies Used:
- Mobile App
- Azure Blob Storage
- SQL Database on Azure Cloud VM
- Power BI
PLATFORMS
Cloud-Hosted Legacy ERP Environment
Migration of a legacy SAGE 200 ERP system to a cloud-hosted environment, improving access, security, and scalability.
Value to the Client:
- Secure, remote ERP access
- Reduced dependency on on-prem servers
- Strong encryption controls
- Scalable for future growth
Technologies Used:
- Azure VM
- SQL Database on Azure Cloud VM
- VPN
