Beverage company automates rebate calculation and validation process

The customer

The customer is one of the largest bottlers and distributors of beverages in the Asia-Pacific region, employing over 19,000 people and generating more than $4.5 billion in annual revenue.

The company manages an extensive portfolio of well-known beverage brands and operates complex, large-scale sales and distribution networks across multiple geographies. With a strong emphasis on operational efficiency and customer service, the organization continually seeks ways to enhance internal processes and reduce manual workload.

Challenge:

The rebate calculation and validation process was highly manual and time consuming, with staff using separate spreadsheets for each customer—over 75in total. Preparing and verifying rebates could take anywhere from 2 hours to 2days per customer, depending on complexity.

This left little time for meaningful analysis or strategic insights. In addition, data integrity checks varied based on who was performing the task, creating inconsistencies and increasing the risk of errors. The fragmented process made it difficult to maintain transparency, control, and efficiency at scale.

Solution:

To address the inefficiencies of the manual rebate process, the company implemented a streamlined and consolidated workflow using Solvexia.

A single, consistent rebate model replaced over 57 individual spreadsheets and a legacy Access database with VBA. This new approach enabled rebate calculations for each customer to be produced and validated in under 10minutes, significantly reducing processing time.

Automated data integrity checks ensured reliable, high-quality results, allowing staff to focus on review and analysis instead of manual preparation. The solution also absorbed the workload of a departing employee, removing the need to backfill the role and effectively saving a full FTE.

Results:

The automated process now supports rebate calculations for approximately 100customers on a monthly or quarterly basis, processing over 250,000 product-level transactions each month with speed and consistency.

By improving data accuracy and reducing reliance on manual tasks, the business achieved a rapid return on investment in under three months. The combination of time savings, operational efficiency, and headcount reduction contributed to a more scalable, resilient, and insight-driven rebate process.