01
Define the needs
Work with leadership and the people closest to the work to see where execution, reporting, and ownership are breaking down.
Get more from yoursystems, teams,and data.
With decades of experience and thousands of stores supported, Veritas helps convenience retailers strengthen operations, make systems support the work, and give your team data they can use.
Operations
Strengthen operations from the store to the GL.
Veritas helps define and tighten the workflows behind inventory, paperwork, close, and reconciliations so store operations, finance, and the back office stay aligned.
Inventory management
Merchandise, foodservice, item-level, and dispensed beverage inventory with receiving, counting, and adjustment workflows the field can run consistently.
Computer-assisted ordering and pricebook alignment
Computer-assisted ordering, vendor setup, and pricebook alignment tied to how inventory actually moves through your stores.
Paperwork, close, and controls
Store paperwork, period close, financial reconciliations, and exception management tightened from the store to the GL.
Data
Give your team data they can use.
Good reporting only matters when operations, finance, and technology can trust it. Veritas helps move ERP and store data into a usable model, then build reporting around the questions leaders ask every week.
Azure, Fabric, and the data foundation
Set up capacities, workspaces, and the core data model so ERP and store data are structured before reporting begins.
Operational, finance, and exception reporting
Power BI reporting built around inventory, pricebook, close, reconciliations, exception management, and the questions leaders ask every week.
External systems and data sources
Connect ERP, store systems, vendor data, and outside sources so reporting reflects how the business actually runs.
Technology
Make your systems support the work.
Technology problems rarely start with the platform alone. They show up when configuration, interfaces, validation, and cutover readiness fall out of step with how the business actually works.
ERP and store systems
PDI, ERP, and surrounding store systems aligned so store, back office, and home office workflows support one operating picture.
Transactions and interfaces
System imports, transaction processing, polling, paperwork, market basket, and downstream integrations reviewed through the exception paths that keep data moving cleanly.
Upgrades and rollout readiness
Configuration alignment, UAT, and upgrade readiness handled before cutover creates drag for store, finance, or technology teams.
How Veritas Works
Start with the needs. Set clear priorities. Work through focused sprints.
Veritas works with leadership and the people closest to the work, defines where execution is breaking down, and turns that into clear priorities for focused sprints.
02
Set the priorities
Turn those findings into a cross-functional plan with clear priorities, sequencing, and level of effort.
03
Work in sprints
Work through focused sprints so teams see progress early without turning the effort into a giant consulting exercise.
Proof
Client impact.
Selected client work in convenience retail. Names are omitted, but the problems and results are real.
Platform Unification
Unifying a 1,600+ location environment.
National retailer • 4 entities • 120 days
The Situation
Post-acquisition growth left four entities operating with different platform setups, disconnected reporting, and uneven operating practices.
What Changed
Veritas aligned the platform, reporting, and operating workflows so the environment could support one business instead of four separate ones.
The Result
1,600+ locations aligned across one environment
4 entities aligned in 120 days
PDI platform unification across the combined business
Revenue Recovery
Recovering $800K in revenue.
Regional operator • 100 sites • 60 days
The Situation
A manual rebate process hid revenue accruals across supplier contracts and reconciliations.
What Changed
Veritas clarified the rebate workflow, automated reconciliation against contract terms, and surfaced value that had not been accrued correctly.
The Result
$800K in unaccrued revenue recovered
$300K in annual recurring income improvement
Ongoing automated monitoring to prevent backslide
Operations Standardization
Standardizing operations across 270 stores.
Regional chain • 270 stores • 6 months
The Situation
Store managers were buried in low-value work, inconsistent receiving processes, ordering guesswork, and paperwork that varied by location.
What Changed
Veritas documented the workflows, identified the repeatable friction, and standardized the procedures creating drag across the chain.
The Result
$540K in annual value identified
Manager hours freed for training and customer-facing work
Store procedure improvements in merchandise receiving and suggested ordering
Start the Conversation
Start with the problem in front of you.
The first conversation is practical: where operations are breaking down, where systems are getting in the way, and what a sensible first step looks like.