Challenges: Manual Reporting, Limited Visibility & High Operational Risk
STEMfinity is an EdTech company focused on making STEM accessible to students nationwide, working with more than 250 vendors to deliver hands-on learning products to schools. As the business scaled, managing vendor performance and sales data became increasingly complex. While Fishbowl supported core operations, vendor-level insights were limited and required manual SQL queries, CSV exports, and spreadsheet manipulation, often taking hours per request. With limited SQL expertise, reporting was slow, error-prone, and sometimes abandoned, increasing the risk of fulfillment issues and pulling teams away from sales, strategy, and customer engagement.
Solutions: ConverSight Decision Intelligence
Automated Insights
AI insights replaced manual SQL queries, allowing teams to instantly access accurate, real-time data without technical expertise.
Conversational AI (Athena)
Sales and operations teams could ask natural-language questions and receive immediate answers, eliminating delays and interruptions.
Vendor-Specific Dashboards
Vendor-specific dashboards provide real-time visibility into quotes and sales orders, detailed product-level line items, and ongoing performance trends, enabling vendors to monitor activity and take action without relying on manual reports.
Proactive Error Detection
Vendors could spot discrepancies early and alert STEMfinity before issues escalated.
Before and After ConverSight
| Manual SQL queries and spreadsheet-based reporting | AI-powered, real-time insights |
| Hours spent preparing vendor reports | Vendors access live dashboards independently |
| Limited visibility into quote and SKU accuracy | Real-time error detection before fulfillment |
| High administrative workload | Teams focus on sales, strategy, and growth |
It’s not just about doing the same work faster — it’s about increasing our entire effectiveness. With ConverSight, we can instantly get answers from our data instead of spending hours running SQL queries and spreadsheets. In the very first week, we caught a SKU issue on a major school district order and stopped the shipment for about $20. That one prevented mistake alone paid for the subscription for the entire year.
Grant, Chief Executive Officer at STEMfinity
Industry:
Retail Industry
Company Type:
Private
ERP:
Fishbowl
