Sun Theory

0:00 Hi, Richard here from Benmore Technologies, and I want to talk about the work that we were able to do with Sun Theory.
0:06 So, Sun Theory is a, uh, cannabis holdings company that owns a couple, uhm, retail and wholesale sorts of operations, uhm, nationwide.
0:16 Uhm, and essentially, the work that we completed for them is pretty straightforward. Uhm, we did two main things. Thank you us. First and foremost, we integrated with their wholesale and P.O.S.
0:27 uh, ordering systems. Uhm, we aggregated that in a, we basically extracted, transformed, loaded that into a relational database.
0:41 Uh, integrated that with Power BI for Sun Theory. Uhm, so their annualess All thanks. I'll in the one. And uh, directors could go see and see actionable insights on their, um, financial data.
0:55 And, um, lastly, um, we developed an integration to their sales CRM, which was pipe drive in the situation. Basically as new wholesale accounts came in.
1:07 Um, and they went through different statuses. Um, in the- uh, pipeline, uh, that reflected in their sales CRM. So if we look specifically over here, right, they have two main, uh, sorts of software that they use for ordering.
1:25 Um, leaf link and flow hub. Uh, leaf link is their wholesale stuff. Flow hub is their retail stuff. Um, basically, uh, we developed a integration- with these two systems, uh, to extract data on a daily basis, uh, of, uh, you know, their financial insights.
1:45 Pass that into a web server, which basically just loaded that into a database, uh, in which that could be connected to Power BI for financial insights.
1:55 And then additionally pushed some of the wholesale information- into their sales era. Umm, this is way simpler than it sounds.
2:05 We had to meet with, um, stakeholders on the, um, sun theory side, on the leaf link and flow hub side, to develop these, uh, uh, integrations, uh, grant access.
2:16 Uh, then we had to, you know, think about database architecture that would be easily, um, accessible by the, uh, uh, power BI analysts, um, over at sun theory.
2:28 And then lastly, we needed to understand the sales pipeline, um, for the integration into the CRM. Uh, and build and configure some stuff on pipe drive to manage that sort of integration.
2:41 All in all, took only three weeks for us to build this, but we had to meet with multiple stakeholders. Um, to essentially manage, uh, the development, uh, of this solution.
2:55 And, as things typically go in technology, uh, we do maintain this solution for them as well. So as API switch on the leaf link and flow upside, as new processes are developed as well, this is a, uh, living solution that, Um, is constantly changing or needs to be maintained, et cetera.
3:16 Um, and all in all, provided some high visibility to, um, the Sun Theory team in relation to their, uh, financial insights.
3:26 Uh, a lot of, uh, mobility on the Power BI integration and to their sales team as well, in relation to tracking, um, orders, um, tracking wholesale accounts and stuff.
3:37 Like that, um, as they come in. So, all in all, very interesting to learn about the Sun Theory, uh, you know, and working with Sun's Theory.
3:46 We do have a podcast up as well. Um, that's, uh, longer. Um, and we talk a little bit more about the cannabis industry is an emerging industry.
3:55 And, uh, and you just continue, uh, to, uh, look for actionable- Insights in the financial day. I would just recommend checking out the podcast.
4:04 We go into a lot of interesting stuff in relation to this solution and relation to some solutions that could be developed in the space.
4:10 Overall, just a great podcast with, uh, with Mitch. So again, great working with Mitch Barton on the Sun Theory team on this project.
4:19 Umm, Director of Digital Transformation over there at Sun Theory. And then on our side. I want to shout out Meshe.
4:27 MECHE is currently maintaining the solution. Myself and MECHE built this solution, um, together. And, uh, overall, it's been a great time working with the Sun Theory team on this specific project.