Trinity Grain Improves FP&A with NetSuite and Naviloq

About Trinity Grain

Founded
2018

Business
Agriculture, Construction, Mining Machinery Manufacturing

Service Solutions
NetSuite ERP, Naviloq BI & planning

Webpage
https://trinitygrain.co.uk/

Trinity Grain Limited is a farmer owned grain storage co-operative operating three grain stores across the South of England. The organisation handles more than 200,000 tonnes of combinable crops annually for more than 300 growers.  

With modern storage facilities, expert staff, strong logistics planning and a strategic approach to grain pooling and marketing, Trinity Grain reduces risk for its members and helps them maximise returns.  

A complex, high value business lacking the visibility to lead confidently 

When Staria first met Trinity Grain, the organisation was already using NetSuite and was supported by another partner. At the same time, Trinity Grain had recently brought all finance and administration in-house after several years of outsourcing. This change highlighted opportunities to improve the way their operational tools supported day-to-day work.  

Although NetSuite was well established within the business, the reporting setup in place was not aligned with Trinity Grain’s needs. For example, producing a single stock report could take up to ten Trinity Grain needed more advanced reporting of stock movements and contract positions across the business, as their trading partners rely on this data to make informed trading decisions. As a result, Trinity Grain began exploring solutions that could complement NetSuite and enhance operational efficiency. 

Trinity Grain’s finance team lacked timely insight into stock movements, contract positions, market exposure and expected revenues. Forecasting relied heavily on Excel models that frequently broke. The leadership team lacked the real time performance visibility required to make informed decisions in a volatile, volume driven sector.

“Before working with Staria, we simply didn’t have the level of visibility we needed to run a complex business like ours with confidence. Producing core reports took far too long, and we relied heavily on spreadsheets that often broke at the worst possible moments. We knew we needed a system that could keep pace with our operational reality,” says Caroline Whillock, Finance Director at Trinity Grain. 

This led Trinity Grain to start looking for a partner who could understand the complexity of their business and a technology foundation that could support accurate reporting, modern analysis and more reliable financial planning. 

From limited visibility to real time insight, trusted reporting and accurate planning

Staria began with a full audit of the existing NetSuite environment followed by support and consulting services to stabilise and improve the system. The partnership then progressed to the introduction of Naviloq, Staria’s BI and planning solution. This became the turning point.

Operational visibility improved almost overnight. Information that previously took hours to compile from multiple spreadsheets became available instantly. With Naviloq, store managers could view real-time stock levels, contracted positions, and remaining volumes to move. Finance gained rapid access to performance data, historical trends, and movement insights without manual consolidation.

Leadership benefitted from immediate clarity on position, exposure and expected outcomes, and non‑executive directors now have access to their own dashboards as well. Trading partners are being prepared for self‑service visibility next, removing the need for weekly manual reports.

Naviloq also enabled Trinity Grain to rebuild its planning models. Instead of relying on fragile spreadsheets, the team now works with structured models that factor in weather variability, effects of global crises, crop behaviour and historical patterns. Weather plays a critical role in planning, as wet grain must be dried to meet specification, making electricity and oil prices a significant cost driver. By modelling these variables, Trinity Grain can assess how volatility in energy prices impacts the business. A previous year’s hot and dry scenario was forecast almost perfectly, giving the organisation greater confidence in its forward planning and cash flow estimates. Together with NetSuite, this creates a unified environment that supports accuracy, speed and consistent financial control.

NetSuite remains the core operational system for Trinity Grain’s accounting, CRM, pricing, stock movements and data capture, while Naviloq sits on top of it as the intelligence, analysis and planning layer.

“Naviloq has been transformative for us. Insight that once took hours to piece together is now available instantly and with complete trust in the numbers. Our teams finally have real‑time clarity on stock, exposure and performance, and that gives leadership the confidence to make faster, better‑informed decisions in a volatile market,” Whillock adds.  

The outcome: A data driven grain business positioned for stronger financial leadership 

Naviloq is now used by several team members across the business, and adoption is expected to expand to almost half the organisation, tailored to each team’s needs.

• Finance operates with a more stable and trusted data model.

• Operational teams benefit from clear visibility of volumes, positions and commitments.

• Senior leadership can access accurate information quickly, enabling faster and more confident decision making in a volatile market.

Trinity Grain also highlights how Staria’s understanding of agricultural complexity has been essential. Farming may appear simple from the outside, but the business is affected by weather, yield volatility, market fluctuations, global crises and varied member behaviour. Staria’s expertise and structured approach helped Trinity Grain build a digital foundation suited to that complexity.

The organisation is now preparing to extend Naviloq dashboards to non-executive directors and trading partners, improve predictive fund modelling and streamline management reporting. The long-term objective is for every key stakeholder to have immediate access to accurate and actionable information, enabling a fully data-driven approach to grain management and financial planning, with Staria supporting this journey.

Dennis Laakso, Senior Sales Executive for Naviloq, crystallises the partnership between Trinity Grain and Staria: “Organisations like Trinity Grain operate in complex environments where visibility, forecasting and operational planning must work together. Naviloq helps turn financial and operational data into a structured planning and intelligence layer, replacing fragile spreadsheets and enabling faster, more confident decision making. For our team it has been a pleasure working closely with Caroline and the Trinity Grain team, building not just a solution but a roadmap that supports their business as it continues to grow and evolve.”