The winery industry demands highly specialized and agile finance operations. Our finance case study features E. & J. Gallo Winery, the world’s largest family-owned winery and a recognized leader in the industry, founded in 1933. It highlights how Personiv helped them navigate an ERP migration and manage high-volume transactions.
Our Approach to Winery Finance Excellence
Our partnership delivered streamlined reporting, improved transparency, and reduced errors, allowing Gallo's leadership team to make quicker and more informed decisions. The team grew from 1 resource to 16, supporting over 10-25K monthly transactions.
Key Results: From ERP Success to Continuous Improvement
What began as ERP migration support evolved into a long-term partnership focused on making Gallo's finance function leaner, smarter, and more transparent. These are some of the key achievements:
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Streamlined Reporting: Enabling faster, clearer access to transaction details.
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Improved Transparency: Allowing "double-and-triple click" into data without delays.
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Reduced Errors: Delivering the clarity Gallo needed to maintain control while scaling.
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Improved Resource Allocation: Allowing leadership to make quicker and more informed decisions.
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Team Growth & Flexibility: Building a lean, agile team that expanded capacity and improved processes, growing to 16 multi-function resources, including HR, cost accountant, FP&A, AP, and AR, with further expansion planned.
Specialized Services
We offer a wide array of services tailored for the specific needs of the winery and broader beverage industry, including:
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Accounts Receivable & Payable
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General Ledger & Bookkeeping
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Cost Accounting
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Financial Planning & Analysis (FP&A)
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Treasury Management
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HR & Benefits Administration
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Tax Accounting
- & more
Ready to Scale Your Finance Operations? Partner with Personiv
Download the full winery finance case study above to learn how we can help your winery achieve leaner, smarter, and more transparent financial operations. Explore our white-glove services tailored to your business.
See the impact of our solutions across various industries by browsing the rest of our case studies.
