Winery Finance Case Study: Scalable F&A Transformation

Highly specialized and agile financial operations are essential for the winery industry. Our finance case study features a recognized leader in the field, the world’s largest family-owned winery, as they navigated a major ERP migration and managed high-volume transactions. Learn how we partnered with this family-owned beverage company, founded in 1933, to ensure a seamless transition and continuous operational excellence.

Our Approach to Winery Finance Excellence

When this family-owned beverage leader embarked on a major ERP migration, they needed a partner to ensure a smooth transition. What began as an immediate need for an Accounts Receivable expert to lead an SAP Credit Collections implementation quickly evolved into a comprehensive financial transformation.

Our partnership delivered streamlined reporting, improved transparency, and reduced errors, allowing the winery's leadership team to make quicker and more informed decisions. To support rapid scaling, our dedicated team nearly tripled in a single year, growing from 16 resources in 2025 to 45 resources in 2026, supporting over 30,000 to 47,000 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 the company's finance function leaner, smarter, and more transparent. These are some of the key achievements:

• Streamlined Reporting: Enabling faster, clearer access to transaction details.

• Improved Transparency: Allowing "double-and-triple click" into data without delays.

• Reduced Errors: Delivering the clarity the client needed to maintain control while scaling.

• Improved Resource Allocation: Allowing leadership to make quicker and more informed decisions.

• Team Growth & Flexibility: Expanding capacity by 169% across critical multi-function roles.

• Error and Trend Analysis: Transforming reports into dynamic visual tools for root-cause resolution.

Specialized Services for Winery Finance

By 2026, the partnership had expanded well beyond initial AR support to include a deliberate build-out of financial infrastructure, covering:

• Accounts Receivable & Payable

• General Ledger & Bookkeeping

• Cost Accounting

• Financial Planning & Analysis (FP&A)

• Treasury Management

• HR & Benefits Administration

• 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.