Winery Finance Case Study

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

Our partnership delivered streamlined reporting, improved transparency, and reduced errors, allowing the winery'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 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: 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:

• 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.