Nav Level 1 - Customer Success

I don’t know what we’d do without Adaptive Insights. It is in the middle of everything we do.

Mitch Grossman, SVP Finance & Treasury, Jackson Family Wines

  • Complexity has been called the “silent killer” of growth, crippling organizational effectiveness as companies expand into new geographies and lines of business. Just ask Jackson Family Wines, the leading family-owned collection of estate vineyards and wineries. Since planting its first vine in 1974, the company has grown to include 40 individual wineries —and finance was no longer able to manage budgeting and reporting with their existing system. What’s more, its FP&A staff required assistance from IT consultants, and the winery was struggling to manage its increasing workforce.

    Today, thanks to Adaptive Insights Business Planning Cloud, the finance and executive teams now have the data and insights they need to plan ahead 10 years out. And because Adaptive Insights is so easy to use, employees across the organization can participate in the planning process, including staff who manage seasonal headcount changes.

    Challenges

    • Keeping pace with rapid growth—As the family wine company grew, legacy planning systems became untenable, and spreadsheets couldn’t scale with the growing number of brands, business units, and SKUs.
    • Existing system difficult to use—Non-finance users couldn’t get the data they needed to produce accurate, effective reports because the existing solution was too complex.
    • Ineffective workforce planning—With a workforce heavily comprised of hourly employees in both production and retail, managing headcount and overtime projections was a challenge.

    Results

    • Managing complexity with ease—With a single source of truth across 40 wineries, Jackson Family Wines can now manage finances across multiple business units and brands with data that is current and accurate.
    • Company-wide user adoption—Adaptive Insights is so easy to use that the FP&A team can do the majority of the system management. Users across the company now have timely access to fresh, real-time data that informs more accurate forecasts and scenario planning, better decisions in the field, and channel distribution.
    • Efficient workforce planning–Today, the ability to anticipate rapidly shifting labor changes due to harvest and production cycles and consumer demand is simple. Business unit managers can easily update hourly-based employees on a monthly basis, and identify and split costs between employees in multiple business units.
  • About:
    Jackson Family Wines is a family-owned collection of over 40 wineries and brands that span significant winegrowing regions across the globe, from California, Oregon, France and Italy in the northern hemisphere, to Australia, Chile and South Africa in the southern half of the globe.
    Location:
    Santa Rosa, CA
    Industry:
    All Industries, Manufacturing, Retail

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