Software Services

For many wineries, the flow of information from CRM to the accounting system is an arduous journey, fraught with lost information and mind-numbing inefficiencies.

We can help.

Wine industry data flows through a myriad of applications – from CRM to e-commerce to point of sale to merchant accounts to fulfillment vendors to compliance tools to your bank account before eventually ending up in your accounting application. This complicated movement can result in delays and loss of data integrity. Successful wineries crave information that is clear and readily accessible from any point in the process. It shouldn’t be so difficult.

As specialists in the wine industry, we apply our knowledge of key performance indicators, people, and processes to optimize technology to best support your team in achieving their business goals.

We can help you get the most out of your existing systems or identify areas of weakness so you can find a solution that helps you stay on top of your business.

Our software consulting services include:

• Needs identification and analysis. We help you design systems to best support your reporting and information needs.

• System process mapping and data flow review. We review, analyze and document your current system and related weaknesses.

• Review of chart configuration and design. Your chart of accounts should be clear enough for accurate data entry but detailed enough to support analytics and reporting.

• Inventory setups and integration across multiple systems. We review your inventory costing, item identification, cost tracking, and storage of critical information in support of your reporting and management needs.

• Tool optimization. We help you determine the best place to store critical information.

• Project management of system implementation (third party management of project.) We bridge the communication gap between the technology providers and your business needs.

• Review of internal controls and operations. We can help you make sure that critical information is adequately managed and controlled.