Simplifying Brewery Compliance

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Presentation transcript:

Simplifying Brewery Compliance Gallonage & Excise Tax Filings &

Today’s Speakers: Reshad Kazimee, VP Drew Monroe, Content Mgr. Emily Kalkhofer, Product Marketing Mgr. Hannah Hudson, Client Success

ShipCompliant Overview &

Who We Are: Our Company Core Purpose: Core Values: To enable people to improve their way of life. Core Values: Drive for Results Work Effectively and Productively in a Team Embody Accountability & Take Initiative Commit to Personal Development Embrace Change &

Who We Are: Our Competencies Simplify the complexities of bringing products to market by automating paperwork, through government integrations, and providing end-to-end project management workflow. Research Trademarks and Label Trends TTB COLA Submissions State Brand Label Registrations Compliance Data Management Distributor Management License Management Gallonage & Excise Tax Filings &

Who We Are: Our Customers 3,300+ companies 95% retention rate 4 of top 10 major brewers/beer importers 3 of top 10 craft breweries &

OBeer Company Overview &

Who We Are: Our Company Software: Services: Support: Headquarters: SAP Business One Orchestra Software iPad Apps, Web Based Tools, Integrations Beaverton, OR USA Employees: 42 Services: Services: Implementation Industry Consulting Training Data Transfer On-site Go Live Process Design Development Sales/Marketing Implementation Support Accomplishments: Support: Inc. 5000 2014 and 2015 SAP Leadership in Innovation SAP Cloud Partner of the Year SAP Partner Excellence Award PBJ 100 Fastest Growing Companies Fixed Fee – Unlimited Support Pro-active System Monitoring Online Support Ticket System &

Who We Are: Our Customers 270+ companies 1470 users 94% retention rate & “The Best Craft Breweries Run OrchestratedBEER”

The “De-Centralized” Brewery Brewery Challenges: The “De-Centralized” Brewery &

Disadvantages: 1. Information silos 2. Process Interruption Information is kept segregated 2. Process Interruption Processes aren’t transitional 3. Dual Entry Information manually entered from one system to another 4. Reliability Operations rely on individuals 5. Questionable Information Information isn’t real time or accurate &

What You Get with OBeer: Accounting: Purchasing/Receiving: A/P - Invoicing Purchasing contract mgmt. MRP tool Batch traceability Fermentation logs Digital brew sheets Quality Control (QC): GAAP Compliant Full Chart of Accounts Automated Journal entries Inventory: Real-time Inventory Warehouse Management Batch & Lot Management Sales & Fulfillment: A/R – Invoicing Pick lists & Fulfillment Available-to-promise report Brewery-Specific Reporting: 100+ Brewery reports Automated TTB BROP Production: Recipes & BOMS Batch production Variance production Planning & Scheduling: Production Scheduler MRP Forecasting Interfaces Fintech import POS import Expense import Payroll import Payables import &

Why OrchestratedBEER? &

Advantages of all-in-one: Real time Inventory Make better decisions Automated Accounting True cost & true inventory Accurate Planning MRP & demand considerations Consolidate Information 1 brewery, 1 software Full Traceability Track & maintain consistency Increased Transparency Make better promises &

How it works: OBeer/ShipCompliant integration & How it works: OBeer/ShipCompliant integration &

How it works: 4. 2. 3. 1. Invoices auto transmitted to ShipCompliant Invoice data is in ShipCompliant 4. ShipCompliant submits state excise tax form Distributor invoices created in OBeer &

1. Invoice Creation

2. Auto transmitted to ShipCompliant

3. Invoice in ShipCompliant

4. ShipCompliant Submits state excise tax form

Orchestrate2016 User Conference orchestrate.attendease.com &

Q & A &