2. Estate Vineyards Ten Distinctive Properties

3. Current State (2014) Future State CRM Finance & Accounting
Sales Forecast
FG Sales
Planning Systems
Bottling Systems
Winery Systems
Vineyard Systems
Direct to Consumer
Integrated ERP/Accounting System (foundation)
Business Intelligence Platform

4. In Reality………… CRM Finance & Sales Forecast Accounting FG Sales
Direct to Consumer
Planning Systems
Bottling Systems
Winery Systems
Vineyard Systems
Integrated ERP/Accounting System (foundation)
Business Intelligence Platform

5. “No worries, winemaking will be a piece of cake compared to Finance & Accounting Golive……”
Budget for Unknown Unknowns, and some requests for “Goodies” that will inevitably emerge.
Master data

6. Harvest 2016……

7. Some Takeaways…… Winemaking is a difficult process to manage in ERP
‘Wet Code’ and ‘Dry Code’
Donald Rumsfeld: “There are known unknowns, and unknown unknowns”
Budget for Unknown Unknowns, and some requests for “Goodies” that will inevitably emerge.
Master data

8. Some Takeaways…… Training & Documentation: long road ahead.
Budget for Unknown Unknowns, and some requests for “Goodies” that will inevitably emerge.
Master data

9. Training Initiative
2/2/2016
I.T Steering Committee Meeting

10. Some Takeaways……
Preparing ‘Mater Data’ is a challenge not to be underestimated
Reporting & Analytics = Not in MS NAV Wheelhouse
Budget for Unknown Unknowns, and some requests for “Goodies” that will inevitably emerge.
Master data

12. ERP Implementation Timeline
Today

14. Shafer Vineyards AMS to NAV to Vintegrate
Interfaces to eWinery, RMS, Copper Peak, WSC
JetReports
Now updating to current version
Winemaking Module this fall

15. Surprises
Move from one VAR to another bigger deal than expected—Data conversion, customizations, reports
Lack of standard reports
Updating to newer version bigger deal than expected
Microsoft change in architecture—thin client

16. Challenges Reviewing and updating processes—BPR Allocation Module
Bulk wine costing
Anticipating reporting and data analysis needs
Business Intelligence tools—Ad Hoc Reporting
Post implementation user acceptance

17. Winemaking Module Moving from “Tried and True” cards to ERP
System used for over 30 years
Process changes
Data input concerns
Trust factor

20. 5 Regions, 17 Territories plus National Accounts On/OffWA OR CA NV ID MT WY CO UT NM AZ TX OK KS NE SD ND WI IL IA MO AR LA AL TN MI PA NY VT GA FL MS KY SC NC OH DE ME NH CT MA WV VA NJ RI MD IN DC MN

21. Not a New Install, But an Upgrade
NAV 2009 (5.0) >>> NAV 2013 R2
13 Concurrent Users
3 Companies
1 Winery

22. Planning and Implementation
Everyone on board
Understand what it can do for you

23. What They Say Is Mostly True…
Run parallel, test, run tests, test the testers, audit, review, test, challenge, test, cross your fingers.
It takes longer than you think.

24. ERP Implementation