“It just makes everything easier, provided us with an instant ROI and made an instant impact in our company.”
Alison Surgeon,
California Wholesale Manager at Rombauer Vineyards
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Rombauer Vineyards, like many great wineries, manages its inventory carefully. Demand for a vintage typically outstrips supply, so directing inventory releases – like where a bottle is in the market and getting surplus to distributors who need more cases – forces the winery to navigate a complex set of requirements. Merging historical trends with daily operational data can be more than difficult.
“I’d get a question from a broker about a shipment, and they’d want an answer in an hour or less. But to bring the different data together, it could take hours, days or sometimes weeks,” said Alison Surgeon, California Wholesale Manager at Rombauer. “Business Impact has made my life so much easier. I have information at my fingertips in seconds. It helps us make better decisions every day.”
These results come from the Business Impact Navision BI Template, a prepackaged quick-start that includes a data warehouse, OLAP cubes, TARGIT Analysis and a pre-built library of reports for the Microsoft Dynamics NAV financial system. Rombauer runs Microsoft Dynamics NAV to help it manage its business and data, but managers found that the packaged NAV reporting did not meet their needs.
“The embedded reporting solution that is bundled with Navision was too complex for us to use.
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When a new report was needed we had to outsource that development at a cost of up to $1,000 per report. As a result, we found ourselves moving data into Excel and managing our business on spreadsheets,” Surgeon said.
Now, owning the Business Impact BI Navision Template, Rombauer users receive their information faster than ever. Rombauer’s sales, marketing and financial employees have the ability to generate their own reports and analytics without the assistance of IT, something that was not possible in the past. Previously, time was lost and hundreds, sometimes thousands, spent building new reports.
“We were amazed that it only took three days to go live with the system” Surgeon said. “Making new reports is so easy now. We all can look at the data in almost any way imaginable. Personally, Business Impact saves me 15 or 20 hours a week, easy. It really fits our business.”
Rombauer also benefits from pre-integration for the wine industry—viewing measures like 9-liter equivalents—things that standard NAV reporting did not do. Also, Rombauer employees receive their data any way they wish: website, Excel, email, XML or however.
“It just made everything easier, providing us with an instant ROI and making an instant impact in our company. Like I said before, we make better decisions faster, thanks to Business Impact,” Surgeon said.
With the Business Impact Template
Solution for Microsoft Dynamics NAV, Rombauer Vineyards can drill down and look at all aspects of their sales, inventory and finance data. And that helps keep those cases of wine flowing to their
customers.
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The Business Problem
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The business required more sophisticated analysis and reporting than available in Microsoft Dynamics NAV (Navision).
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Reports needed to be outsourced when new reports where needed, costing hundreds, sometimes thousands.
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Information handled in spreadsheets took hours and often days to report.
The Business Impact solution
- A prototype was built by Business Impact in less than two hours, far exceeding the customer’s expectations.
- Delivery of a well designed data warehouse allowed Rombauer to extend its reporting through allocations, depletions and shipments.
- Users analyze through TARGIT Analysis of OLAP cubes plus a library of MS Reporting Services reports that work interactively
Return On Investment
- Faster and more accurate reporting, allowing better decisions faster.
- Able to run more sophisticated analytics and “what-if” business scenarios.
- Users can create their own analytics without having to outsource the development of those reports, creating a “near instant ROI.”
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Rombauer Vineyards is a family owned winery that began operations in 1980. They produce several varietals of wine including Chardonnay, Zinfandel, Merlot, Cabernet Sauvignon and Port. The family is committed to producing and marketing wine of superior quality with the goal that the Rombauer Vineyards brand will become recognized around the world. Rombauer wines integrate the family values of hard work, dedication, commitment and integrity.
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