Long Meadow Ranch achieved operational excellence with Crafted ERP
Customer
The Long Meadow Ranch (LMR) mission is to produce and purvey world-class wine and food experiences that are flavorful, safe, healthy and enjoyable. The business has both wine operations (shipped nationally and internationally), as well as cattle and farm operations (serving the Farmstead restaurant on the ranch). With the complexities of these operations, QuickBooks just didn’t cut it. Now serving Crafted ERP … bon appétit!
About Long Meadow Ranch
In the late 1800s, the majestic LMR property thrived with vineyards, apple orchards, olive groves, hay fields and a goat milk dairy before farming fell dormant during Prohibition. The property became swallowed by the encroaching forest until the Hall family bought it in 1989. The Halls carefully breathed life back into the land, nurturing it to its original glory by cutting back the abandoned olive trees and replanting the vineyards and apple orchards. The Mountain Estate (also known as LMR’s Mayacamas Estate) is nestled in the mountains high above the Rutherford Bench and gives way to a long, sweeping meadow — thus the name Long Meadow Ranch. Today, LMR is a collection of five properties: three in Napa Valley, one in Anderson Valley and one in West Marin.
Challenges
Managing different types of inventory at numerous warehouses and hospitality locations across multiple subsidiaries, LMR could no longer grow the business using QuickBooks — a very ineffective financial and inventory management solution. With eight unique entities, plus eight different charts of accounts, a team member had to log out of one and log into another, and so on. “It was very painful, to say the least,” Brett Pinkin says with a grin. In addition, the data bases were saved locally, opening up data security risks. Large amounts of resources were dedicated to reconciling systems and making sure all transactions were properly reported — which was time consuming and left room for errors. The need to implement an ERP platform that provided accurate costing and reporting to multiple, unique investor groups would become increasingly important in the next phase of growth.
Crafted is cloud based software. other software we looked at required a lot of IT resources in order to manage the system. Crafted was a solution that was able to address all of our needs holistically.
Brett Pinkin | VP of Finance
Long Meadow Ranch Winery
Solutions
Cloud-based solution
Any time. Anywhere. From visibility of inventory levels and lot control, to managing different products and different units of measure, “we’re able to run all operations end-to-end, efficiently and in real time with Crafted ERP,” says Brett. ln addition, “We produce products years before we sell them, so we need to make sure we’re getting good and accurate, actionable insights. For us, it’s very critical to know the trajectory of our sales — over a certain number of months — and by getting timely information from Crafted, we can adjust accordingly and then act upon it,” continues Brett.
Vermont Information Processing (VIP)
Using VIP requires all distributors to upload data regarding shipments to report their depletions. “Crafted ERP created custom forms so the formatting and report building requires no conversion or manual input to process the information that NetSuite spits out,” explains Quinn Sheridan, supply chain analyst at Long Meadow Ranch Winery. In addition, “Very little input was needed from us up front for custom fields — and how they interact with saved searches and reports,” continues Quinn.
The world is your oyster, with Crafted ERP, if you can dream it, you can build it!
Quinn Sheridan | Supply Chain Analyst
Long Meadow Ranch Winery
Seamless integration
Crafted ERP offers seamless integration for LMR’s existing tasting room point-of-sale software and e-commerce platform. Having a solution built so it can natively speak the same language between these platforms while eliminating errors and streamlining transactions is a game changer.
Financial insights
The built-in dashboards are a great feature — being able to view financial data and, in turn, present those financials all in one location has been a huge time saver for the team. “This helps us spend less time on the accounting and more time on our goals and what we need to do to reach them,” says Brett!
Streamline Operations
LMR operates 10 entities on Crafted ERP — helping streamline operations and realize efficiencies. LMR now runs trusted reports in seconds as opposed to what took hours — even days — to generate. The ability to manage LMR’s fixed assets in one platform has saved countless time and resources. In addition, by leveraging Crafted ERP, reporting KPIs to the unique stakeholder groups is easier and more accurate than ever before.
Working with Doozy Solutions
Crafted ERP was the right solution for LMR — helping the fast-moving company evolve beyond QuickBooks and achieve future goals, faster. With the unmatched support from Doozy, many companies like LMR have optimized business operations.
“The Doozy team answers customer support tickets very quickly — usually within the same day — and, not just in acknowledgment of receiving the ticket, but with a plan of action on how to address a given ticket,” says Quinn. “Everything is on a deadline, so to have a quick response means a lot.” Doozy understands your business and can inspire innovation while empowering business transformation.
Working with Doozy and Crafted ERP can help you run your operations more effectively, regardless of the complexities and variabilities of your operations. Cheers to that!
