Wine Management Systems (WMS) is a Management Software Solution delivered as a service and created specifically for the small wine producer to help them better manage and track their winery operations. Designed by leading software engineers in the U.S., WMS tracks all winery activities from Vineyard Operations through Production & Bottling, Inventory & Allocation Management, Point of Sale & Wine Club Operations and ultimately synchronizing all financial information to QuickBooks, a WMS Partner since 2007 and the preferred accounting software for wineries under 30,000 cases. A technology leader, WMS is the first company to offer Software as a Service (SaaS) to the wine industry.
Software as a Service (SaaS)
By providing the WMS solution as a service, our customers no longer pay for "owning" software, instead they pay to use it. Rather than making an expensive investment in new software, our customers can lease per user, at a price that is reasonable.
Other benefits to leasing a hosted application are plentiful, for example, free upgrades are introduced quickly and painlessly, avoiding additional software purchase requirements and compatibility issues. Approved users can access winery information anywhere in the world that they can access the internet. The ability to provide all of our customers' immediate access to the latest technology is unparalleled in Wine Industry today.
Vineyard & Grower Management
Our Vineyard and Grower Module allows the vintner to track all activities in the vineyard ranging from bud break through harvest. By providing easy to access historical data, it ensures the opportunity for producers to build on past experiences and successes.
- Grower Information
- Weigh Tags
- Contract tracking
- Lot and Location Tracking
- Sub-block history
- Year to Year comparisons
- Vineyard Activity & Costing
- Key Dates
- Seasonal Conditions
- Scheduling Calendar
Production & Bottling
The WMS Production module was developed after evaluating the best available software and keeping the most relevant pieces. In addition, over 500 hours were spent on interviews with winemakers and cellar masters with a variety of backgrounds to ensure that the finished product met the needs of even the most demanding producer.
- Cellar Management
- Laboratory Analysis and tracking
- Work order management
- Crush Activities
- Blending Groups
- Barrel & Tank Groups
- Racking & Movements
- Winemaker Notes
- Work Orders
- Fermentation records
- Work orders
- Government Compliance
- 702 reporting
- Bulk Inventory Management
- Bottling Reports
- Packaging Inventory Tracking
- Transaction history
Inventory & Allocations
Effective inventory, allocation and channel management have become more critical than ever for the small producer working to protect profit margins in this hyper-competitive market. The WMS Inventory & Allocation module allows for easy tracking at the channel, market and sku level and provides a tremendous advantage in a business where the ability to forecast is as significant as it is in the Wine Industry.
- Market level tracking
- Multiple warehouse locations
- Depletions tracked by product or product group
- Allocations by Market, Distributor or Broker
- Depletion forecasting models and variance
reporting by market, channel and sku
Point of Sale & Wine Club Management
The WMS Point of Sale and Wine Club Management system were developed on the newest state of the art Web Based platform. It interfaces directly to the QuickBooks POS System. Supports multiple Wine Club tracking, multiple locations, customer level detail and compliance systems interface.
- Wine Club Management
- Customer level tracking
- Bar Code Scanning
- Compliance reporting
- Integrates Tasting Room, Wine Club and Back Room sales into a single data base.
- Multiple Tasting Room capabilities
- Export customer information for mail merges
- Futures processing
- Integrated credit card processing
- Customer sales history at Cash register
WMS, an Intuit Partner since 2007, was designed to seamlessly interface with QuickBooks, the preferred Accounting Software for wineries producing fewer than 30,000 cases annually.
The Mission of Wine Management Systems is to supply solutions to the challenges faced by the small wine producer by leveraging the most advanced management technology coupled with outstanding customer service and a relentless pursuit to over-deliver on our customer's expectations.
Wine Management Systems ability to customize solutions based on the needs of your winery puts our product above all the competition. Whether it's tasting room or barrel management, our on-line hosted solution can help you sort through the challenges faced by small wine operations. With no software to purchase or upgrade, you can spend your resources on what you do best, wine making.
TTB Compliance reports are a cornerstone of the software, making that portion of the wine making duties fast and accurate, and giving the winery more time to run the business, not run reports.
Based south of Sonoma at the gateway to the California wine country, our affiliates and partners in Napa and Sonoma Valleys give us a look into the wine industry that few are allowed and give us the real time knowledge necessary to help you stay a step ahead of the competition.
Contact us today about your demo of the next generation of
Wine Management Software.
WMS was founded by Terence Flynn and Patrick Oates in partnership with DPS, Inc. in January of 2006 to address the glaring needs of the small wine producer. At the time there were no affordable software applications available that could assist in tracking every critical activity that occurs in the winery business cycle. Patrick Oates, a former IT executive, recognized the opportunity to leverage the latest technology and software trends to offer small wineries the same set of solutions that were only affordable to large wine companies at that time. By partnering with leading software companies, such as Intuit and DPS, in addition to working closely with wine industry leaders in production, sales and finance, WMS was created and a new benchmark was set for management technology in the wine industry.
Wine Management System on the IPad
New Production application designed for use on the IPad
Telesales Representative Wanted
15 April, 2013
Leading wine industry B2B software solutions provider seeks a telemarketing pro to further increase the size and quality of our sales funnel. The ideal candidate will possess endless tenacity and the desire to succeed, combined with the ability to convert thousands of winery sales leads to view a web demo of our top selling software. A professional phone manner, emotional maturity, and the ability to speak and write articulately is required.
You will cold-call to winery GM’s, winemakers, owners, and heads of marketing, with the goal of setting up a web demo of our software products. The telesales rep does not give the demos and is not involved in the sales process beyond the point of arranging the demo.
Don’t apply if you don’t want to make thousands of calls. Don’t apply is you take rejection negatively and personally. Don’t apply if you believe success in sales isn’t 99% “perspiration.”
Do apply if you can deliver results and have a track record of doing so. Do apply if you have unending passion for the wines of North America and want to convert your passion to an excellent career opportunity.
Do apply if you’d like to write your own paycheck, you are dedicated, accountable, and have a proven success record.
o Cold-call wineries to set-up web demos of leading wine industry software products
o Build, develop, and qualify sales leads to 2000+ North American wineries
o Reach decision makers/influencers to identify and qualify prospects
o Manage all accounts using salesforce.com
o Use email and voice as primary means of communication
o Analyze weekly performance; participate in conference calls with company management
• Job Requirements
o Prior B2B telesales experience is a must
o Prior B2B cold-calling experience is a must
o Prior experience using CRM systems (salesforce.com) is a must
o Good computer skills
o A professional and confident phone presence is required; ability to write clearly
o Knowledge of wine industry, including viticulture, wine clubs, winemaking, and winery operations is a big plus but not a requirement for the right star sales person
Salary Information: Fixed Hourly Base + Aggressive Commissions: earnings opportunity to $50K+ if full time; $25K+ if part time.
Wine Management Systems
MOBILE AND CLOUD APPS IMPROVE EFFICIENCY IN THE CELLAR
04 March, 2013
Wineries save time and money with new advances in wine production software.
With the wine industry entrenched in traditional production methods they have used for years, the mantra has been “If it ain’t broke, don’t fix it.” While that is still true for many wineries, those that have taken advantage of today’s vast technology advances with Internet- and mobile-based wine production software demonstrate what the future – and the present – holds for the winery industry.
For the full article CLICK HERE.
Wine Management Systems is Hiring a New Account Manager
03 January, 2013
Wine Management Systems is the industry leader in providing small to medium sized wineries SaaS (Software as a Service) applications for managing production and wine clubs. To support our continued North American growth we are seeking an experienced and entrepreneurial Account Manager to meet a planned doubling of our revenues in CY 2013. This new position reports to the company’s Director of Sales.
The Account Manager will own the customer engagement process, from initial development, to product demos, to proposal submission, through closing. Sales prospects will be generated by the Account Manager via personal cold calling, trade shows, and general business development efforts. In some cases new opportunities are passed on to the Account Manager by our inside telesales team which focuses on scheduling product demos.
- Revenue & Business Development
- Achieve sales quota to plan
- Build a qualified sales funnel; set up & conduct web demos of WMS software products; drive engagements to deal closing.
- Revenue Attainment
- Achieve Sales Quota to plan
- Manage all accounts in salesforce.com
- Send Proposals/Draft Contracts
- Analyze weekly performance to key metrics
- Product Knowledge
- Demo WMS Production and Wine Club Software to wineries as required
- Some overnight travel; represent WMS at trade shows and events
- Prior B2B sales experience (minimum 3 years); wine industry or software industry
- Prior B2B cold calling experience/strong results
- Proven history of building a sales funnel of qualified opportunities & closing deals
- Experience with CRM systems (salesforce.com)
- Prior history of meeting/exceeding sales quota in an entrepreneurial environment
- Excellent verbal and written skills; confident phone presence
- Proven ability to work independently
- Knowledge of wine industry, including viticulture, wine clubs, winemaking, and winery operations is a plus
Full time with base salary + commission (no cap).
Please submit cover letter & resume to:
Rod Haden email@example.com
No phone calls, please.
Repeatable Best Practices
05 September, 2012
Have you ever wanted to be able to produce a TTB Form 5120.17 report ( formerly 702) instantly ?
At Wine Management Systems, we've built our production management software combining powerful reporting and business intelligence tools with an easy to use interface. The result is software that not only supports day to day cellar management, but provides insight and visibility to help support repeatable best practices.
Functionality includes detailed tracking and reporting for every type of activity from crush through to bottling including:
- Pre-harvest vineyard measurements
- Fermentation logs
- Barrel groups & lots
- Rackings, Toppings & Movements
- Blend composition with tracking back to the vineyard sub-block level
- Chemical Analysis and Additions Management
- Case Goods Inventory Management- syncs to Quickbooks (optional- QB not required)
- TB 5120 reports and many others
WMS is cloud based software and offers the advantage of unlimited users at no additional cost. There are no maintenance or server issues and our software can be accessed anywhere on any device - including the iPad and other tablet computers. See the quick video below:
If you're interested in learning more, contact us at 800-656-9521 to schedule a no pressure, online demonstration of our production management software for you.
Wine Management Systems Free IPad 2 with One Year Contract
01 November, 2011
Wine Management Systems Production software not only supports day to day cellar management, but provides insight and traceability to help support repeatable best practices. We also offer the benefits of real Cloud based software. All you need is the internet to run our fully secure software. No server issues, No IT issues and No headaches.
New Features include:
-Pre-harvest Grape Chemistry Tracking
-Blend composition with tracking back to the vineyard sub-block level
-Case Goods Inventory Management- syncs to Quickbooks (optional- QB not required)
-TTB 5120 reports and many others
We are providing customers a Free IPad 2 with a one year subscription !
For more information, contact us today by Telephone at (800) 656-9521 or by Email firstname.lastname@example.org
Wine Management Systems Delivers the Wine Industry’s First ERP Solution in a Cloud Computing Environment
04 February, 2011
WMS Offers Microsoft Dynamics AX ERP Solution ‘On Demand,’ Enabling Small Wineries to Leverage and Afford a Wine Management Business Solution from Grape to Bottle, Including Best-in-Class Financial Planning Capabilities.
San Rafael,CA., December 13, 2010 - Wine Management Systems (WMS), the leading provider of end-to-end Software as a Service (SaaS) solutions that track all winery activities from Vineyard operations through Production & Bottling, Inventory management, and TTB and FDA Compliance for wineries and custom crush facilities, announced today that it is delivering the first ERP solution in a cloud computing environment to the wine industry. Wine Management Systems (WMS) has created a best-in-class ERP solution, powered by Microsoft Dynamics AX to offer a comprehensive wine management solution from grape to bottle.
By providing Microsoft Dynamics AX ERP ‘On Demand’ through a monthly subscription model, WMS is making it possible for small to mid-sized wineries and custom crush facilities to afford and leverage the same robust global business management and financial reporting capabilities that have long been in use by larger wineries. The web-based solution delivers all of the robust functionality offered in Dynamics AX at lower total cost of ownership, based on significantly reduced IT, license, and upgrade costs associated with traditional ERP software investments. Applications for the solution include: Financial Planning, Accounts Payable, Accounts Receivable, General Ledger Fixed Assets, Cost Accounting, Invoices, Order Entry, Bills of Lading, Inventory Management, Inventory Allocation, and Customer Service Portal capabilities.
Says WMS Chief Executive Officer Pat Oates, “Wine Management Systems is leveling the playing field for the small to mid-sized winery and custom crush facility. These companies cannot only manage their production processes with WMS from vineyard to store, they can also afford and access the best-in-class, web-based capabilities offered through Microsoft Dynamics AX for improved, end-to-end business management.”
According to Oates, “For a modest monthly fee, Wine Management Systems is providing global business and financial management capabilities that have historically been out of reach from a pricing perspective for the small to mid-sized winery. Whereas most wineries today are using spreadsheets or lower level financial planning tools, Microsoft Dynamics AX integrates to existing systems, streamlining the financial process, and enabling greater visibility and compliance. Clearly, this change is revolutionizing business for many wineries that would not otherwise have access. Larger wineries are also benefitting from the lower total cost of ownership.”
WMS partnered with ERP and supply chain consulting services provider, enVista, to evaluate and implement Microsoft Dynamics AX as a hosted solution for WMS clients. enVista was chosen to be one of Microsoft’s few SaaS partners based on its depth of supply chain consulting experience, and experience with Microsoft Dynamics AX.
About Wine Management Systems
WMS was founded in 2006 to address the glaring needs of the small to mid size wine producer. At the time there were no affordable software applications available that could assist in tracking every critical activity that occurs in the winery business cycle. Patrick Oates, a former IT executive, recognized the opportunity to leverage the latest technology and software trends to offer smaller wineries the same set of solutions that were only affordable to large wine companies at that time. By partnering with leading software companies in addition to working closely with wine industry leaders in production, sales and finance, WMS was created and a new benchmark was set for management technology in the wine industry.
For more information, contact: email@example.com or 800.656.9521
enVista is a leading enterprise and supply chain consulting services provider, delivering innovative solutions from source to consumption. enVista’s deep domain and industry expertise enable world-leading manufacturers, distributors and retailers to improve profitability, enhance customer service and contain costs across their enterprise. enVista is a Microsoft Gold Certified Partner and Microsoft Dynamics AX reseller.
For more information about enVista, please call 877-684-7700 or firstname.lastname@example.org www.envistacorp.com
Wine Management Systems Selects PivotLink to Harvest Benefits of Cloud Analytics
16 September, 2010
Boutique Winemakers Optimize Performance From Source to Distribution Using SaaS Business Intelligence
SAN FRANCISCO, CA--(Marketwire - September 16, 2010) - PivotLink, the leading provider of business intelligence (BI) solutions delivered via Software as a Service (SaaS), today announced that Wine Management Systems (WMS), a leader in SaaS solutions for managing and tracking winery operations, has standardized on PivotLink's market-leading business analytics platform within its Cloud-based winery management system. The combined solution allows small and mid-size wineries to uncover actionable insights from data generated throughout the winery business cycle.
Business users at WMS access PivotLink's web-based reports and collaborative dashboards to help clients optimize vineyard and grower management, production and bottling, inventory and allocations, sales and member services. PivotLink's insights will help clients scale their businesses and quickly adapt to the unique competitive, economic and regulatory challenges in winery operations.
The solution allows smaller wine producers with limited IT resources to evolve from manual and spreadsheet reporting systems to an on-demand analytics environment that fosters accurate decisions and repeatable business processes. PivotLink and WMS deliver these benefits in a fraction of the time and cost of traditional on-premise business intelligence systems, offering a solution that's easy to use and quick to deploy across the supply chain.
"It's exciting to help small, entrepreneurial wine producers level the playing field using BI capabilities that were once only affordable to large wine companies," said Patrick Oates, president, Wine Management Systems. "This solution allows them to focus on their craft instead of worrying about technology, something that distinguishes the most successful producers in this segment. Our clients, such as Carter Cellars in Calistoga, Lancaster Estate in Alexander Valley, Vint Hill in Virginia, Myriad Cellars in St. Helena and many others, are very enthusiastic about the benefits they will gain with SaaS BI."
"Research from leading analyst firms such as Aberdeen Group underscores the benefits of SaaS for smaller organizations that are challenged by the cost and complexity of legacy BI approaches," said Rosanne Saccone, chief marketing officer, PivotLink. "It's exciting to help up-and-coming producers in the wine industry compete on a global scale by combining PivotLink's affordability, ease-of-use and rapid value with Wine Management Systems' deep expertise in best practices for winery management."
- Puts analytics into the hands of business users -- PivotLink's metrics-based dashboards and reports help clients leverage WMS' expertise in vineyard management, lot tracking, laboratory analyses, government regulation, market distribution and customer tracking.
- Comprehensive view of the business -- Integrates data from multiple sources, providing instant insights to drive sales, optimize inventory and improve performance.
- Greater financial control and flexibility -- Pay-as-you-go SaaS model allows smaller vintners to scale the BI environment as their business grows. This aligns with their successful efforts to reduce capital expenditures and increase economies of scale through practices such as custom crushing and mobile bottling.
- Improves compliance -- Reliable, timely reporting to track and manage complex requirements mandated by the Food and Drug Administration (FDA) and Alcohol and Tobacco Tax and Trade Bureau (TTB) concerning everything from winery operations to labeling and taxes.
- Enhances collaboration with suppliers and distributors -- Improve service and efficiency by sharing timely and accurate information.
- Secure data access and collaboration -- Analytics powered by PivotLink's SAS 70 Type II certified platform, the only SaaS BI solution to earn the distinction.
WMS plans to extend PivotLink's analytical capabilities to other areas, including core metrics and KPIs around sustainability initiatives, wine club and retail operations.
WMS says the flexibility of PivotLink's customizable dashboards was one of many strengths that sets it apart from other SaaS BI offerings. The dashboards provide a laser-focus on information that's most valuable to each winery, whether they offer custom crush services and want dashboards to analyze barrel use by client, or to increase production of white wines using stainless tanks. PivotLink's knowledgeable services staff is another key advantage, according to WMS. Oates added, "They helped us segment our winery client data in a more meaningful way."
Wine producers and suppliers can request a demo of SaaS solutions from Wine Management Systems and PivotLink by calling WMS at 800-656-9621 or calling PivotLink at 425-460-1000.
Download a complimentary copy of the Aberdeen Group report, "Fast, Affordable, Agile - The Case for SaaS BI," at http://www.aberdeen.com/link/sponsor.asp?spid=30411540&cid=6512.
Follow PivotLink on Twitter at www.twitter.com/pivotlink, join the discussion about the New BI at http://blog.pivotlink.com and access case studies at www.pivotlink.com.
Learn more about WMS at www.winemanagementsystems.com.
About PivotLink Corporation
PivotLink is the leader in on-demand business intelligence, serving customers such as: REI; Novell; Party City; CamelBak Products; Car Toys; Guardian Home Care Holdings, Inc; Rossignol; Shaklee; Taleo and Zones. PivotLink's platform powers roughly 2,000,000 ad hoc reports and dashboards for more than 15,000 PivotLink users each month. Delivered as a Software as a Service (SaaS) model, PivotLink's award-winning solutions put affordable, secure and easy-to-use analytic tools into the hands of line of business users, freeing IT to focus on strategic business initiatives. PivotLink is a privately held company backed by Trident Capital, Emergence Capital Partners and StarVest Partners. Visit www.pivotlink.com.
PivotLink is a trademark of PivotLink Corporation. Other product and company names may be the trademarks of their respective owners. This press release is for informational purposes only and no offer to buy or solicitation of an offer to sell any securities is made hereby. The forward-looking statements in this release are subject to unknown risks and uncertainties and do not constitute guarantees of future performance. Actual results, performance or achievements of the company may differ materially from results, performance or achievements of the company expressed or implied by such forward-looking statements.
Wine Management Systems
Wine Production System Now on IPAD
16 June, 2010
Wine Management Systems is keeping up with the latest technology. Our Wine Production System really shines on the new IPAD. We are the only Cloud Computing solution for Wine Production that can take advantage on the new IPAD technology.
See the Video
" WMS is a great management system, especially for smaller wineries looking for managment software that rivals what you typically only see in larger companies. If you're looking for more into your business, WMS is something you need to consider! "
- George Christie, Christie Consulting