公司规模
SME
地区
- America
国家
- United States
产品
- QuickBooks Premier
- Centage
技术栈
- Cloud-based FP&A platform
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Cost Savings
技术
- 平台即服务 (PaaS) - 数据管理平台
适用行业
- 农业
- 食品与饮料
服务
- 云规划/设计/实施服务
关于客户
Price Family Vineyards & Estates 是 Bill 和 Eva Price 家族拥有的葡萄园和酿酒厂。该公司拥有 370 英亩的种植面积,分布在加利福尼亚州索诺玛县及其周边的几个葡萄园和两个酿酒厂。每个葡萄园和酿酒厂都有自己的有限责任公司,隶属于 Price Family Vineyards & Estates,每个都有单独的预算、损益表、收入和支出。随着业务的增长,该公司发现合并每个实体的财务报表并及时为每个有限责任公司准备单独的预算变得越来越困难。
挑战
Price Family Vineyards & Estates 是位于加利福尼亚州索诺玛县的一家葡萄园和酿酒厂家族,该公司在整合其每个实体的财务报表和为每个 LLC 编制单独预算方面面临挑战。业务不断增长,而现有系统严重依赖 Excel,这被证明既耗时又容易出错。此外,该公司正在寻找一种新的会计软件来取代其一直使用的酿酒厂专用系统,其销售团队会发现这种系统更直观、更用户友好。在考虑了几种选择之后,他们决定改用 QuickBooks Premier,因为它能够与销售团队正在积极使用的多个第三方软件平台集成。
解决方案
在更换会计系统后,该公司决定寻找 Excel 的替代方案来满足预算、预测和报告需求。在线搜索让他们找到了 Centage,这是一个基于云的现代 FP&A 平台,提供复杂的规划、预算、预测以及高级报告和分析功能。在顺利快速实施后,该公司能够在 4 个月内全面实施两个葡萄园预算和两个酿酒厂预算。输入 QuickBooks 的数据会流入 Planning Maestro,并根据每个实体的业务逻辑自动更新所有财务报表。Planning Maestro 中预先构建的业务驱动因素和分配方法特别有用,因为公司使用相同的驱动因素来跟踪费用和收入。
运营影响
数量效益
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