Case Study: Michael David Winery achieves 30% sales growth and operational insight with insightsoftware's Jet Analytics

Controller Gains Operational Insight to Boost Profits and Help Grow Winery to Top 1%

Michael David Winery’s operations controller, Drew Stroud, MBA, CPA, faced poor data visibility after the company went live on Dynamics NAV — every new financial or operational report had to be custom-built by a third party at high cost and long turnaround times. Insightsoftware’s Jet Analytics was identified as the solution to replace expensive, inflexible reporting and give the winery direct access to the data needed to judge regional profitability, sales performance, and selling expenses.

Insightsoftware implemented Jet Analytics (with DXC Eclipse) alongside a Dynamics upgrade, delivering Excel-integrated reporting Drew could build and schedule himself; over 40 reports now run automatically each month and are distributed to five divisions. The visibility into sales, margins and selling costs helped Michael David Winery grow selling volume 30% in two years, rise into the Top 30 wineries nationally, and make faster, data-driven pricing and operational decisions without adding finance headcount.

Michael David Winery

Drew Stroud

Operations Controller