Case Study: Jackson Family Enterprises achieves scalable, real-time financial and workforce planning with Workday Adaptive Planning

Jackson Family Wines manages rapid business growth with cloud planning

Jackson Family Wines, a family-owned collection of more than 40 wineries spanning major global regions, faced scaling challenges as it expanded brands, SKUs, and business units. Legacy planning systems and sprawling spreadsheets couldn't keep up, non-finance users struggled to get reliable reports, and seasonal, hourly-heavy workforce planning—especially around harvest and retail—was inefficient and error-prone.

By deploying Workday Adaptive Planning, the company established a single source of truth with ERP integration and real-time data, enabling finance and executives to plan out 10 years and involve non-finance managers in the process. The result is company-wide adoption, more accurate forecasts and scenario planning, streamlined headcount and overtime management, and faster, better-informed decisions across production, field, and distribution.

Jackson Family Enterprises

Mitch Davis

Senior Vice President of Winery Operations