Case Study: Jackson Family Wines achieves cloud-based planning and long-term visibility with Workday Adaptive Planning

Managing rapid business growth with cloud planning

Jackson Family Wines, a leading family-owned collection of estate vineyards and wineries, was struggling to keep up with rapid growth across 40 wineries. Its existing budgeting and reporting system could no longer handle the complexity, and FP&A depended on IT consultants while workforce planning became increasingly difficult.

Workday implemented Workday Adaptive Planning to centralize cloud-based planning and reporting. With Workday, Jackson Family Wines gained the data and insights to plan up to 10 years ahead, and the easy-to-use system enabled broader participation in planning across the company, including teams managing seasonal headcount changes.

Jackson Family Wines

Mitch Grossman

SVP Finance & Treasury