Blog Layout

How to Use Organizational Change Management to Drive Maximum ROI with Winery Management Software
May 16, 2023

With rapidly evolving consumer preferences, a new generation of wine drinkers, and increasingly stringent regulations in the wine industry, top wineries continuously innovate to stay ahead of the curve. Strategy-minded wineries are turning to winery management software platforms to streamline their operations and increase efficiency. However, implementing new winery software, such as an enterprise resource planning solution (ERP), can be a complex and challenging process, often requiring significant changes to processes. To help drive maximum ROI from ERP implementation, winery owners and leadership should leverage the principles of organizational change management. Keep reading to learn how. 


Understanding Organizational Change Management

Organizational change management (OCM) is a structured approach to transitioning individuals, teams and organizations from the current state of operations to a desired future state. When implementing winery software or any other ERP solution, change management is crucial to ensure the smooth adoption of new processes and technologies.


Engaging all stakeholders, including employees, leadership and vendors, is necessary to ensure they understand and support the change. This engagement should be an ongoing process, allowing for open dialogue, feedback and collaboration throughout the implementation.

Communication of the benefits, risks and expectations of the change to all stakeholders is also vital. Effective communication helps to address any concerns or misconceptions and can significantly increase stakeholder buy-in.


Providing the necessary training and support helps stakeholders adapt to the new processes and technology. This might involve a combination of formal training sessions, workshops and the engagement of NetSuite support resources, including on-demand training and tutorials. Continuously monitoring the progress of the change and gathering feedback allows for necessary adjustments. This feedback loop is essential for identifying and addressing any issues that may arise during the implementation process.

Winery employee working on computer

Assessing the Impact of Winery Management Software

Before you adopt new winery management software, it's essential to understand its potential impact on your organization. This requires an in-depth analysis of the current state of your operations and a clear vision of the desired future state.


The first step is determining which processes and workflows will be affected by the ERP implementation. For example, the new solution might impact procurement, production planning, harvest processes, inventory management, and/or sales and distribution processes. By documenting these processes, you can prioritize the areas that require the most attention during the implementation.


Next, leadership should identify areas where current processes are inefficient, time-consuming or error-prone. For instance, you might find that manual data entry is leading to errors in your inventory management, or that a lack of real-time data is causing delays in production planning. These pain points can help you build a strong case for change and demonstrate the potential benefits of a new winery management solution.


Develop a clear picture of how the winery management software will improve efficiency and streamline operations. By understanding these benefits, you can set realistic expectations for the implementation and measure success.


Creating a Change Management Plan in 5 Steps

Once you have a clear understanding of the impact of the winery management software, a comprehensive change management plan can (and should) be created. This plan must outline the strategies and tactics for managing the transition, as well as the roles and responsibilities of stakeholders.


  1. Start by establishing clear, measurable objectives for the change management process. These objectives should be directly tied to the expected benefits of the winery management software and should provide a means of tracking progress and success. For example, you might set objectives related to reducing manual data entry errors, decreasing production lead times, or increasing overall operational efficiency.

  2. Then, identify all stakeholders affected by the change and their roles in the process. This includes employees who will use the software, management who oversee the transition, and vendors who might need to interface with the new system. By understanding each stakeholder's role and responsibilities, you can better address their concerns and ensure their active participation in the change management process.

  3. Develop a communication plan by outlining the methods, frequency and content of communication with stakeholders. This plan should include regular updates on the progress of the implementation, as well as opportunities for stakeholders to ask questions and provide feedback. A variety of communication channels can be used, such as email updates, town hall meetings or an internal website dedicated to the change management process.

  4. Design a training program to help stakeholders learn the new processes and technology. This program should be tailored to the specific needs of each stakeholder group, taking into account their existing skill sets and the requirements of the new winery software. Training can be delivered in various formats, including in-person workshops, e-learning modules or on-the-job training with a mentor.

  5. Develop a support structure to assist employees and all stakeholders during and after the transition. This might involve setting up a helpdesk to handle technical issues or assigning change management champions within the organization to provide guidance and support. A robust support structure can significantly improve employee satisfaction and increase the likelihood of a successful implementation.


Regularly monitor the progress of the change and make adjustments as needed based on feedback. This ongoing evaluation is crucial for identifying potential issues early and ensuring that the change management process remains on track to achieve its objectives.

Man harvesting grapes at winery

When should you get on board? 

The Center for Science in the Public Interest is encouraging companies to start putting these things on the label long before the regulations go into effect. They hope to use some early adopters to push the regulatory work forward. 


With the EU pursuing similar policies, these requests won’t go away any time soon! Why not embrace the alcohol labeling regulations and use your beverage ERP software to get a jump on staying compliant? 


If you want to chat about how Crafted ERP can help you get a head start on these regulations, contact us. Our team of beer, wine and spirits professionals is ready to help! 

Group of red wine bottles ready to be exported
By Sheri Pape-Blythe 08 May, 2024
After years of navigating through the stormy seas of international trade tensions, the skies have cleared for the Australian wine industry with China’s decision to lift the 218% tariff it imposed in March 2021. This move heralds a new dawn for winemakers down under, who have suffered a staggering loss of $1 billion in value and 90 million liters in production volume over the last three years.
Apples and hard cider on table
By Sheri Pape-Blythe 03 May, 2024
Cider production has seen a resurgence in recent years, mirroring trends observed in the craft beer and artisanal spirits arenas. With an increasing number of consumers seeking out local, small-batch beverages, opportunities abound for those in the bev-alc industry who want to diversify their offerings.
Beer tasting being poured at CBC 2023 in Nashville
By Bree Neely 18 Apr, 2024
The Craft Brewers Conference is just a few days away, and we’re very excited to be attending, sponsoring, meeting up with old friends and getting to know new ones. If you’re headed that way, be sure to visit us at Booth 976. We’ll be serving beer – and slinging swag – throughout the entire event, and would love to either reconnect or meet for the first time.
Brewery manager checking in on customers in taproom
By Sheri Pape-Blythe 16 Apr, 2024
If you’ve heard it once in the beverage industry, you’ve heard it a thousand times: You must know your customer. Great product alone isn’t enough! Customer data is arguably among the most critical pieces of information you can collect and analyze in any business, particularly in the increasingly competitive beverage industry. To succeed, you must clearly understand your customers’ needs and behavior as well as solicit their feedback. Having accurate, real-time customer data can ignite your sales processes – if you know how to use it.
Two men working in brewstillery, and one is using a beverage ERP
By Sheri Pape-Blythe 03 Apr, 2024
The beverage alcohol industry has seen a dynamic shift over the last decade. Beer, once the leading bev-alc drink of choice, officially gave up its position to spirits in 2022. As the demand for beer went down, craft breweries began investigating ways to draw in new customers and create additional revenue streams. At the same time, distilleries recognized the many similarities between beer and spirits – such as equipment, ingredients and production – and created hybrid operations. Thus, the “brewstillery” was born: a brewery/distillery combo that’s elevating craft to a new level.
Winemaker entering tank measurements on a tablet
By Sheri Pape-Blythe 22 Mar, 2024
A shift has been happening in the picturesque valleys where vineyards stretch as far as the eye can see. It’s not heralded by the clamor of machinery or the bustle of harvest; it’s signaled by the click of a mouse and a brisk tapping noise on a keyboard. While the 2024 Silicon Valley Bank annual wine report paints a sobering picture of waning consumer demand and climbing production costs, there is hope for wineries willing to embrace change and leverage the power of data.
Man choosing RTD beverage at store
By Sheri Pape-Blythe 18 Mar, 2024
RTDs are the rockstars of the bev-alc scene. Craft beer is working on reclaiming its moment and cocktail culture is undoubtedly en vogue, but RTDs continue to steal the spotlight. Why? Convenience, flexibility and an undeniable appeal to a diverse consumer base, to name just a few reasons. According to Grand View Research, the global RTD market is expected to grow at a compounded annual growth rate of 14% until 2030, making it the fastest-growing category in the industry.
Group of winery employees meeting about ERP implementation plan
By Sheri Pape-Blythe 12 Mar, 2024
If you own or manage a beverage manufacturing company, you know how challenging it can be to run a successful business in a competitive and highly regulated industry. You need to oversee and control your inventory, production, sales, distribution, accounting, and compliance while delivering high-quality products to your customers.
Flight of beers at Burleigh Brewing Co. in Australia
By Sheri Pape-Blythe 29 Feb, 2024
In 2007, Peta and Brennan Fielding founded Burleigh Brewing Co. on the Gold Coast of Australia, which offered the perfect vibe for their laid-back, slow-brewed beers. The Queensland-based brewery embarked on a mission to redefine the Australian brewing scene with mainstream German-style lagers. With their flagship no-carb lager, Burleigh Bighead, they captured health-conscious beer enthusiasts' hearts (and taste buds) nationwide.
Two distillery workers in production
By Sheri Pape-Blythe 16 Feb, 2024
As the craft spirits industry adapts to meet evolving consumer preferences and regulatory requirements, many establishments are turning to enterprise resource planning (ERP) systems for operational efficiency and improved business processes. Comprehensive distillery ERP software solutions offer a reliable route to streamlined operations and data-driven decision-making, but can sometimes be met with resistance by team members who are used to a traditional set of processes and programs.
More Posts
Share by: