Additionally, with numerous office and vineyard locations across New Zealand, and reps out on the road throughout New Zealand and internationally, an integrated system was needed, one that would ultimately provide a single point of truth and greater insight into the business for all Giesen’s staff, wherever they may be. And given the itinerant nature of much of Giesen’s workforce, mobility was also key.
Giesen engaged with Intergen to create a two-year roadmap of outcome-focused improvements, looking at how technology could add value to, and remove constraints from, Giesen’s value chain.
Together Giesen and Intergen then embarked on a technology journey, bringing together Microsoft Dynamics AX, CRM, Power BI, Office 365 and mobility app, Resco, into one integrated, end-to-end solution.
The equation for success: an outcome-driven approach, a sensible roadmap, buy-in and engagement from Giesen’s people, and – last but not least – the support of a good partner (no in-house IT department required).
Key elements of the solution include:
- Dynamics AX for core finance and planning, with sales analytics displaying product, customer and regional sales outcomes at a transactional level, and Management Reporter for reporting requirements
- Dynamics CRM for customer management, support, call planning and result-tracking
- Office 365 provides online communication and business intelligence, with Yammer allowing sales reps to collaborate, sharing insights and experiences
- The Resco mobile app provides CRM data on phones and shows appointments on maps, working in online and offline modes
- PowerBI surfaces relevant information, showing key results in a graphical dashboard format
- The technology is backed up by Intergen’s Lifecycle Services (ILS) support model, a methodology for implementing many small changes or improvements quickly, allowing large gains in productivity and business effectiveness in a short time
Giesen now has a robust and scalable technology platform to take it into its future, giving competitive advantage in a competitive market and the ability to embrace future growth opportunities without fear of growth pains.
Gains have been experienced right across the business – from insights to reporting, from ability to communicate and collaborate to the ability to access up-to-date, accurate information from anywhere. But the technology plans don’t end here: next stop on the roadmap is improvements to the viticulture and wine-making components of the value chain; and with Intergen’s Lifecycle Services improvements will be made continuously and incrementally across all aspects of the solution, keeping it current and maximising the full capability of the solution’s technology stack, now and in the future.