BREWERY BUSINESS CHALLENGES:

Transcription

1

2 BREWERY BUSINESS CHALLENGES: BREWERY Disparate systems Generic bookkeeping software Proprietary Knowledge Web Applications Hand-written notes Secret spreadsheets 1. Bill s Disparate Brewery Systems Web Apps Web Apps 2. Growing Pains Can't keep up with growth Outgrowing systems Tracking data Projections Spreadsheets 3. Information Silos Segregated information Inconsistent information Planning & Reporting Inaccuracies BILL - Owner/Founder Bookkeeping 4. Inefficient Processes Dual entry (redundancies) DIY systems Manual data entry Proprietary Software Written Knowledge 5. Single Threadedness Managed in one s head Fear of relinquishing control Personnel constraints Information funnels Departmental bottlenecks Figure 1. Bill can t connect the dots between his disparate systems Notes

3 BENEFITS FOR EVERY DEPARTMENT Bill For Owners: Get the complete picture Orchestrated provides Bill's employees with a single, centralized brewery system to access the tools and instant insights they need to do their job. The Owner With more than 100 brewery-specific reports, Bill can get the complete picture of his brewery s performance from every aspect. Bill no longer has to rely on outdated information to make critical business decisions. Bruno For Production: Streamline production & scheduling Orchestrated streamlines production processes so Bruno the brewmaster can plan production and see every step along the way. The Brewer Bruno can process production orders, fulfill packaging runs, adjust production schedules on the fly and decrement inventory, all from a single application. Bruno no longer has to maintain his DIY tools & systems and can focus on making great beer. Peter For Inventory: Anticipate future needs & view real-time inventory Orchestrated allows Peter the inventory manager to view past, present and future so he can get the complete picture of inventory. The Inventory Mgr. Peter can now generate purchase recommendation reports, automate inventory postings, anticipate potential needs and future availability and view a snapshot of planned demand and supply all in real time. Peter no longer needs to manage his 17-tab spreadsheets and re-enter his hand-written notes. Penny For Accounting: Automate accounting transactions Orchestrated allows Penny the accountant to have instant insights into accounting as processes occur throughout the brewery. The Accountant Penny can focus more on controlling finances and generating reports instantaneously. Penny no longer keeps the books after the fact by manually entering hand-written notes & information from other departments. Sal For Sales: Make better promises and sell more Orchestrated real-time communication between departments allows Sal to make better promises and ensure nothing falls through the cracks. The Sales Guy Sal can be confident that orders will be shipped and invoiced by the team. Sal no longer has to worry about missed or delayed orders.

4 AUTOMATED ACCOUNTING Replace bookkeeping with automated accounting Control production variances View customer balances Orchestrated replaces generic bookkeeping software with an automated, brewery-specific accounting solution, eliminating the need to keep books after the fact. Execute day-to-day accounting activities while journal entries are automatically created behind the scenes as each process occurs. Capture variances throughout production, allowing users to compare planned quantities to what actually happened. Brewery-Specific Accounting Automated Journal Entries General (Day-to-day) accounting activities Dynamic Cost Accounting Budget Management Full Financial Statements & Reporting

5 INVENTORY MANAGEMENT View real time and future inventory stock levels View real-time inventory levels Forward-looking inventory Orchestrated real-time inventory management eliminates the convoluted, 17-tab inventory spreadsheets, providing one centralized version of the truth. Inventory levels are automatically increased or decreased as the brewery purchases, produces and sells. Any transactions effecting inventory are reflected throughout the brewery providing instant insights into the past, present and future. Automated Inventory Postings Comprehensive Inventory Management Minimum Stock Management Material Requirements Planning (MRP) Batch & Lot Tracking Multi-level Bill of Materials (BOM) Physical Inventory Counting Inventory Reporting

6 PRODUCTION & PACKAGING Streamline production from grain to glass Simple user interface design Display beer in tank volumes on the App Store Orchestrated replaces DIY systems and hand-written notes throughout the brewery. Link the details captured at every step of the production process to all other departments. Exchange clipboards and paper brew logs with digital brew sheets, cellar worksheets and packaging worksheets to execute production orders. Reflect the true cost of finished beer with dynamic, real-time component and ingredient costs. Multi-Process Production Brand Creation Wizard Variance Management Recipe Management Batch Traceability Digital Work Sheets Barrel Management Tank Blending Production Reporting

7 PURCHASING & RECEIVING Anticipate purchasing needs based on demands View purchase requirements See what s required & when Orchestrated brewery-specific purchasing and receiving replaces the inefficiencies of spreadsheets, s and hand-written notes. Bridge the gap between purchasing, accounting and inventory with streamlined processes. Orchestrated anticipates purchasing needs based on past trends and future projections so you never run out of ingredients. Purchase Management Purchase Requisition Contract Management Lot Management Inventory Costing Vendor Management Material Requirements Planning Purchasing Reporting

8 SALES & SHIPMENTS Sell and fulfill more orders Print Bill of Lading (BoL) View invoice volume summary Orchestrated replaces hand-written notes and dual entry with a streamlined sales process. Real-time communication between departments provides instant insights into current inventory levels to ensure nothing falls through the cracks. Get the complete picture using a variety of reports and forecasts to see what's available to promise, who owes you money and which brands perform the best. Sales Management to Promise (ATP) Bill of Lading (BoL) Pick & Pack Manager Price List Management Document Finalizer Sales Forecasting Sales Reports

9 PLANNING & SCHEDULING Get the complete picture of production View by item groups See what s required & when Orchestrated replaces whiteboards and multi-tab spreadsheets with an interactive, digital calendar. Drag and drop production orders by date, time or location to make changes on the fly, creating a real-time representation of the brewery's production schedule. Plan for future demands by considering lead times by process, storage tank or warehouse. Anticipate what to produce, when, and how much based on future demands. Visualize production from various angles such as dates, times, locations or sales and purchase orders. Production Planning Drag & Drop Production Scheduling Material Requirements Planning (MRP) Forecasting Interactive Digital Calendar Planning and Scheduling Reports

10 QUALITY CONTROL Track batches & capture QC metrics Search by batch or item code Drill down to source document Orchestrated quality control eliminates the spreadsheets and paper logs used to track batch QC metrics. Get a central hub for capturing a comprehensive list of quality metrics and automatically tracking batches throughout production. Trace batches from what was shipped to your distributor to what lot of ingredients were used and what vendor it was purchased from. Batch Management Batch Traceability QC Metrics Yeast Scheduling Barrel Data QC Reporting

11 REPORTING & TTB Accumulate reporting information as processes occur Interactive dashboards TTB reporting OMB No (04/30/2015) Our Brewery EIN Is: DEPARTMENT OF THE TREASURY ALCOHOL AND TOBACCO TAX AND TRADE BUREAU Our TTB Brewery Number Is: QUARTERLY BREWER'S REPORT OF OPERATIONS BR TTB can reach the brewery by calling: (877) What is you brewery's name? Orchestrated What is the location of your brewery? 1400 NW Compton Dr., Suite 210 Beaverton Washington OR (Number and Street) (City) (County) (State) Reporting Period (Enter Year) 2015 (ZIP Code) This quarterly report is for: January - March April - June July - September October - December Additions to Beer Inventory 1. Total amount of beer on hand at beginning of quarter (see #17 from last quarterly report or #33 from TTB F If this is the first report for this brewery, enter "0".) Part 1 - Beer Summary (Barrels) Number of Barrels Number of Barrels (round to the nearest Removals from Beer Inventory (round to the nearest second decimal) second decimal) 10. Beer removed for consumption or sale including beer removed tax determined for consumption or sale in a tavern on brewery premises 2. Total amount of beer produced by fermentation, plus total amount of water or other liquds added 3. Beer received in bond (see Instruction #10) 4. Beer returned to the brewery after removal from the brewery (See Instruction #11) Beer removed without payment of tax as outlined under Subpart L of 27 CFR part 25 (see Instruction #12) 12. Beer consumed on premises (see Instruction #13) 13. Beer destroyed on premises (see Instruction #14) 5. Physical inventory disclosed an overage 14. Losses, including theft (see Instruction #15) Physical inventory disclosed a shortage (see Instruction #15) Total additions to inventory, plus beer on 17. Total amount of beer on hand at end of , hand (add lines 1 through 7) quarter (see Instruction #16) (+) (-) (+) (-) 9. Adjustments to additions from a prior 18. Adjustments to removals from a prior reporting period (see Instruction #17) reporting period (see Instruction #17) 19. Total beer (see Instruction #18) 22, Part 2 - Cereal Beverage Summary (products at less than 0.5% alcohol by volume) Bbls. 4. Received 1. Produced Bbls. 2. Removed Bbls. 5. Bbls. 3. Loss and wastage Bbls. 6. Total on hand at end of quarter Bbls. Part 3 - Remarks (Add remarks below or on a separate piece of paper attached to this form) Under penalties of perjury I declare that this report is supported by true, complete, and correct records that are available for inspection at my brewery. I have examined this report and to the best of my knowledge and belief it is true, complete, and correct. Signature Title Date TTB F (10/2014) Page 1 of 1 See Instructions and Paperwork Reduction Act Notice on TTB F i Orchestrated has full business reporting and TTB Reporting. With integrated brewery specific reports and analysis tools, you have the flexibility to access relevant information necessary to make decisions and run your business. TTB Reports are built directly into the software application. Generate monthly reports with the real-time information that is automatically accumulated as you manage your production processes Brewery-Specific Reports Automated TTB Reports Interactive Dashboards Export to Microsoft Excel Analysis Tools Workflow-based Alerts Custom Report Generator

12 INTERFACES Import data from external systems The Orchestrated interfaces are designed to allow you to import transactions and information from third-party systems into Orchestrated through an intuitive Excel-based wizard. The agnostic interfaces allow you to set mappings to create templates to import data from external sources into Orchestrated. POS Interface Payroll Interface Expense Interface Payables Interface Fintech Interface Excel-based Intuitive Walkthrough Wizard

13 OPTIONAL ADD-ON MODULES Expand the Orchestrated platform BREWERY BREWERY Advanced Quality Control Expands the core out-of-the-box quality control with lab management capabilities Multi-Location Production Segregates production activities of multiple production locations in one company database Advanced Recipe Adjustment Automatically adjusts recipes to account for the concentration attributes of hops. Advanced Analytics Provides an excel-based user interface to "slice-and-dice" data however you want. COMING SOON COMING SOON Mobile Production & Packaging Execute production and packaging activities on an ipad. Mobile Sales & CRM Conduct sales and CRM activities on an iphone, ipad or web client. Mobile Inventory Counting Perform inventory functions on the fly from an ipad. Mobile Quality Control Track QC metrics on the fly from an ipad. Order Customer Web Portal Allows customers and distributors to place orders and view customer-specific info from an online portal. Web Scheduler Extends the production schedule to a web browser on any web-enabled device. Integration Modules VERMONT INFORMATION PROCESSING VIP Order Recommendation Pulls in shipments, depletions, & inventory data from VIP to generate an order recommendation worksheet. VERMONT INFORMATION PROCESSING VIP Advanced Shipment Notice Allows distributors to receive an electronic Advance Shipment Notice (ASN) from VIP for shipments in transit. ShipCompliant State Excise Tax Transmits shipment data to ShipCompliant for state excise tax reporting automation *Integrations requires 3rd-party subscriptions with VIP or ShipCompliant

14 PRODUCTS & IMPLEMENTATION PRODUCT COMPARISON OnDemand Enterprise Recommended number of users users users Software licensing type SaaS* Perpetual** All features included Hosting Cloud Only On-premise/private cloud Native ios Production & Packaging App Native ios Inventory App Customer Web Portal Advanced Multi-Location Production Advanced Quality Control Advanced Analytics Advanced Recipe Adjustment Supported Integrations (ShipCompliant, other) Custom Integrations (API Access) Not IMPLEMENTATION PACKAGES Plan Description Web-based training, most affordable On-site training, on-site Go live Most comprehensive, custom chart of accounts Implementation Timeline 6 Weeks 2 Months 3-4 Months Data Migration Training Go-Live Chart of accounts Brewery Process Design Stabalization Period for OnDemand for Enterprise Web-based training Remote assistance w/ consultant Pre-configured, brewery specific Pre-configured, industry best practices 3 days on-site training 1 consultant 4 days onsite 1 consultant Pre-configured, brewery specific Pre-configured, industry best practices 4 days on-site training 2 consultants 4 days on-site 2 consultants 60 Days 60 Days 90 Days X Custom Custom X * Monthly Software as a Service subscription fee **Purchase of software licenses

15 THE CORE FOUNDATION PURCHASING RECEIVING ACCOUNTING BREWERY PLANNING SHIPMENTS SALES PRODUCTION INVENTORY FOR YOUR BREWERY Orchestrated is an all-in-one business management software solution that manages everything from accounting in the back office, to production on the brewery floor.

16 THE CORE FOUNDATION FOR YOUR BREWERY. All-in-One Software for Craft Breweries Orchestrated is an "all-in-one" business management software solution that helps you manage every aspect of your brewery from accounting in the back office, to ipads on the brewery floor. Orchestrated solves the common problems that breweries of all different sizes encounter as a result of using convoluted spreadsheets, limited bookkeeping software, white boards, pen & paper, and other make shift tools. Orchestrated consolidates information in one centralized location to reduce unnecessary work, eliminate dual-entry, increase transparency, and streamline processes. Orchestrated provides real-time Key Performance Indicators (KPIs), accurate future inventory projections, flexible production planning and insightful business reporting. Orchestrated is developed, supported and maintained by Orchestra Software under one roof in Beaverton, Oregon, USA. Our team is passionate about craft beer and committed to solving the complicated dynamics of the craft brewery business by utilizing proven best practices. Orchestra Software - The Company Behind Orchestrated Orchestra Software delivers enterprise level business management software that is scalable enough for large breweries and affordable enough for small growing breweries. As a SAP Gold Partner, Orchestra Software provides a tailored enterprise solution for craft breweries by utilizing SAP Business One. Our goal is to help breweries consolidate all company operations into one single application, providing an unparalleled insight into the business, and creating opportunity for cost savings and increased profitability. Orchestrated can help your business run better by using business management software designed specifically for craft breweries. The Best Craft Breweries Run Orchestrated info@orchestrated.com