WINE INDUSTRY

TECHNOLOGY

SYMPOSIUM

2018  Date and location coming soon

WITS

The Only Conference Focused on Successfully Deploying Technology Solutions in the Wine Industry.

The Wine Industry Technology Symposium (wiTs) is a conference for winery professionals who implement technology solutions or analyze sales data. This includes IT professionals, marketing managers and DTC managers, as well as general managers, financial managers and winery owners.

The conference will include educational sessions, multiple networking opportunities to discuss technology and data issues with other industry professionals.  NEW in 2017 is the Technology Demo Tent where more then a dozen technology companies will provide hands-on demos in a lab setting and discuss the solutions they offer the wine industry.  Also in this area is the Demo Stage which will feature larger group presentations throughout the day.

PROGRAM

Sessions in three tracks: DATA, IT and DTC

8:00 – 8:45 a.m. BREAKFAST & REGISTRATION

8:45 – 9:00 a.m. WELCOME

Eric Jorgensen, Publisher, Wine Business Monthly

The Wine Industry Technology Symposium will begin with an interesting look at the results of the annual Wine Business Monthly Technology Survey in which responses from nearly 200 wineries provide the first comprehensive listing of which software solutions are currently being used by wineries.

9:00 – 9:30 a.m. KEYNOTE – THE FUTURE OF THE CLOUD – Cloud Computing 2.0

Matthew Glickman, VP Product, Snowflake (former Managing Director & Chief Data Officer, Goldman Sachs)

Data warehouses have been built in the clouds. Are there solutions out there for businesses such as wineries? Cloud computing is one of the fastest evolving and most competitive tech arenas of today. The impact of Cloud trends influence business analytics, reporting and the bottom line. Matt Glickman has been involved in Cloud systems and analysis since its inception. Matt recently moved to Snowflake—one of the major providers of data consolidation, analytics, rapid reporting in Cloud computing—competing against such giants as Microsoft and Amazon. Matt will provide his insight on why Cloud computing has already changed consumerism and how it will impact a winery’s ability to analyze its customer data.

9:30 – 9:45 a.m. BREAK

DATA TRACK

9:45 – 10:15 a.m. WINE DEPLETIONS DATA CONSOLIDATION – VIP (Vermont Information Processing) Insights

Ray Rouleau, VIP

Chris Spear, TradePulse

VIP has consolidated depletion data, a giant step toward accessing and using the most important wine sales information to make rapid and critical decisions. VIP will provide insights on integrating data sources as well as its new data streams, which will enable increased consumer analysis and impact the wine industry.

10:15 – 11:00 a.m. BEST PRACTICES IN UTILIZING DEPLETIONS AND RAD DATA

Eric Johnson, Ste. Michelle Wine Estates – Moderator

Jay James, Chappellet Winery

Ian Monat, C. Mondavi & Family

You have the data. Now what? Depletions reporting is a vital component of winery wholesale sales analysis. How have recent changes in the availability of this data impacted a winery’s approach for analyzing this important information? These pros will present solutions for making sense of depletions and RAD data. This session will cover trends in data analysis, applications for that analysis and creative uses of data by the field sales force.

11:30 – 12:15 p.m. DATA/IT/VERIZON DEMONSTRATION LABS IN THE TECHNOLOGY DEMO TENT

12:15 – 1:00 p.m. LUNCH IN TECHNOLOGY DEMO TENT

1:00 – 1:45 p.m. PRICE MODELING vs PRICE MONITORING – Where Should You Put Your Resources?

Brian Berlin, Constellation Brands – Moderator

Paul Righello, The Hess Collection Winery

Corey Jellison, Huneeus Vintners

Multiple options for price modeling, monitoring and reconciliation exist. But which is the best approach for your winery? This session will compare and contrast modeling versus monitoring, and examine insights, experience and financial impacts of each method.

1:45 – 2:15 p.m. USING TECHNOLOGY TO CAPTIVATE YOUR DISTRIBUTOR

Dana Fowers, Trinchero Family Estates – Moderator

Michael Saitow, CIO, MS Walker

Suzanne Chambers, Chambers & Chambers Wine Merchants

Alex Sweet, DBI Beverage Inc.

What captures and motivates distributors and how can you impact that? Learn from the distributors on this panel what they view as key components to an effective supplier/distributor relationship. What you need to provide to maximize your on/off premise sales.

2:15 – 3:45 p.m. DATA/IT DEMONSTRATION LABS IN THE TECHNOLOGY DEMO TENT

IT TRACK

9:45 – 10:15 a.m. WINE DEPLETIONS DATA CONSOLIDATION – VIP (Vermont Information Processing) Insights

Ray Rouleau, VIP

Chris Spear, TradePulse

VIP has consolidated depletion data, a giant step toward accessing and using the most important wine sales information to make rapid and critical decisions. VIP will provide insights on integrating data sources as well as its new data streams, which will enable increased consumer analysis and impact the wine industry.

10:15 – 11:00 a.m. NEW GENERATION OF ERP SYSTEMS – Case Studies

Tyler Scheid, Scheid Vineyards

Chris Millich, Folio Fine Wine Partners

Recent developments in ERP systems have significantly reduced the hard and soft costs of implementing an ERP. More wineries can afford these new technologies. This panel has all experienced implementing a new generation ERP. They will share what has worked well, where the challenges are and what to watch out for when deciding to implement an ERP.

11:00 – 11:15 a.m. THE QUEST FOR UNIFIED PRODUCT IDENTIFIERS

Caitlin Dezzani Taylor, Gomberg, Fredrikson & Associates/Wines & Vines Analytics

What makes a unified product identifier so elusive? Such an identifier could be the singular missing link for tracking products through the entire supply chain, from the three-tier system, all the way to the consumer. To date, the UPC codes (also known as the Global Trade Item Number) were the closest thing we had to this identifier, but there are several shortcomings. This session will address what has been done in the quest for a unified product identifier that addresses these shortcomings.

11:30 – 12:15 p.m. IT/DATA/VERIZON DEMONSTRATION LABS IN THE TECHNOLOGY DEMO TENT

12:15 – 1:00 p.m. LUNCH IN TECHNOLOGY DEMO TENT

1:00 – 1:45 p.m. EMERGING B2B E-COMMERCE TECHNOLOGY IN DISTRIBUTION

John Collins, GreatVines – Moderator

Michelle Brown, Kimberly Jones Selections

Jason Robideaux, General Manager, Clos LaChance Winery

From Amazon to Uber, multiple companies are disrupting traditional ways consumers engage in business. What new e-commerce technologies may do the same in the traditional three-tier distribution process? This session will feature three new e-commerce software portals, SevenFifty, Liberation Distribution and Beverage Media, that are enabling on- and off-premise locations to select and order wines in a different way. Will these new portals level the playing field for wineries? Learn about these technologies and how they are changing the on/off premise wine decisions.

1:45 – 2:00 p.m. PREPARE FOR HACKERS: DATA SECURITY

Paul Thienes, eCellar (Missing Link Networks, Inc.)

Data security is essential, as hackers are now everywhere. It is not a matter of if it will happen to your winery, it is now a matter of when your business will be attacked. Learn about the most vulnerable areas of your systems and of the most innovative technologies and techniques to keep data on lock down.

2:15 – 3:30 p.m. IT/DATA DEMONSTRATION LABS IN THE TECHNOLOGY DEMO TENT

DTC TRACK

9:45 – 10:30 a.m. CAPTURING CONSUMER TOUCH POINT DATA FOR A 360 CUSTOMER VIEW

Sandra Hess, DTC Wine Workshops Consulting Agency – Moderator

John Curnutt, Chateau Montelena Winery

Jennifer Kolivosky, Duckhorn Wine Company

Jeff Zappelli, WALT Wines

Many wineries are adopting the goal of building a 360-degree view of the customer. The challenge to achieving this is to capture all customer touch points. Touch points can include tasting room visits, wine club activities, shopping cart behavior, telephone interactions and social media engagement. When all interactions between a winery and a consumer can be captured, then a winery can leverage that information to engage consumers whenever they are at a point of sale. Three wineries will discuss what they have done, and what technologies they are using, to put them on the road to achieving a 360 View.

10:30 – 11:30 a.m. KEYNOTE INTERVIEWS/DTC DEMO LABS IN THE TECHNOLOGY DEMO TENT

11:30 – 12:15 a.m. INNOVATIVE E-COMMERCE SOLUTIONS FOR ENHANCING ONLINE SALES

Laila Subaie, Miner Family Wines –  Moderator

Terra Jane Albee, White Rock Vineyards

Ingrid Cheng, Rombauer Vineyards

Ryan Moore, Ridge Vineyards

Evolution in e-commerce software, combined with the rapid increase in mobile shopping, are increasing online shopping revenues. Last year WITS presented the importance of creating mobile-friendly shopping carts. This year we have panelists that have implemented software to increase their e-commerce revenues. This panel will discuss what they did and the results achieved.

12:15 – 1:00 p.m. LUNCH IN TECHNOLOGY DEMO TENT

1:00 – 1:45 p.m. DTC/COMCAST DEMO LABS IN THE TECHNOLOGY DEMO TENT

2:00 – 3:00 p.m. POS INTEGRATION – Who Is Doing It Well and How They Did It

Kasey Martin, Marketing Consultant – Moderator

Chris Dillon, Opus One

Fernando Trejo, Duckhorn Wine Company

Ryan Ruhl, Darioush

The Wine Business Monthly Technology Survey revealed that POS Integration into accounting systems is a major issue for wineries. Accounting systems with integrated POS systems may solve the problem but there were trade-offs on other features such as CRM. Some wineries have overcome the integration challenges. This panel will discuss various methods and software they used to achieve data integration and the costs, benefits and challenges of each. Several examples, including software recommendations that have eased the process, will be covered.

2:15 – 3:45 p.m. DTC/IT/DATA DEMO LABS IN THE TECHNOLOGY DEMO TENT

3:45 – 4:45 p.m. WITS ROUNDTABLE SESSIONS

WITS roundtables expand on the day’s sessions by providing an opportunity to converse in-depth with experts and colleagues on key topics, such as data security, shopping carts, mobile payments, labor tracking, data analytics and more. This hour will be broken into short conversation segments facilitated by a thought leader on their specific topic.

4:45 – 6:00 p.m. WINETASTING

Additional speakers and demo stage presenters will be announced.

ADVISORY BOARD

Sachin Amin, Director, Enterprise Application Development & Project Management – Jackson Family Wines

Lesley Berglund, Chairman – WISE Academy

John Collins, President – Great Vines

John Curnutt – Chateau Montelena

Joe Gregg, Vice President, IT – Ste. Michelle Wine Estates

Mike Jaeger – Consultant

Corey Jellison – Huneeus Vintners

Jon Moramarco – BW166

Karla Reed, Vice President Information Systems and Technology – Vintage Wine Estates

Michael Saitow, IT Manager – MS Walker

Dana Sexton-Vivier, Vice President of Portfolio Company Operations – GI Partners

Fernando Trejo, Director Information Technology – Duckhorn Wine Company

John Vincent, Director of Business Information & Reporting – Trinchero

Wes Wallinger – V2 Wine Group

PLATINUM SPONSOR