Bodega Doña Felisa migrates ERP to TIPSA VinoTEC suite for Microsoft Dynamics 365 and simplifies quarter-end closing from days to hours

Founded in 1999, Bodega Doña Felisa is a family business dedicated to producing and selling select wine under the Protected Designation of Origin (PDO) Sierras de Málaga, with a privileged location in the Serranía Rondeña. This Andalusian region produces high-quality red, rosé, and white wines from traditional and modern grape varietals. Bodega Doña Felisa offers carefully designed leisure experiences at the winery, combining guided tours of its facilities in the Ronda mountains, wine tastings, and a dream stay in fully equipped suites in a wonderful setting overlooking the vineyard.

In 2020, the board of directors realized that continuing growth and expansion required a new strategy to optimize business process management. Existing operations dispersed data and processes across multiple systems from multiple vendors, which resulted in days-long reporting challenges at the end of every quarter. The company needed a strategy for digitization and integration of processes on a single platform capable of managing operations and centralizing data.

Bodega Doña Felisa engaged TIPSA, a Microsoft gold partner with deep expertise in the food and beverage sector, to deploy VinoTEC, TIPSA’s industry-specific solution built on Microsoft Dynamics 365, Microsoft Azure, Microsoft 365, and Microsoft Power BI.

"Our winery was in a phase of significant growth, and we had to face new challenges. A change was necessary. We wanted to unify ways of working, eliminate the management of disconnected applications, and streamline operational processes by placing our customers, visitors, and collaborators at the center of the business strategy. We were looking for a proven solution in our sector capable of responding to future needs in the long term,” said Julia Losantos, Technical Director - Winemaker, Bodegas Doña Felisa.

TIPSA provides expertise in the wine, food, and beverage industries, including wineries, canned food production, distilleries, olive oil production, and convenience food. More than 400 companies use its solutions to manage every step of production, from sourcing raw agricultural products to distribution and financial reporting. Working closely with clients to speed cloud adoption and digital transformation, TIPSA draws on decades of understanding organizations’ pains and business ambitions.

VinoTEC is packaged as a suite of business apps that are certified by Microsoft for Dynamics 365 Business Central. The VinoTEC suite meets specific needs for the wine sector and, thanks to Microsoft Azure, enables agile and secure deployment.

Bodega Doña Felisa migrated to a new SaaS environment that meets the need for telework and enables effective, safe collaboration from remote environments. In addition to Dynamics 365 Business Central, the new system utilizes Microsoft 365, Microsoft Dynamics 365 Sales to manage sales campaigns, and Microsoft Power Apps to manage the wine tourism process, develop loyalty strategies, and maintain highly segmented communications.

Bodega Doña Felisa has gained greater agility in time management and assignment of tasks associated with its professional relationships with customers, partners, and business opportunities, such as calls, visits, meetings, and incident management. Additionally, VinoTEC guarantees the secure maintenance of the history of conversations and documents handled in a dynamic and multichannel business environment, while also opening up new opportunities for customer and prospect segmentation in order to design and execute personalized campaigns relevant to audiences.

“This transition to a 100-percent SaaS infrastructure represents a qualitative leap in terms of new integration capabilities, cybersecurity, and permanent updating of all platform components,” said Andrés Sáenz, CMO, TIPSA S.L.

This cloud-based technological evolution brings a unified user experience in all the company’s key applications (ERP, CRM, back-office automation and collaboration, business intelligence) and the ability to analyze data with agility to make decisions with confidence thanks to a common data model that runs through the business from end to end.

“Users are now able to work without interruption, in a single environment, with connected business applications and enjoy permanent automatic updates that bring new functional capabilities, performance improvements, and greater business protection in terms of cybersecurity,” Sáenz said.

“Working with a platform that is self-managed and supervised by Microsoft gives us peace of mind. We are protected against IT risks, we have the latest updates in all the programs we use, avoiding incompatibilities between them, and we are able to adjust the number of users and functionalities at all times. Having TIPSA as a technological partner with its experience in the sector guarantees us permanent compliance with the specific regulations of our industry,” Losantos said.

VinoTEC has enabled Bodega Doña Felisa to ensure accuracy and save time on reporting tasks required by treasury and wine regulatory institutions. Previously, staff filled out official forms through manual counts and calculations. The new solution automatically generates report files that are ready to upload to official web portals or through online services. Quarterly reports that previously took several days to compile and submit now are completed within a few hours.

With careful management by a young and dynamic team, the winery has embraced innovation and applied it to its financial management processes, wine production, and relationships with customers and visitors.

Bodega Doña Felisa is firmly committed to excellent customer service in its operations and wine tourism services that extol the traditional elaboration of its unique wines. Thanks to TIPSA and Microsoft, Bodega Doña Felisa is securing this commitment to its customers and the future.