Case study

MAJESTIC WINE TOAST SUCCESS WITH SAGE X3

Company Name:

Majestic wine

Location:

United Kingdom

Industry:

Wholesale & Distribution

Sage Solution

Sage X3

Type of Business

Majestic Wine, is a specialist wine retailer founded in 1980 and now owned by Fortress Investment Group. The UK’s largest specialist wine retailer, with more than 200 stores.

Challenge

Fortress Investment Group bought Majestic Wine in 2019 with a view to growing the business. However, Majestic’s management team was still using spreadsheets and manual processes. This limited efficiency and deprived them of data insights.

Ultimately, several key factors motivated Majestic Wine’s decision to replace their outdated systems. These included the legacy systems’ inefficient manual processes and creation of data silos, which hindered the company’s ability to effectively manage resources and obscured important data. Majestic wanted to break down those silos and make data visible, and collaboration possible, across functions. The company also wanted to automate processes with a view to reducing error, streamlining workflows and increasing efficiency. Above all, it wanted to make data-driven business decisions.

Meanwhile, Majestic Wine was actively pursuing growth. And so the search began for a customisable, scalable cloud-based solution that would integrate and automate business processes, make data visible and collaboration straightforward across functions, and provide a single source of truth.

ROLE OF SAGE AND X3 CONSULTING

Majestic wanted to break down data silos, gain cross-functional data visibility and improve business agility. Having explored the options, they chose to upgrade to Sage X3. The ability of X3 to be a fully customised and adaptable single source of truth was – and remains – an important factor in Majestic Wine’s choice of the platform, as was the ease with which it allows Majestic to automate many manual tasks, making them instantly more efficient.

Majestic Wine was also impressed by the ease with which Sage X3 integrated with other platforms, including retail, inventory and supply applications.

Knowing that its customisation of Sage X3 would be considerable, and that the platform would have a fundamental and long-term role in its business operations, Majestic Wine engaged X3 Consulting – and specifically, Sales Executive Jeremy Cook – to support its ongoing deployment and adaptation of the software. For several years, Jeremy has worked directly with Anastasios to plan and carry out important changes and customisation, and to make sure that Majestic is using the full potential of its cloud-based Sage X3 installation.

Anastasios Vlachopoulos, Sage X3 Manager states:

“I really like Sage X3; it integrates lots of functionality via a very user friendly interface.”

“Working with X3 Consulting gave us lots of reassurance.”

Result

With support from Sage partner X3 Consulting, Majestic Wine has created a customised X3 installation that provides a single source of truth, has generated substantial efficiency gains and data visibility. The company plans further customisation and extended use of Sage X3 going forward.

  • 50% increase in productivity levels
  • Ongoing customisation supports notable growth
  • Sage X3 provides a single source of truth

Having used Sage X3 for several years, Majestic Wine is currently enjoying a sustained period of growth with plans
for more.

“We are expanding our store presence across the UK with the objective of achieving significant growth in the coming year,” Anastasios explains. He is quick to acknowledge the role that Sage X3 has played in generating efficiencies as part of that growth trajectory and looks forward to getting even more from a system he describes as “very user friendly”.

About Sage x3

A scalable, global business management system, Sage X3 has been designed to support industry specific processes across finance, purchasing, inventory, manufacturing and customer relationship management. Sage X3 manages all areas of your business in one solution.Modules within the system are parameterised and can be enabled as the demands of the business grow; a solution for the future.

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