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Hudson Valley Brewery increase insights & drive profit

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In this case study, you’ll see how Hudson Valley Brewery utilize Dext Commerce to increase insights and drive profit at their online marketplace.

About the business

Hudson Valley Brewery is a New York-Based brewery known for its craftsmanship and commitment to exceptional customer service. Under the leadership of Operations and Marketing Director, Marisa Lomonaco, Hudson Valley Brewery has generated a cult following for its flagship product. The success Hudson Valley has experienced didn’t happen overnight and is the product of a strong business strategy and the right software providers to support operations for their lean team.

“We were able to take three different reporting systems and merge them, where now we have 100% of the transactions imported into QuickBooks.”

Marisa Lomonaco
Operations & Marketing Director at Hudson Valley Brewery

Opportunity

Like many businesses, Hudson Valley Brewery needed to find an immediate solution to scale their online operations as the pandemic began limiting their ability to sell in stores. Marisa shared, ”The pandemic made it so that we had to close our retail and taproom space to the public.

That was the major change that forced us to switch to online ordering and pre-ordering, rather than buying in person.” Utilizing both Square for their physical sales and Squarespace to manage their online storefront, the team at Hudson Valley Brewery wanted to find a solution that would allow them to help them get sales data in a single standard format.

Solution

As they vetted more software, the Hudson Valley Brewery team discovered Dext Commerce and to see if it met their needs decided to test it out. After a short discovery period, the team found that Dext Commerce would allow them to combine their two sales channels seamlessly. With Dext Commerce, they could radically simplify and enhance their reporting capabilities and create a directly integrated channel to push data directly to Quickbooks.

The inclusion of Dext Commerce in their tech stack allowed them to continue to scale operations and gain more significant insights into their financials like never before. Marisa shared that Dext Commerce allowed the team to understand the company’s sales performance better as it pertains to the various components of their business expenses.

Dext Commerce allows them to get a more granular view of their P&L, which is essential to helping them decide how they will invest in their business. When implementing Dext Commerce, Marisa shared that it was an in-depth but seamless process. They were able to customize all of the various inputs in the system so that everything was in the right place and format when it synced to Quickbooks.

Results

With Dext Commerce in hand, the team at Hudson Valley Brewery survived and thrived throughout the pandemic. The team shared that it made understanding and accessing the relevant financial data they needed to ensure success that much easier.

Hudson Valley’s accountant Becky Gordon shared, “We were able to take three different reporting systems and merge them, where now we have 100% of the transactions imported into QuickBooks.” Once the data arrived in Quickbooks, Becky was empowered to provide the analysis and insights that Hudson Valley Brewery needed to deliver its product across multiple channels.

“Using Dext Commerce just makes visibility of profit and loss so much more accurate for us.”

Becky Gordon
Accountant at Hudson Valley Brewery

Impact

With Dext Commerce, the team at Hudson Valley successfully implemented their multi-channel product front without a lapse in data and without having to reach multiple sources to get a fuller picture of Hudson Valley’s financial health. Combining the utility of Dext Commerce with the seamless integration into Quickbooks, the focus on gathering the data shifted to analyzing the data. Hudson Valley’s accountant, Becky Gordon, shared, “Using Dext Commerce just makes visibility of profit and loss so much more accurate for us.”

Dext Commerce provided the support that Hudson Valley Brewery needed to continue its operations online and in-store without creating complex workarounds.

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