All transformationsWine & Hospitality
The Napa Winery
Multi-million dollar visibility problem
active~30 employees
The Measurement Trap
“Was this event profitable?”
What was happening.
The situation
- Revenue was growing. Traffic was down 60%.
- Which sounds like a problem, but actually validated their strategy.
- "Tasting Room to Living Room" — events and wine club driving growth.
- Except they couldn't prove it.
- Orders weren't tagged with source. Revenue by channel was a guess.
- Spreadsheets tracked what the systems couldn't.
The symptoms
- Revenue growing but unclear which channels drive it
- 60% traffic decline masking successful strategy shift
- No order source attribution
- Manual spreadsheet-based tracking
- Event profitability unknown
Where it stands now.
What's different
- December breakthrough: event revenue validated at $300K — matched within $10K
- The team now trusts the data
- Shopify orders tagged with source channel at point of sale
- Revenue attribution by channel visible in dashboards
- January 1 clean data go-live achieved
What's still messy
- Product taxonomy still inconsistent
- Team adoption of tagging discipline still building
- Some historical data will never be attributable
The universal pattern.
You can be growing and still be flying blind. The breakthrough isn't the technology — it's the moment when the team trusts the data enough to make decisions from it.
See the full picture — all six engagements, all six patterns.
All transformationsSee your situation in one of these?
Start with a conversation. There's no scope to commit to before we both understand what you're working with.