| Harbor Distributing, LLC |
| Harbor is a subsidiary of Reyes
Holdings, LLC - the 5th largest privately held corporation the County. Harbor
is a wholesale beer distributor with exclusive distribution rights throughout
most of Southern California. Harbor's portfolio includes all the Miller
Brands, Coors Brands, Corona, Heineken, Guinness, and several other high
end imports. Harbor currently sells nearly 20 million cases of beer per
year and services approximately 6,000 customers. |
| Reason for PowerPlan Implementation |
| PowerPlan allows Harbor to streamline
the entire budgeting process. Change management is one of the largest benefits
Harbor receives from of the system. They are able to track versions of the
plan as well as create and monitor performance against forecasts. One of
the initial benefits received from PowerPlan was automating reporting of
budget versus actual variances down to the line manager instead of just
with the Management Team. |
| Previous Operations |
| Harbor was primarily using MS Excel
spreadsheets to complete budgets as well as report variances on a monthly
basis. |
| Post PowerPlan Benefits |
| PowerPlan has created a transparent
organization from a budget versus actual analysis. The entire Management
Team can review performance of all finance line items down to the lowest
level of granularity. The system has also allowed the Finance Team to produce
the monthly financial package in a more efficient manner and focus on ways
to make the Company more profitable and not just report historical performance. |
| Organization Penetration |
| All Line Managers within Harbor
have access to review actual to plan variances as well as view budgeted
spending for the up and coming months. The actual planning process is primarily
focused within the Finance Group so very few Line Managers have access to
input or modify plan data. |
| Other Comments |
| PowerPlan is currently working on
a Daily Planning Labor model to help the Finance Team create daily labor
budgets. The Management Team wishes to view performance versus budgeted
numbers daily. PowerPlan has worked closely with Harbor’s Finance
Team to create an environment that will allow them to compute these numbers
daily and feed a monthly number into PowerPlan for financial reporting.
The creation of a daily model will not only allow the Management Team to
better manage payroll costs everyday but Harbor anticipates they will be
able to use the model for more predictive modeling. |
