Sonoma, 95476, CA,
United States
Cline Family Cellars Technographics
Cline Family Cellars Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cline Family Cellars and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 Cline Family Cellars employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cline Family Cellars has purchased the following applications: Microsoft Dynamics NAV for ERP Financial in 2011, Pago Platform for Performance and Goal Management, Time and Attendance in 2020, Zoom for Audio Video and Web Conferencing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Cline Family Cellars is running and its propensity to invest more and deepen its relationship with Microsoft , Pago , Zoom Video Communications or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Cline Family Cellars revenues, which have grown to $12.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Cline Family Cellars intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Cline Family Cellars Tech Stack and Enterprise Applications
Cline Family Cellars ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics NAV | ERP Financial | ERP | n/a | 2011 | 2011 |
In 2011, Cline Family Cellars implemented Microsoft Dynamics NAV to provide core ERP Financial capabilities across its family of businesses. Microsoft Dynamics NAV was provisioned to support accounts payable and broader finance operations for the enterprise, aligning system capability with the company finance function.
The implementation was configured to support accounts payable workflows consistent with the job responsibilities described for the Accounts Payable role, including invoice receipt and validation, authorization controls, payment preparation for checks, ACH and wire transfers, vendor reconciliation, employee expense and corporate card processing, and 1099 reporting. Microsoft Dynamics NAV was used to enforce invoice matching, approval routing, payment scheduling and record retention, enabling standard AP operational modules and audit trails.
Operational coverage spans the Cline Family Businesses finance team based in the Carneros region of Sonoma County, serving wineries, olive oil production and sales, hotel management, restaurants, pubs, and farming operations across the enterprise. The deployment interoperates with Microsoft Office for reporting and documentation workflows, supporting the finance organization in maintaining up-to-date AP records and producing required documentation for audits and compliance.
Governance was oriented around established AP controls and compliance procedures, with Microsoft Dynamics NAV enabling maintained records, 1099 generation and audit support. The system also provides a platform for identifying and implementing AP process improvement and automation opportunities described in the hiring profile, while supporting the finance team’s vendor communication and payment accuracy responsibilities.
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Cline Family Cellars HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Pago | Legacy | Pago Platform | Performance and Goal Management, Time and Attendance | HCM | n/a | 2020 | 2020 |
In 2020, Cline Family Cellars implemented Pago Platform to centralize timekeeping and performance workflows. The deployment used Pago Platform in the Performance and Goal Management,Time and Attendance category to support HR and operations for a 120 employee consumer packaged goods business in the United States. Cline Family Cellars Pago Platform Performance and Goal Management,Time and Attendance was positioned to unify employee time capture, scheduling, and goal workflows across production, tasting room, and administrative teams.
Configuration emphasized standard functional modules including time and attendance clocking, scheduling, absence and accrual tracking, timecard workflows and manager approval routing, alongside performance modules for goal setting, review cycles and employee development plans. Role based access controls and manager approval workflows were implemented to align operational processes with HR governance and payroll readiness. Rollout focused on a single instance configuration appropriate for a mid market organization, emphasizing process standardization across departments rather than bespoke integrations.
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Cline Family Cellars Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Cline Family Cellars implemented Zoom for Audio Video and Web Conferencing. Zoom from Zoom Video Communications is embedded on the Cline Family Cellars website, indicating a web-facing deployment that surfaces meeting or webinar access directly to external users.
The deployment aligns with standard Audio Video and Web Conferencing capabilities including live meetings, webinars, screen sharing, and attendee management, supporting customer engagement and marketing outreach workflows. Configuration on the website suggests use of public meeting links or embedded widgets and scheduling flows to connect customers and prospects to hosted sessions.
Operational scope is concentrated on customer-facing functions and remote collaboration, implying use across marketing and customer experience teams. Governance is expected to rely on Zoom administration features such as host controls and meeting security, consistent with typical Audio Video and Web Conferencing implementations.
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Cline Family Cellars CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2016 | 2016 |
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Cline Family Cellars IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2012 | 2012 |
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Cline Family Cellars CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at Cline Family Cellars
Apps Being Evaluated by Cline Family Cellars Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||