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Executing an IT Roadmap to Enable Organizational Transformation for a Wine & Spirits Company

Clarkston Consulting partnered with a client in the wine and spirits industry on an IT roadmap to enable organizational transformation. Read a synopsis of the project below or download the full case study.

Download the IT Roadmap to Enable Organizational Transformation Case Study Here


This client, a family-owned marketer of wine and spirits brands in the United States, had embarked on a company-wide transformational journey with aspirations of becoming one of the most successful wine and spirits companies in the industry. Over the years, the IT group operated as a lean team, and due to the viral success of several of their brands, they had found themselves “keeping the lights on” rather than being an enabler of transformation. With this transformational goal set for them, they knew they would need a partner to be successful.  

The client engaged Clarkston Consulting for our expertise in the wine and spirits industry and our experience in IT strategies and transformations. Because of the need to execute this project quickly, this engagement consisted of multiple workstreams, including: 

  1. Defining a vision for the future of the IT department 
  2. Conducting workshops and interviews with IT and the business to assess of the current state of the IT organization to develop recommendations for improvement across the processes, technology, and organizational design 
  3. Implementing standardized IT management processes including Demand, Portfolio, Project, Incident, Major Incident, Problem, Change, and Service Management, including the creation of a centralized IT tools and templates to enable the processes 
  4. Selecting and implementing a new IT Service Management (ITSM) tool 
  5. Developing a five-year IT capabilities and technology roadmap aligned to the business’s overall transformational goals 

As a result of this engagement, the client had a defined vision of what the future of their IT department would be, a detailed understanding of their current and future capabilities, a harmonized and documented set of processes to govern their operations and remove a dependency on institutional knowledge, and a tactical roadmap for them to execute against to achieve their vision.

Download the IT Roadmap to Enable Organizational Transformation case study, and learn more about our IT Strategy Consulting Services by contacting us below. 

Contact Us to Learn More

Tags: Case Study, IT Strategy, Organizational Transformation

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