The Duckhorn Portfolio, North America’s premier luxury wine company, has selected InnoVint as its winery operating system following a comprehensive evaluation and RFP process. The decision reflects Duckhorn’s focus on modernizing its winemaking operations with a platform and a partner capable of supporting both current complexity and long-term growth. Why The Duckhorn Portfolio Chose InnoVint The Duckhorn Portfolio sought a modern, scalable solution to unify winemaking operations across multiple facilities while maintaining accuracy, compliance, and operational visibility. InnoVint was selected not only for its integrated, production-first platform, but for its deep industry expertise and proven ability to guide complex wineries through system transitions with confidence. “InnoVint stood out as more than a technology provider,” said PJ Alviso, Vice President of Winegrowing at The Duckhorn Portfolio. “During our evaluation of the winemaking software options

At The Personnel Perspective, we know that good leadership determines outcomes. Whether you’re guiding a new manager or strengthening your seasoned leadership team, there often comes a point when good leaders need support to become great ones. So, how can you tell when it’s time to bring in a leadership coach? Here are five telltale signs we often see in our leadership coaching programs in Boise and what you can do next to support your leaders’ growth. 1. Stagnating Potential They care. They’re capable. But instead of driving strategy, they’re bogged down in constant firefighting. If your managers are stuck in reactive mode, it may be time for a reset. Leadership coaching helps managers step into forward-thinking leadership. Through personalized sessions, we guide them to: Clarify their leadership identity Shift from “doing” to leading Navigate complexity with purpose We’ve seen it firsthand: when leaders are equipped with tools

The New Year has often been seen as a marketing reset. New goals, new mindsets, new opportunities. However, by the time Q1 arrives, many brands still rely on superficial “New Year, New You” messages that no longer match how consumers actually behave in January, February, and March. In 2026, the opportunity isn’t to shout louder about resolutions—it’s to align your brand with how people are realistically thinking, spending, and socializing in the first quarter. According to multiple consumer studies, roughly 80% of New Year’s resolutions fade by mid-February, yet spending habits, social rituals, and emotional priorities continue well beyond January. That gap is where smart marketing lives. For wine brands, Q1 isn’t about reinventing but staying relevant. The most effective early-year messaging connects with consumers by addressing their desire for connection, value, simplicity, and meaningful experiences that don’t feel indulgent or e

HOW TO KEEP YOUR BRAND TOP OF MIND WHEN CUSTOMERS ARE DROWNING IN HOLIDAY EMAILS The inbox in December isn’t a communication tool—it’s a full-contact sport. Every brand, from the global megastore to the local dog bakery, is shouting their way into people’s attention span with flashing subject lines, endless exclamation points, and “40% OFF” hysteria that blurs into static. Consumers don’t read; they scan for relief. According to Mailjet’s 2024 BFCM report, holiday email volume jumps nearly 80% between Thanksgiving and Christmas, while average open rates drop to 13–15%—a statistical cry for help. But the real problem isn’t quantity—it’s tone. Every brand is talking at their audience instead of with them. The louder the messaging, the less people listen. Leading with prices and panic doesn’t inspire trust; it triggers fatigue. That’s your opportunity. The brands that win the inbox aren’t the

AI is changing how customers discover, research, and buy wine online — and that means your website strategy needs to change with it. We’re moving beyond the days of traditional, keyword-heavy SEO. Today’s search landscape is driven by generative AI — platforms like ChatGPT, Perplexity, Bing Copilot, and Google’s AI Overviews — which don’t just show links. They summarize information, cite sources, and even recommend brands directly in the search results. For wineries, that means success is no longer just about ranking on page one. It’s about becoming the trusted source these AI systems quote, reference, and build their answers from. Here are five practical ways to make sure your winery’s site is ready for the AI era — and positioned to be discovered, cited, and recommended. 1. Make Sure AI Can Access and Understand Your Website AI visibility starts with technical accessibility. If AI crawlers can’t reach or interpret you

We are proud to announce that Sorren has been selected as the recipient of the Boomer Process Visionary Award at the 2025 Boomer Circles Summit in Kansas City, Missouri. This recognition honors accounting firms that demonstrate innovation, collaboration, and forward-thinking strategies in the way they serve clients and support their people. For Sorren, the award is both a milestone and a reflection of the journey we have been on together. How It All Began The Sorren story began with a vision shared by local, community-based accounting and tax firms across the country. These firms came together to create something entirely new. We set out to build a national top 50 firm that would maintain the deep client relationships established over decades while expanding opportunities through shared resources, broader expertise, and a united identity. It was an ambitious idea, and while the concept was clear, the path forward required creativity, collaboration, and determination. One of the first

Combining the 80/20 rule with key data points from various online sources, wine and spirits brands can identify high-traffic accounts representing the best wine and spirits sales opportunities. Trust the data to guide your sales strategy! There is a perfect correlation between a restaurant or retailer's foot traffic and the amount of wine/spirits it purchases. Thanks to the internet, plenty of data can be mined to pursue the key accounts to target in any market.  Creating a key account target list should not be done “intuitively” or by asking around. By focusing on concrete, empirical data, anyone can identify the richest accounts. This is a fish-where-the-fish-are strategy; the data will tell you exactly where to fish. Understanding the 80/20 Rule in Sales Also known as the Pareto Principle, the 80/20 Rule states that 20% of the accounts will drive 80% of the sales. For this to work correctly, one must focus on the potential an account holds.  The

While winery eCommerce has been around for a while, many wineries did not fully embrace this direct-to-consumer (DTC) channel until they were forced to during the pandemic. Some wineries have adapted quickly, leveraging modern technology and eCommerce platforms to thrive, while others have struggled to keep up with the fast-paced world of digital marketing and SEO. Thanks to the rise of eCommerce giants like Amazon, consumers expect seamless, fast, and personalized experiences. Wineries face the added challenge of shipping regulations, compliance, and managing perishable goods like wine, but SEO (Search Engine Optimization) can help them stand out and thrive in this competitive market. In the United States, the eCommerce share of wine sales grew from only 0.3% in 2018 to nearly 3% in 2022. The eCommerce channel promises to be lucrative, too. The top five wine and liquor online stores in the U.S. together generated more than one billion dollars in eCommerce net sales in 2022. For long-t

With the peak season of OND right around the corner, now is a great time to assess your sales team's skills before the final push of the selling year.  Of course, if your sales strategy isn’t already in place by Labor Day, your OND will likely fall short of your goals. But it’s not too late to take an assessment! The need to do more with less has never been more essential, and the waning days of summer provide an opportunity to assess your sales team’s skills.  Most adult beverage companies devote significant time and effort to ensuring the sales team’s product knowledge is as sharp as possible. But many stop there. They devote little, if any, of their training budgets to “technology for sales.” With this in mind, we would like to provide you with a list of the five tech skills every sales professional should have.  1) Sales pipeline management In the modern selling era, there are two primary pathways salespeople take. T

Regarding sales performance at the wholesale tier of adult beverages, there’s no more trustworthy saying than, “Whatever your measure, you’ll get  more of,” which is a variation of the famous Peter Drucker quote, “What gets measured gets managed.” Another way to put it is, “Inspect what you expect!” It is just as essential to ignore some metrics as it is to embrace others.  Near-pointless measures of performance  Here are a few things you might be tempted to measure that will leave you wanting in the performance department.  The number of sales calls can be a misleading metric because more sales calls do not necessarily equate to more sales. This is a common misconception, but it can be a fatal trap.  Accounts sold is a bit of a “hollow” metric because it assumes all accounts hold the same sales potential and most certainly do not.  Unsold accounts can also be misleading for the same reason as acc