Wine Deal Builder

A bespoke deal-management platform that replaces spreadsheet-led wine pricing with a controlled workspace for building, reviewing and exporting commercial deals.

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Wine Deal Builder

by Ironworks

Working product

Wine commercial workflow

Build the deal. See the margin. Share a clear proposal.

Clear

Deal status

Visible

Margin view

Ready

Word and Excel output

The challenge

A real business problem ready for a better approach.

Sector

Wine distribution and commercial sales

Wine deals combine customer terms, product pricing, discounts, margins and approval thresholds. Managing that work across spreadsheets makes it harder to keep calculations consistent, understand deal health and give commercial teams a reliable view of saved proposals.

The approach

From problem to working solution.

Translated the spreadsheet-led pricing process into a structured deal builder using customer, product and stock data.
Made deal value, margin and approval status visible while users create and edit quote lines.
Added saved-deal management, search and a commercial overview so teams can return to active work without relying on separate files.
Provided Word, Excel and PDF outputs, alongside offline saving and later synchronisation for resilient day-to-day use.

The outcomes

Improvement people can see and use.

Creates one controlled workflow for building and revisiting commercial wine deals.
Makes pricing, margin and approval requirements clearer before a proposal is shared.
Reduces manual spreadsheet handling while retaining familiar document outputs for customers and colleagues.
Gives commercial teams a more consistent, portable way to manage saved deal activity.

Capabilities demonstrated

Custom softwareCommercial workflowsPricing and marginApproval statusDocument export

What the work reinforced

Lessons worth carrying forward.

→Replacing a commercial spreadsheet requires preserving the decisions and outputs people depend on, not simply recreating its cells.
→Margin and approval signals are most useful when they remain visible throughout deal creation.
→Offline resilience matters for commercial tools used away from a reliable office connection.

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Your business, your next build

Where could better technology remove friction or unlock growth?

Start with Ironworks Insight™ for a practical maturity score and roadmap, or contact Paul about a specific challenge.

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