About Monterey Mushrooms

Monterey Mushrooms is one of North America’s largest growers, packers, and shippers of fresh mushrooms, operating facilities across the United States and Mexico. With thousands of employees and decades of operational experience, they heavily rely on data to plan production, sales, and capacity.

The challenge for Monterey Mushrooms

Legacy budgeting app

The company had an in-house budgeting solution, but its vendor had stopped developing it. Built for one division, it could not evolve to meet the company’s broader planning needs.

Spreadsheet-based planning

Sales and capacity planning happened in spreadsheets before teams uploaded the results to the budgeting tool. As a result, manual work sat between planning and execution.

Budget inputs disconnected from actuals

The budgeting process could not track the inputs behind each budget against actual results. Consequently, the team could not see what was driving the numbers.

Untapped Qlik data

Years of operational and financial data already existed inside Qlik. However, their budgeting process could not use it without importing it.

How Inphinity helps Monterey Mushrooms

The team came to Inphinity for a better budgeting solution connected to its Qlik data.

We were looking for a budgeting solution that could tie existing Qlik data into the planning process and allow users to write information directly back into Qlik.

Tom Langell

Vice President of Technology

Talk to Tom

That first sales app grew into 4 Qlik applications linking sales, capacity, expenses, and actuals.

1. The sales budgeting app lets the sales team create base and stretch budgets alongside an ongoing forecast, using historical Qlik data as the starting point.
2. The capacity planning app links sales plans to the capacity at each facility, showing product-level availability against planned demand.
3. The expense planning app combines revenue, planned production, labor, materials, and costs in a chart-of-accounts-driven P&L budget.
4. The actuals vs. budget app compares budget inputs with actual performance across sales, production, and labor KPIs, weekly or by period.

Together, they transformed a disconnected budgeting process into a connected planning ecosystem built directly in Qlik.

The Inphinity difference

Being able to see in one place what your availability is between your sales needs and your production plans is pretty liberating.

Tom Langell

Vice President of Technology

Talk to Tom

Questions about the solution? Contact Guilherme, who helped build it.