Start at the conversation
Where does the requirement arise: a visit, a recommendation, a call or seasonal planning? Do not assume all growers or colleagues follow the same route.
Define the information your office needs to prepare an order.
Where does the requirement arise: a visit, a recommendation, a call or seasonal planning? Do not assume all growers or colleagues follow the same route.
List the customer, product, quantity, timing and supporting context needed to progress the order. Agree who checks these details.
Make the handover explicit. Define how the office knows the requirement is ready for its next step.
Decide where the requirement becomes a commercial transaction, which system owns the order and how the status is communicated.
Walk one request through the whole process. Count the extra questions and manual re-entry required, then decide what to improve.
Choose a business priority. We will demonstrate the relevant process and agree how to assess the result with your team.