Two companies ran retail, production and distribution on spreadsheets, a point-of-sale system, accounting software and group chats. Stock, margins and open work lived in different places.
Scope
OperationsInventory by site, production batches, yield, work-in-progress margins and quality results.
PurchasingDepartment requests, approvals, ordering and check-in.
FinanceAccounting sync, receipt-to-books approvals and P&L views.
Task boardsBoards with checklists, due dates, recurring cards and automations.
TeamChat, company feed, forms, knowledge base, Outlook and Teams sync.
AI and dataAn assistant over live data, receipt scanning and competitor price tracking.
To do4
Restock request
Fri
Supplier check-in
☐ 0/3
Weekly store audit
↻ Weekly
In progress3
Month-end close
☐ 3/5
New hire onboarding
Mon
Review2
Price review
Today
Shift schedule
☐ 4/4
Done12
Equipment order
✓
Rule: when moved to Review, notify the manager
Task boards, illustrated.
Result
Stock, margins and open work in one place, for both companies.
Managers pull 21 reports themselves instead of building spreadsheets.