An AI and process automation audit for operations and sales in B2B food
Five sessions with operations and sales, a process map with actual volumes and a final report with a prioritised roadmap for automations and agents.
The starting point.
Cropfoods (Crop Salsa and IBSA) was growing with rules held by a few people, underused HubSpot and substantial repetitive work in orders, transport and prospecting. Without a shared map, automation was risky, especially with an ERP change ahead.
How we did it.
A discovery audit was designed: a kickoff with management and four deep dives with operations (Sandra) and sales (Alex). Processes, timings and exceptions were mapped, quick wins were prioritised in transport, orders, proposals, emails, trade fairs and account monitoring, and a consolidated report was delivered with stack recommendations for the next phases.
What changed.
A shared operational map
Orders, incidents, stock, transport and the sales pipeline documented with actual volumes.
Clear priorities
Transport and order interpretation as the operations focus; prospecting, proposals and account alerts in sales.
A foundation for implementation
A phased roadmap ready for implementation without binding automations to an ERP about to change.
Management alignment
A final report that operations, sales and management can use to decide on investment.
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Let's talk.
Book a free intro session so we can understand where you stand and how we can help. No strings attached.
or write to us at info@theoptimalflow.com