Business operations
Requirements & workflow designConnecting the daily work of a coffee shop and bakery.
A requirements and workflow design project for coordinating production, distribution, inventory, sales, and payments across several sales channels.
- 100Production
- 30Distribution
- 70Deposit
Conceptual workflow illustration · not a product screenshot
Context & challenge
A bakery’s daily work extends beyond what happens at the counter. Products move from production to deposit, delivery routes, stores, and other destinations, each with different stock and payment rules.
The system needs to reflect those differences without making routine work difficult for staff. Requested quantities, actual production, dispatched stock, and collected payments should remain distinct.
Approach & scope
Organize the application around sales channels and destinations, then connect each movement to its products, quantities, and records. Define a focused first scope before adding more automation.
- Production and stock
- Compare requested and produced quantities; distinguish goods dispatched from goods kept in deposit.
- Distribution
- Record destination-based deliveries and design how receipt and differences will be handled.
- Micromarkets
- Replenish stock toward a target appropriate to each destination and product.
- Sales and payments
- Keep sales, payment records, and remaining balances understandable across channels.
- Permissions and reports
- Define access by responsibility and useful operational summaries.
Explore the workflow
The complete example
100 units are produced. 30 are dispatched to destinations. The remaining 70 stay in deposit. These are fictional quantities, not live inventory or sales.
Evidence & limitations
The project materials document the main workflows, functional requirements, and decisions still needing confirmation. Implementation and operational results are not asserted in this case study.
Clearer stock visibility and fewer ambiguous records are intended benefits, not measured results. Returns, losses, receipts, and reservations need separate rules beyond the simple example below.
What comes next
Validate the workflow with the business and staff, resolve permission and accounting rules, and test a first usable interface.
Does your business manage work across several locations or channels?
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