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Business operations

Requirements & workflow design

Connecting 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.

Units, not revenue
  1. 100Production
  2. 30Distribution
  3. 70Deposit
100 produced − 30 dispatched = 70 in deposit
Illustrative workflow · sample data

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

Illustrative workflow · sample data

100 units produced

Actual production is recorded separately from requested quantities. In this fictional example, 100 units are produced.

01 / Production

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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Let’s make your next workflow clearer.

Tell me what you are building or what is getting in the way. We can discuss the problem, the scope, and a sensible next step.