
Business Case: Process & Documentation Audits
Client Background
A small but growing vegetable-based health juice company produces fresh juices daily for local retailers and direct-to-consumer deliveries. As demand increased, the owner noticed inefficiencies in production scheduling, ingredient management, and delivery planning, leading to waste, delays, and occasional stock shortages.
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Problem Statement
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Production schedules were inconsistent, leading to overproduction of some juices and shortages of others.
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Ingredient tracking relied on manual logs, resulting in errors and spoilage.
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Delivery routes were planned ad-hoc, increasing transport time and costs.
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There was no centralised documentation for recipes, production procedures, or delivery processes, making staff onboarding and compliance difficult.
Objectives
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Audit the current production and delivery processes to identify inefficiencies.
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Standardise documentation for recipes, production procedures, and delivery protocols.
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Reduce waste and optimise resource usage.
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Improve delivery planning for faster and more reliable customer service.
Approach & Methodology
Our team applied a Comprehensive Process and Documentation audit:
1. Discovery & Observation
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Shadowed production staff and delivery personnel to understand current workflows.
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Collected existing documentation, logs, and spreadsheets.
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Conducted interviews with staff to identify pain points and bottlenecks.
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Process Mapping & Gap Analysis
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Created detailed workflow maps for production, inventory management, and deliveries.
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Highlighted inefficiencies, duplications, and manual errors.
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Identified critical control points for quality and compliance.
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2. Documentation Standardisation
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Developed standardized SOPs for production, ingredient handling, and delivery routing.
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Created templates for daily production schedules, stock tracking, and delivery logs.
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Recommended central storage for all documentation with version control.
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3. Recommendations & Action Plan
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Proposed workflow optimizations, including batch scheduling and route planning.
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Suggested training for staff on updated procedures and documentation.
Solution
The final deliverables included:
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​Standardized SOPs for production and delivery
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Templates for ingredient tracking, production schedules, and delivery logs
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Process maps highlighting bottlenecks and improvement opportunities
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Recommendations for workflow optimisation and waste reduction
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Training plan for staff on new procedures
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Results & Impact
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Reduced ingredient waste by 30% through better inventory and production planning.
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Delivery efficiency improved by 25%, reducing delays and transport costs.
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Staff were able to follow clear procedures, reducing errors and confusion.
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Onboarding new staff became faster and more structured.