Best-Fit Process Assessment for ERP & CRM Implementation in Agri-Trading

About the Client

The client, a leading agri-commodity trader, engaged us to implement ERP and CRM systems to streamline operations. During the requirement-gathering phase, it was evident that existing processes relied heavily on Excel, resulting in inefficiencies and a lack of visibility.

Problem Statement

The client faced critical challenges:

• Disorganized Processes: All workflows were Excel-based, leading to confusion and inefficiencies.
• Limited Visibility: Leadership had no real-time insights into ongoing tasks and progress.
• Inefficient Collaboration: Teams lacked a centralized platform to manage dependencies and collaborate effectively.

Solution Offered

We introduced Azure DevOps to replace Excel workflows and implemented team-level agile practices:

• Streamlined Processes:
  • Mapped workflows to Azure DevOps using a structured hierarchy:
    • Epics for high-level goals.
    • Features to break down epics.
    • User Stories for actionable tasks.

To

• Agile Coaching and Training:
  • Conducted workshops on agile fundamentals, backlog grooming, and sprint planning.
  • Helped teams adopt agile ceremonies like stand-ups and retrospectives.
• Built Visibility:
  • Created Azure DevOps dashboards for tracking progress, dependencies, and deliverables in real-time.
• Supported Transition:
  • Handheld the team for the first 3months to establish workflows, after which the team independently managed the process.

Key Benefits Achieved

• Improved Efficiency: Transition from Excel to Azure DevOps streamlined workflows and reduced delays.
• Enhanced Collaboration: A centralized platform fostered better communication and task management.
• Increased Visibility: Real-time dashboards provided leadership with insights into project progress.

Conclusion

This engagement highlights how agile coaching and the adoption of Azure DevOps transformed the operational processes of an agri-commodity trader, enabling efficient ERP and CRM implementation.

Struggling with process inefficiencies? Let us help you streamline operations and deliver impactful results with agile practices. Contact us today!