Agriculture & food guide

Manage campaign, batch, quality and value from field to customer

Choose the right tracking granularity to explain origin, yield, quality, loss, inventory and customer commitment.

For: Agriculture, livestock, food, packing, quality, commerce and IT leaders
01 · Short answer

What to clarify before discussing a solution

The signal

Information exists but is reconciled after downgrade, loss or service difficulty.

The answer

When should a field event become a quality, packing, inventory or sales decision?

The answer does not lie in an isolated feature: it is built by connecting rules, actors, data and evidence.
The expected outcome

A proportionate data chain from field to sale, centred on decisions that protect quality and value.

02 · Structural decisions

Four decisions to make before configuration

These decisions make the scope testable and prevent structural choices from being discovered during the project.

01

Choose granularity by crop, cycle and stage

The decision must specify the rule, its owner, the required data and the evidence used to accept it.

02

Place controls before irreversible transformations

The decision must specify the rule, its owner, the required data and the evidence used to accept it.

03

Connect losses and downgrades to their cause

The decision must specify the rule, its owner, the required data and the evidence used to accept it.

04

Align available inventory and commercial commitments

The decision must specify the rule, its owner, the required data and the evidence used to accept it.

03 · Scope

A readable end-to-end flow

Scope is not a list of modules. It is a chain of events, ownership and decisions.

1Campaign and resource
2Field intervention
3Harvest and batch
4Quality and packing
5Inventory, sales and service

In the first scoping

  • One representative flow and its useful variants
  • Authoritative events and minimum data
  • Roles, decisions and escalation times
  • Acceptance criteria and baseline measurement

To sequence in waves

  • Additional sites, activities or populations
  • Rare variants that do not condition the pilot
  • Automations whose rule is not yet stable
  • Advanced dashboards after source reliability

To decide explicitly

  • Choose granularity by crop, cycle and stage
  • Place controls before irreversible transformations
  • Connect losses and downgrades to their cause
  • Align available inventory and commercial commitments
04 · Roadmap

From direction to measured improvement

  1. 1Navigator
  2. 2Personalised review
  3. 3Scoping workshop
  4. 4Wave-based deployment
  5. 5KPI measurement

Each stage produces a decision or evidence reusable in the next. Deployment remains business-led and verifiable.

05 · Metrics

Measure to decide, not to fill a dashboard

Every KPI needs a definition, a source, a cadence and an associated decision.

KPIFormulaSourceDecision
Traceability completenessBatches with usable genealogy ÷ batches checkedBatches, movements, transformations and evidenceClose chain breaks and clarify evidence
YieldConforming output ÷ input committedInputs, outputs, losses and qualityAddress losses by stage and batch
Losses and downgradesLost or downgraded quantity ÷ harvested quantityHarvest, sorting, quality, storage and packingIdentify where value is lost
Service rateDemand served to commitment ÷ total demandDemand, commitments and actualsAlign priority, capacity and promise
06 · Business scenario

A batch tracked because a decision depends on it

Situation
The chain collects data across several media but cannot quickly explain the gap between expected yield and delivered value.
Approach
The pilot follows one product and campaign, connects interventions, quality, transformations, loss and service, then limits data entry to what is necessary.
Target outcome
Sorting, packing, inventory and sales decisions rely on usable genealogy.
This scenario illustrates a scoping method. Outcomes must be established with data from the selected scope.
07 · Frequently asked questions

Useful answers before the first discussion

01Where should we start in practical terms?

Choose a representative scope spanning “Campaign and resource” and “Field intervention”, then document one normal case and one frequent exception. The first flow should be important enough to matter but contained enough to observe end to end.

02Do all existing systems need replacing?

No. Scoping starts with decisions, authoritative events and ownership. It then determines what should be retained, integrated, replaced or simply better governed, wave by wave.

03What data should be prepared before a workshop?

Prepare a few real cases, the volumes shaping the operation, the main variance reasons and the sources used to measure Traceability completeness. The quality of examples matters more than the quantity of documents.

04How should the right pilot scope be chosen?

Choose a scope with an available owner, accessible data, a meaningful exception and a measurable outcome. Avoid both an overly simple case that proves nothing and an overly broad scope that dilutes learning.

05How can scope changes during the project be limited?

Make assumptions, interfaces, variants, exceptions and acceptance criteria explicit. Every new request can then be classified: essential to the wave, suitable for a later wave, or outside the objective. Discussion focuses on impact rather than intuition.

Next step

Turn this guide into a personalised review

Complete Navigator to position your context, then use the review as the starting point for a scoping workshop.

  1. 1Navigator
  2. 2Personalised review
  3. 3Scoping workshop
  4. 4Wave-based deployment
  5. 5KPI measurement
NavigatorPlan a discussion with an expert