Cannabis Distributions

BUSINESS PROBLEM

A leading distributor of cannabis products in Oregon, set out to strengthen its operations by addressing inefficiencies in production, sales, order fulfillment, distribution, and inventory management. Recognizing the need to assess its current state and build more structured and streamlined processes, They partnered with HERA to identify opportunities for greater efficiency and scalability.

OUR APPROACH

We applied a hands-on approach to evaluate the client’s current operational environment, identify gaps, and implement business processes and tools.

The project began with a two-week discovery phase, where we interviewed key stakeholders across functions to identify pain points, requirements, and priorities. Working closely with the client’s Director of Sales and Operations Management, we aligned on the areas where targeted deep-driving assessments would provide the most value.

In the second phase, our team conducted a thorough review of their ERP. They assessed existing configurations and reporting functionality, comparing them with standard operating procedures to highlight opportunities where they could simplify, standardize, and implement processes by unlocking additional value from its ERP.

SERVICES PERFORMED

Project/Change Management

Business Process Optimization, Validation & Alignment

Operational Excellence

ERP Optimization Assessment

Actionable Roadmap Development

VALUE DELIVERED

· Validated key business requirements to develop processes and reports to support the day-to-day operations.
· Identified opportunities to replace burdensome manual processes in AR Collections, Inventory Management, and Production scheduling.
· Provided actionable insights into how the client could maximize its ERP system to support growth and operational efficiency.
· Established SOPs, clarified responsibilities, and enhanced communication to support their growth strategy.

Through this project, the client gained clarity on how standardized processes and reporting can support both current operations and future expansion. This engagement reinforced our partnership and laid the groundwork for continued collaboration on the client’s growth journey.