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This project stemmed from the bakery owner’s need to gain clearer oversight of daily expenses and inventory, which were tracked inconsistently using paper notebooks and informal tally sheets. The lack of structure led to errors, delayed insights, and frustration from staff and the local bookkeeper. A lightweight, easy-to-use digital solution was needed—one that didn’t require expensive systems or deep technical knowledge.
My involvement began with observation and stakeholder interviews. I led the full requirements elicitation process, facilitated iterative reviews with the bakery owner and staff, and created Excel-based templates tailored to their workflows.
The migration was delivered in phases due to a tight 4-week timeline. I prioritized launching the most impactful templates first—specifically inventory and expense tracking—based on input from the owner. Additional features were implemented as incremental updates with minimal disruption to users.
Business Context & Challenge
Business Context & Challenge
Industry: Small-scale food service (retail bakery)
Paper-based inventory and expense tracking led to errors and delays
Stakeholders: Bakery owner, frontline staff, local bookkeeper
Business need: Migrate to a simple, reliable digital system to support operational efficiency
My Role & Objectives
My Role & Objectives
Led business analysis and template design
Facilitated stakeholder interviews, elicitation, and iterative rollout
Success Criteria: Improved visibility and accuracy in daily operations
Constraints: Limited digital literacy; 4-week delivery window
Analytical Approach
Analytical Approach
Techniques Applied
Stakeholder interviews, User Stories, Process Mapping, Lessons Learned
Elicitation prioritized based on impact to cost tracking and inventory
Used iterative validation with key users
Tools Utilized
Microsoft Excel (form automation)
Google Docs (stakeholder tracking)
Word (documentation and training guide)
Thought Process & Journey
Thought Process & Journey
Discovery Phase
Discovery Phase
Noticed delays and inconsistent records
Asked what processes needed visibility and structure
Hypothesis: Start with cost and stock tracking for quick gains
Analysis Phase
Analysis Phase
Interviewed users and tracked data entry behavior
Discovered auto-fill and dropdowns would save time
Created mapped workflow of current vs. desired system
Solution Design
Solution Design
Designed 3 phased Excel tools
Each included summaries and conditional logic
Shared visual progress reports weekly with stakeholders
Deliverables Created
Deliverables Created
Inventory and Expense Tracker (Excel)
User Stories with Acceptance Criteria
Stakeholder Requirements Summary
Quick Start Guide
Post-Implementation Feedback Log
Results & Impact
Results & Impact
Reduced manual data entry time by over 30%
Increased reporting consistency across staff
Owner used insights to revise pricing and cost control
Staff and bookkeeper reported better ease of use and fewer errors
Lessons Learned & Growth
Lessons Learned & Growth
Start small and iterate; early wins build trust
Excel can be a powerful low-code BA tool
Listening to user frustration often reveals more than data alone
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