Live interview
Interview with Sarah Chen
The audit agent is conducting a one-on-one interview with Sarah about how their day-to-day work flows. Insights are extracted live and folded into the audit report.
Live interview with SarahOperations Manager · Operations
Hi Sarah, thanks for making time. I'm here to understand how your day-to-day work flows so we can identify where technology could save your team the most time. There are no wrong answers — I'm interested in how things actually work, not how they're supposed to. Could you walk me through what a typical morning looks like when you sit down at your desk?
4d ago
SC
Honestly, the first thing I do is open my email and start working through wholesale orders. Cafes email us their orders overnight — sometimes as a PDF order form, sometimes just in the body of the email. I have to read each one, log into Shopify, find the right products, set the wholesale prices, and create the order manually. That alone takes me 2-3 hours every morning before I can do anything else.
4d ago
That sounds like a significant chunk of your morning. Roughly how many wholesale orders are coming in per day, and how long would you say each one takes you to process from email to Shopify?
Daily routine4d ago
SC
We get about 25-30 wholesale orders a day now, up from maybe 8 a year ago. Each one takes me anywhere from 4 to 10 minutes depending on complexity — some cafes order the same SKUs every week so those are quick, but new ones or special blends take longer because I have to look up codes. I feel like a human copy-paste machine, honestly.
4d ago
A human copy-paste machine — that's a really vivid way to put it, and I can see why it would be frustrating. After the order is in Shopify, what happens next? Walk me through where the data goes from there.
Data flow4d ago
SC
Once Shopify has the order, Tom in the warehouse picks and packs it. He prints the packing slip, then I have to log into the Australia Post portal and create shipping labels by re-typing the customer address. Shopify and Auspost don't talk to each other for our wholesale orders for some reason, so I copy address blocks across. Then once it's shipped I update a master tracking spreadsheet in Google Sheets that the cafes can see.
4d ago
Got it — so there are at least three handoffs there: order entry, fulfilment, and shipping. You also mentioned a weekly sales report. Could you tell me a bit about that one? Where does the data come from and who reads it?
Tools4d ago
SC
Every Monday I export a CSV from Shopify with the previous week's orders, then export another CSV from Xero with the wholesale invoices, then a third from our Instagram Shop. I combine all three in a Google Sheet, write a few formulas to break it down by product and channel, then format it into a one-page summary I email to Marcus, our founder. It takes me about 4 hours every Monday morning. Marcus reads it in 5 minutes.
4d ago
Four hours of work for a five-minute read — that gap is exactly the kind of thing this audit looks for. When you mentioned tools, you listed Shopify, Xero, Auspost, Google Sheets, Instagram. Are there others you touch during a typical week?
Tools4d ago
SC
Slack for internal chat, Gmail for cafe communication, Klaviyo for email marketing campaigns, Notion for our internal SOPs. We had Zapier connecting some of it for a while but it broke when Shopify changed their API last year and we never got around to fixing it. So now everything is back to manual.
4d ago
That tells me a lot — there's already an appetite for automation, you've just been burned by brittleness. Where do mistakes tend to happen across all this? What goes wrong most often?
Errors4d ago
SC
Two things. First, wrong wholesale prices — I have a price sheet but if I'm rushing and click the retail variant by accident, the cafe gets the wrong invoice and I have to refund and reissue. Happens maybe once a week. Second, the inventory mismatch — Shopify's stock count is always wrong because Tom updates inventory in his own spreadsheet first, then I update Shopify when I have time. We've oversold things twice this month.
4d ago
That inventory disconnect between you and Tom sounds like it has real customer impact. If you could wave a magic wand and have any tool or system built for you, what would it do?
Wish list4d ago
SC
Honestly? I want a system where wholesale cafes have an account, they place orders themselves through a portal, the system knows their pricing, the order flows straight into Shopify, the shipping label is auto-generated, Tom's inventory updates automatically, and Marcus's Monday report just appears in his inbox without me touching it. That would give me back probably 3 days a week. I could actually do strategic operations work instead of being a glorified data-entry clerk.
4d ago
Sarah, this has been incredibly clear. To summarise what I heard: most of your time goes to wholesale order entry from email to Shopify (~12 hrs/week), the Monday report compilation (~4 hrs/week), shipping label re-typing, and the inventory sync issue with Tom. Three days a week saved would be transformational. Before we wrap, is there anything we haven't touched on that you wanted to mention?
4d ago
SC
Just one thing — I sometimes forget to mention that I also chase cafes for late payments. Priya in finance handles invoicing but the chasing falls to me because I have the cafe relationships. That probably eats another 2 hours a week. Beyond that, you've covered it.
4d ago
Noted — that handoff with Priya is exactly the kind of pattern that becomes much clearer once we cross-reference what she tells us. Thanks so much for your time, Sarah. The analysis will be ready shortly and your input is going to shape it directly.
4d ago
Interview wrapped. The analyser will now fold Sarah's answers into the audit report.
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