CASE STUDY · PLANT-BASED · FROZEN

Modern food and beverage ERP supports growth for a fresh-frozen plant-based manufacturer

A fast-growing plant-based food and beverage manufacturer replaced disconnected accounting tools and spreadsheets with Harvest ERP, gaining full traceability, real-time inventory visibility across channels, and clear margin analysis by SKU and channel.

Full traceability
Margin visibility by SKU
Recall-ready in minutes
THE CUSTOMER

A fast-growing, privately held plant-based food and beverage manufacturer producing fresh-frozen products, soups, and prepared meals. The company sells through national grocery retailers, direct-to-consumer ecommerce, and foodservice channels, operating from a modern production facility with strict quality and shelf-life requirements.

THE CHALLENGE
Systems that couldn’t keep pace with the business

As the company expanded its product portfolio and distribution footprint, its original systems could no longer keep pace with operational complexity. Key challenges included:

Limited visibility into true product and channel profitability — with costs tracked across spreadsheets rather than directly in the system.

Manual inventory and lot tracking — increasing risk around expiry management and recalls.

Disconnected ecommerce and retail operations — leading to inventory mismatches and fulfillment inefficiencies.

Production planning constraints — making it difficult to forecast demand and schedule batch runs efficiently.

Increasing dependence on spreadsheets — for costing, production tracking, and reporting.

Leadership recognized the need for a modern ERP that could scale with the business while supporting food-specific requirements such as batch production, shelf-life control, and traceability.

THE SOLUTION
Harvest ERP — built for food and beverage manufacturers

The company implemented Harvest ERP, a modern, cloud-based ERP designed specifically for food and beverage manufacturers, replacing disconnected accounting tools and manual processes. Harvest ERP provided:

End-to-end lot and expiry tracking
From raw ingredients through finished goods.
Integrated recipe and batch production management
Enabling accurate yields and variance tracking.
Real-time inventory visibility
Across warehouse, retail, and ecommerce channels. Including Shelf Life Dates to automate the picking for various retailors with different demands.
True landed cost and margin analysis
By SKU, product family, and sales channel.
Native integration with Shopify ecommerce
Eliminating manual order re-entry between commerce and operations.
Scalable reporting and dashboards

For operations, finance, and leadership — with Power BI included out of the box.

The solution was implemented in phases to minimize disruption, with a focus on rapid user adoption and clean data migration.

THE RESULTS
Operational and financial improvements within months

Within months of go-live, the manufacturer achieved measurable operational and financial improvements:

Improved inventory accuracy & expiry management
reducing write-offs and emergency production runs
Full traceability & recall readiness
meeting the expectations of major retail partners
Clear margin visibility
enabling data-driven pricing and product mix decisions
Faster production planning
supporting continued SKU and volume growth
Less spreadsheet dependency
freeing staff to focus on higher-value work
WHY IT WORKS

Most importantly, Harvest ERP gave leadership confidence that their core systems would support future growth, rather than limit it. Built specifically for food and beverage manufacturers, the platform brings the operational depth this customer’s complexity demands — without the integration project that comes with retrofitting a generalist ERP into a food and beverage business.

See how Harvest could work for your business