As a rapidly expanding company, Nefertem Naturals outgrew their inventory and manufacturing management systems. Their existing systems involved repetitive data entry and did not track product performance or forecast business costs. When this began impacting their ability to grow and scale their business, Nefertem started looking for solutions.

Since implementing SheetLogic’s solution, Nefertem is saving at least 4 hours a month—time they can dedicate to creating new products for their customers. For a product with just 3 ingredients, Nefertem previously spent 90 minutes on data entry. Now they’re spending just 5 minutes on that task, reducing data entry time by 94%.

SheetLogic’s goal was simple: Improve Nefertem’s inventory and manufacturing management systems using Excel. Our objective included developing a user-friendly, automated system that’s flexible enough to grow and scale with the business.

The new system focuses heavily on the user interface, utilizing dropdowns and lookup functions to make data entry as easy and error free as possible.

For inventory management, the products are broken into three tiers:

Level 1: Raw Materials

Level 2: Manufactured Products

Level 3: Bundles, Packages & Gift Sets

Level 1 includes a rolling purchase log that feeds raw material inventory levels.

Levels 2 & 3 include a space to enter sales for each level which are combined to calculate overall raw material demand, inventory, and production needs.

Each level also includes a bill of materials (BOM) which pulls from the previous level. All three levels are combined using PowerQuery to calculate overall totals.

Problem #1: Common data entry errors due to overly complex navigation resulting in wasted time and inaccurate inventory data.

Solution: User-friendly interface with color-coded navigation buttons and data validation to prevent common errors caused by data entry.

Problem #2:  No way to adjust variables without manually changing each item.

Solution: Variables (such as batch sizes, labor costs, and material costs) that can be easily adjusted as the company and economy changes.

Problem #3: Adding and removing products involved updating multiple sheets.

Solution: Dynamic system that allows users to easily add or remove new products, bundles, and ingredients from a single page with updates that carry throughout the sheet/workbook.

Problem #4: No overall data output to indicate if the company is meeting goals; inadequate data to make growth decisions; no ability to estimate a rolling average cost per unit.

Solution: Summarized metrics to allow the business to quickly view overall performance and make vital data driven decisions. 

- Brittany H. Owner