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Tate’s Bake Shop

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Tate’s Bake Shop
Who: Tate’s Bake Shop
Location: Southampton, NY
Industry: Food Manufacturing
Project: Implementing a cloud-based ERP system, Ensuring system discipline, Integrating Tate’s supply chain with EDI, Customizing the Magento e-commerce integration, Automating order processing, Future warehouse management improvements, Potential CRM adoption
Project Challenges: Big learning curve for the team, Enforcing system discipline, Commitment from leadership, Custom integration for Magento e-commerce
Results:
  • Successful implementation of CloudSuite Process
  • Automated order processing
  • Seamless EDI integration
  • Custom Magento e-commerce integration
  • Improved operational efficiency
  • Future-ready warehouse management
  • Scalability for continued growth

About Tate’s Bake Shop
The “Bake Shop Way” is the Tate’s Bake Shop commitment to uncompromising quality and bake-craft. This commitment shows in the long lines outside of their Southampton, NY, store. Voted the Best Bakery in the Hamptons for years, today’s loyal customers can find Tate’s Bake Shop cookies in retail grocery chains across the country. Founded in 1980 by Kathleen King, who started selling cookies out of her parents’ Long Island farmstead when she was 12, Tate’s Bake Shop is now known not only for those amazing crisp and buttery chocolate chip cookies, but also for their award-winning line of gluten-free baked goods. Today, Tate’s produces over 1 million cookies per day!

Implementing a New System
When the company outgrew its small-business software in 2016, they knew that they needed a system that could handle their manufacturing and business needs while integrating with their popular online store. They also knew that they wanted the flexibility that a cloud-based system could provide. The Tate’s team chose the Infor CloudSuite Process system and went live in January 2017.

Tom Pawluk, Tate’s CFO, said that the new system came with a big learning curve. CloudSuite Process forced a level of discipline across the company that had not been required in the old system. Team members spent 5–10 hours per week learning the system beyond their normal duties. Pawluk advises companies going through new system implementations of this scope to ensure that mid-level managers through the executive team are committed to the process.

Important Integrations
The team at Decision Resources was critical in ensuring that the CloudSuite Process system was fully integrated with Tate’s supply chain through an EDI system and with their e-commerce system. Prior to the CloudSuite Process implementation, orders coming in via EDI and through the online web store had to be manually re-keyed into the production system. 91% of Tate’s revenue comes from the commercial market, through wholesalers or direct-to-retail chains, and many of those organizations require or prefer to send information via EDI.

“Prior to CloudSuite Process, we were limited in our ability to use EDI with our customers. Now, we are trying to get as many customers as possible to place orders via EDI because it is completely integrated with our CloudSuite Process system.”

Tom Pawluk
CFO

Decision Resources already had a built-in integration to the SPS Commerce EDI platform, which Tate’s is using, but the integration to their Magento e-commerce system needed to be customized. The Decision Resources Integral DataBridge was used by their team to build the integration between Magento and CloudSuite Process. Now, online orders move seamlessly into CloudSuite Process, creating production requirements and other appropriate transactions.

The Future
As Tate’s continues to grow, the team at Tate’s is interested in fully implementing the warehouse management features within CloudSuite Process. The first step is to begin using handheld barcode scanners—planned for early 2018.

While Tate’s sales team operates effectively, they are considering using the CRM features within CloudSuite Process at some point in the future as well.

With 24 rack ovens and 2 band ovens, Tate’s continues to expand its use of its ERP system. Those ovens turn out over 1 million cookies a day.

If you haven’t tried one yet, you should!

Tate’s Bake Shop can be found online at www.tatesbakeshop.com

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