Roli Roti

Operating challenge

The project was operationally complex: sales and trade spend processes evolved during delivery, stakeholder expectations shifted, scope requests surfaced during demos, and test data and UAT timing affected the path to signoff.

What Lodestone shaped

• Configured Sales Cloud and Trade Spend Management across workflow design, object and record configuration, user access, approval processes, pricing models, and dashboards.
• Ran milestone demos and go-live planning while clarifying stakeholder roles, signoff authority, process changes, and scope control.
• Managed project recovery points when business flow changes reset parts of the build and required renewed alignment across sales and trade spend logic.

Resulting direction

• Lead-to-order and trade spend operations moved into a more structured Salesforce process.
• The project surfaced clear lessons around change control, stakeholder alignment, test data readiness, and demo feedback tracking.
• Sales, pricing, approvals, and reporting were treated as connected operating work rather than isolated configuration tasks.

Profile context

Food production and consumer brand

Food business known for rotisserie and prepared-food operations across retail and market channels.