Client: Jan Hori, Director of Hawaiian Pie Company

Consultant: Pietro Sassanelli, Business Systems Consultant

The Situation: Family Business, Manual Bottlenecks

Hawaiian Pie Company was thriving with customer love and demand. But behind the scenes, operational cracks were forming. Orders, leads, and production were managed through spreadsheets, emails, and Jan’s memory. As demand scaled, so did complexity — and Jan was the only one holding it all together.

Challenges Identified

• No structured pipeline for wholesale leads — qualified opportunities slipped through
• Shopify orders had no workflow or tracking — fulfillment required constant checking
• Production scheduling was done manually, with no central task system
• Team required Jan’s input for every decision — from order status to deadline
• SOPs, responsibilities, and processes lived only in Jan’s head

Consulting Objective

Build a scalable system that standardizes operations, removes the founder from daily execution, and prepares the business for partnerships and growth.

• Automate lead capture and qualification with CRM tagging
• Connect Shopify with a production tracker and task board
• Build a digital HQ to house timelines, SOPs, and dashboards
• Train the team to operate independently