What a round business needs

  • Customers, addresses and rounds in one place
  • Standing orders with holidays and one-off changes
  • Run sheets and load lists that match the van
  • Invoicing, payments and a clear ledger per customer
  • A way out of the current software, data included

What Milkman does

  • Weekly order generation across every round
  • Driver app with per-call detail and delivery tally
  • Bank statement import that matches payments to customers
  • Customer portal with sign-in by email link, no passwords
  • Full migration from MR8 data files

What a round business gains by moving to Milkman

  • Customers changing their own orders and holidays online
  • Drivers on a phone app instead of paper run sheets
  • Payments matched to customers automatically
  • Invoices generated with VAT and sent as PDFs
  • Office roles with the right permissions for each person
  • A way out: the data is yours and exportable

The problem

  • 5 separate Access databases
  • 102 online forms that had to be edited by hand
  • 26 automated workflows for filing PDFs
  • Crew portal changes billed in the thousands
  • Data scattered across 4 systems

The solution

  • One database, one login, one place for every record
  • Every Access form rebuilt as a web screen
  • 10 reports built in
  • Certificates and assessments tracked automatically
  • Crew portal that works on a phone, for 200+ staff

What they have now that they did not before

  • Crew filling in forms on their phones, filed automatically
  • Certificates and assessments tracked without anyone chasing
  • Ten reports on demand instead of built by hand
  • One record per person instead of four systems
  • Changes included, not billed per field
  • Data they can see and export

The problem

  • 1990s round program with no way to get the data out
  • No way for customers to manage their own orders
  • Bank reconciliation done by hand
  • Every change dependent on the original developer

The solution

  • Every customer, round and balance migrated from MR8
  • Branded desktop application for the office
  • Customer portal: sign-up, orders, holidays, invoices
  • Bank statement import that matches payments automatically
  • Driver app used on every round, every day

What they have now that they did not before

  • 3,000+ households able to manage their own orders online
  • Six rounds run from a phone app, no paper
  • Bank reconciliation done by the system, checked by a person
  • Invoices with VAT out as PDFs in one click
  • New features every month on the retainer
  • No dependence on a single developer
3,000+
Customers
6
Delivery rounds
~100
Products
Daily
Live use
60
Calculators
11
Categories
0
Dependencies

Your system could be next

Whether it is a legacy system that needs replacing or a round business ready to move onto Milkman, we would like to hear about it.