T20 Bakery design workshop

Conversation (turn by turn)

1. turn 1 · 0:33 · 0:33 Nadia Haddad 2026-03-17

   First proper design session on

2. turn 2 · 0:39 · 0:39 Ruth Oyelaran 2026-03-17

   Mm, okay.

3. turn 3 · 0:40 · 0:40 Nadia Haddad 2026-03-17 · cited by ph2-meridian-boundary

   bakery. Meridian owns the production plan, we own the demand signal, and today we agree where, the line sits.

4. turn 4 · 0:55 · 0:55 Ruth Oyelaran 2026-03-17

   Yes.

5. turn 5 · 0:59 · 0:59 Ivan Petrov 2026-03-17

   Agreed.

6. turn 6 · 1:03 · 1:03 Sofia Almeida 2026-03-17

   actually Can I set out the problem first,

7. turn 7 · 1:10 · 1:10 Nadia Haddad 2026-03-17

   Mm, okay.

8. turn 8 · 1:12 · 1:12 Sofia Almeida 2026-03-17

   because I do not think it has been stated properly to Meridian.

9. turn 9 · 1:20 · 1:20 Ruth Oyelaran 2026-03-17

   Please.

10. turn 10 · 1:24 · 1:24 Sofia Almeida 2026-03-17 · cited by ph2-bakery-split

    About sixty percent bakery is baked in store. That is not an ordering decision,

11. turn 11 · 1:35 · 1:35 Ruth Oyelaran 2026-03-17

    Yeah, yeah.

12. turn 12 · 1:39 · 1:39 Sofia Almeida 2026-03-17

    it is a

13. turn 13 · 1:43 · 1:43 Priya Nair 2026-03-17

    True.

14. turn 14 · 1:45 · 1:45 Sofia Almeida 2026-03-17

    production decision,

15. turn 15 · 1:50 · 1:50 Tomas Lindholm 2026-03-17

    Okay.

16. turn 16 · 1:51 · 1:51 Sofia Almeida 2026-03-17

    and it happens twice a day. The other forty percent...

17. turn 17 · 1:58 · 1:58 Tomas Lindholm 2026-03-17

    Yeah, yeah.

18. turn 18 · 2:02 · 2:02 Sofia Almeida 2026-03-17

    is delivered, which behaves like the rest of fresh.

19. turn 19 · 2:09 · 2:09 Ruth Oyelaran 2026-03-17

    Sure.

20. turn 20 · 2:13 · 2:13 Ruth Oyelaran 2026-03-17

    And the split,

21. turn 21 · 2:16 · 2:16 Priya Nair 2026-03-17

    Mm-hm.

22. turn 22 · 2:20 · 2:20 Ruth Oyelaran 2026-03-17

    varies by

23. turn 23 · 2:27 · 2:27 Sofia Almeida 2026-03-17

    Yeah.

24. turn 24 · 2:29 · 2:29 Ruth Oyelaran 2026-03-17

    format?

25. turn 25 · 2:32 · 2:32 Priya Nair 2026-03-17

    Mm, okay.

26. turn 26 · 2:33 · 2:33 Sofia Almeida 2026-03-17 · cited by ph2-bakery-split

    Heavily. The big stores bake most of it. Convenience bakes almost

27. turn 27 · 2:41 · 2:41 Ruth Oyelaran 2026-03-17

    Yes.

28. turn 28 · 2:43 · 2:43 Sofia Almeida 2026-03-17

    none.

29. turn 29 · 2:46 · 2:46 Priya Nair 2026-03-17

    Yeah.

30. turn 30 · 2:49 · 2:49 Ruth Oyelaran 2026-03-17

    Do you have,

31. turn 31 · 2:56 · 2:56 Nadia Haddad 2026-03-17

    Right.

32. turn 32 · 2:59 · 2:59 Ruth Oyelaran 2026-03-17

    that by store?

33. turn 33 · 3:03 · 3:03 Sofia Almeida 2026-03-17

    I have it a spreadsheet.

34. turn 34 · 3:07 · 3:07 Ruth Oyelaran 2026-03-17

    Can you send it?

35. turn 35 · 3:13 · 3:13 Sofia Almeida 2026-03-17

    I can. It is and...

36. turn 36 · 3:16 · 3:16 Ivan Petrov 2026-03-17

    Mm, okay.

37. turn 37 · 3:17 · 3:17 Tomas Lindholm 2026-03-17

    Everything on this project is in

38. turn 38 · 3:24 · 3:24 Ivan Petrov 2026-03-17

    True.

39. turn 39 · 3:28 · 3:28 Tomas Lindholm 2026-03-17

    Sofia's spreadsheet.

40. turn 40 · 3:32 · 3:32 Sofia Almeida 2026-03-17

    Mm.

41. turn 41 · 3:34 · 3:34 Sofia Almeida 2026-03-17

    That is not a joke, sort of it is a documented risk.

42. turn 42 · 3:49 · 3:49 Ruth Oyelaran 2026-03-17

    Okay, yeah.

43. turn 43 · 3:50 · 3:50 Tomas Lindholm 2026-03-17

    You are, right. I withdraw it.

44. turn 44 · 3:57 · 3:57 Nadia Haddad 2026-03-17

    On the boundary. Our proposal is that we produce a forecast at store, article and day for all of bakery, delivered and

45. turn 45 · 4:10 · 4:10 Sofia Almeida 2026-03-17

    Yes.

46. turn 46 · 4:11 · 4:11 Nadia Haddad 2026-03-17

    baked, and Meridian consumes it and decides how it becomes a

47. turn 47 · 4:18 · 4:18 Ruth Oyelaran 2026-03-17

    Mm-hm.

48. turn 48 · 4:19 · 4:19 Nadia Haddad 2026-03-17

    You're on mute. production plan.

49. turn 49 · 4:32 · 4:32 Ivan Petrov 2026-03-17

    Okay, yeah.

50. turn 50 · 4:35 · 4:35 Ivan Petrov 2026-03-17

    We would want finer than day for the baked lines. Bread sold at eight in the morning and bread sold at four,

51. turn 51 · 5:02 · 5:02 Nadia Haddad 2026-03-17

    Okay.

52. turn 52 · 5:03 · 5:03 Ivan Petrov 2026-03-17

    in the afternoon are different products operationally.

53. turn 53 · 5:11 · 5:11 Nadia Haddad 2026-03-17

    Yeah, yeah.

54. turn 54 · 5:15 · 5:15 Nadia Haddad 2026-03-17

    Intraday.

55. turn 55 · 5:19 · 5:19 Ivan Petrov 2026-03-17

    Two windows would be enough. Morning and afternoon.

56. turn 56 · 5:23 · 5:23 Nadia Haddad 2026-03-17

    That is not something this configuration does out of the box.

57. turn 57 · 5:29 · 5:29 Tomas Lindholm 2026-03-17

    Yeah, yeah.

58. turn 58 · 5:33 · 5:33 Tomas Lindholm 2026-03-17 · cited by ph2-intraday-precise

    We can split the day forecast on a fixed profile per store and category, derived from historical sales by hour. That is not a true intraday forecast.

59. turn 59 · 5:47 · 5:47 Sofia Almeida 2026-03-17

    Right.

60. turn 60 · 5:51 · 5:51 Tomas Lindholm 2026-03-17

    Yeah. It is a day forecast with a shape applied.

61. turn 61 · 6:06 · 6:06 Sofia Almeida 2026-03-17

    Mm, okay.

62. turn 62 · 6:09 · 6:09 Ivan Petrov 2026-03-17

    Would the shape be stable?

63. turn 63 · 6:15 · 6:15 Priya Nair 2026-03-17

    Yeah.

64. turn 64 · 6:19 · 6:19 Sofia Almeida 2026-03-17

    The shape is stable. Saturday, differs from weekdays, and the first Saturday after payday differs again.

65. turn 65 · 6:34 · 6:34 Nadia Haddad 2026-03-17

    Yeah.

66. turn 66 · 6:35 · 6:35 Tomas Lindholm 2026-03-17

    Then a profile by store, category and day type works.

67. turn 67 · 6:45 · 6:45 Ivan Petrov 2026-03-17

    That is enough for us.

68. turn 68 · 6:49 · 6:49 Ruth Oyelaran 2026-03-17

    Mm.

69. turn 69 · 6:50 · 6:50 Nadia Haddad 2026-03-17 · cited by ph2-intraday-precise

    I want to be precise about what we are agreeing, yeah because this will be quoted back. We produce a day level forecast plus a fixed

70. turn 70 · 7:08 · 7:08 Tomas Lindholm 2026-03-17

    Yeah.

71. turn 71 · 7:09 · 7:09 Nadia Haddad 2026-03-17

    intraday profile. We do not produce an intraday forecast. If the shape moves, the profile is wrong until somebody re-derives it.

72. turn 72 · 7:27 · 7:27 Ruth Oyelaran 2026-03-17

    Understood, and noted our side.

73. turn 73 · 7:33 · 7:33 Nadia Haddad 2026-03-17

    Who re-derives it, and how often?

74. turn 74 · 7:40 · 7:40 Tomas Lindholm 2026-03-17

    That is the question nobody wants to own.

75. turn 75 · 7:44 · 7:44 Sofia Almeida 2026-03-17

    It will be me.

76. turn 76 · 7:50 · 7:50 Priya Nair 2026-03-17

    Okay, yeah.

77. turn 77 · 7:51 · 7:51 Nadia Haddad 2026-03-17

    Let us not decide that today. I will put it

78. turn 78 · 7:57 · 7:57 Ruth Oyelaran 2026-03-17

    Yeah, yeah.

79. turn 79 · 8:00 · 8:00 Nadia Haddad 2026-03-17 · cited by ph2-intraday-precise

    on the open items list with no owner, so it is visible rather than assumed.

80. turn 80 · 8:14 · 8:14 Sofia Almeida 2026-03-17

    Mm.

81. turn 81 · 8:16 · 8:16 Priya Nair 2026-03-17

    On data. The intraday sales history is in the till system, not in SAP.

82. turn 82 · 8:25 · 8:25 Tomas Lindholm 2026-03-17

    Okay.

83. turn 83 · 8:28 · 8:28 Tomas Lindholm 2026-03-17

    Can we get it?

84. turn 84 · 8:42 · 8:42 Priya Nair 2026-03-17

    Probably. It is a different team, and before you ask, no, I have not spoken to them yet.

85. turn 85 · 8:56 · 8:56 Ivan Petrov 2026-03-17

    Yeah.

86. turn 86 · 9:00 · 9:00 Tomas Lindholm 2026-03-17

    How different?

87. turn 87 · 9:07 · 9:07 Priya Nair 2026-03-17

    Different building.

88. turn 88 · 9:11 · 9:11 Nadia Haddad 2026-03-17

    Mm, okay.

89. turn 89 · 9:15 · 9:15 Nadia Haddad 2026-03-17

    Then that is a... dependency with a name on it. Priya, can you open that,

90. turn 90 · 9:28 · 9:28 Ivan Petrov 2026-03-17

    Mm, okay.

91. turn 91 · 9:32 · 9:32 Nadia Haddad 2026-03-17

    conversation this month rather than in May?

92. turn 92 · 9:39 · 9:39 Ivan Petrov 2026-03-17

    Mm, okay.

93. turn 93 · 9:43 · 9:43 Priya Nair 2026-03-17

    I will open it this month.

94. turn 94 · 9:46 · 9:46 Nadia Haddad 2026-03-17

    Thank you. That is the one that will bite us otherwise.