cd-hartnett.com — Future Platform | Ciera Grace Consulting

The upgrade path

Where cd-hartnett.com goes from here

The rebuild is a foundation, and it’s built to grow. As the site proves itself, these are the upgrades that turn it from a brochure into the engine of how C.D. Hartnett sells, serves, and runs — the place the real competitive advantage lives. Each is a project of its own, added only when it earns its place. Here’s what’s possible.

For your customers

Client logins

Give your customers their own account area — restaurants, stores, and institutions ordering, reordering, and paying right on cd-hartnett.com, around the clock. The easier you are to order from, the harder you are to leave.

Client-facing

Customer accounts & order guides

Each customer logs in to their own catalog — the exact items they buy, at their contract price, with their order history one click away.

Per-account order guides with contract pricing built in
One-click reorders and standing orders at par levels — the order suggests itself
Order history and reprints without a call to the office

Benefit: Customers order faster and more often, mistakes drop, and the phone rings less. The easier you are to order from, the harder you are to leave.

Client-facing

Online invoices, statements & payment

Customers see and pay their invoices in the portal — statements, balances, and ACH payment without a paper trail.

Invoices & statements online, always current
ACH / card payment — money in faster, fewer AR calls
Proof of delivery — photos and signatures on file; disputes end before they start
Digital credit application — new accounts onboard in a day

Benefit: Accounts Receivable spends less time chasing paper, cash arrives sooner, and delivery disputes lose their oxygen.

For your team

Employee logins

Internal accounts for your sales team and staff — the tools that turn order data into decisions, with each person seeing exactly what their role needs.

Internal · Sales team

Rep dashboards & account tools

Every rep signs in to their own book of business — accounts, orders, and alerts in one place instead of scattered across spreadsheets and memory.

Rep dashboards — every account and order at a glance
Order-gap & churn alerts — “this account skipped a week” before it becomes “this account left”
Velocity & margin reporting by account and by SKU
Role-based access — reps, managers, and office staff each see the right view

Benefit: Reps catch slipping accounts while there’s still time, managers see the whole floor without asking, and nobody rebuilds the same spreadsheet twice.

Internal · Operations

Staff & admin tools

The back-office side of the same platform — the controls that keep pricing, accounts, and incentives accurate without a vendor ticket.

Account & pricing management — update contract pricing yourselves, instantly
Club CDH tracked automatically — incentives without the spreadsheets
Permissions by role — office, warehouse, and management access what they should and nothing more

Benefit: Your team controls the system instead of filing requests to a vendor, and sensitive data stays scoped to the people who need it.

Bring it in-house

Internal ordering

The big one: bring online ordering off the outsourced software and onto your own platform — the step that replaces a vendor’s system, rules, and monthly bill.

Platform · Ordering

Ordering brought in-house

Orders placed in your system, on your rules — the engine the logins and dashboards all feed into.

Full ordering engine — catch-weight items, contract pricing, delivery-route cutoffs built in
Replaces the outsourced software — and the recurring bill that comes with it
Your order data stays yours — the raw material for every report and alert above

Benefit: You stop renting the most important part of your customer relationship. Ordering works the way C.D. Hartnett actually sells, and the data finally works for you.

Platform · Messaging

Automated customer messaging

Once ordering is yours, the system can talk to customers automatically — the right message at the right moment, segmented by what each account buys.

Order confirmations the moment an order lands
Cutoff reminders — “your truck runs tomorrow, order by 3pm”
Delivery-day ETAs so the receiving door is ready
Out-of-stock & substitution alerts before the truck leaves, not after it arrives
Weekly deals by text or email, targeted to what each account actually orders

Benefit: Fewer missed cutoffs, fewer surprises at the dock, and a steady, automatic nudge that keeps accounts ordering — without adding a task to anyone’s day.

Platform · Company

Company-wide tools

The features that serve the whole business once the platform is in place.

Food-show pre-orders & seminar registration — the modern version of what the old site froze in 2012
Market reports published again — a customer resource and a search-ranking asset
Review generation feeding the Google Business Profiles
Demand insight — seasonal patterns and suggested upsells per account

Benefit: Events, content, and reputation all run through one system you own — each one also strengthening the site’s standing in search.

Why grow it with Ciera Grace Consulting

Whatever you build next, you build it with the same person who built the site — not an account manager, and not an offshore team. You own the code outright, every price is set in writing before work starts, and it runs a fraction of what an agency charges. When you’re ready for the next piece, there’s no ramp-up and no vendor to untangle. You already know exactly who you’re working with.

— Ciera Muniz, Ciera Grace Consulting

The website is step one. Here’s what it can become.