From Maker to Monger

Updating and Streamlining The Wholesale Cheese Market

Type: Research Driven Project for a New Business to Business Platform

Timeline: This is an Ongoing Project for Wholesale Cheese

Team: Just Myself So Far

Scope: Designing a Platform for American Wholesale Cheese Market

Overview:

The wholesale cheese market is due for an upgrade. As the artisan cheese community grows in the US, most businesses are buying cheeses over email, and keeping track of their supplies over multiple spreadsheets. This project aims to build the argument that the industry deserves a platform which will streamline the market.

Cheesemongers are specially trained in the art of cutting, maintaining, wrapping, and speaking to artisan cheese. Artisan cheesemaking is a delicate process that requires years of practice and a good amount of knowledge of chemistry and craftsmanship.

Like wine, this high-end product takes mastery to understand. Stocking a shop or adding to a dish at a restaurant is hard, thoughtful work. However, the wine world is lucky and has extensive thorough platforms that allow buyers to make easy orders, connect with the supply chain and self educate. Cheese is a lot more temperamental and yet there has not been a successful platform for wholesale cheese business. This case study starts to explore why that might be and what that platform might look like.

Methodology:

My research has been extensive thus far and mostly centered around interviewing. However, I hope to continue to grow this project with low and high fidelity prototyping and testing.

What Has Been Done:

  • Interviews

    • Cheese Buyers

    • Distributors

    • Producers

    • Importers

  • Industry research from the pandemic

  • Affinity map

  • Comparative Analysis

  • Competitive Analysis

  • MVP Analysis

  • Personas

    • Buyer

    • Producer

  • User-flows

    • Buyer

    • Producer

My Personal Connection to Cheese.

A small snapshot of my previous life as a cheese monger.

A small snapshot of my previous life as a cheesemonger.

Cheesemongers are specially trained in the art of cutting, maintaining, wrapping, and speaking to artisan cheese.

For three years I mongered for a locally owned, specialty cheese shop called Cured in the heart of Boulder, Colorado.

Becoming a cheesemonger happened by accident but was one of the most valuable periods of my life.

I fell in love with the expertise and was inspired by the community. Now I want to give back to that community with my skills in UX design.

Cured championed the small producers like Willi Lenher from Bleu Mont Dairy, who take the time to craft delectable, handcrafted cheeses.

The Wholesale Cheese Chain

The wholesale cheese market can have many layers. Buyers are sold cheese through sales representatives who work for distributors. Those distributors work with producers and/or importers in order to move products. There are many situations where producers sell directly to buyers and/ or importers sell directly to buyers.

In this story, each one of these links is represented except for sales representatives. They have been hard to get a hold of in my pursuit of interviews but rest assured my persistence has not wavered.

Before we get started it is important to note that this chain of command expands globally. This project has been mostly about research and identifying the problems within the cheese buying process in order to improve it.

Another note on business specifics: the busiest cheese seasons for everyone in the chain are Q2 (Right as the weather starts to get warmer) and Q4 (Christmas and New Years).

How is Artisan Cheese Expanding in the US?

Artisan cheese in a very old and esteemed industry in Europe. In comparison, the US is relatively new but expanding rapidly. The American Cheese Society sets the standard for defining and celebrating American Artisan Cheese through their community and competitions.

The American Cheese Society conference is held each year where new and exciting products are tasted, judged and given awards! At the same event cheese mongers are put to the test (literally) to become ACS certified, compete in cutting, plating and blind tasting competitions. The conference started in 1983 with 150 attendees. Now the conference has thousands of attendees and hundreds of competitions. Close to 1,000 artisan cheesemakers are members of ACS and attend each year.

Why is this important?

The conference provides business exposure, esteem, community, standards, networking, learning, connections to distributors/reps, business insight and a whole lot of fun!

Interviews

My research is heavily reliant on Interviews with each section of the supply chain. I want this product to work with the specific nuance of the industry. For the first stage of this case study, I gathered around 15 hours of interviews with anyone and everyone I could get in contact with. Here are some of the key highlights from my interviews so far.

 Cheesemaker

Two of my favorite American cheese makers made the time to sit and speak with me about the industry and their role in it.

I am so humbled by these two amazing people who have dedicated their lives to making amazing cheese. When you get the chance, go to your local artisanal cheese shop and pick up a slice of Dunbarton Cheddar or Bleu Mont Bandaged Cheddar.


Key Takeaways:

  • Cheesemaking is a very long & detailed process. These are just a few examples of how sensitive it is.

  • The milk has to be fresh and follow a specific standard.

  • The chemistry must be perfect.

  • The cave or aging facility must be maintained properly and the cheese aging with specific care depending on the type of cheese that is being made.

  • Bacteria must be heavily controlled for the months and/or years the cheese is aging.

  • After all that work, making sure it is transported properly is essential. That is why small producers rely on close relationships with their buyers and distributors.

  • Many times when buyers believe there is a problem with the cheese and ask for credit, the producer has to educate the buyer about the specific type, flavor profile and life cycle about the cheese.

  • It is so important to buyers to send their orders in on time for the busy season. Because the cheese is made so far in advance, artisan cheese makers only have so much to sell and a strict cut off window for getting it to the retailer before the holidays.

  • Education is key! Mongers need to know how to maintain and sell their product correctly.

  • Branding is key! Both producers are multi-generational cheesemakers. Their product is their life and history so their brand must be upheld by those selling it.

Will Lenher: Master Cheese Maker and Owner of Bleu Mont Dairy

Chris Roelli: Master Cheese Maker and Owner of Roelli Cheese Haus

 Importer:

I was lucky enough to chat with a representative from Essex St. Cheese. Essex is strictly an importer, meaning they do not consider themselves a distributor. The company has very tight relationships with their producers in Europe and only sells a handful of specific products. Once the cheese is imported to the US, Essex relies on distributors for orders and transportation.

  • Education is key! Essex strives to champion their producers and provide the public with amazing European cheeses. I have personally taken classes with Essex and left feeling inspired and full of tasty cheeses.

  • The pandemic was hard on supply chains and importation specifically.

  • Soft cheese is extremely time and temperature sensitive. These cheeses ripen like fruit and if they do not arrive in a timely manner, they will over-ripe and are no longer able to sell. 

    • This has been happening a lot with companies from abroad. The industry is buying less cheese from Europe because of the high costs of shipping it here and the condition it arrives in.

    • Most of the time, the cheese turns because shipping containers get stuck on a ship, waiting to dock. 

    • Now, gas prices are making shipping costs skyrocket and European cheeses are becoming harder to come by in the US.

 Distributor

Gourmet Foods International is a larger scale distribution company with a wide inventory of American and European high level food products.

I want my product to work with distributors, not compete with them so I wanted to ask as many questions as I could about the nuances of the business. However, GFI comes up again in my competitive analysis because they have their own app with an “add to cart.”

Key takeaways:

  • Education is key! It is incredibly important for distributors to know their product. GFI trains their employees on how cheese is made, how it is properly tasted, what it pairs with, how it is prepared in restaurants and how it is handled in stores.

  • You can’t control transportation. Weather, human error and miscommunication get in the way of transportation all the time. With such a sensitive product you have to pay close attention to where it is and how it is doing.

  • Cheese can pile up in a warehouse and it is hard to move before it goes bad. Distributors often have a “push-list” advertised to their buyers with discounts on products they want to move before it goes bad.

  • There is a lot of responsibility in distribution, each step must be handled with care for the product and the buyer.

 Sales Representatives

Representatives are connected to distribution.

  • They are often the point of contact for buyers who ask questions about the status of their order and new products.

  • This means they are often dealing with transportation issues, missing items and sales credits.

  • As of now, I have not had luck interviewing reps but they are an essential part of this process. This project will need their perspective to be successful and interviewing them is on my list of next steps.

Buyers/ Cheesemongers

So far, I have interviewed 3 cheese buyers from different retail shops around the country:

Boulder, Colorado

Philadelphia, Pensilvania

Ann Arbor, Michigan

Key Takeaways:

  • All use their own method of buying cheese using spreadsheets, emails and catalogs.

    • There is a different spreadsheet made by the buyer for each distributor.

    • Distributors categorize their cheese by code and do not sell in an e-commerce format.

    • Cheese is ordered by writing out the product number and the quantity to the distributor or directly to the producer.

  • Distributors are allocated to certain zones in a state or city. Sometimes when a buyer is looking for a specific cheese, the distributor within their zone does not carry it. Therefore, the buyer has to research other distributors in the area, and dig through their inventory to find what they need. 

  • When there is a problem with the product or transportation, the buyer goes through a long process of communicating with the chain of the market, & reconfiguring their business goals.

  • Distributors will often have a push-list for products they have a lot of and need to move. Buyers hate to see the cheese go to waste but have high standards for their customer base and will not consider cheese on  “clearance.”

  • Connections are key. The Cheese community is tight-nit, but for someone who is new to the game, it can take a while to develop close relationships across the market chain.

  • In order to find the cheese they are looking for, they have to find a distributor who sells that cheese within their “zone.”

COVID-19’s Effect on the Market

Buyers:

The American Cheese Society surveyed cheese shops across the country about their experience dealing with the pandemic in 2020.

The infographic to the left outlines some of the key findings from that survey.

  • Money was lost in sales because people were not spending extra cash on cheese.

  • People were not eating at restaurants.

  • Shops and businesses had to apply for loans.

  • Employees were furloughed, laid-off, or had their hours cut.

From my interviews:

  • Staffing is still an issue because skilled workers take time to train, burnout caused employees to leave, and many did not come back after being let go in the first place.

  • Educating is key! mongers have to keep profits going by treating the product properly and knowing how to sell it.

Distributors and Importers:

Supply chain and staffing shortages have affected the global economy and cheese is no acceptation. Lack of shipping containers, trucks and drivers have put businesses in a real bind and when dealing with such a temperamental product like cheese, logistics are even harder to deal with.

It is hard to say how long these issue will continue but according to my interviews, the market looks like it will be changed permanently in someways and will ease in others.

Interview Quote:

“There just aren’t enough trucks or truck drivers to move cheese anymore. Everyone is switching careers.”

  • GFI

Interview Quote:

“My cheese was sitting in a shipping container off the coast of New Jersey for weeks. Luckily it was hard cheese but still. There was no one working the port and ships were just stuck on the coast.”

“We eventually bought our own shipping containers. Shipping containers have been lost for quite sometime due to the back up of products across industries. We found a few discarded ones and bought them so we new we would have access to something to get our cheese to the US.”

  • Essex St. Cheese

Sales Reps:

Sales reps, for a long time were unable to meet with their buyers in person.

That really cut down on their ability to use their personalities and salesmanship to move product. This part of the industry is coming back but often interrupted by variants and new restrictions or exposures.

Reps in the wine world have been effected by this as well, I will discuss this issue further in my case study.

Producers (Cheesemakers)

Besides supply chain issues, the two cheesemakers I spoke with were not drastically affected by the Pandemic. Both already have small operations with few employees who have been very loyal throughout the crisis.

The main issue with selling their cheese actually has to do with the retail process. Because of the health concerns, tasting and sampling cheese in artisan shops has become a luxury of the past.

For example: Chris Roelli makes two forms of blue cheddar cheese: Dunbarton and Red Rock (shown in the image to the left). The flavor profile is very cheddar forward but people who claim to dislike blue cheese will avoid buying his cheese because it looks moldy and/or different than what they are comfortable with.

“Mongers have always been excited about my cheese and suggest it as a gateway for people who don’t like blues,” says Roelli. “The key is getting the customer to try a sample of it. Once they try it, they can see that it's much more rich and complex than they were expecting. Unfortunately, without tasting, the monger has to describe the taste and convince them to buy a chunk of it before they know if they like it.”

 

Mapping the Commonalities

 After speaking with so many different people in so many parts of the industry, I came across some commonalities and grouped them in an affinity map.

Everyone I talked to about their experience made comments about:

  • Communication between the supply chain

  • The issues with the supply chain

  • Maintaining the quality of product

  • Using multiple systems to do business and keep track of information

  • Frustrations with COVID-19 (Of course)

  • How unpredictable the industry can be across the board

  • Their positive relationships in the industry

  • And customer relationship metrics

  • The most important, EDUCATION

 Competitive Analysis

The Monger

The Monger is no longer being worked on. Two Editors at Culture Magazine had the same idea. They started working on a wholesale cheese buying software about ten years ago and shut down operations in 2021.

Lucky for me, the CEO/ Owner of the company agreed to speak with me and tell me what he learned from the experience.

  • Distribution is key. They are the biggest players in the industry and have the most hesitation. Make sure you work with them to collect data and help their business thrive.

  • It is really hard to keep information updated.

  • Funding is hard in this industry. Wine has great platforms because they have a lot more money. When you talk to investors, make sure you have your market research ready.

  • Look into plugging for accounting software but make it flexible for producers to use their own systems.

Key features:

  • Add to cart (e-commerce experience)

  • Messaging

  • Live tracking (See where your truck is)

  • Sales Analytics

  • Usage analytics

  • Use CRMs to keep up with the market

 Gourmet Food International

GFI is a large scale high end food distributor that specializes in cheese.

They have a mobile app for their own company with the intention to streamline orders, organize data and have direct communication with their reps and buyers.

Key Features:

  • order items on the app with an e-commerce experience of adding to cart.

  • Tracking orders (map of trucks, notifications about arrival times and distribution hick-ups)

  • Search

  • Budgeting

  • Messaging

  • Analytics

  • Lists

  • Filtering

  • Item sorting. by price and or availability

Comparative Analysis Form the World of Wine

Wine as a specialty food item has great resources for their buys, distributors, importers and producers. These two platforms are leading the way in the wholesale wine market.

VINOSMITH,

is a wholesale platform design by sommeliers from California who wanted to create the “software of their dreams.” This platform was engineered to fit the industries specific needs, defined by the users themselves.

“We speak wine. Software developed for the wholesale wine industry by the industry.”

Vinosmith works with Wineries and distributors to get access to buyers and provide reliable data between businesses.

They provide:

  • Inventory tracking

  • Order organization and history

  • Customer Relation Management tools

  • Business analytics

  • Cloud based storage for security and easy access from anywhere

Key Features:

Mobile access for business on the go!

SevenFifty,

When researching SevenFifty I was able to find a recorded zoom presentation for prospective producers. Click here to find the whole video on Youtube.

Key Features from the buyers’ prospective:

Below are the features on the buyers’ account page. Buyers have a homepage that is specified to their needs and expectations.

Key Features for Searching and Ordering Products

Buyers can filter through specific needs for their business and buy directly on the platform from distributors or producers.

Producer Portal

 SevenFifty Has Portals Specifically for Distributors as well as Producers (Producers also have the capability to distribute themselves)

 

Information on the Go!

Everything a User Needs wherever they are!

 MVP Analysis

Taking some of the features from my competitive and comparative analysis, I placed them on a scale of effort and impact. Both are measured from high too low and the feature sits where I believe it should go. This is also a work in progress and something I want more eyes on. My plan is to ask a developer what is actually high effort vs. high impact for another prospective.

So far:

Features that are low effort and high impact are simple things like: a messaging platform, lists, large search bar and links to education resources.

Features that are high effort and high impact are more of the filtering by cheese type (because there are so many cheeses), sorting by price, comparing prices, accounting software plugins, and accurate transportation information.

First Two Personas:

The Buyer & The Cheesemaker

As I begin to build my designs for this project, I want to start with the target audience I know the most about. Eventually, I want to make personas and build flows for each part of the market but, for now I am starting with the buyers and producers.

Charly Andersen:

Problem:

Charly needs to order a couple new cheeses before the holiday season. He is new to the cheese buying business but knows he needs to order them quickly so they arrive in time for the busy season. Charly feels he is getting buried in emails these days and is missing crucial information from his reps about transportation issues in the supply chain.

At the same time, Charly is working hard on education for his team. Many of them are new to the industry because of COVID, and while they are enthusiastic, there is still a lot for them to learn.

Charly needs a platform where he can place orders, keep track of orders, communicate with his reps and producers, and learn more about new products so he can educate his staff.

Jim Hartley:

Problem:

Jim is trying to gearing up for the holiday orders. All year he has been working to expand his business in the US by networking with new distributors and buyers. However, now that most of this type of networking is remote, he needs to find a way to access more distributors and buyers from a distance.

He is very proud of his products because they are made with quality ingredients and attention to detail. Jim is aware that there is a large shortage of skilled cheesemongers in the US at the moment, and without the ability to give out samples, his cheese is moving a bit slow. He wants to have more control over the narrative of his cheese so he knows it is being marketed correctly by mongers.

Jim needs a way to have control over his product and brand once it leaves his facility and enters the retail space. He also needs a way to expand his network and find distributors.

 How Can We Start to Solve Charly and Jim’s Problem?

How do I meet the needs of my two personas? For now I am still ideating and iterating. Here are some examples of my initial thoughts organized in user-flows and Sketching.

Charly’s Flow:

Charly’s flow involves him checking a notification from one of his reps about a previous order.

He also places an order using the e-commerce capabilities on the platform.

Sketching:

To begin my design process, I started sketches for both Charly and Jim.

Each sketch has detailed solutions to the problems Jim and Charly are facing in their businesses.

Can’t wait to build these out and get them tested.

My interviewees agreed to help me with further research and I plan to ask them to test with me!

Jim’s Flow:

Jim’s flow involves editing the product description for his bandaged cheddar. He wants mongers to know how the temperature of a display case can effect the rind of the cheese and give it a weird moldy look.

Jim is also spends a moment looking for reps who work with one of the cheese shops he is interested in selling too. He searches the zone where the shop is located and finds a list of reps that he can message right away.

Next Steps

  • Conduct a card sort activity to determine filtering options

  • Build the first two low-fidelity prototypes

  • Test

  • Interview more distributors and Sales Reps

  • Create Personas

  • Build low-fi prototype

  • Speak with Developers

  • Test

  • Iterate

  • Mid-fidelity

  • Test

  • Iterate

  • High-fi Prototype

  • Test

  • Iterate

  • Present????

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