Superior Farms Unifies Enterprise Operations on a Single ERP Platform

A full-scope D365 Finance & Supply Chain implementation connecting warehouse execution, production, transportation, and livestock operations across North America's largest lamb processing company.

CalfTech Connects Farm Operations and Finance Across a Two-Phase Digital Transformation

Summary

Superior Farms was running finance, warehouse, production, and logistics as disconnected functions across two processing plants. Manual records, inconsistent lot tracking, and uncoordinated transportation created data gaps at every handoff. Folio3 AgTech implemented D365 Finance & Supply Chain as the ERP backbone, with Advanced Warehouse Management, Transportation Management, a custom production app, and AgriERP as the livestock layer.

About

Superior Farms Superior Farms is North America's largest processor and marketer of American lamb. Founded in 1964 and headquartered in Davis, California, the company operates two processing facilities in Dixon, CA and Denver, CO, works with family ranchers across the United States, and distributes to retail and foodservice customers in more than 10 countries. As an employee-owned company (ESOP), operational performance is a shared stake for every person on the team.

Solutions Built

Industry

American Lamb Processing

Geography Served

Davis, California, USA

Technology

Microsoft Dynamics 365 Finance & Supply Chain, Warehouse & Transportation Management,

Scale of Operations

1,000+

Family rancher partnerships connected through a unified supply chain data foundation

400+

Employee-owners across two processing plants now operating on one ERP system

2

Processing facilities in Dixon, CA, and Denver, CO standardized on a single platform

~1/3

Of all USDA-inspected American lamb processed annually, now with end-to-end system traceability

The Challenge

Siloed Systems Were Slowing a Business That Could Not Afford Delays

Superior Farms operates two processing plants, a national network of family rancher partnerships, and a distribution footprint reaching more than 10 countries. As operations scaled, the systems behind them did not. Finance teams reconciled records that did not reflect what was happening on the floor. Warehouse staff moved product without system-directed controls, leaving inventory movements untracked until someone manually entered them later. Production data stayed on paper until it was transferred into a back-office system, often hours after the fact. And transportation planning had no connection to what was happening in the warehouse.

Siloed Systems Were Slowing a Business That Could Not Afford Delays

Siloed Departments

Finance, warehouse, production, and logistics operated without a shared data foundation. Management had no consolidated view of performance.

Manual Warehouse Processes

Receiving, put-away, picking, staging, and shipment confirmation ran without system direction, creating persistent gaps in inventory accuracy.

Untracked Production Activity

Shop floor teams captured data on paper. Delays between physical execution and system updates made real-time operational decisions impossible.

Fragmented Transportation

Outbound shipment planning had no link between staging, load assignment, route scheduling, and carrier coordination across the two facilities.

Our Approach

How Folio3 AgTech Built an Enterprise Platform Across Every Layer of a Complex Livestock Operation

The implementation began with the ERP foundation and expanded in stages to warehouse execution, production capture, transportation coordination, and the livestock operations layer. Each phase replaced a manual handoff with a system-driven process, building a connected data trail from rancher intake through finished shipment.

1

ERP Foundation

D365 Finance & Supply Chain deployed as the central system of record for finance, procurement, inventory, sales order processing, and operational reporting.

2

Warehouse Management

System-directed controls introduced across receiving, put-away, replenishment, picking, staging, and shipment confirmation at both processing plants.

3

Production Execution

Custom Ardia web app and Microsoft Warehouse Management mobile app implemented to digitize shop floor activity, label printing, and inventory movement.

4

Transportation Management

Outbound logistics integrated with the ERP, enabling coordinated load planning, route scheduling, and carrier assignment from a central system.

5

Livestock Operations Integration

AgriERP configured as the livestock layer, covering breeding, health records, and master planning, synchronized with D365 via Burq Integrator.

The Platform

An Enterprise ERP Built for the Full Complexity of Livestock Processing at Scale

Folio3 AgTech delivered an enterprise platform built on D365 Finance & Supply Chain, extended with specialized execution layers for warehouse, transportation, production, and livestock operations. Each component captures data at the point of activity and feeds it into a single operational and financial record.

An Enterprise ERP Built for the Full Complexity of Livestock Processing at Scale

Centralized ERP Foundation

D365 Finance & Supply Chain serves as the system of record for finance, procurement, inventory, and sales at both plants.

System-Directed Warehousing

Every warehouse movement from inbound receiving to outbound shipment confirmation follows a guided workflow, removing reliance on manual judgment calls.

Lot and License Plate Traceability

Item-level lot, pallet, and license plate controls embedded across warehouse and production execution for consistent traceability at every operational stage.

Mobile Warehouse Execution

The Microsoft Warehouse Management app delivers guided mobile transactions with offline support for high-volume, continuous processing environments.

Custom F3 WMS Layer

Warehouse workflows specific to Superior Farms built into a custom WMS layer to handle operational requirements beyond standard module capabilities.

Production Execution App

Ardia web app manages production orders, prints customer-specific batch and serial labels, and auto-creates inventory records in D365.

Transportation Management

Load planning, route scheduling, and carrier assignment are managed from within the same ERP that drives inventory and fulfillment decisions.

AgriERP Livestock Layer

Breeding records, health tracking, animal profiling, and master planning connected to D365 supply chain and financial processes via Burq Integrator.

One Platform Connecting Every Function from Livestock Intake to Outbound Shipment

After a full-scope implementation, Superior Farms replaced a fragmented set of systems with one ERP platform covering warehouse, production, transportation, and livestock operations. Teams now work from system-directed processes rather than paper records. Production data is captured at execution. Transportation planning runs within the same system as inventory. Livestock records connect directly to supply chain and financial reporting.

What Does Your Operation Look Like When Every System Works Together?

Superior Farms manages two processing plants, a national rancher network, and multi-channel distribution on a single enterprise ERP. Let's explore what a unified platform looks like for your operation.

Serving the Agriculture Industry Globally Since 2004

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Our Expertise

20+ years in the AgTech Industry

600+ projects completed worldwide

A quality management system compliant with ISO 9001, ISO 27001 & 27701

Microsoft Partners: Gold Partner, Silver Partner

NetSuite Alliance Partner, NetSuite Success Partner, NetSuite Commerce Partner