Source: ROOTED FARMERS, LLC submitted to
PHASE II: REDESIGNING FLORICULTURE MARKETPLACE & INVENTORY MANAGEMENT TOOLS FOR SMALL PRODUCE FARMS TO INCREASE ACCESSIBILITY AND REDUCE COST
Sponsoring Institution
National Institute of Food and Agriculture
Project Status
ACTIVE
Funding Source
Reporting Frequency
Annual
Accession No.
1031099
Grant No.
2023-33610-40593
Cumulative Award Amt.
$649,935.00
Proposal No.
2023-03928
Multistate No.
(N/A)
Project Start Date
Sep 1, 2023
Project End Date
Aug 31, 2025
Grant Year
2023
Program Code
[8.12]- Small and Mid-Size Farms
Project Director
Ihlo, A.
Recipient Organization
ROOTED FARMERS, LLC
320 DOGFORD RD
ETNA,NH 037504310
Performing Department
(N/A)
Non Technical Summary
Rooted Farmers has developed a dynamic online platform that provides broad, regional market access across wholesale and retail channels for small- and mid-sized farms. Our current platform services domestic floriculture and is differentiated by its capacity to seamlessly standardize and aggregate supply across a fragmented, rural supply chain via a dynamic, database driven solution that uniquely services the producer hub model. Launched nationwide in 2020, we have since scaled to more than 530 farms, 30 producer hubs/cooperatives, and 3,000 wholesale buyers across the country, with robust supplier hubs in northern New England, New Jersey, Pennsylvania, Kentucky, Virginia, North Carolina, Missouri, New Mexico, Utah, California, and more. Active users demonstrate a significant reduction in labor hours (75%+) with simultaneous revenue growth (250% average increases), attributable to Rooted's streamlined purchasing process, farm-tailored inventory management tools, and a demonstrated network effect. Through Phase I, the Rooted Farmers team made significant progress on a user-informed application to service other modes of specialty crop agriculture. Research included three main phases: First, the team administered a quantitative survey to collect demographic data and define major "pain points" for farmers; this survey identified that over 80% of participants believe that their ability to attract new buyers and their ability to manage inventory across all farm products are key to their businesses' future success. Second, we conducted qualitative interviews with 20 small farms, 23 buyers and 9 hub administrators serving more than 400 small- and midsized farms nationwide. Finally, by integrating buyer and seller feedback, as well as expertise from key industry partners, the Rooted Team created static prototypes on which we collected feedback from users. Our key discovery: the most critical first step to solving this problem at scale for small and mid-sized farms is to begin with a foundational solution for food hubs. Now, in Phase II, our Rooted Farmers team will:(1) Complete the development of the functional online food-based platform;(2) Work with commercialization partners, including agricultural experts and economists at theUniversity of New Hampshire's College of Life Sciences and Agriculture and Cornell's Collegeof Agriculture and Life Sciences, transportation and logistics experts at Rensselaer PolytechnicInstitute, and operators at food hubs, farms, and wholesale buyers across the nation to completeearly-stage, real-world testing of the platform and collect success metrics in terms of labor hours,sales, profitability, and quality of life for users; and(3) Scale-up efforts to expand the customer base and prepare for bringing the Rooted Farmersplatform to market.By the end of the two-year Phase II project, we will have developed and be prepared to roll out a technology product that empowers small- and mid-size farms to streamline operations and become more economically viable, while also making our nation's food chain more resilient and robust.
Animal Health Component
50%
Research Effort Categories
Basic
(N/A)
Applied
50%
Developmental
50%
Classification

Knowledge Area (KA)Subject of Investigation (SOI)Field of Science (FOS)Percent
60100013010100%
Goals / Objectives
The goal of this project is to develop an online marketplace for small- and mid-sized farms selling through food hubs.Objective 1. Wewill build the data model, complete the backend architecture, and develop a functional Produce+ online marketplace and software platform. This platform will specifically address the needs of domestic growers and buyers, comprehensivelyproviding: farm-level inventory management, cross-seller product aggregation, and e-commerce capabilities.Objective 2. We will secure commercializationpartnerships and onboard 1-3 food hubs, each serving 8-20 small- to mid-size farms and 30-100wholesale buyers, for a targeted total impact of 50 small- to mid-sized farms through the pilot.Objective 3. We will continue testing and validation of our Produce+ platform withcommercialization partners. This effort will follow the same general approach as our Phase I pilottesting effort, but with a larger and more involved focus group of key stakeholders and users.
Project Methods
Our team will use the following methods in order to accomplish our goals throughout this Phase II award period:(1) Complete the development of the functional online food-based platform; (2) Work with commercialization partners, including agricultural experts and economists at the University of New Hampshire's College of Life Sciences and Agriculture and Cornell's College of Agriculture and Life Sciences, transportation and logistics experts at Rensselaer Polytechnic Institute, and operators at food hubs, farms, and wholesale buyers across the nation to complete early-stage, real-world testing of the platform and collect success metrics in terms of labor hours, sales, profitability, and quality of life for users; and (3) Scale-up efforts to expand the customer base and prepare for bringing the Rooted Farmers platform to market.

Progress 09/01/23 to 08/31/24

Outputs
Target Audience:As identified by our own previous research and research of others, the key audience for our efforts during this reporting periodwas small to mid-size farms where annual sales of agricultural products are less than $350,000 and between $350,000-$999,999, respectively, who are selling through food hubs. The target audience also included food hubs' wholesale buyers such as schools, restaurants, and grocery stores. We have accessed these groups primarily through our relationships with our partner food hubs' managers. Changes/Problems: Nothing Reported What opportunities for training and professional development has the project provided? Nothing Reported How have the results been disseminated to communities of interest?There are not results ready to be disseminated to communities of interest during this reporting period. What do you plan to do during the next reporting period to accomplish the goals?Objective 1.We are actively collecting feedback from and collaborating with our food hub partners who are making sales and tracking their inventory with this version of the platform. We will continue iterative development over the coming months as our hub partners continue to use the system to service their buyers. There is more work to be done on the product database including: (1) enabling product variants to facilitate units and package sizes/types; (2) common names, scientific names and product attributes; (3) mutually exclusive date ranges, along with integrating options to "carry forward" the prior week's inventory for shelf-stable products; and (4) grower-desired listing details, e.g., bed feet planted and dates, known input costs, etc., to allow growers to analyze their year-end production and profits. Back-end Updates: We will continue to update the back-end system, as informed by our Phase I findings, including: (1) allowing buyers to filter upstream availability from farms or hubs; (2) allowing hubs to be granted administrative power over all farm members' inventory to help their less tech-savvy producers or producers without/with limited access to internet and technology; (3) adding product categories and subcategories for produce and other related merchandise; and (4) adding the ability to stipulate product stock/quantity by variant, and to track unsold products. Front-end Updates: User-facing components that will be updated include: (1) a refined product list with new variant details like prices by weight, packaging, and size; (2) new shop features, such as filters for produce, grouping by sellers, a cart preview, showing pricing for multiple variants, and nesting similar products from different sellers; (3) a public seller profile, with updated shop changes, details about the types of produce grown, and a "Coming Soon" or featured products page; and (4) updates to harvest and pack list to meet seller needs. Objective 3. Continue testing and validation of our Produce+ platform with commercialization partners. This effort will follow the same general approach as our pilot testing effort, but with a larger and more involved focus group of key stakeholders and users. This will not begin until the conclusion of our current pilot testing. During that time, we will collect both qualitative and quantitative feedback, having users rate on a 5-point Likert scale the ability of the platform to affect the following key metrics for farms: (1) Time spent on administrative, non-farming tasks (e.g., inventory management); (2) Ability to access buyers/ increase sales; (3) Self-perceived quality of life; and (4) Perception of improved ability to scale. We will have buyers rate on a similar 5-point scale, the impact of the platform on their: (1) Ability to access local product; (2) Ability to access product from small- and medium-sized farms; (3) Percentage of total purchasing budget that could be fulfilled locally through small- and mid-sized farms; and (4) Communication of product-related information. The team will continue to interate and work closely with our food hub partners to create software that is beneficial and useful to help them grow their businesses.

Impacts
What was accomplished under these goals? Objective 1. Build a fully operational Produce+ online marketplace and software platform. Work towards this objective has been steady and successful. While there is still work to be done, out team has produced a first iteration of the functional Produce+ online marketplace and software platform that is comprehensively providing farm-level inventory management, cross-seller product aggregation, and e-commerce capabilities. Additional milestones hit include: (2) allowing price-by-weight and estimated sizes; (3) harvest and packing lists, organized by variety and package type, filtered by product category, and used to create bills of lading. Objective 2. Secure commercialization partnerships. Secure commercialization partnerships and onboard 1-3 food hubs, each serving 8-20 small- to mid-size farms and 30-100 wholesale buyers, for a targeted total impact of 50 small- to mid-sized farms through the pilot. This objective has continued to be a success throughout the project. The Rooted Farmers' team has continually emphasized relationship building and prioritized the needs of our farmers and producers. Our team has built strong connections with three food hubs who we have been working closely with throughout the development process; Seasonal Harvest of Green Bay, WI, Blue Ridge Farmer Collective of Roanoke, VA, and Profound Foods of Dallas, TX. These hub managers have provided invaluable feedback regarding the functionality, user experience, and design of the product. As mentioned above, our team members had the chance to visit Seasonal Harvest and Profound Foods to gain insight into the functionality and workflow of these groups and to better understand their needs. One hub is fully onboarded and is using the current Produce+ system to make sales, and two more hubs are in the process of onboarding with the intention of utilizing the system for their food hub management and sales in the coming months. Through this process of onboarding and collaboration, we discovered that meeting more regularly with our hub managers would be necessary for faster paced progress.

Publications