How to Complete Your Smart Operations Planning Guide — Emergent Connext
🔒 Your privacy is protected. Nothing you enter is shared with Emergent until you choose to submit.
Smart Operations Planning Guide

How to Complete
Your Producer Guide

A step-by-step walkthrough to help you get the most out of the Smart Operations Planning Guide — from getting started to submitting your completed summary.

What Is the Smart Operations Planning Guide?

The Smart Operations Planning Guide is an online form that helps our team understand your operation before we recommend anything. Instead of a generic sales pitch, we start by learning about your specific challenges — where you lose time, where uncertainty costs you money, and where better visibility would change how you make decisions.

When you submit your completed guide, our Customer Success team receives a structured summary of your operation. We use it to build a proposal specific to your farm — not a one-size-fits-all package.

🔒 Your Privacy: Nothing you enter is shared with Emergent until you click Submit at the very end. You can save your progress and come back later with complete privacy.

The Eight Sections

The guide is organized into eight sections. You can complete them in one sitting or spread the work across multiple sessions — your progress is saved automatically.

Cover
Your Operation Profile
Section 1
Areas With Challenges
Section 2
Specific Challenges
Section 3
Prioritize Challenges
Section 4
What Does Better Look Like?
Section 5
Your Assets
Section 6
Current Technology
Section 7
Your Ecosystem Roadmap
⏱ Time to Complete: Plan for 45 to 60 minutes. Sections 1 through 3 are the most important — if time is limited, complete those first and save the rest for a follow-up session.

Starting the Guide

No login or account is required. Just open the link and begin. The guide works best on a desktop or laptop computer.

Cover Page — Your Operation Profile

Start by describing your operation. Fill in what you know — estimates are fine, and you can always go back before you submit.

  • Farm or Operation Name
  • Your name and role (owner, operator, manager, etc.)
  • Address and nearest county or city
  • Enterprise types — row crop, livestock, grain storage, irrigation, etc.
  • Irrigated acres and irrigation method, if applicable
  • Facility count — grain bins, barns, equipment shops, fuel sites, etc.
  • Acres owned and leased — the guide calculates your total automatically
  • Employee count — full-time, part-time, and H-2A seasonal workers

Navigating Between Sections

At the top of the page you will see a row of circles labeled C, 1, 2, 3, 4, 5, 6, 7. Click any circle to jump to that section. You can move freely — nothing locks, and you can go back and change answers at any time before you submit.


What to Expect in Each Section

Section 1 — What Areas Have Challenges?

Select every area of your operation that creates friction, uncertainty, or extra cost. There are 12 areas — from grain handling and irrigation to labor and data systems. Select all that apply. Your selections here filter what appears in Section 2.

💡 Tip: If an area causes you stress or costs money, select it. You will describe the specifics in Section 2.

Section 2 — Identify Your Specific Challenges

Based on your Section 1 selections, this section shows detailed challenge lists for each area. Check every challenge that happens on your operation — even occasionally. The more you identify, the more useful your summary will be.

Each area also has a Notes field. Use it to describe a specific incident — what happened, what it cost, how much time it took. For example: "Lost 8,000 bushels in 2023 when a bin fan failed during a heat event — cost us around $42,000." These specific stories are what allow us to build a proposal with real ROI numbers.

Section 3 — Prioritize Your Challenges

Rate each challenge as High, Medium, or Low priority. High means it is actively costing you time or money. Medium means it happens but you have workarounds. Low means it is worth addressing eventually but is not urgent.

📝 Optional but valuable: The story fields in this section are your opportunity to describe what happened in your own words. Specific incidents, dollar figures, and time losses are the most useful information we can receive.

Section 4 — What Does "Better" Look Like?

Select the outcomes that matter most to your operation — real-time alerts, remote monitoring, automated reporting, AI-assisted decisions. There is no commitment attached to your selections here.

Section 5 — Your Assets

List the physical assets on your operation that could benefit from connectivity and monitoring. Click each asset type, set the count, and add per-unit details (bin capacity, pivot acreage, herd size, etc.).

As you add assets, a panel on the right side of the screen estimates your connected device count and provides a real-time platform cost estimate. This is for reference — final pricing is determined during your proposal meeting.

Section 6 — Current Technology

Tell us what platforms and tools you already use — John Deere Operations Center, Climate FieldView, AGI BinManager, Valley BaseStation, Beck's Farm Server, and others. This helps us identify integration opportunities and existing gaps.

Section 7 — Your Ecosystem Roadmap

Think about how you would phase a deployment — what you would want to connect first, and what can wait. Phase 1 is your highest-priority starting point. Phases 2 and 3 are your growth path. This section does not commit you to anything — it helps us build a phased proposal that matches your pace.


Save Your Work and Come Back Later

Your progress is saved automatically to your browser as you go — every field you fill in, every checkbox you select, is captured without you doing anything. You do not have to complete the guide in one sitting.

How to Save and Get a Reminder Link

1

Click the Save Progress button

Located in the top navigation bar. Your progress is saved automatically the moment you click it.

2

Enter your email address

This is optional — your progress is already saved to the browser. The email simply sends you a reminder link so you can find your way back easily.

3

Click "Email Me a Reminder"

A reminder email will arrive in your inbox with a link back to the guide. Keep this email — it is the easiest way to return to where you left off.

4

Click Close or Done

Your progress is saved. You can close the browser tab and come back whenever you are ready.

⚠️ Important — Same Device & Browser Required: Your progress is saved to this specific browser on this specific device. To resume your work, open the guide on the same computer in the same browser (Chrome, Edge, Safari, etc.) that you used to start. Opening the guide in a different browser or on a different device will start a fresh session. If you need to switch devices, contact your Emergent Customer Success Manager for help.

How to Return and Resume

1

Click the link in your reminder email

This takes you back to the guide. Your progress will be restored automatically — you will see a green banner at the top confirming your session has been resumed.

2

Or just open the guide directly

If you are on the same device and browser, simply navigate back to the guide URL. Your session will be detected and restored automatically.

You do not need the email link if you are on the same device and browser — just open the guide and your work will be there.

3

Continue from where you left off

Use the numbered circles at the top of the page to jump to any section. Everything you entered previously will be exactly as you left it.


When You Are Ready to Submit

Step 1 — Generate Your Summary

When you are satisfied with your responses, scroll to the bottom of Section 7 and click the gold Generate Emergent Summary button. This compiles everything into a formatted summary you can review on screen before sending.

If anything looks wrong, go back to any section using the navigation circles and make corrections — then generate the summary again.

Step 2 — Submit to Emergent

When the summary looks right, click the gold Send to Emergent button. Enter your email address and click Submit to Emergent.

What happens when you submit:

  • Your completed summary is delivered instantly to the Emergent Customer Success team
  • You receive a confirmation copy at the email address you provided
  • An Emergent team member will contact you within one business day
  • Your saved session is cleared from the browser — the guide is complete
✅ You are done. There is nothing else to do after submitting. Our team will reach out to schedule a follow-up call and begin building your personalized Smart Operations proposal.

Frequently Asked Questions

Do I need to create an account or log in?
No. The guide requires no login, no account, and no software to install. Just open the link and begin.
Is my information secure?
Yes. Nothing you enter is transmitted to Emergent until you click Submit at the end. While you are working, your progress is stored only on your device — not on our servers.
Can I save and come back later?
Yes. Click Save Progress at any time to save your work and optionally email yourself a reminder link. Your progress is also saved automatically as you go.
What if I close the browser by accident?
Your progress is automatically saved to your browser as you work. Simply reopen the guide in the same browser on the same device and your work will be restored.
What if I want to use a different device?
Saved progress is tied to a specific browser on a specific device. If you need to switch devices, contact your Emergent Customer Success Manager — they can help you continue your session.
Can I go back and change an answer?
Yes, at any time before you submit. Use the numbered circles at the top of the page to navigate to any section and make changes. Your edits are saved automatically.
Do I have to complete every section?
We recommend completing as much as you can — more detail means a more accurate proposal. That said, you can submit at any time. Sections 1 through 3 are the most important.
What happens after I submit?
An Emergent Customer Success Manager will contact you within one business day. Your summary is used to build a personalized Smart Operations proposal for your operation.
I submitted but want to make a correction.
Contact your Emergent Customer Success Manager directly by email or phone. They can incorporate any updates before the proposal is built.
What is the readiness score shown in the summary?
The Discovery Readiness Score reflects how complete and detailed your responses are. A higher score means our team has more to work with when building your proposal. It does not affect whether we will follow up with you.

Need Help?

Our Customer Success team is happy to walk you through the guide on a call if you prefer.
Reach us at sales@emergentconnext.com or visit emergentconnext.com.

Emergent Connext, Inc.  |  emergentconnext.com  |  Confidential