A regional wholesale distributor, US Midwest
A single operations platform that replaced nine spreadsheets and a brittle vendor portal — order to invoice, on one source of truth.
- Systems of record consolidated
- 9 → 1
- Order-to-invoice cycle
- 3 days → 40 min
- Ongoing vendor-portal license cost
- 0
The distributor ran on a decade of accreted tooling: order intake in one spreadsheet, inventory in another, pricing in a third, and a legacy vendor portal nobody could change without a support ticket and a wait. Every quarter-end was a reconciliation marathon, and a single fat-fingered cell could ship the wrong price to a wholesale account. The engagement was a custom operations platform — built from a blank repository — that unifies intake, inventory, pricing, and invoicing behind one typed data model the team owns outright.
- 01Model the operation, then the screens
We mapped the real order-to-cash flow with the people who run it before writing a line of UI, so the schema matched the business instead of the previous tool's limitations. Every record carries an audit trail from day one.
- 02Migrate without a freeze
The nine spreadsheets and the vendor export were imported behind a reconciliation harness that flagged every mismatch for a human, so the cutover happened alongside live operations rather than over a risky weekend blackout.
- 03Integrations, not lock-in
Accounting and shipping connect through typed, documented APIs the distributor controls — no proprietary portal, no per-seat tax, no waiting on a vendor's roadmap to add a field.
- 04Handed over, not held hostage
The platform shipped with the repository, the data, and the documentation in the client's hands. The managed-care retainer is a choice, not a dependency.
One platform the business owns — built to outlast us.
Source notes redacted · Client identification withheld by agreement