Operations back-office platform
Orders, inventory and staffing in one place.
System Development
Challenge
Operational data lived across five spreadsheets and two legacy systems — duplicate entry between departments, version drift, and a three-day manual monthly close.
Solution
Consolidated everything into one back office: orders, inventory, scheduling and approvals with role-based access and a full audit log, plus import compatibility with the legacy systems.
Process
Data audit & unified model
Audited every field across the five spreadsheets and two legacy systems, surfaced the duplicated and contradictory sources, and agreed with each department which one was authoritative — the single-truth data model came before any code.
Phased rollout by department
No big-bang cutover: orders went live first, then inventory and scheduling. Each phase ran alongside the old process until the numbers matched consistently — migration risk sliced into survivable pieces.
Roles, approvals & audit trail
Once the flows settled, layered in role-based access, approval chains and a full audit log, keeping import compatibility with the legacy formats. The three-day manual close became a generated report.
Deliverables
- Operations back office
- Roles & approval flows
- Audit logging
- Legacy data migration
Results
- 2 hrsmonthly close (was 3 days)
- -70%duplicate work
- 1system replacing 7 tools
FAQ
Yes — that is the normal starting point for this kind of project. We audit every department’s fields and flows first and settle which source is authoritative, item by item, before building. Conflicts get resolved on the table, not discovered after launch.
It comes with you. Historical data is cleaned, mapped and imported, with legacy-format compatibility kept through the transition. Migration only counts as done after spot-checks confirm the counts and totals match.
That is exactly why the rollout is phased: one module at a time, with the old process running alongside until the numbers match, so people have room to adapt. The UI follows the working order staff already know, keeping the learning curve as flat as possible.
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