portfolio· Confidential (mid-market retail) · Jan 2026
Operational Workflow Overhaul
Portfolio engagement — 27 hours/week of manual copy-paste eliminated across a mid-market operations team.
Operational workflow overhaul
A mid-market client came to us drowning in manual data entry between their ERP, spreadsheets, and chat. We audited the workflow, identified six high-leverage integration points, and shipped automations that eliminated ~27 hours of manual copy-paste per week across the operations team.
What we built
- Automated sync between ERPNext sales orders and the shipping provider.
- Event-driven chat notifications when a PO crossed an approval threshold.
- Daily reconciliation job catching data-entry drift before it hit finance.
Outcome
Finance cut its month-end close from nine days to four. Operations hired a product person instead of a data-entry ops hire.