Case study · Web Development

Replaced phone and email ordering with a self-serve portal connected to the client’s ERP, so retailers order, track and reorder on their own.

Client
A mid-sized wholesale distributor serving 1,200+ retail accounts
Industry
Wholesale distribution
Region
North America
Duration
14 weeks
Team
4 engineers, 1 designer, 1 PM

Orders arrived by phone, email and spreadsheets. The sales team re-keyed every order into the ERP, errors were common, and retailers had no way to check stock or delivery status without calling.

70%

of orders placed self-serve within six months

−85%

order entry errors

12 hrs

saved per week for each sales rep

Step 001

Discovery

Mapped the ordering flow with sales and warehouse staff and agreed the three numbers that defined success.

Step 002

ERP integration

Built a sync layer for live stock, customer-specific pricing and order status from the existing ERP.

Step 003

Portal build

Next.js portal with quick reorder, saved lists, invoices and delivery tracking, shipped in fortnightly releases.

Step 004

Rollout

Onboarded retailers in waves with guides and in-app tips, tracking adoption in PostHog.

Tell us about it and we'll reply with how we'd approach it, usually within one business day.