Clients, products and warehouse
Client accounts, product records and warehouse stock managed in one place.
Case study: E-commerce operations
An E-commerce Operations Portal That Replaced Google Sheets
EC Guardian is an e-commerce consultancy that runs client operations on Amazon, eBay, Etsy and Walmart. Its work had outgrown spreadsheets. We built one portal that connects the internal team with every client.
Amazon, eBay, Etsy, Walmart
Client portal
Purchase orders and invoices
Custom reports
The challenge
Growing client work, scattered across spreadsheets
01
Product hunting, listing, warehousing, shipping, fulfilment, purchase orders and invoices were all tracked in Google Sheets.
02
As clients and activity grew, information became fragmented across many sheets.
03
The real need was not a standard CRM. It was one system connecting internal operations with clients.
What we built
One portal for the team and for clients
Purchase orders and invoices
Purchase orders, invoices and fulfilment tracked from request to delivery.
Team and finance
Employees, reporting, financials and payments handled inside the same portal.
Client view
Clients see their approved purchase orders, invoices and listed products without asking for an update.
Payments and fulfilment status
Financials, payments and fulfilment information are visible to each client for their own account.
Custom reports
Reports built around how the consultancy measures its work.
What changed
One portal, no scattered sheets
The team and its clients now work from the same system. Orders, invoices and fulfilment are recorded once, and clients can check their own status in the portal.
Have a process that still runs on spreadsheets or paper?
Tell us what is not working. We will map how the work is done today and show you what the right system would look like, before any code is written.