Engagement
The business problem and technical context
Situation
An established ecommerce retailer relied on a small team to coordinate substantial operational complexity. The team was constantly busy and still falling behind as purchasing opportunities, fulfillment accuracy, and accounting quality suffered.
Business constraint
Missed opportunities and operational errors were affecting margin and constraining growth, but the work crossed several departments and systems rather than one isolated task.
Why this approach fit
The workflow needed to be documented and stabilized before deeper automation. Shared cloud spreadsheets created ownership, timestamps, and a visible operating model that could then be automated step by step.
Data and systems involved
Procurement and fulfillment emails, distributor APIs, distribution-channel order data, ERP software, accounting software, shared cloud spreadsheets, and Microsoft Azure WebJobs.
Transcendent's role
Transcendent Software mapped departmental workflows and data sources, recommended an iterative automation plan, introduced the shared workflow layer, built Azure WebJobs, and integrated the surrounding APIs and business systems.
Delivery
Approach
- 01
Document departmental work, handoffs, systems, and data sources
- 02
Use collaborative spreadsheets to establish ownership and timestamp activity
- 03
Automate email and API signals for purchasing and fulfillment
- 04
Synchronize distributor and channel data with the ERP and automate ERP-to-accounting entry
Outcome
The resulting workflow reduced manual handoffs, improved synchronization among operational systems, and addressed procurement, fulfillment, and accounting failures that were affecting margin.
What this engagement demonstrates
High-value automation often begins with process clarity and modest shared tools, then earns its way into deeper system integration through measurable iterations.