Commerce & Operations Intelligence Platform
Rapid growth had outpaced the systems and processes used to manage the business.
A connected data, automation and operational layer between the company’s core business platforms.
The Problem
Important finance, sales, procurement, warehouse and supply chain information lived across separate systems including Xero, Shopify, ShipHero, Zoho, ClickUp and spreadsheets. Teams often had to retrieve, compare and update information manually, while external stakeholders such as factories and logistics partners also needed to contribute data throughout operational processes.
The challenge was therefore larger than creating dashboards. The underlying workflows, data relationships and responsibilities first had to be structured so the company could manage purchase orders, B2B sales, shipments, reporting and operational coordination from consistent information as the business continued to grow.
The Solution
ConsultEvo designed an architecture in which each source platform remains responsible for its core business function while shared automation, operational and data layers connect them.
Make, Google Apps Script, APIs and webhooks handle synchronization, orchestration and external data collection. ClickUp acts as the operational layer for processes including B2B sales, purchase orders, manufacturing, shipments and supply chain coordination. Supabase provides the centralized structured data layer used by reporting applications, dashboards and other internal tools.
Custom WordPress interfaces provide management dashboards, mobile-friendly reporting, factory and logistics tools and visual operational applications without requiring every user or external stakeholder to access the underlying systems directly.
The same architecture also supports AI interfaces that let staff query operational information in natural language, making business data easier to access and helping new employees understand information that would otherwise require knowledge of multiple spreadsheets and systems.
