for Shopify Plus operators running a real ERP

AI should take action, not just suggest.

We map your operation, find where the decisions get stuck, and build the systems that unstick them.
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See the fourteen systems
#merch-alertsin slack, teams or emaillive
CC
Command Center1:21 am

@lromero Avery Top (Coral) has fallen under cover and won't recover before Drop 3.

demand · shopify1.3 weeks of supply against a 6-week target
supply · erpPO-1042 is 6 days late — 480 units, ETA Sep 23
exposure · the join11 days uncovered, $186k behind itSee my forecast report→

Shopify holds the velocity. The ERP holds the PO. Neither knows this on its own.

Lisa Romero
Lisa Romeromerch planning · 1:28 am

Air freight 240 units. Leave the rest on the water.

CC
Command Center1:28 am

Done. PO-1042 split 240 air, 240 sea. Vendor notified, ERP updated, Drop 3 now covered with 2 days clear.

written to erp · logged to l. romero · 1:28 am
Lisa Romero
lisa is typing
$6,000 fixed, invoiced at kickoff. We reply within one business day, and we’ll tell you if it isn’t a fit.
credentials
$6,000 fixed, invoiced at kickoff. We reply within one business day, and we’ll tell you if it isn’t a fit.
Certified n8n Partner
Anthropic (Claude) build partner
Streamline Connector node — 400+ teams

Two references,
both started here

Certified n8n and Anthropic partner. Builder of the Streamline Connector node, used by 400+ teams.
tech24
Five AI agents across four departments, connecting n8n and Power Automate into one operating layer.
drake waterfowl

60%

reduction in support tickets through automated resolution.
isalis
Lightspeed to Klaviyo integration, running in production.
vaan group
Paid integration assessment, delivered and referenced.
who it’s for

Built for operators who outgrew spreadsheets years ago

If your inventory truth lives in a real ERP, and your team still spends hours a week manually reconciling it against your storefront, 3PL and support desk, this is built for you.
NetSuite
Microsoft Dynamics
SAP Business One
Acumatica
not there yet?
If the operation still runs out of shared spreadsheets, the backbone isn’t your first move.
You don’t need more sync between systems you don’t have yet. You need one real database underneath the work — which is the cheapest thing we build, and the thing everything else connects to later.
the model

Assessment qualifies.
Build lands. Retainer keeps.

You’re not short on tools. You’re losing hours to manual re-entry between systems that should already be talking to each other. We sell the connective tissue and the visibility layer on top of it.
step 01

Assessment

We map every system in play — ERP, storefront, 3PL, support desk — and where data breaks down between them. You get a roadmap, not a pitch.
$6,000, credited to build
Two weeks to delivery
step 02

Build

We stand up the Integration Backbone plus your first module, scoped and priced against the assessment rather than a guess.
Scoped after assessment
No flat rate card
step 03

Retainer

We monitor the sync, clear what the system can’t resolve on its own, and keep adding modules as your operation grows.
Platform base plus modules plus usage
Scales with your operation
the backbone

The Integration Backbone

Bidirectional sync between your ERP, storefront, 3PL/WMS and support platform. One source of truth for orders, inventory, fulfillment status and customer records, instead of four systems quietly disagreeing with each other.
what we don’t do
We won’t replace or migrate your ERP. We connect what you already run. The backbone ships with your first module rather than as a separate project.
Orders and inventory sync automatically, with no manual re-entry between systems
Fulfillment status flows back from your 3PL or WMS as it happens
Customer records stay consistent across storefront and support desk
Anything that fails to sync cleanly lands in one exception queue, not four Slack channels
A person clears the exceptions. The system handles the routine flow.
the full map

Fourteen modules, four places they attach

Every one of these rides the same backbone, so the second thing you build costs less than the first. Which one you start with is what the assessment is for.
cluster 01

Order flow

The money path, from cart to closed books.
Order flow integration — Orders move between storefront, ERP and 3PL in both directions, with no re-keying.
Returns and exchanges — Refunds, restocks and exchanges run against your policy rules and sync back to the ERP.
Fulfillment exception handling — Anything that stalls between order and shipment gets caught, routed and owned.
ERP and accounting sync — Orders, invoices and credits land in finance’s system the way finance expects them.
Reconciliation and exception reporting — A standing report of what didn’t match, before it becomes a month-end problem.
cluster 02

Customer

One record, and everything that should fire off it.
Platform to ESP integration — Real order and customer data into Klaviyo, so segments reflect what people actually bought.
Customer data unification — One customer resolved across storefront, ERP and support desk, instead of three near-matches.
Lifecycle and post-purchase triggers — Replenishment, winback and post-purchase sequences fired on real order events. Marketing-owned, measured by attributed reorders.
Support triage and order-status deflection — Status, returns and exchange requests answered against live data instead of an agent guessing. Ops-owned, measured by deflection rate.
cluster 03

Catalog and B2B

The channels that don’t look like your storefront.
Catalog and PIM sync — Product and pricing changes propagate to every channel from one place. Catalog and pricing, not demand forecasting.
B2B and wholesale order intake — Wholesale orders arrive as structured records rather than emailed PDFs and phone calls.
cluster 04

Operational backbone

Where the work lives when it isn’t in a system yet.
Spreadsheet to database migration — The spreadsheets your operation runs on, rebuilt as a real database — Airtable, Postgres or a custom backend.
Custom operational backend — Approvals, handoffs and daily ops running on that database instead of around it.
Command Layer dashboard — Every live module reporting into one screen. Sequenced last, because it needs the data underneath it.
the on-ramp

If the spreadsheet is the system, start by replacing the spreadsheet

step 01 — the migration

Sheets become a database

We take the sheets the operation actually depends on and rebuild them as a real database with proper relationships, real validation, and no more copies floating in six inboxes. Fixed fee, and the fastest thing we ship.
Fixed fee, quoted on the sheets
Two to three weeks
step 02 — the backbone

The database starts doing the work

Once the data has structure, automation has something to hold onto. Approvals, handoffs, exception queues and the Command Layer all attach here — and so does every integration above, when you’re ready for them.
Monthly, scoped to what you run
The migration is what makes this cheap
This is the one place we’ll start below the assessment. It’s a fixed-fee migration, not a discovery project — and it credits toward the assessment if you go further.
pricing

$6,000, and it comes back to you

Same price regardless of your industry or company size.
the price

$6,000

Fixed. No tiers, no per-seat maths, no surprises at signature.
the credit

Full

The full $6,000 applies against any single build over $15,000, or any multi-module stack, within 30 days of the readout.
no obligation

Yours

The roadmap is yours either way. If you take it in-house or to another partner, that’s a legitimate outcome and you keep the document.
where it leads

What happens after the readout

Most clients start with one or two modules and add from there. Nothing gets built that wasn’t scoped in the assessment first.
step 01

Assessment

You get the map and the scoped build options. Fixed fee, credited forward.
$6,000 fixed
step 02

Build

We deploy the modules you approved, priced from the roadmap you already read.
Priced in the roadmap
step 03

Retainer

We monitor what we built, clear what the system can’t resolve on its own, and add modules as you grow.
Scales with your operation
how it’s structured

Built around how your business actually runs

The roadmap follows the shape of your operation, so the recommendations map to real departments instead of generic categories.

Field service and home service

Intake and dispatch, after-hours support, call-to-quote, reactivation, aftercare, and reporting.

Creative and digital agencies

Brief-to-tasks, meeting-to-actions, client reporting, scope monitoring, and new business intake.

eCommerce and ERP-grade retail

Integration backbone, support triage, retention flows, catalog and returns operations, and a leadership command center.

Ready to stop patching it together manually?

Book a 30-minute call. We will review your operations stack and tell you exactly where automation makes sense and where it doesn't.
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