ZMatic: From spreadsheet complexity to a custom ERP
The spreadsheets contained more than data. They contained the way the business worked. We helped ZMatic turn that knowledge into a custom ERP connecting sales, operations and client self-service.
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Industry
Marketing, Affiliate
Services
- Product Discovery & Strategy
- UI/UX Design
- Custom ERP Development
- Database Migration
- Product Care+
The business was already in the spreadsheets
ZMatic’s marketing operation used interconnected spreadsheets, task tools, messages and email. Formulas and workarounds carried business rules. Replacing the files meant understanding those dependencies, not just importing their rows.
Turning dependencies into ERP behavior
We examined the spreadsheet logic, the exceptions and the relationships between records. That work informed the data model and the migration. Rules that had depended on knowing the right file needed an explicit place in the new system.
Orders, customer history and a client portal
The custom ERP brings together customer history, orders, reporting and selected communications. A client portal lets customers access profiles, campaign information, new orders and billing information.
Benefits
Understand the existing rules
We examined the spreadsheet structure and its dependencies to inform the data model and migration.
Connect the daily work
The platform connects customer and order information with operational workflows and integrated tools.
Make repeat work easier to follow
A client portal supports profiles, campaign information, new orders and billing visibility, reducing the need to restart the same conversation.
What the team can now work with
Sales and operations can review customers and orders in the same system. Customers can use the portal for repeat activity and order-related information. The ERP gives ZMatic a place to maintain business rules that previously sat across spreadsheets.
Tools & Technologies
Technologies used in this project, grouped by their role in the implementation.
Frontend
React JS
Next JS
Tailwind CSS
Tools
GitLab
Backend
MariaDB
PHP
Laravel
Your spreadsheets know the business. Can the next system understand it?
Bring one workflow and the exceptions that make it difficult. Let’s work out what to keep, connect or replace.