From complex spreadsheets to a custom ERP for ZMatic
A marketing operation moved interconnected spreadsheet rules, customer information and orders into a platform designed around its work.
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Industry
Marketing, Affiliate
Services
- Product Discovery & Strategy
- UI/UX Design
- Custom ERP Development
- Database Migration
- Product Care+
The situation
ZMatic was managing sales and operations across spreadsheets, task tools, messaging channels and email. Important rules were spread across formulas, documents and workarounds.
The hard part
Replacing the screens was only part of the job. We needed to understand the dependencies inside the spreadsheets and turn exceptions into business rules that could be carried into a database and usable workflows.
The solution
We built a custom ERP around the agency’s sales and client operations. The platform brings customer history, order workflows, reporting and selected communications into a connected system.
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 changed
Sales and client operations now share a platform for customer history, orders, reporting and a self-service portal. Rules that had lived in interconnected spreadsheets informed the data model and migration.
Who this is relevant to
For CEOs and operations leaders whose business rules have outgrown spreadsheets. The relevant work is translating those rules and exceptions into connected workflows, including the customer portal.
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
Are spreadsheets holding your operation together?
Bring one workflow, the tools it touches and the point where your team loses time. We can discuss what to keep, connect or replace.