OPERATING SYSTEM FOR CORPORATE MERCHANDISE PRODUCTION
About the Company
An American company that produces branded merchandise for businesses — from basic T-shirts to complex custom sets. The process involves managers, designers, logistics, and production.
Timeline
✅ Delivered in 3 months
🔄 Ongoing support: 2 months
How We Solved It
1
Centralized Catalog
All products and variations are now stored in Airtable — no duplicates, easy to manage.
2
Order Automation
Orders from the website, email, and forms go directly into Airtable. Client data, items, and statuses are linked and tracked step by step.
3
Client Interface
Clients can check their order status via a unique link — from start to delivery.
4
Task Handoff
Once an order is confirmed, the system creates a task for the designer. The concept goes back into the system and moves to production in one click.
5
Shopify Sync
Product data and variations are managed in Airtable and synced with Shopify automatically.
6
QuickBooks Integration
Order and customer data are sent directly to QuickBooks for accounting.
7
Notifications
Slack alerts for the team. Email updates for clients about key steps: order confirmation, concept ready, shipping.
Before
After
Before
Before
After
After
Orders came from multiple places and were entered manually.
All orders automatically flow into Airtable.
Before
Orders came from multiple places and were entered manually.
After
All orders automatically flow into Airtable.
The catalog was duplicated, and variations were confusing.
A centralized catalog with clear variations.
Before
The catalog was duplicated, and variations were confusing.
After
A centralized catalog with clear variations.
Designers received tasks manually.
The system automatically assigns tasks based on orders.
Before
Designers received tasks manually.
After
The system automatically assigns tasks based on orders.
Clients didn't know the order status.
Clients track their order via the Bubble interface.
Before
Clients didn't know the order status.
After
Clients track their order via the Bubble interface.
Financial data was entered manually.
QuickBooks integration transfers all data automatically.
Before
Financial data was entered manually.
After
QuickBooks integration transfers all data automatically.
Shopify inventory was managed separately.
All inventory is managed in Airtable and synced.
Before
Shopify inventory was managed separately.
After
All inventory is managed in Airtable and synced.
TAKE THE FIRST STEP
Book a short call, and we'll:
• show how automation can save you time and money
• talk through what we can simplify in the next 2–3 weeks
Created by Duck Agecny
All rights Reserved
Created by Duck Agecny
All rights Reserved