Skip to content
Logistics · 2024

Operations Portal

A logistics business ran four branches on six shared spreadsheets. Each branch had adapted its copy over time, so the columns no longer matched, and head office spent a large part of every week reconciling them into a picture that was already out of date.

  • Custom software
  • RBAC
  • Dashboards

1

Dashboard, was 6 sheets

4

Branches on one system

2024

Delivered

Custom Software

Discipline

The problem

What we walked into.

Six spreadsheets, four branches, no shared view of anything.

Six spreadsheets that had diverged, with no reliable consolidated view

Everyone could see and edit everything, including commercial data that should have been restricted

Version conflicts and accidental overwrites, with no history to recover from

Reporting rebuilt by hand each week, which meant decisions ran on last week's numbers

The approach

How it was built.

01

Integrate the reality before replacing it

The existing sheets were mapped column by column to establish what each branch genuinely needed versus what had drifted. That distinction defined the schema and kept the build narrow.

02

Role-based access from the first release

Branch staff, branch managers and head office see different slices. Retrofitting permissions onto a tool people already use is considerably harder than starting with them.

03

One consolidated dashboard

A live operational view across all four branches, replacing the weekly reconciliation entirely rather than automating it.

04

Audit history on every record

Who changed what and when, so the version-conflict problem that made the spreadsheets untrustworthy could not reappear in the new system.

05

Branch-by-branch rollout

One branch live first, with its feedback folded in before the next went on. The last branch had a materially better experience than the first.

The outcome

What changed.

Single operations dashboard with role-based access across branches.

Six divergent spreadsheets consolidated into one system

All four branches on a shared live view, with weekly manual reconciliation removed

Commercial data restricted by role rather than visible to everyone

Full change history, so disputed records can be traced rather than argued about

Your process could be next.

Tell us where the manual work is and we will show you what removing it looks like — scope, sequence and what it costs, before you commit to anything.

Start a project