Automated manual reporting and saved an operations team 15+ hours a week
Estero Logistics Co. coordinates dispatch and billing across multiple disconnected applications. Growth had turned manual data handling into a daily bottleneck, with staff spending more time moving data than serving customers.
15+ hrs
Saved per week
Automatic
Weekly reporting
Fewer
Data-entry errors
The challenge
The operations team rekeyed order and dispatch data between spreadsheets, their accounting system, and email, then manually assembled weekly reports. The process was slow, error-prone, and pulled staff away from customer work.
Our solution
We connected their core systems, built automations to sync order data, and created live reporting dashboards around the workflow the team already used.
How we approached it
- 1
Mapped the full order-to-invoice workflow to find where data was being re-entered by hand.
- 2
Connected the dispatch, spreadsheet, and accounting tools so order data flows automatically.
- 3
Built automated weekly and daily reports that previously took hours to assemble.
- 4
Created live dashboards so managers can see operations status without asking for a report.
The outcome
Manual data entry was largely eliminated, weekly reports now generate automatically, and the team reclaimed more than 15 hours a week for higher-value work.
We got an entire workday back every week. The reports just appear now, and they are accurate.
Services used
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