Order processing was a bottleneck. Despite strong growth, this distributor’s teams were buried in emails, spreadsheets, and PDFs—manually keying in order information and chasing down data to fulfill even the most routine requests. It wasn’t just time-consuming. It was risky.
We worked with sales ops, customer service, and IT leaders to map the end-to-end order workflow. Then we built a streamlined automation layer using the Catalyst Platform™, designed to sit on top of their existing ERP.
The system didn’t just speed things up. It created a smoother, smarter experience—for customers and employees alike.
“ProfitOptics came to the table with ideas, questions, and an in-depth knowledge of our business. The solutions they built exceeded our expectations.”
COO, $500M Building Products Distributor
If your team is drowning in rework, you’re not alone. Let’s automate what slows you down—without ripping and replacing your core systems.
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