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Retail & ecommerce Canada 12 stores 125+ staff

One business, twelve stores, sixteen tools that never spoke.

A growing Canadian beauty and wellness retailer had outgrown its tools — not its ambition. A dozen stores, an online shop, and a sprawl of software that each worked alone. I gave it one connected system to run on.

The situation

Too much software, none of it joined up.

This was a thriving retailer — beauty, cosmetics and wellness products, sourced both locally and imported, sold through twelve stores across several Canadian provinces and a busy Shopify storefront, with a team of more than a hundred and twenty-five behind it.

It had no shortage of software. If anything, it had too much. More than a dozen separate tools each ran a corner of the business — point of sale, online store, accounting, purchasing, payroll, HR, even a camera counting footfall — and each did its own job perfectly well. The trouble was that none of them did it together, and the gaps between them had all been filled by people.

01

No single source of truth

The same information lived in several places at once. When two systems disagreed, no one could say with confidence which one was right.

02

Endless re-entry

Because the tools didn't talk to each other, the same data — purchases, sales, payroll, staff hours — was keyed in again and again, by hand, across systems.

03

Reports you couldn't trust

With data scattered and entered manually in several places, the numbers that came out were neither real-time nor reliable — exactly when decisions needed both.

The tools in play — none of them connected
ShopifyLightspeed POSQuickBooks OnlineExcel (purchasing)ADP payrollFootfall counterOutlookTeamsWeChatOneNoteLoopGoogle DriveSharePoint

The work got done — but it got done by people holding more than a dozen disconnected systems together through sheer manual effort: re-typing, reconciling, and hoping the reports were close enough to make a decision on.

The decision

The answer wasn't another tool. It was a spine.

When a business is drowning in tools, the instinct is to go find a better one. That wasn't the problem here — and I said so.

The individual tools were mostly fine; each was good at its own job. The problem was that nothing connected them, so the people had become the integration layer — moving the same data between systems by hand, all day. Adding another app to the pile would have made that worse, not better.

So the decision was to stop treating the symptoms and fix the structure: give the business one central engine that every existing tool could connect into — a single place where the master data lives, and from which everything else is fed. Not to rip out what worked, but to put a spine behind it.

That engine had to be capable enough to run a multi-store, multi-channel retail operation, and open enough to connect freely to everything already in place. That pointed clearly to ERPNext — a capable open-source ERP — as the core, with the rest of the estate connected around it rather than replaced.

It's the same principle I bring to every project: connect what's already there into one system, and build something custom only where there's a genuine gap the existing tools can't close.

The shape of it

From sixteen islands to one connected core.

The same tools they already had — re-organised around one central engine, so the whole business finally works from a single source of truth.

WHAT THEY HAD ONE CONNECTED CORE CONNECTED & AUTOMATED Shopify (online) Lightspeed POS Excel purchasing QuickBooks Online ADP payroll HR / timesheets (Excel) Footfall counter …and people re-keying between them all ERPNext the single source of truth SharePoint operations layer intranet · HR & timesheets → ADP · content · tasks · goals Shopify · synced Lightspeed · synced QuickBooks · synced ADP payroll · fed Power BI · live insight one truth, flowing everywhere Master data set once — and everything downstream stays in step.
What I built

One connected system, in three layers.

A central engine that became the single source of truth, an operations-and-people layer around it, and the intelligence layer that finally made the whole business visible.

01

ERPNext — the connected core

A capable open-source ERP, implemented as the central engine the whole business runs through — so every channel works from the same truth.

  • Master data, set once — managed in ERPNext and pushed out to Shopify and Lightspeed, so the channels never drift apart.
  • Purchasing, centralised — brought into one place instead of living in spreadsheets.
  • Sales, flowing in — pushed from the Lightspeed POS back into ERPNext automatically.
  • Accounts, connected — ERPNext linked through to QuickBooks Online for compliance.
  • Campaign management — customised to fit how the business actually runs its promotions.
02

SharePoint — operations & people

The layer that carries the rest of the operation — and connects the people side of the business into the same system.

  • Intranet & knowledge base — one place for the team to find what they need.
  • Content management — scheduling marketing and sales content across the business.
  • HR & timesheets → ADP — leave capture and timesheets integrated straight into ADP payroll, so hours and leave reach pay without re-keying.
  • Task monitoring & tracking — a workspace that keeps work visible and moving.
  • Goals & performance — managing sales targets and incentives in one place.
03

Business intelligence — the whole picture, live

With the data finally connected, an analytics layer turned it into insight the business had never had before.

  • Customer, store & sales insights — performance across every location and channel.
  • Product, category, brand & vendor insights — what's selling, what's not, and through whom.
  • Forecasting & aging reports — looking forward, not just back.
  • Employee performance & productivity — the people side, measured fairly.
  • Scheduled reports — arriving on their own, no one building them by hand.
The result

One source of truth, and a business that can see itself.

Before

  • The same data entered again and again across tools
  • No single source of truth — systems disagreeing
  • Payroll and HR run by hand from email and spreadsheets
  • Reports neither real-time nor reliable
  • People acting as the integration layer

After

  • ERPNext as one source of truth for the whole business
  • Duplicate data entry eliminated
  • HR and payroll flowing automatically into ADP
  • Real-time insight across stores, products and people
  • The tools they already had, finally working as one

The business can now see itself clearly — every store, product line and salesperson — as things happen, not weeks later.

This single engagement reshaped the whole operation — touching every one of the seven symptoms.

Drowning in tools that don't talk to each other?

If that sounds like your business, that's the conversation worth having. Tell me what's scattered or manual — I'll tell you straight whether I can help.