From islands of POS/ERP to one unified retail platform—plus a loyalty app customers love

Client: Family-owned specialty retailer (12 locations). We consolidated core systems, synced the catalog in real time, and launched a mobile app for ordering, loyalty, and curbside—without pausing day-to-day operations.

Client at a glance

Type: family-owned specialty retailer
Footprint: 12 brick-and-mortar locations + warehouse
Starting point: each store ran its own POS/ERP, price files, and loyalty tools; no cross-store visibility

What changed

A single source of truth for products, prices, customers—and a mobile app that ties it all together across stores.

The problem (before)

Isolated systems: pricing drifted, stock counts didn’t match between stores.
Inconsistent promos: flyers and loyalty rules differed; reconciliation was manual.
Limited omnichannel: no BOPIS/curbside; phone orders with sticky notes and call-backs.
Ops overhead: nightly spreadsheets to stitch sales, returns, transfers, and reorders.

Before: per-store systems → manual exports → spreadsheets → delayed decisions

Our solution

One platform. Real-time data. Loyal customers.

Unified ERP/POS backbone

Consolidated product, price, tax, tender, and store hierarchies
APIs to push/pull transactions and item updates in real time

Catalog & inventory sync

SKU master, variants, barcodes unified across 12 locations
Near-real-time stock and transfers; low-stock alerts

Price & promo engine

Central rules with time windows and store overrides (with audit)
Coupons, bundles, and targeted offers

Unified customer & loyalty

Single customer record; digital receipts
Points, tiers, and offers powered by purchase history

Customer mobile app

BOPIS/curbside, reorder from past purchases, wallet for offers
Push notifications for back-in-stock and local promos

Store & HQ dashboards

Sales, margin, shrink, and pick/pack SLAs with exception flags
Role-based views for managers, buyers, and store leads

Security & governance

Retail-focused, practical controls.

Payment posture: card flows isolated; PCI DSS scope reduction (tokenized, vault-backed)
PII care: consent-based marketing; minimization; opt-out & deletion workflows
Access: SSO + MFA; least-privilege roles; audit logs for price changes
Data: TLS 1.2+ in transit; AES-256 at rest; keys via cloud KMS
Tax & regions: central tax rules with store overrides; region-aware pricing windows

Approach

No-stallover rollout.

Discover — map processes, catalog diffs, price rules, loyalty terms
Design — golden SKU & customer record; promo rule syntax; app flows
Build — adapters for existing POS; nightly backfills + near-real-time events
Integrate — payments, tax, shipping, email/SMS, push
Pilot — 2 stores; measure shrink, stock-outs, app adoption
Scale — roll to remaining 10 with playbooks and guardrails

Outcomes

First 90–120 days.

Inventory accuracy: ↑ to 97.2% (+10.4 pts) across 12 locations
Stock-outs: ↓ 22% on top 500 SKUs; faster inter-store transfers
Promo accuracy: 100% price consistency on day-1 of flyer window
Pick/pack SLA: 85% BOPIS ready in < 30 mins; curbside wait ↓ 41%
App adoption: 18k installs; 42% of transactions with loyalty ID
Shrink: ↓ 8% with exception alerts on returns & transfers

KPI cards: accuracy up, stock-outs down, faster BOPIS, shrink down

Why this mattered

One view. Less manual. Better CX.

One view: products, prices, and customers consistent everywhere
Less manual work: HQ sets rules; stores execute—no nightly spreadsheets
Better customer experience: app + loyalty + curbside makes local feel premium
Growth-ready: new stores plug into the same APIs and playbooks

Handover

What we hand over.

Admin control: update catalog, promo rules, and store hours—no code
Playbooks: transfers, BOPIS, returns/exchanges, curbside SOPs
Governance bundle: role matrices, audit templates, retention schedule

Schedule a call or contact us to plan your retail modernization.