WhizCloud
Case study · Chapter 01
ERP & CRM

Unifying a customer ecommerce storefront with admin ERP operations.

A digital commerce platform for a specialist horticultural and gifting retailer — joining an Angular storefront with a full back-office ERP for catalog, checkout, payments, fulfilment, inventory, purchasing, and reporting.

Chapter 02
The challenge

Seasonal specialist retail could not run on manual handoffs.

Customers needed a content-rich plant and gift buying journey, while catalog, stock, fulfilment, and purchasing still lived in fragmented tools with no single source of truth.

01

Content-rich specialist buying

Plants, trees, hedging, and gifts needed guided discovery — not a static product list.

02

Seasonal demand complexity

Availability, bundles, delivery rules, and order changes made manual intervention unsustainable.

03

Fragmented operations

Catalog, customers, orders, fulfilment, and purchasing spanned ecommerce and warehouse with no unified workspace.

04

Limited operational visibility

Stock, workload, refunds, payments, communications, and content quality lacked clear reporting.

Chapter 03
Project Context

Client

Specialist horticultural retailer

Industry

Ecommerce & retail operations

Integrations

Stripe · Contentful · Searchspring · Klaviyo

Engagement

Storefront + admin ERP platform

Chapter 04
Research & Discovery

What we learned before we designed anything

Discovery showed specialist horticultural journeys and seasonal operations needed one connected platform — not separate storefront and warehouse tools.

Key findings

Specialist tools matter as much as cart

Plant finder and pollination checker were essential to the horticultural buying journey.

Ops lived in fragmented tools

Internal teams coordinated manually across disconnected systems instead of one workspace.

Fulfilment must survive change

Seasonal availability meant stock and delivery processes needed resilience, not point-in-time accuracy alone.

Content and campaigns must stay aligned

Advice, blogs, banners, CMS pages, newsletters, and feeds had to keep pace with seasonal marketing.

Reporting must stay usable

Stock, orders, sales, VAT, and website quality data only help if organised for day-to-day decisions.

Competitive landscape

Storefront and ops split apart

Specialist retailers often separate commerce UX from warehouse tooling, creating fulfilment gaps.

Thin specialist content

Few platforms combine advice tools like plant finder with full transactional commerce.

Fragmented operational reporting

Comparable stacks scatter stock, sales, and quality reports across multiple systems.

User Persona

Alex

Operations and fulfilment lead

Goals
  • • Prepare orders quickly and accurately
  • • Keep stock and purchasing aligned with demand
  • • Give teams clear visibility into orders and exceptions
Pain Points
  • • Fragmented operational tools
  • • Manual sales-to-warehouse coordination
  • • Limited visibility into workload and stock exceptions
Chapter 05
Information architecture

One commerce platform, four connected applications.

Angular SSR storefront and admin portal sit on shared Node/Express customer and admin APIs — with payments, CMS, search, marketing, reviews, and support wired through integration services.

One commerce platform, four connected applications.
Chapter 06
Designing solution

Customer experience and ERP operations as one system.

Guided buying, checkout, fulfilment automation, and role-based admin reporting share the same transactional core.

Before

Static listings could not support specialist plants, seasonal demand, or guided discovery.

01
Customer Storefront

Guided horticultural commerce

  • ✓Categories, search, recommendations, advice, plant finder, and pollination checker in one journey
  • ✓Cart, delivery rules, promotions, gift vouchers, and Stripe/Paysafe checkout as a single flow
Before

Catalog, order, stock, and purchasing lived in fragmented tools with constant manual coordination.

02
Admin ERP Portal

One role-based operations workspace

  • ✓Order preparation, barcode scanning, plant labels, stock movement, suppliers, and purchase orders
  • ✓Shared Node/Express admin APIs keep ecommerce and warehouse on the same data
Before

Teams lacked usable visibility into exceptions, stock risk, and future workload.

03
Reporting & Governance

Decision-ready operational insight

  • ✓Reports for stock, orders, sales, VAT, customers, and website quality
  • ✓Exception views for incomplete orders, no-delivery-date cases, OOS messages, and orphan products
Before

Marketing, payments, CMS, search, reviews, and support were brittle when bolted on separately.

04
Integration Layer

Connected commerce services

  • ✓Stripe, Paysafe, Contentful, Searchspring, Klaviyo, Feefo, FreshDesk, and SendGrid/Mandrill
  • ✓AWS-backed media/file ops for content, imports, and exports across the platform
Chapter 07
Technology

Built for seasonal ecommerce and warehouse reality.

Angular SSR for discoverability, Node/Express APIs for commerce and ERP logic, and a deep integration stack for payments, content, search, and customer engagement.

Built for seasonal ecommerce and warehouse reality.
Chapter 08
Implementation

Map the full journey, then connect storefront and ERP.

Discovery covered catalog through purchasing; delivery organised four applications sharing transactional services and operational automation.

01

Discovery

Mapped discovery, specialist content, checkout, fulfilment, supplier purchasing, and reporting end to end.

02

Platform strategy

Defined Angular storefront, customer API, Angular admin portal, and admin API as four connected apps.

03

SSR storefront

Used Angular server-side rendering for SEO-friendly performance with complex catalog and advice data.

04

Operational automation

Automated fulfilment documents, plant labels, supplier notifications, invoices, shipments, and credit memos.

05

Integrations & governance

Wired payments, CMS, search, marketing, reviews, and support with role-based admin access controls.

Chapter 10
Results & Impact

What changed after launch

✓

Faster fulfilment preparation - Selected orders, batch documents, picking lists, plant labels, and shipment/invoice creation sped warehouse work.

✓

Improved stock discipline - Mass stock tools, movements, availability reporting, stock-take, and supply-need purchasing tightened inventory control.

✓

Better exception handling - Reports surfaced incomplete orders, missing delivery dates, OOS messages, orphan products, and future workload.

✓

Less manual communication - Customer emails, supplier notifications, newsletters, review feeds, and FreshDesk reduced chase work.

✓

Greater management visibility - Sales, banking, VAT, margin, stock valuation, customer, product, and website quality reports in one place.

✓

Connected digital operating model - Customer experience, commerce data, and fulfilment execution reinforce each other on one platform.

Chapter 11
The Learnings

Challenges & Learnings

SSR vs catalog load

Balancing a content-rich SEO storefront with complex catalog data needed careful SSR and caching.

Storefront and admin as one system

Order, stock, invoicing, shipment, and refund flows only worked when treated as a connected platform.

Integration ownership

Many external services required clear boundaries to avoid fragility across payments, CMS, search, and support.

Specialist retail rules

Bundles, blocked shipping dates, delivery timetables, and seasonal supply needed dedicated logic.

Usable reporting

Data-heavy reports had to prioritise views operations teams actually use day to day.

Chapter 12
What's next

Where the platform goes from here

Predictive stock and supply-need planning for seasonal peaks
Deeper personalization across recommendations, advice, and promotions
Expanded mobile-optimised warehouse and fulfilment tools
Predictive operational and customer behavior insights
Broader marketing, payment, and fulfilment partner integrations
Chapter 13
In their words
“

The project gives a stronger digital foundation by joining the customer buying journey with the operational controls needed behind the scenes.

“Teams manage product, order, stock, content, and fulfilment from a purpose-built admin portal, while customers get a more guided and reliable online experience. Customer service teams also have better visibility of orders, history, and support workflows.”

Digital Commerce Client
Digital Commerce Platform · Specialist Horticultural Retailer