Project focus

Support was flooded with “Where is my order?” (41% of emails). Data lived in three systems, reports took half a day every week, and delays created anxious customers.

Agents wasted time switching between Shopify, a 3PL portal, and the helpdesk just to provide basic status updates. On top of that, weekly reporting consumed half a day and still failed to give managers actionable insights on time. The context was fragmented, with order IDs, tracking numbers, and carrier events scattered across separate tools.

Automation approach

We mapped the full post-purchase journey—from checkout to delivery—and prioritized high-frequency, low-risk improvements. The approach emphasized defaults, timing, and transparency so the faster path became the natural one.

The solution focused on three simple but impactful automations: a live status panel directly inside the helpdesk, proactive notifications when carrier delays occurred, and automated Monday reports delivered to operations. These small, reliable changes made information visible at the right moment, eliminated copy-paste work, and gave managers data they could act on immediately. Why this worked: - Behavior-first design: Helpful actions became the default, not an extra effort. - Small wins that compound: Seconds saved per ticket scaled across volume. - Human-in-the-loop: Agents stayed in control, which built trust and adoption.