Success Stories

Real projects, real results. Explore detailed case studies showing how I've helped businesses automate operations, reduce costs, and scale efficiently through custom development and integrations.

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Showing 6 of 6 case studies

E-Commerce DevelopmentE-Commerce

Headless E-Commerce with BigCommerce & Next.js

Project Type

Custom Development

Timeline

6 weeks

Industry

E-Commerce

Technologies

Next.js 14, BigCommerce API

The Challenge

Expensive Plugin with Limited Functionality

An established online retailer was paying $70/month for a basic instant search plugin on their BigCommerce store. The plugin had limited customization options, slow performance, and didn't integrate well with their B2B quoting system. As their catalog grew to over 5,000 products, search performance degraded significantly, frustrating customers and impacting conversion rates.

Key Pain Points:

•Monthly recurring cost of $840/year for basic functionality
•Slow search performance with large product catalogs
•No customization options for B2B requirements
•Poor mobile experience
•Limited integration with existing quoting workflows

The Solution

Custom Headless Commerce Platform

I built a fully custom headless e-commerce platform using Next.js and the BigCommerce API. The solution included native instant search powered by a custom search algorithm, server-side rendering for optimal performance, and tight integration with their B2B quoting system.

Implementation Approach:

Architected headless Next.js frontend consuming BigCommerce APIs
Built custom search indexing system with real-time updates
Implemented instant search with autocomplete and filters
Created custom B2B quoting interface integrated with search
Optimized for mobile-first experience with responsive design
Deployed on Vercel with edge caching for global performance

Technology Stack:

Next.js 14BigCommerce APITypeScriptTailwind CSSVercel EdgeReact Query

Results & Impact

$840/year

Cost Savings

Eliminated recurring plugin fees

85% faster

Search Speed

Average search response time improvement

+32%

Mobile Conversion

Increase in mobile checkout completion

1.2s

Page Load

Average full page load time

The custom headless solution not only eliminated the monthly plugin cost but delivered a significantly better user experience. Search performance improved dramatically, mobile conversion rates increased by 32%, and the client gained complete control over their search UX. The system now handles 10,000+ products with instant results.

"We were skeptical about building custom when there were plugins available, but Kyle's solution paid for itself in the first year just in cost savings alone. The performance improvement has been incredible."

Michael Chen

E-Commerce Director, Confidential Client

Inventory AutomationE-Commerce

Multi-Store WooCommerce Inventory Sync

Project Type

Custom Dashboard + API Integration

Timeline

8 weeks

Industry

E-Commerce

Technologies

React, Node.js

The Challenge

Inventory Chaos Across 6 Stores

A growing e-commerce retailer operated 6 separate WooCommerce stores targeting different regions and customer segments. Managing inventory across these stores was a manual nightmare, requiring 10+ hours per week of spreadsheet work. Overselling and stockouts were common, damaging customer relationships and revenue.

Key Pain Points:

•Manual inventory updates across 6 stores taking 10+ hours/week
•Frequent overselling causing customer service issues
•Stockouts on one store while others had excess inventory
•No real-time visibility into total inventory levels
•Human errors in manual data entry causing discrepancies
•Inability to transfer inventory between stores efficiently

The Solution

Centralized Real-Time Inventory Dashboard

I developed a custom React-based dashboard that syncs inventory in real-time across all 6 WooCommerce stores using the WooCommerce REST API and webhooks. The system provides centralized inventory management with automatic syncing, low-stock alerts, and inter-store transfer capabilities.

Implementation Approach:

Built React dashboard with real-time inventory overview
Integrated with WooCommerce REST API for all 6 stores
Implemented webhook listeners for instant inventory updates
Created master inventory reconciliation system
Built automated low-stock alerts via email and dashboard
Added inter-store transfer workflow with automatic updates
Implemented audit logging for all inventory changes

Technology Stack:

ReactNode.jsWooCommerce APIMySQLWebhooksExpressSocket.io

Results & Impact

10+ hrs/week

Time Savings

Manual inventory work eliminated

98% reduction

Oversells

Nearly eliminated overselling incidents

-65%

Stockouts

Significant reduction through better visibility

<2 seconds

Sync Speed

Inventory updates across all stores

The inventory automation system transformed operations. What previously took 10+ hours of manual work per week now happens automatically. Overselling incidents dropped by 98%, customer satisfaction improved significantly, and the team gained real-time visibility into inventory across all stores. The client can now confidently scale to additional stores without proportionally increasing overhead.

"This system has been a game-changer for our operations. We went from constant firefighting with inventory issues to smooth, automated operations. Best ROI of any system we've implemented."

Jessica Williams

Operations Manager, Confidential Client

Business AutomationDistribution & Logistics

Supplier EDI Integration with Zoho Books

Project Type

Custom Integration + Automation

Timeline

10 weeks

Industry

Distribution & Logistics

Technologies

Node.js, Zoho Books API

The Challenge

Manual EDI Processing Bottleneck

A distribution company received hundreds of supplier invoices monthly via EDI (Electronic Data Interchange). Their accounting team was manually entering every invoice, purchase order, and tracking number into Zoho Books—a process taking 40+ hours per month and prone to costly data entry errors.

Key Pain Points:

•300+ monthly EDI documents processed manually
•40+ hours/month spent on data entry
•Frequent data entry errors causing accounting discrepancies
•Delayed invoice processing affecting supplier relationships
•No audit trail for EDI document processing
•Inability to scale without hiring additional staff

The Solution

Automated EDI Processing Server

I built a custom Node.js server that automatically receives, parses, and processes EDI documents from suppliers. The system creates invoices, purchase orders, and updates tracking information in Zoho Books completely automatically, with error handling and audit logging.

Implementation Approach:

Built Node.js server to receive EDI documents via SFTP/API
Implemented EDI parser for X12 and EDIFACT formats
Created mapping logic between EDI fields and Zoho Books
Automated invoice, PO, and tracking number creation in Zoho Books
Built validation and error handling with manual review queue
Implemented comprehensive audit logging and reporting
Added email notifications for processing status and errors

Technology Stack:

Node.jsZoho Books APIEDI ParserExpressPostgreSQLSFTPCron Jobs

Results & Impact

95%

Automation Rate

EDI documents processed automatically

40 hrs/month

Time Savings

Manual data entry eliminated

-95%

Processing Speed

Time from receipt to Zoho Books

99.8% accurate

Error Rate

Virtually eliminated data entry errors

The EDI integration transformed the accounting workflow. 300+ monthly transactions now process automatically in minutes instead of taking 40+ hours of manual work. Data entry errors are virtually eliminated, supplier relationships improved due to faster processing, and the team can now focus on strategic work instead of manual entry. The system has processed over 10,000 documents since implementation without issue.

"Kyle built a system that processes in minutes what used to take us days. The ROI was immediate—we recouped our investment in the first month just from time savings alone."

Sarah Johnson

Controller, Confidential Client

Zoho AutomationB2B Services

Zoho CRM to Books Quote-to-Cash Automation

Project Type

Zoho Automation

Timeline

6 weeks

Industry

B2B Services

Technologies

Zoho CRM, Zoho Books

The Challenge

Broken Quote-to-Cash Process

A B2B services company was manually re-entering quotes from Zoho CRM into Zoho Books, creating delays, version control issues, and frustrated sales teams. The process from quote approval to invoice took days, and tracking numbers often went missing in the handoff.

Key Pain Points:

•Manual re-entry of quotes from CRM to Books
•Quote-to-invoice process taking 3-5 days
•Version control issues between CRM and Books
•Lost tracking numbers during handoff
•Sales team frustrated with delayed invoicing
•No visibility into quote-to-cash status

The Solution

Seamless CRM-to-Books Automation

I built custom Deluge functions and workflows in Zoho that automatically sync quotes, sales orders, invoices, and tracking numbers between Zoho CRM and Zoho Books. The entire quote-to-cash process now happens automatically with full audit trail.

Implementation Approach:

Created Deluge functions to sync quote data CRM → Books
Built bidirectional sync for sales orders and invoices
Automated tracking number updates from Books → CRM
Implemented validation rules and error handling
Created custom modules for quote-to-cash visibility
Built automated email notifications for status changes
Added comprehensive audit trail for all syncs

Technology Stack:

Zoho CRMZoho BooksDelugeWebhooksZoho FlowCustom Modules

Results & Impact

Days → Minutes

Process Time

Quote-to-invoice processing time

100% eliminated

Manual Entry

No more duplicate data entry

100%

Data Accuracy

Version control issues eliminated

Significantly improved

Sales Satisfaction

Faster customer invoicing

The quote-to-cash automation created a seamless flow between sales and accounting. What used to take 3-5 days now happens in minutes. Sales teams can immediately send invoices after quote approval, tracking numbers automatically sync back to CRM, and accounting has complete visibility into the sales pipeline. Customer satisfaction improved due to faster invoicing.

"Our sales team used to complain about slow invoicing constantly. Now it's instant. Kyle's automation eliminated a major friction point in our sales process."

David Martinez

VP of Sales, Confidential Client

Inventory AutomationWholesale & Distribution

Distributor Inventory Auto-Sync to Zoho

Project Type

API Integration + Automation

Timeline

12 weeks

Industry

Wholesale & Distribution

Technologies

Node.js, Zoho CRM API

The Challenge

Outdated Inventory Causing Lost Sales

A wholesale distributor relied on inventory data from multiple suppliers, but manual updates meant product availability was often 24-48 hours outdated. This caused customer service issues, lost sales, and constant calls to suppliers to verify stock levels.

Key Pain Points:

•Inventory data 24-48 hours outdated
•Selling products that were actually out of stock
•50+ daily calls to suppliers checking availability
•Lost sales due to inaccurate stock levels
•Poor customer experience with order cancellations
•No real-time visibility into supplier inventory

The Solution

Real-Time Distributor API Integration

I built automated scheduled jobs that pull inventory data from multiple distributor APIs every 2 hours and update Zoho CRM and Zoho Inventory in real-time. The system handles different API formats, validates data, and provides instant visibility into supplier stock levels.

Implementation Approach:

Integrated with 5 different distributor APIs
Built scheduled jobs running every 2 hours
Created data transformation layer for different API formats
Automated updates to Zoho CRM and Zoho Inventory
Implemented low-stock alerts and notifications
Built reconciliation reports for inventory discrepancies
Added real-time inventory availability in CRM

Technology Stack:

Node.jsZoho CRM APIZoho Inventory APIMultiple Distributor APIsCron JobsPostgreSQL

Results & Impact

48hrs → 2hrs

Inventory Freshness

Real-time instead of outdated data

-80%

Supplier Calls

Reduced from 50+ to <10 daily

99%+

Order Accuracy

Nearly eliminated out-of-stock orders

Significantly improved

Customer Satisfaction

Fewer cancellations and delays

The real-time inventory integration transformed operations. Product availability is now accurate within 2 hours instead of 2 days. Supplier inquiry calls dropped by 80%, customer satisfaction improved dramatically, and sales increased as customers can confidently order knowing accurate stock levels. The system now syncs 15,000+ SKUs across 5 suppliers automatically.

"We used to spend hours calling suppliers to check stock. Now we have real-time data automatically. It's like night and day for our operations."

Robert Thompson

Inventory Manager, Confidential Client

Plugin DevelopmentE-Commerce

Custom WordPress Plugins for Enterprise Sites

Project Type

Custom Plugin Development

Timeline

Ongoing (50+ plugins over 3 years)

Industry

E-Commerce

Technologies

WordPress, WooCommerce

The Challenge

Enterprise Requirements on WordPress

Multiple high-revenue e-commerce sites ($2M+ annual revenue) needed advanced functionality not available in existing WordPress/WooCommerce plugins. Off-the-shelf solutions were either too expensive, too limited, or required compromising on core business requirements.

Key Pain Points:

•No existing plugins for complex B2B pricing tiers
•Custom shipping calculators required for multiple warehouses
•Advanced inventory allocation logic needed
•Integration with proprietary ERP systems
•Performance issues with high-volume sites
•Costly enterprise platform migrations being considered

The Solution

Custom Plugin Suite

Over several years, I've built 50+ custom WordPress and WooCommerce plugins providing enterprise-grade functionality while maintaining the flexibility and cost-effectiveness of the WordPress platform. Each plugin is tailored to specific business requirements with performance optimization for high-traffic sites.

Implementation Approach:

Advanced B2B pricing engine with customer-specific tiers
Multi-warehouse inventory management and allocation
Custom shipping calculators with real-time carrier API integration
ERP integration plugins for order/inventory sync
Performance optimization plugins for large catalogs
Custom checkout workflows for complex requirements
Automated testing and deployment pipelines

Technology Stack:

WordPressWooCommercePHPMySQLREST APIsJavaScriptRedisPHPUnit

Results & Impact

50+

Plugins Built

Custom solutions for various clients

$2M+ annually

Revenue Supported

Per site on the platform

$100K+

Migration Cost Avoided

Vs. enterprise platform migration

Sub-2s load

Performance

Even with 10,000+ products

The custom plugin approach enabled businesses to get enterprise-grade functionality without costly platform migrations. Sites generating $2M+ annually run smoothly on WordPress with custom plugins providing exactly the features needed. Performance remains excellent even with large catalogs, and clients maintain full control and flexibility. Total development cost was a fraction of enterprise platform licensing alone.

"We were about to spend $150K+ migrating to an enterprise platform. Kyle's custom plugins gave us everything we needed for a fraction of the cost, and we kept the flexibility of WordPress."

Jennifer Lee

E-Commerce Director, Confidential Client

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