International Trading · Hong Kong
Turning ERP & Excel Data Into Real-Time Operational Control
Turning ERP & Excel Data Into Real-Time Operational Control
ERP-driven trading operations managing international suppliers, customer orders, stock, backorders, dropshipping and logistics across multiple markets.
Operational Situation
The company had already invested in an ERP to manage its core transactions, but critical operational work was still happening manually around it. Data was exported into Excel. Remaining quantities were recalculated. Backorders were checked manually. Supplier-held stock had to be reconciled, and supplier invoices had to be matched against stock records. The frustration was simple: the ERP existed, but people were still copying everything from Excel.
Every day, the team still needed answers to basic operational questions: what was still missing, which orders were waiting, which customers would be affected if a supplier was late, and what stock had already been paid for. The information existed somewhere. The team just had to find it, check it and rebuild the answer. As volumes increased, so did the manual work.
Where Operational Leakage Occurred
- ERP data exported and reprocessed manually in Excel.
- Remaining quantities recalculated manually.
- Backorders and pending orders checked order by order.
- Supplier-held and dropshipping stock reconciled manually.
- Supplier invoices manually matched against stock references.
- Shipped quantities manually deducted from stock records.
- Operational views and management tables repeatedly rebuilt.
- Exceptions discovered through manual checking instead of automatically surfaced.
STREVIO Solution
STREVIO created an operational control layer around the systems the company already used rather than replacing the ERP. ERP data, existing Excel logic, supplier-held stock information and supplier invoices were connected into one structured operational workflow. Data preparation, remaining-quantity calculations, backorder monitoring, invoice reading, stock reconciliation and shipped-quantity deductions became automated, with operational exceptions surfaced automatically. Instead of searching through ERP screens, spreadsheets and files, the team gained one shared view of customer orders, outstanding quantities, backorders, stock positions and actions requiring attention.
Measurable Results
50–60% LESS
Time spent manually rebuilding and maintaining the operational workflow
AUTOMATED
Supplier invoice reading, stock matching and shipped-quantity deductions
ONE LIVE VIEW
Across customer orders, backorders, remaining quantities and operational exceptions
2–3 WEEKS
Target deployment time for the first operational version
Business Impact
The business moved from manually reconstructing operational visibility to managing operations by exception. Teams spent less time checking, copying, reconciling and rebuilding information. Management gained faster control over customer commitments, outstanding orders, supplier activity and stock without replacing the ERP already embedded in the business. Growth no longer had to mean adding more people simply to keep the information under control.