Digitizing Operations and Strategy
From manual and redundant to paperless + streamlined: eliminated duplicate files, improved auditability, and accelerated pricing decisions.
Role: Business Operations & Strategy Lead · Product Owner (ERP)
Company: CKK Paradiso Inc.
Project: Jan 2025–Present (MVP Jan–May 2025; ERP build Jun 2025–Dec 2025)
Employment: Aug 2024–Present
Results
80+
hours/month saved
Automated reporting & reconciliation across shipment, cost, and inventory.
+5%
gross margin on new SKUs
Initial pricing informed by landed-cost visibility (freight + storage).
4 → 1
data entry points
Shipment Excel, Cost Excel, paper, Sage → single ERP entry with Sage sync.
890
pages/month saved
Eliminated printed forms; source docs attached in ERP.
Background
CKK Paradiso is a U.S. importer/distributor of certified organic finished goods. Prior to this project, day-to-day operations relied on separate spreadsheets and hard-copy paperwork for shipment tracking, inventory, and cost reconciliation, while accounting lived in Sage. The same shipment and item details were often keyed across multiple places, and supporting documents (invoices, B/L, packing lists) were stored in email threads and hard copy folders.
Problem
The company lacked a single source of truth and a single-entry workflow. Shipment, cost, inventory, and documents were captured across separate spreadsheets, paper forms, and Sage(accounting software)—driving duplication and reconciliation work instead of decisions.
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Duplicate entry (3–4 touchpoints): Same fields re-keyed across shipment Excel, cost workbook, inventory Excel, and Sage → wasted time and avoidable errors.
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Fragmented data: Costs were calculated apart from inventory movements, blocking real-time landed cost by SKU/lot.
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Slow answers: Teams hunted files and stitched numbers just to know landed cost or on-hand by lot.
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Version drift & mismatches: Prices, quantities, and storage days diverged across files; SO ↔ inventory mismatches surfaced late.
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Document sprawl: Invoices, B/L, packing lists lived in email and folders, slowing audits and data retrieval.
Solutions
A two-phase plan that moved CKK from fragmented spreadsheets and paper to a single-entry, single source of truth.
Phase 1
A VBA-powered Excel workbook to calculate true landed cost and real-time % margin at the item/container level (product cost + freight + storage + trucking). One-click refresh surfaced negative-margin SKUs and guided pricing actions—saving 40+ hours/month and cutting the margin reporting cycle from ~1 month to 2 days.
Phase 2
A single-entry ERP platform that unifies shipment tracking, cost allocation, and inventory; auto-syncs to Sage(current accounting software); and stores source documents (invoices/B/L/packing lists) on each record. Validation rules and role-based permissions reduce errors and create a full audit trail—eliminating duplicate entry (3–4 tools → 1), cutting data mismatches, and enabling real-time visibility into landed cost and on-hand inventory.