Situation

A multi-store team was taking orders in a WeChat group; inventory and member records never matched. HQ could not answer where an order was. The goal: trackable orders, and fewer spreadsheets passed around in chat.

Approach

• Map the store clerk and HQ operations paths first — no visual draft to start
• Ordering, stock alerts, and member lookups share one permission model
• Legacy spreadsheets imported once; system orders are the source of truth afterwards
• Launch scope explicitly excludes payments and multi-warehouse transfers

Deliverables

• Ordering and lookup interface for store clerks
• Progress and exception lists for HQ
• Role permissions and key operation logs
• Import guide, environment variable list, and known limitations