Bomshteyn Consulting

Selected work

Case studies

Established businesses come to us when spreadsheets, email threads and aging desktop software stop keeping up. Here is what we replaced and what we built in its place.

DWG · 1 · Distribution & Wholesale

A connected ERP for a wholesale distributor

We replaced a legacy desktop ERP with a portal for purchasing, receiving, inventory, sales and department workflows, connected to third-party warehouse inventory snapshots.

Before

  • Legacy desktop ERP used across departments
  • Historical records held in CSV files

Portal

  • Purchase orders, vendor offers and vendor bills
  • Receiving, discrepancy reports and per-container cost baselines
  • Inventory lots with FIFO and average landed cost
Read case study

DWG · 2 · Construction & Logistics

One logistics platform across multiple yards

We connected orders, dispatch, yard stock, drivers, equipment rentals and shipment-based invoicing for a construction supply business with multiple yards.

Before

  • Orders, deliveries and returns across multiple yards
  • Stock and backorders by warehouse

Portal

  • Orders and shipments with job-site deliveries and returns
  • Drivers, trucks and job sites with map picker and geocoding
  • Per-yard stock, movements, picking and backorder tracking
Read case study

DWG · 3 · Non-profit & Trusts

Donor management and receipting for charities

We built a donor platform that keeps each charity's branding and receipt sequence together with donations, CRA receipts, year-end packages and reporting.

Before

  • Donor and donation records across organizations
  • Receipt sequences and sender details

Portal

  • Organization branding, sender details and receipt sequences
  • Donors, donations, categories, campaigns and tags
  • Sequential CRA receipts, legacy flags and voided-receipt watermarks
Read case study

DWG · 4 · Distribution & Wholesale

A vendor and buyer portal for a buying group

We brought vendor onboarding, buyer commitments, warehouse handoffs, invoice processing and payout preparation into one buying-group portal.

Before

  • Vendor approval and agreements
  • Buyer and agent commitments

Portal

  • Vendor onboarding, ID checks, approvals and signed agreements
  • Buyer and agent accounts, deals, commitments and referrals
  • Scheduled warehouse drop-offs, invitations and QR or barcode receipts
Read case study

DWG · 11 · Healthcare

Order management for a specialty medical distributor

We built a platform for serialized biologics inventory, provider self-service, patient documentation, commissions, returns and order payments.

Before

  • Serial numbers tracked manually across inventory
  • Patient and clinical documentation separate from orders

Portal

  • Serialized inventory from receipt through patient application
  • Provider self-service for orders and patient records
  • Clinical documentation and prior-authorization status
Read case study

DWG · 12 · Field Service

Order management connected to email

We connected monitored email folders to an order portal that captures replies and moves work through New, Quoted, In Progress, Complete and Billed.

Before

  • Customer inquiries and orders arrived by email
  • Quotes and project status were tracked in email threads

Portal

  • Monitored folders create orders from incoming emails
  • Original messages and replies are linked to each order
  • New, Quoted, In Progress, Complete and Billed stages
Read case study