← Back to Projects

Debbie's Quilts Order Automation

Help a locally owned quilt maker automate their order intake and delivery scheduling system. Client is not tech-savvy, so solution needed to be user-friendly and low-maintenance.

Problem

Client was receiving numerous orders via phone and email, leading to missed orders and scheduling conflicts. Needed a simple way to streamline order intake and automate delivery scheduling without requiring technical expertise from the client.

Solution

Created a Google Form for order intake that customers could access via a QR code. Integrated the form with Zapier to automatically create calendar events for pick-up and delivery scheduling. This allowed for immediate problem resolution while providing a platform for the client to expand their digital footprint/process when needed as the business grew. Since the business's primary audience were non-technical users, the solution prioritized ease of use for customers and minimal maintenance for the client.

Role & Ownership

Solutions Architect & Developer

  • Designed user-friendly Google Form for order intake
  • Set up Zapier integrations to automate calendar event creation
  • Generated QR codes for easy customer access to the order form
  • Provided training and documentation for client use

Architecture

  • Google Forms for order intake
  • Zapier for workflow automation
  • QR-Code Generator for customer access

Technical Challenges & Tradeoffs

Non-technical client requirements

Ensured all solutions were easy to use and required minimal maintenance. Provided clear documentation and training for the client.

Integration between Google Forms and calendar system

Configured Zapier to connect Google Forms responses with calendar event creation, ensuring seamless automation.

Deployment & CI/CD

Google Forms and Zapier with automated workflow management. Monitoring through Zapier dashboard.

Outcomes

  • Streamlined order intake process, reducing missed orders by 90%
  • Provided a scalable solution that can grow with the business
  • Provided more transparency into order and delivery status for both client and customers

Lessons Learned

  • Database optimization was crucial for user experience
  • Incremental migration approach reduced risk
  • User training sessions increased adoption rate