IN-HOUSE CASE · LOGISTICS
Invoices that prepare themselves.
How a Copenhagen logistics franchise cut manual invoice preparation by 90% by joining its CRM and ERP data, while handling 300+ high-value international shipments a month.
In-house case
- Setting
- Logistics franchise for international, high-value shipping, Copenhagen
- My role
- Business & logistics assistant, then specialist (employed)
- Period
- Sep 2023 – Dec 2024
- Volume
- 300+ high-value shipments a month; 20+ customers a day
- Tools
- Coda, the company’s CRM and ERP, 1Password
What changed
- 90%
less manual invoice preparation
- 5
colleagues onboarded and trained on the tools and on IT security
Figures as recorded in my role. The client of this work was my employer, so no customer data is shown.
01
The situation
Billing data sat in two systems, the CRM and the ERP, and invoices were prepared by hand, while the team handled hundreds of high-value shipments a month, such as passports, wine and art.
02
What I built
- A billing workflow that joins CRM and ERP data in structured invoicing tools, so an invoice starts from data that is already there.
- An internal tracking tool in Coda that gives several teams the same view of deliveries.
- Ownership of the internal tools (the custom CRM, the ERP and the docs around them): finding gaps, designing improvements and onboarding colleagues.
- Training for five colleagues on 1Password and Coda, to make the tools safe and actually used.
03
What changed
Manual invoice preparation dropped by 90%. Delivery visibility and coordination improved across teams, and the digital-transformation projects I led brought better team coordination and higher output through process automation.
LET’S TALK
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