Case Study: Transforming an EdTech Platform's Inventory and Shipping System

Introduction

The Company is an Arts and Crafts EdTech/Creator Economy platform dedicated to enhancing well-being through crafting techniques. With a focus on delivering immersive, hands-on experiences, the Company initially operated through in-person workshops where supplies were distributed on-site.

Problem

The onset of the COVID-19 pandemic necessitated a rapid pivot from in-person workshops to virtual sessions. This shift required the Company to transition from distributing supplies in-person to shipping craft kits both nationally and internationally. Lacking prior experience in creating individual kits, managing SKUs, or handling shipping logistics, the Company urgently needed a comprehensive inventory and shipping system to manage these new challenges effectively.

Strategic Actions

To address the problem, I developed a custom inventory system integrating Airtable, ShipStation, and HubSpot and built a team and shipping facility to process the orders.

1. SKU Definition and Organization

  • Defined all 700 SKUs, assigning each a unique SKU number.

  • Detailed each SKU with cost, order link, and specific attributes such as color, size, and units per kit.

2. Custom Inventory System Development

  • Built a bespoke inventory system in Airtable, encompassing all 700 SKUs and 75 kit variations.

3. Integration with ShipStation

  • Synchronized Airtable with ShipStation, a third-party shipping platform, to streamline logistics and enhance customer communication.

4. Carrier Synchronization

  • Linked ShipStation with our accounts at the Post Office, UPS, and FedEx to seamlessly manage various shipping options and tariffs.

5. Order Management Integration

  • Connected HubSpot and Etsy accounts to ensure that orders automatically flowed into Airtable, creating a unified order management system.

6. Built Shipping Facility and Hired Shipping Manager

  • Identified and leased warehouse space and hired a team to process shipments and track inventory.

7. Streamlined Shipping Management

  • Enabled the Shipping Manager to oversee all shipments via Airtable, efficiently tracking inventory movements, shipping tariffs, and tracking details.

Results

The implementation of this integrated system led to significant improvements:

  • Established a distribution center capable of processing 500 shipments per month.

  • Successfully managed over 700 SKUs, with a 120% year-over-year increase in shipping volume.

  • Enhanced shipping accuracy and client satisfaction, ensuring a smoother customer experience and better inventory control.

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