Okoh, procurement and supply, oil and gas
One system, from sourcing to delivery.
500+ clients, including Shell and CEED Supply. The client came back after two years to build v2.
01The problem
A procurement and supply company working in international trade, serving oil and gas. They source goods, handle purchasing, run a warehouse, ship and deliver, and manage clients and staff. Real volume, real money moving.
Five disconnected tools ran the business: QuickBooks for some of the accounting, spreadsheets for quotes and stock, WhatsApp for orders and updates, paper for warehouse records, and Trello for tracking. Manual reminders for follow-ups. No payroll in any of it.
Nobody could answer simple questions quickly. What did this client order. What is in the warehouse right now. What have we been paid. What is late.
02Before and after
Before
QuickBooks, spreadsheets, WhatsApp, paper, and Trello. Sourcing, orders, inventory, and money lived in separate places. No payroll in the system.
After
One platform covering quotations, sales orders, purchase orders, invoices, warehouse receiving and releases, stock counts, inventory, shipments and logistics, order tracking, returns, clients and suppliers, fixed assets, tasks, and full double-entry accounting with a real chart of accounts. HR with employees, payroll, leave, and loans.
03What v1 solved
One source of truth
A number entered once flows everywhere it is needed. Anyone on the team can see what was sourced, what shipped, what was paid, and what is still owed, without going through the owner.
Accounting that isn't a separate app
When goods are received, the accounting posts itself. When an invoice is raised, it lands in the ledger. The operation and the money are the same system, not reconciled at month end. An automation layer sits on top, generating the documents that move an order along and keeping status current across the tracking board.
04Why they came back for v2
Two years after v1 shipped, the client returned to extend the same system rather than replace it.
The books reflected the operation as it happened instead of being pieced together at month end. That was the shift: from a business held together in one person's head to a business that runs on one system. v2 extends that foundation instead of starting over.
05What v2 covers
Sourcing to delivery
Warehouse
HR and payroll
Accounting
06Tech stack
07Inside the system
Order tracking board: [TO FILL]
Connected accounting ledger: [TO FILL]
Your operation, one system.
A short call to see if it is a fit. No pressure. Prefer to think it through first, take the free audit instead.