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BAI White Glove Portal Migration & Automation Rebuild
Migration and rebuild of a warehouse client portal with Airtable, Softr, Stripe, and Make.com, including automation redesign, inventory tracking, billing workflows, and customer self-service functionality.
The problem
A warehouse logistics company had an existing client portal built on Airtable, Softr, Stripe, and Make.com that had become unreliable due to automation issues, incorrect inventory assignments, inaccurate client notifications, and billing limitations. The organization redesigned the entire portal experience using Claude and Claude Code, then required an implementation partner to rebuild the data architecture, automations, billing workflows, and client portal infrastructure while migrating existing users and operational data.
What we built
Implemented the back-end infrastructure for a newly redesigned warehouse management and client portal platform. The project involved rebuilding Airtable architecture, redesigning Make.com and Airtable automations, integrating Stripe for card-on-file automated billing, migrating existing customer data, and preparing the system for production launch. Key requirements included correcting inventory visibility issues, eliminating inaccurate client notifications, supporting shared warehouse bay assignments with separate client billing, updating operational identifiers and workflows, and aligning all automations with a newly designed portal created in Claude Code. The solution was developed in a duplicate environment to protect the live system while auditing existing processes, restructuring data relationships, and preparing a controlled migration and cutover strategy. The platform supports approximately 25 active portal users and provides a foundation for scalable warehouse operations, inventory management, client communication, and automated invoicing.
What changed after launch
Topics
- Logistics, Transport & Warehouse
- Airtable
- Softr
- Stripe
- Make.com
- CustomJS
- Transportation
- Client Portals
This was a client portal development build. See what a build like this costs, or hire a Softr developer to do the same for you.
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