01
Orders re-keyed by hand
POs arrive by email and PDF and get typed into the ERP, with errors found later.
Industries
Manufacturing, Distribution & Logistics
Operations businesses carry friction between systems: orders re-keyed from email into the ERP, purchasing chased by phone, inventory known only after the count. We connect the systems, automate the handoffs, and give leadership live visibility.
Mid-market manufacturers, distributors, logistics organizations and businesses with complex operational processes.
Where the friction lives
02
Procurement by phone
Quotes, approvals and supplier follow-up live in calls and inboxes.
03
Inventory known after the fact
Stock, lead times and exceptions surface when something has already gone wrong.
04
ERP and CRM that don't talk
Sales promises one thing, operations sees another, and finance reconciles both.
Automation opportunities
Each opportunity maps to one of the two things we improve: the revenue you win, or the operations that deliver it.
- Operations
Order processing automation
Orders captured from email, PDF and portals, validated and entered without retyping.
- Operations
ERP and CRM integration
Quotes, orders, customers and status synchronized so every team sees the same record.
- Operations
Procurement workflows
Requests, approvals, supplier communication and follow-up that run on their own.
- Operations
Inventory and exception visibility
Alerts and dashboards that surface shortages, delays and anomalies before they become problems.
- Revenue
Customer and dealer follow-up
Quote follow-up, reorder reminders and account reviews driven by your data.
What we'd build first
Integration layer
ERP, CRM, e-commerce and logistics systems connected with the data flows your operation depends on.
Workflow automation
Order entry, procurement, approvals and status updates automated, with people on the exceptions.
Operational intelligence
Live reporting across sales, operations and finance, with the manual reconciliation removed.
We integrate with your existing ERP and operational systems. We don't claim industry certifications; we show our work.
How we engage
Assess. Implement. Optimize.
- 01
Assess
Friction Assessment
- Leadership and team interviews
- Process and systems review
- Baseline metrics recorded
- 02
Implement
Build, connect, train
- Automations and AI workflows
- Integrations with your existing systems
- Team training and documentation
- 03
Optimize
Managed Optimization
- Monitoring and maintenance
- Monthly improvements
- Quarterly roadmap review
What clients say
Real reviews. Real Google accounts.
5.0
20 reviewsArvyn Jafarzadeh
9 reviews
2 months ago
Great associate! Very reliable and professional. Helped me with every need I had for my business and helped me learn what his products can benefit me in. Would highly recommend to any small or any size business owner. Really can profit for you business.
Janelle Black
1 week ago
Working with Shawn and his team has been seamless. I appreciate all the effort they put into redesigning the website!
Bryan Starks
5 reviews
1 week ago
Great work and turn around. I recommend Create a Legacy for anyone trying to have their business automation
Brett Zenker
9 reviews
4 months ago
Shawn at Create a Legacy is incredible to work with. He's not only a talented creative professional, but also a great friend and brother in Christ who genuinely cares about the people he serves. His heart, integrity, and attention to detail show in everything he does. If you want someone who will walk alongside you, listen, and help bring your vision to life with excellence, Shawn is the one. Highly recommend Create a Legacy!
Randell Holmes
Director of Sales, Credit Union of Texas Event Center
4 months ago
My experience with Create A Legacy has been amazing. The entire team has approached our marketing needs with a servant approach and a complete desire to assist in meeting our objectives. I recommend Create A Legacy to anyone that is in need of marketing support to grow the awareness and brand of your business.
Debby Santens
TRUChoice Benefit Solutions ยท Local Guide
4 months ago
The team is so creative and truly interested in my success. I can't recommend them enough!
Agents Sterling Health
Local Guide
4 months ago
Awesome branding and marketing group to work with!! Really great team. Highly recommend!
Christina Carlisle
8 reviews
4 months ago
Highly recommend! Shawn is a true partner.
Shika Hershel
Local Guide ยท 24 reviews
5 months ago
Shawn at Create a Legacy has been incredible to work with. I hired him to help launch my small business, Training Architect, and they delivered far more than I expected. They created my logo, developed my full brand identity, built a clean and professional website, and produced videos that made my message clear and compelling. They also set up my LinkedIn company page, my job page, and helped shape my entire digital presence so everything looked consistent and polished.
Michael Muse
a day ago
This company has given me the revenue blueprint and has helped me position my family legacy business for the future!
Ecosystembldr
a day ago
Create a Legacy completely transformed how I operate. They streamlined my processes, saved me hours, and made everything run effortlessly. Their team truly understands vision and execution. If you want to scale, stay organized, and work smarter, this is the company to trust. Highly recommend their automation expertise.
Darrell Devaul
a day ago
Great experience with Create A Legacy! Their team is professional, knowledgeable, and truly focused on helping you build something meaningful. They bring vision to life and deliver real value. Highly recommend.
Arvyn Jafarzadeh
9 reviews
2 months ago
Great associate! Very reliable and professional. Helped me with every need I had for my business and helped me learn what his products can benefit me in. Would highly recommend to any small or any size business owner. Really can profit for you business.
Janelle Black
1 week ago
Working with Shawn and his team has been seamless. I appreciate all the effort they put into redesigning the website!
Bryan Starks
5 reviews
1 week ago
Great work and turn around. I recommend Create a Legacy for anyone trying to have their business automation
Brett Zenker
9 reviews
4 months ago
Shawn at Create a Legacy is incredible to work with. He's not only a talented creative professional, but also a great friend and brother in Christ who genuinely cares about the people he serves. His heart, integrity, and attention to detail show in everything he does. If you want someone who will walk alongside you, listen, and help bring your vision to life with excellence, Shawn is the one. Highly recommend Create a Legacy!
Randell Holmes
Director of Sales, Credit Union of Texas Event Center
4 months ago
My experience with Create A Legacy has been amazing. The entire team has approached our marketing needs with a servant approach and a complete desire to assist in meeting our objectives. I recommend Create A Legacy to anyone that is in need of marketing support to grow the awareness and brand of your business.
Debby Santens
TRUChoice Benefit Solutions ยท Local Guide
4 months ago
The team is so creative and truly interested in my success. I can't recommend them enough!
Agents Sterling Health
Local Guide
4 months ago
Awesome branding and marketing group to work with!! Really great team. Highly recommend!
Christina Carlisle
8 reviews
4 months ago
Highly recommend! Shawn is a true partner.
Shika Hershel
Local Guide ยท 24 reviews
5 months ago
Shawn at Create a Legacy has been incredible to work with. I hired him to help launch my small business, Training Architect, and they delivered far more than I expected. They created my logo, developed my full brand identity, built a clean and professional website, and produced videos that made my message clear and compelling. They also set up my LinkedIn company page, my job page, and helped shape my entire digital presence so everything looked consistent and polished.
Michael Muse
a day ago
This company has given me the revenue blueprint and has helped me position my family legacy business for the future!
Ecosystembldr
a day ago
Create a Legacy completely transformed how I operate. They streamlined my processes, saved me hours, and made everything run effortlessly. Their team truly understands vision and execution. If you want to scale, stay organized, and work smarter, this is the company to trust. Highly recommend their automation expertise.
Darrell Devaul
a day ago
Great experience with Create A Legacy! Their team is professional, knowledgeable, and truly focused on helping you build something meaningful. They bring vision to life and deliver real value. Highly recommend.
Common questions
Straight answers.
Which ERP systems do you integrate with?
Integration approach depends on the system and its available interfaces. We assess what your ERP exposes during the Friction Assessment and scope the integration from there.
Can you automate orders that arrive as PDFs and emails?
Yes. Document reading, validation and entry is a common automation, with exceptions routed to a person for review.
Where do operations businesses usually start?
Order processing or ERP and CRM integration, because both remove daily retyping and give leadership numbers they can trust.
A few quick questions show where your organization is losing time and revenue. If there's a fit, we'll book a Friction Assessment.