Building an All-in-One Business System for a Custom Window Treatment Company

The client is a boutique custom soft furnishings studio specializing in drapes, shades, and window treatments for high-end residential homeowners and interior designers in central Indiana. With a small team, a physical studio for fabric selection, and relationships with 90+ vendors, they operate in a highly customized, relationship-driven industry where no two projects are alike.

Having started on Zoho, migrated to NetSuite (which couldn't handle product variants), and returned to Zoho — all while maintaining QuickBooks for accounting and Quiller for client presentations — the business had the right instincts but lacked a unified system to scale them. With a goal of moving toward more direct-to-consumer sales and eventually expanding regionally, they engaged Brockbank Consulting to clean up their operations before ramping up marketing.

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A custom window treatment company serving wealthy homeowners in central Indiana was running their business across disconnected tools — bouncing between NetSuite, QuickBooks, Shopify, Zoho, and Quiller with no unified system tying them together. Their core pain points were:

- Quoting was their biggest time drain, sometimes consuming 60+ hours per project due to complex bundled products with 40+ components, multiple vendor RFQs, and no standardized note-taking process from in-home consultations
- Team members had no visibility into project status, vendor quote progress, or order delivery — critical information lived in individual inboxes and handwritten notes
- Change requests from clients frequently invalidated hours of quoting work
- Vendor response times were unpredictable, and follow-up was entirely manual
- No shared inbox meant that when one team member was out, client and vendor communication fell through the cracks
- The business was shifting from 80% wholesale to more direct-to-consumer, requiring tighter sales and service infrastructure before scaling marketing

See video here: https://www.youtube.com/watch?v=_lvII_pcnTQ

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A custom window treatment company serving wealthy homeowners in central Indiana was running their business across disconnected tools — bouncing between NetSuite, QuickBooks, Shopify, Zoho, and Quiller with no unified system tying them together. Their core pain points were:

- Quoting was their biggest time drain, sometimes consuming 60+ hours per project due to complex bundled products with 40+ components, multiple vendor RFQs, and no standardized note-taking process from in-home consultations
- Team members had no visibility into project status, vendor quote progress, or order delivery — critical information lived in individual inboxes and handwritten notes
- Change requests from clients frequently invalidated hours of quoting work
- Vendor response times were unpredictable, and follow-up was entirely manual
- No shared inbox meant that when one team member was out, client and vendor communication fell through the cracks
- The business was shifting from 80% wholesale to more direct-to-consumer, requiring tighter sales and service infrastructure before scaling marketing

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