How a B2B Client Simplified Complex Data Processing and Improved Customer Onboarding

Main Message

If you're handling operational data from multiple sources, struggling with legacy tooling, and trying to reduce manual overhead while improving client experience, this story is for you.

We built a custom web application that replaced manual workflows with automation, connected fragmented data into a single interface, and gave our client clarity, speed, and a scalable foundation for growth.

Who This Case Study Is For

This story will resonate if you:

Work in B2B environments where clients regularly submit complex data
Use legacy systems with no automation or modern UX
Need to consolidate multiple data sources (files, databases, APIs)
Want to reduce operational strain without rewriting your whole infrastructure
Care about onboarding speed, data accuracy, and internal team efficiency

The Challenge

The client managed a large flow of operational data submitted by business partners. These files were previously:

Uploaded and processed manually
Verified line by line
Matched with internal orders and billing

This created a massive strain on the operations team.

The old application offered:

Limited functionality
No automation or self-service for clients
Poor UX and outdated tech
High risk of human error and data mismatches

The goal was to retire the legacy app and build a system that automated data intake, enabled internal visibility, and improved client satisfaction.

The Solution

Our team at Polcode was responsible for designing and building the web application, from the frontend to the backend.

What We Delivered:

End-to-end web application: Designed and built by Polcode – featuring a new Angular frontend with intuitive UX and self-service capabilities, and a Node.js backend aggregating data from multiple databases (e.g., Snowflake, MSSQL) and over a dozen APIs.
Client-facing features: A centralized dashboard for submitting data files, viewing financial statements, generating delivery confirmations, and accessing historical reports.
Access management: User permission tools tailored for both clients and support teams, ensuring secure and efficient operations.

Business Outcomes

1000–1500 hours/year saved for internal operations
80% faster client onboarding
Improved customer experience via instant access to data
Fewer data errors due to automation and validation
New revenue potential unlocked through increased client satisfaction and streamlined workflows

Collaboration and Challenges

We worked through a technical PM from the intermediary vendor, who handled all communication with the end client.
The backend API we integrated with had a highly complex and non-standard structure, which required additional dev effort.
Some architectural decisions were made early on that later required adjustments, including migrating to a solution we had originally recommended.

Despite these constraints, the cooperation was smooth and proactive. The client team was receptive to suggestions, and our team was empowered to own key components of the system.

“For me, the most rewarding part was seeing how much manual work we could eliminate with thoughtful design. The previous system forced users to handle everything by hand - we automated that without compromising accuracy. Building the Pickup Slips module was technically challenging, but the impact was worth it.” —

Senior Full Stack Developer at Polcode

Lessons Learned & Lasting Value

You don’t need to rebuild your entire infrastructure to see meaningful gains—a well-crafted interface layer can create huge impact.
Angular and Node.js proved excellent for scalable, modular development in B2B environments.
Data-heavy workflows benefit immensely from custom dashboards and asynchronous API handling.
With the right tools and team, even a high-complexity environment can become user-friendly, reliable, and future-proof.

This project started as a system replacement. It ended as a business enabler.

If you’re still managing file-based processes manually or struggling with fragmented operational data, our experience shows that there’s a smarter way forward — one that works for your team and with your clients.

Let’s talk about what that could look like for you.