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D2C Startup to Multi-Million Buyout - A Systems Blueprint

As D2C startups scale from niche markets to national—and even global—reach, they face an increasingly complex digital estate: an ecosystem of storefronts, payment gateways, inventory engines, marketing tools, and logistics partners. This article introduces a high-level Enterprise Reference Model tailored for an end-stage startup selling its own products online and through third-party retailers. By laying out the key systems and the two-way data flows between them, you’ll gain a clear blueprint for aligning development, operations, and business strategy.

In a hurry? Jump straight to the interactive model in the Revelation EA tool. Drag systems from the perimeter into the center to change the focus of the model. Select a system or interaction and click the edit icon to see the item details.

Why Build a Reference Model?

Beyond technical alignment, a well-crafted reference model delivers tangible business advantages:

  • Faster, Smarter Decisions: With a clear, shared map of how your systems and processes interconnect, leaders can spot bottlenecks, prioritize investments, and respond quickly to market changes—without waiting for dozens of meetings or lengthy audits.
  • Smoother Cross-Team Collaboration: When everyone speaks the same “process language,” marketing campaigns, product launches, and support initiatives roll out more seamlessly—reducing costly hand-off errors and speeding time-to-value.
  • Better Customer Outcomes: A unified view of order, payment, and support flows means fewer hiccups in the buying journey—faster shipping estimates, more accurate order status updates, and proactive issue resolution that keeps customers happy and drives loyalty.
  • Risk Mitigation and Compliance: By documenting each data flow end-to-end, you minimize blind spots—making it easier to enforce controls, trace audit trails, and demonstrate compliance to partners or regulators.
  • Resource Optimization: Visibility into redundant or underused tools helps you reallocate budget and headcount toward high-impact areas, cutting waste and boosting ROI on your technology investments.
  • Scalable Growth Foundation: As your startup expands into new channels or regions, this model becomes a blueprint for onboarding new systems or integrations—ensuring growth doesn’t outpace your ability to manage it.
  • Accelerated New-Hire Ramp-Up: New team members quickly understand your tech landscape and workflows, cutting onboarding time and empowering them to contribute from day one.
  • Smoother Mergers & Acquisitions: During M&A, this model provides a clear inventory and integration plan for combining or retiring systems—simplifying due diligence and reducing post-merger friction.

Model Overview: Systems and Key Data Flows

Revelation D2C Startup Enterprise Reference Model
Revelation D2C Startup Enterprise Reference Model

At the heart of this model sits a core E-Commerce Platform (ECP) such as Shopify, Magento, or WooCommerce, flanked by peripheral but equally important systems—including Accounting, Payment Processor, ERP, 3PL Fulfillment, Customer Support, Marketing Automation, and more. A full list of the systems, their business domains, key capabilities, and example products is provided in the Systems Appendix.

For each pairwise interaction, the data exchanged is captured as two flows: one flowing from the system, and one flowing to it. High-level descriptions of these flows—including the data exchanged and the purpose of each flow—are provided in the Flows Appendix.

The diagram above shows how these systems and interactions appear in the Revelation EA Tool. To explore the model further, open the Revelation EA Tool, and click and drag any perimeter system—such as Accounting—into the center. The view will recenter on that system, revealing its direct connections. You can also experiment with different layouts from the Layout dropdown or apply a color map via Settings | Color Map.

Applying the Reference Model

Use this model as a template for your own technical landscape:

  • Map Your Real-World Tools: Replace placeholders like “Payment Processor” or “Affiliate Network” with your specific vendors (e.g., Stripe, Impact).
  • Document Custom Integrations: Add new flows—such as between your headless CMS and CRM—and assign them unique IDs following the model’s F### convention.
  • Collaborate Cross-Functionally: Share the diagram with marketing, finance, and support teams so everyone understands how data (orders, payments, inventory) moves end-to-end.
  • Drive Automation Roadmaps: Identify where you can replace manual spreadsheets with API-driven flows (e.g., automate “Planning Assumpt” imports from Google Sheets into Enterprise Planning).

A living reference model becomes your single source of truth, helping to govern API standards, integration testing, and change management.

To learn more about how the Revelation EA tool can be applied—including sample workbooks for data gathering—visit the RevelationCore blog.

Summary and Conclusion

This D2C Startup Enterprise Reference Model offers a macro-level blueprint of how your digital estate fits together — whether you’re selling directly via your own site, through marketplaces, or in-store through retailers. By defining each system, its key capabilities, and the exact two-way data flows, you gain clarity for planning, risk assessment, and rapid scaling.

We hope this model provides practical insights for your next phase of growth — whether you’re optimizing logistics, enhancing customer experiences, or strengthening financial controls. In the appendix below, you’ll find the full breakdown of systems (with example products and domains) and detailed flow definitions (F001–F071), complete with entity attributes and purpose statements.

Appendix: Systems

ID TEXT Description Business Domain Examples Products Key Capabilities
ACCT Accounting Central finance system for managing ledgers, invoices, and financial statements Finance QuickBooks, Xero, NetSuite General ledger; AP/AR; Bank reconciliation; Financial reporting
AFF Affiliate Network Tracks affiliate‐driven sales and manages commission payouts Marketing & Sales Impact, Partnerize, Rakuten Advertising Affiliate tracking; Commission calculations; Partner management
AIR Flexible Database Cloud‐based no‐code database/spreadsheet for custom data tracking and workflows Productivity Airtable, Knack, Caspio Data modeling; Collaboration; Automation; Form‐based inputs
AMZ Marketplace Platform Online storefront listing and order management for products Sales Amazon, eBay, Walmart Marketplace Product listings; Order processing; Shipping updates; Seller metrics
APP Finance Approvals Facilitates multi‐step approvals for bills, invoices, or purchase orders Finance ApprovalMax, Tipalti Approval workflows; Audit trail; Integration with accounting
BNK Banking Manages business bank accounts and processes incoming/outgoing transactions Finance Chase, Wells Fargo, Bank of America Funds transfer; Bank statements; Payment processing; Balance tracking
CHAT Team Communication Real-time messaging and channels for internal collaboration Internal Communication Slack, Microsoft Teams, Discord Chat rooms; File sharing; Notifications; Bot integrations
CMS Headless CMS Central repository for website or app content delivered via APIs Marketing & Content DatoCMS, Contentful, Strapi Content modeling; Editorial workflow; Multi-channel publishing; Versioning
CS Customer Support Manages customer inquiries, tickets, and service interactions Customer Service Zendesk, Freshdesk, ServiceNow Ticketing; Multi-channel support; Knowledge base; SLA tracking
DWH Data Warehouse Centralized storage of consolidated enterprise data for analysis and reporting Analytics & Reporting Snowflake, Amazon Redshift, Google BigQuery ETL/ELT; Historical data; Integration with BI tools; Scalable queries
ECP E-Commerce Platform Online storefront with product catalog, checkout, and order tracking Sales Shopify, Magento, WooCommerce Direct-to-consumer sales; Payment integration; Promotions; Order management
ERP ERP & Fulfillment Coordinates inventory, procurement, and order fulfillment across channels Operations & Supply Chain Fulfil, NetSuite ERP, SAP Business One Inventory management; Multi-channel orders; Warehouse operations; Purchasing
HRIS HR Information System Maintains employee records, roles, and HR workflows Human Resources Workday, BambooHR, ADP Workforce Now Employee data; Onboarding; Time-off tracking; Org charts
KB Knowledge Base Central documentation platform for internal knowledge sharing Internal Communication Confluence, Notion, SharePoint Wiki pages; Document collaboration; Version history; Search
MA Marketing Automation Manages email, SMS, and other automated campaigns based on customer behavior Marketing Klaviyo, HubSpot, Marketo Segmentation; Campaign triggers; Analytics; Personalization
PAY Payment Processor External gateway for card or digital payments authorization and settlement Finance Stripe, PayPal, Adyen Payment authorization; Refunds; Secure tokenization; Fraud checks
PLN Enterprise Planning Budgeting, forecasting, and scenario modeling across finance and operations Finance & Strategy Anaplan, Adaptive Insights, Oracle Hyperion Multi-dimensional modeling; What-if analysis; Collaboration; Reporting
POS POS Terminal Physical device for in-person card transactions and payment capture Sales & Finance Square, Lightspeed, Toast Card processing; Payment approvals; Receipt printing; Offline mode
PRL Payroll System Calculates employee wages, taxes, and generates payslips HR & Finance IRIS, ADP Payroll, Paychex Pay runs; Tax & pension processing; Payslip generation; Compliance reporting
REV Reviews Platform Collects and displays customer feedback and product/service ratings Customer Service & Marketing Trustpilot, Yotpo, Feefo Review invitations; Rating widgets; Reputation management; Analytics
SEA Search Ads Paid search advertising platform for keyword bidding and campaign management Marketing Google Ads, Bing Ads, Yahoo Gemini Keyword targeting; Ad creation; Conversion tracking; Reporting
SCM Social Commerce In-app product listings, checkout, and promotions on social media platforms Sales & Marketing TikTok Shop, Instagram Shopping, Facebook Shop Product feeds; In-app checkout; Influencer campaigns; Order sync
SOC Social Ads Platform Runs advertising campaigns on social media networks and tracks performance Marketing Meta Ads Manager, LinkedIn Ads, Twitter Ads Audience targeting; Retargeting; Creative management; Conversion metrics
SHT Spreadsheets Manual data entry and collaboration tool for ad-hoc reporting or analysis General Productivity Microsoft Excel, Google Sheets, Apple Numbers Flexible data tables; Formulas; Shared editing; Quick exports
SUB Subscription Management Oversees recurring billing and subscription-based product orders Sales Recharge, Zuora, Chargebee Recurring payments; Plan management; Customer portal; Billing cycles
WAN Web Analytics Tracks website visitor behavior, conversions, and performance metrics Marketing & Analytics Google Analytics, Adobe Analytics, Mixpanel Traffic analysis; Funnel reports; E-commerce tracking; Real-time data
PM Project Management Central platform for planning, tracking, and managing projects and tasks Product & Project Management Jira, Asana, Trello Task tracking; Project planning; Collaboration; Deadline management
BI Business Intelligence Analytics and reporting tools for visualizing data and insights Analytics & Reporting Tableau, Microsoft Power BI, Looker Data visualization; Dashboarding; Ad-hoc analysis; Reporting

Appendix: Flows

Flow ID Description
F001 Customers (CUS) to E-Commerce Platform (ECP)
F002 E-Commerce Platform (ECP) to Payment Processor (PAY)
F003 Payment Processor (PAY) to E-Commerce Platform (ECP)
F004 E-Commerce Platform (ECP) to Customers (CUS)
F005 E-Commerce Platform (ECP) to ERP & Fulfillment (ERP)
F006 ERP & Fulfillment (ERP) to E-Commerce Platform (ECP)
F007 ERP & Fulfillment (ERP) to 3PL Fulfillment (TPL)
F008 3PL Fulfillment (TPL) to ERP & Fulfillment (ERP)
F009 ERP & Fulfillment (ERP) to Customers (CUS)
F010 E-Commerce Platform (ECP) to Reviews Platform (REV)
F011 Reviews Platform (REV) to Customers (CUS)
F012 Customers (CUS) to Reviews Platform (REV)
F013 Reviews Platform (REV) to E-Commerce Platform (ECP)
F014 Customers (CUS) to Customer Support (CS)
F015 Customer Support (CS) to Customers (CUS)
F016 E-Commerce Platform (ECP) to Customer Support (CS)
F017 Customer Support (CS) to Team Communication (CHAT)
F019 E-Commerce Platform (ECP) to Marketing Automation (MA)
F020 Subscription Management (SUB) to Marketing Automation (MA)
F021 Marketing Automation (MA) to Customers (CUS)
F022 E-Commerce Platform (ECP) to Affiliate Network (AFF)
F023 Affiliate Network (AFF) to Accounting (ACCT)
F024 E-Commerce Platform (ECP) to Social Ads Platform (SOC)
F025 E-Commerce Platform (ECP) to Search Ads (SEA)
F026 E-Commerce Platform (ECP) to Web Analytics (WAN)
F027 Web Analytics (WAN) to Data Warehouse (DWH)
F028 Social Ads Platform (SOC) to Data Warehouse (DWH)
F029 Search Ads (SEA) to Data Warehouse (DWH)
F030 Marketing Automation (MA) to Data Warehouse (DWH)
F031 Affiliate Network (AFF) to Data Warehouse (DWH)
F032 E-Commerce Platform (ECP) to Data Warehouse (DWH)
F033 ERP & Fulfillment (ERP) to Data Warehouse (DWH)
F034 Accounting (ACCT) to Data Warehouse (DWH)
F036 Data Warehouse (DWH) to Business Intelligence (BI)
F037 Accounting (ACCT) to Enterprise Planning (PLN)
F038 ERP & Fulfillment (ERP) to Enterprise Planning (PLN)
F039 HR Information System (HRIS) to Enterprise Planning (PLN)
F040 Spreadsheets (SHT) to Enterprise Planning (PLN)
F041 Accounting (ACCT) to Finance Approvals (APP)
F042 Finance Approvals (APP) to Accounting (ACCT)
F043 ERP & Fulfillment (ERP) to Suppliers (SUP)
F044 Suppliers (SUP) to Finance Approvals (APP)
F045 Suppliers (SUP) to ERP & Fulfillment (ERP)
F046 Retail Partners (RTP) to ERP & Fulfillment (ERP)
F047 ERP & Fulfillment (ERP) to Retail Partners (RTP)
F048 Accounting (ACCT) to Retail Partners (RTP)
F049 Retail Partners (RTP) to Banking (BNK)
F050 Banking (BNK) to Accounting (ACCT)
F051 ERP & Fulfillment (ERP) to Team Communication (CHAT)
F053 Customer Support (CS) to Project Management (PM)
F054 Project Management (PM) to Customer Support (CS)
F055 Project Management (PM) to Team Communication (CHAT)
F056 Team Communication (CHAT) to Project Management (PM)
F057 E-Commerce Platform (ECP) to Marketplace Platform (AMZ)
F058 Marketplace Platform (AMZ) to E-Commerce Platform (ECP)
F059 E-Commerce Platform (ECP) to Social Commerce (SCM)
F060 Social Commerce (SCM) to E-Commerce Platform (ECP)
F061 E-Commerce Platform (ECP) to Accounting (ACCT)
F062 Accounting (ACCT) to E-Commerce Platform (ECP)
F063 Business Intelligence (BI) to Data Warehouse (DWH)
F064 HR Information System (HRIS) to Payroll System (PRL)
F065 Payroll System (PRL) to HR Information System (HRIS)
F066 ERP & Fulfillment (ERP) to POS Terminal (POS)
F067 POS Terminal (POS) to ERP & Fulfillment (ERP)
F068 HR Information System (HRIS) to Team Communication (CHAT)
F069 Team Communication (CHAT) to HR Information System (HRIS)
F070 Customer Support (CS) to Knowledge Base (KB)
F071 Knowledge Base (KB) to Customer Support (CS)

F001: Order Submission

Description:

Customer places order on E-Commerce Platform (provides order details and payment info)

EntityAttributes
Customer
  • Customer ID (UUID)
  • Full Name (first, last)
  • Email Address
  • Phone Number
  • Billing Address (street, city, postcode, country)
  • Shipping Address (if different)
  • Account Creation Date
  • Loyalty Tier or Segment
Order
  • Order ID
  • Order Date/Time
  • Order Status (pending, confirmed)
  • Line Items: SKU, name, quantity, unit price
  • Subtotal, tax amount, shipping fee
  • Total Amount & currency
  • Requested Delivery Method
PaymentInfo
  • Payment Method (card, PayPal, etc.)
  • Payment ID
  • Authorized Amount vs. Captured Amount
  • Currency
  • Authorization Code (if pre-auth)
  • Payment Status (authorized, declined)
  • Timestamp of request

Purpose of This Flow:

  • E-Commerce Platform uses this to record the customer’s intent to buy, validate payment details, and trigger fulfillment.
  • Guarantees downstream systems have complete order and payment context.
Back to Flows

F002: Payment Request

Description:

E-Commerce Platform sends payment authorization request to Payment Processor (credit card charge)

EntityAttributes
CardDetails
  • Card Token (PCI-compliant)
  • Card Type (Visa, Mastercard)
  • Last 4 Digits
  • Expiry Month/Year
  • Cardholder Name
  • Billing Postal Code
PaymentAmount
  • Amount Requested
  • Currency
  • Tax Breakdown
  • Discounts or Promo Codes Applied
TransactionID
  • Merchant Reference ID
  • Gateway Request ID
  • Request Timestamp

Purpose of This Flow:

  • Payment Processor uses these details to perform risk checks and authorize funds.
  • Ensures card data never touches core systems, preserving PCI compliance.
Back to Flows

F003: Payment Confirmation

Description:

Payment Processor confirms payment result back to E-Commerce Platform (success or failure)

EntityAttributes
PaymentStatus
  • Status Code (approved, declined)
  • Status Description
  • Failure Reason Code
  • Fraud Check Outcome
TransactionID
  • Gateway Response ID
  • Original Merchant Reference
AuthorizationCode
  • Auth Code from Card Network
  • Auth Timestamp

Purpose of This Flow:

  • E-Commerce Platform updates the order’s payment status and triggers next steps (fulfillment or retry).
  • Maintains an audit trail of all authorization attempts.
Back to Flows

F004: Order Confirmation

Description:

E-Commerce Platform sends order confirmation to Customer (receipt/email for purchase)

EntityAttributes
OrderConfirmation
  • Confirmation Number
  • Order ID
  • Confirmed At (timestamp)
  • Expected Ship Date
Receipt
  • Receipt Number
  • Issue Date
  • Line Item Summary
  • Total Paid
  • Payment Method
Email
  • Recipient Email Address
  • Email Subject
  • Template ID
  • Send Timestamp

Purpose of This Flow:

  • Notifies customer that payment and order have been successfully recorded.
  • Serves as the official receipt and reference for support or returns.
Back to Flows

F005: Order Transfer

Description:

E-Commerce Platform transfers new order data to ERP & Fulfillment for processing

EntityAttributes
OrderDetails
  • Order ID
  • Customer ID
  • Line Items (SKU, quantity, unit price)
  • Shipping Method & Address
  • Special Instructions
PaymentInfo
  • Payment ID
  • Payment Status
  • Amount Captured
CustomerInfo
  • Customer ID
  • Name & Contact
  • Billing vs. Shipping Address
  • Account Status (active, blocked)

Purpose of This Flow:

  • ERP & Fulfillment requires full order context to pick, pack, and ship.
  • Ensures inventory reservations and financial postings align with the order.
Back to Flows

F006: Status Update

Description:

ERP & Fulfillment updates order status and tracking back to E-Commerce Platform, also syncs inventory levels

EntityAttributes
OrderStatus
  • Order ID
  • Current Status (processing, shipped, delivered)
  • Status Updated At
  • Previous Status
TrackingNumber
  • Carrier Name
  • Tracking Code
  • Shipment Date
  • Estimated Delivery Date
InventoryLevels
  • SKU
  • Available Quantity
  • Committed Quantity
  • On-Order Quantity

Purpose of This Flow:

  • Keeps storefront stock accurate and prevents overselling.
  • Drives customer notifications (e.g. “your item has shipped”).
Back to Flows

F007: Fulfill Request

Description:

ERP & Fulfillment sends order fulfillment request to 3PL Fulfillment (order details for picking/shipping)

EntityAttributes
OrderID
  • Order Identifier
  • Priority Level
SKUList
  • SKU
  • Quantity
  • Warehouse Location
ShippingMethod
  • Carrier
  • Service Level
  • Shipping Cost
CustomerAddress
  • Recipient Name
  • Street, City, Postcode, Country
  • Delivery Instructions

Purpose of This Flow:

  • 3PL needs an exact pick/pack/shipping specification to fulfill the order.
  • Ensures SLAs for dispatch and reduces mis-shipments.
Back to Flows

F008: Ship Confirmation

Description:

3PL Fulfillment provides shipment confirmation and tracking info back to ERP & Fulfillment

EntityAttributes
OrderID
  • Order Identifier
  • Shipment Status
TrackingNumber
  • Carrier
  • Tracking Code
ShippedDate
  • Date/Time of Dispatch
  • Dispatch Warehouse ID

Purpose of This Flow:

  • ERP updates internal order record with live shipment data.
  • Triggers downstream customer notifications and accounting events.
Back to Flows

F009: Ship Notice

Description:

ERP & Fulfillment triggers shipment notification to Customer (e.g., email with tracking information)

EntityAttributes
ShipmentNotification
  • Notification ID
  • Order ID
  • Notification Channel (email/SMS)
  • Sent Timestamp
TrackingNumber
  • Carrier
  • Tracking Code
DeliveryDate
  • Estimated Delivery Timestamp
  • Delivery Window (morning/afternoon)

Purpose of This Flow:

  • Informs customer their order is en route and how to track it.
  • Reduces “where is my order?” support requests.
Back to Flows

F010: Review Invite

Description:

E-Commerce Platform provides purchase data to Reviews Platform (to initiate a review invitation)

EntityAttributes
OrderID
  • Order Identifier
  • Purchase Date
CustomerEmail
  • Email Address
  • Opt-in Status for Marketing
  • Locale/Language Preference
ProductID
  • Product SKU
  • Product Name
  • Category

Purpose of This Flow:

  • Reviews Platform uses this to send targeted, post-purchase review invites.
  • Drives rich user content and social proof on the storefront.
Back to Flows

F011: Invite Email

Description:

Reviews Platform emails the Customer a review invitation (post-purchase review request)

EntityAttributes
ReviewInvitation
  • Invitation ID (UUID)
  • Order ID
  • Sent At (timestamp)
  • Expiry Date
  • Template ID
OrderID
  • Order Identifier
  • Purchase Date/Time
  • Order Total
CustomerEmail
  • Email Address
  • Opt-in Status for Reviews
  • Locale/Language Preference

Purpose of This Flow:

  • Enables the Reviews Platform to send timely invitations, maximizing response rates.
  • Keeps customer contact preferences and language settings in sync for personalized messaging.
Back to Flows

F012: Review Submit

Description:

Customer submits a review on Reviews Platform (rating/comments about the product/service)

EntityAttributes
ReviewRating
  • Rating Value (e.g., 1–5)
  • Maximum Rating Scale
  • Rating Timestamp
ReviewComments
  • Comment Text
  • Character Count
  • Language Code
  • Submitted At
OrderID
  • Order Identifier
  • Purchase Date

Purpose of This Flow:

  • Records customer sentiment and feedback for product/service improvement.
  • Associates review content with the correct order for authenticity verification.
Back to Flows

F013: Review Share

Description:

Reviews Platform shares review content and ratings via API to E-Commerce Platform (so reviews can be displayed on the site)

EntityAttributes
ReviewContent
  • Review ID
  • Comment Text
  • Media Attachments (images, videos)
  • Last Updated At
ReviewRating
  • Rating Value
  • Scale (e.g., 1–5)
  • Rating Timestamp
VerifiedPurchase
  • Flag (true/false)
  • Verification Date
  • Purchase Channel

Purpose of This Flow:

  • Displays authentic, up-to-date reviews on product pages to build trust.
  • Keeps “verified purchase” status accurate to prevent fraudulent reviews.
Back to Flows

F014: Support Ticket

Description:

Customer contacts Customer Support (creates a support ticket with issue details)

EntityAttributes
SupportTicket
  • Ticket ID
  • Customer ID
  • Subject
  • Description
  • Created At
  • Priority Level
CustomerQuery
  • Query Text
  • Channel (email, chat, phone)
  • Submitted At
OrderReference
  • Order ID (if issue relates to an order)
  • Purchase Date
  • Order Total

Purpose of This Flow:

  • Enables Support to log, triage, and route customer issues effectively.
  • Links support tickets to specific orders for rapid resolution.
Back to Flows

F015: Ticket Reply

Description:

Customer Support sends responses and updates to Customer (ticket replies via email/chat)

EntityAttributes
TicketResponse
  • Response ID
  • Ticket ID
  • Responder (agent) ID
  • Message Content
  • Sent At
StatusUpdate
  • Ticket ID
  • New Status (open, pending, resolved)
  • Updated At
ResolutionDetails
  • Resolution Summary
  • Resolved At
  • Escalation Flag

Purpose of This Flow:

  • Keeps customers informed of ticket progress and resolution.
  • Audits support interactions and status changes for SLA compliance.
Back to Flows

F016: Order Context

Description:

E-Commerce Platform shares customer and order info to Customer Support (order history for customer context in tickets)

EntityAttributes
CustomerProfile
  • Customer ID
  • Full Name
  • Email & Phone
  • Loyalty Tier
OrderHistory
  • Past Orders Count
  • Most Recent Order Date
  • Average Order Value
PurchaseData
  • Last Order ID
  • Order Total
  • Purchase Channel
  • Purchase Date

Purpose of This Flow:

  • Equips Support with full context to resolve issues faster.
  • Reduces back-and-forth by surfacing order details upfront.
Back to Flows

F017: Support Alert

Description:

Customer Support posts an alert to Team Communication (e.g., notification for high-priority or overdue ticket)

EntityAttributes
TicketAlert
  • Alert ID
  • Ticket ID
  • Alert Type (overdue, high priority)
  • Generated At
PriorityFlag
  • Flag Level (P1–P5)
  • Reason
  • Set At
TicketID
  • Ticket Identifier
  • Creation Date

Purpose of This Flow:

  • Alerts the team to critical support issues in real time.
  • Ensures SLA targets are visible and actionable in chat channels.
Back to Flows

F019: Marketing Event

Description:

E-Commerce Platform pushes customer and order events to Marketing Automation (new customer signup, order placed triggers for marketing)

EntityAttributes
CustomerData
  • Customer ID
  • Email Address
  • Signup Date
  • Segment/Tag List
OrderEvent
  • Event Type (order_placed)
  • Order ID
  • Order Value
  • Event Timestamp
SignupInfo
  • Signup Source (campaign, organic)
  • Referral Code
  • Opt-in Channels

Purpose of This Flow:

  • Feeds real-time events into campaigns, automations, and segmentation.
  • Enables personalized, timely marketing outreach based on actual behavior.
Back to Flows

F020: Subs Event

Description:

Subscription Management sends subscription events to Marketing Automation (e.g., upcoming renewal, subscription started or canceled)

EntityAttributes
SubscriptionStatus
  • Status (active, paused, canceled)
  • Effective Date
  • Cancellation Reason
RenewalDate
  • Next Renewal Timestamp
  • Notification Sent Flag
CustomerInfo
  • Customer ID
  • Email Address
  • Subscription Tier

Purpose of This Flow:

  • Drives renewal reminders, win-back campaigns, and upsell offers.
  • Ensures marketing cadence aligns with actual subscription lifecycle.
Back to Flows

F021: Marketing Comm

Description:

Marketing Automation sends marketing communications to Customer (emails, SMS based on segments or triggers)

EntityAttributes
MarketingEmail
  • Email ID (UUID)
  • Campaign ID
  • Subject Line
  • Body Content (HTML/Text)
  • Send Timestamp
  • Template ID
  • Open Tracking Enabled (true/false)
  • Unsubscribe Link
SMSCampaign
  • SMS ID
  • Message Body
  • Recipient Phone Number
  • Send Timestamp
  • Delivery Status
  • Character Count
  • Opt-out Instructions
CustomerSegment
  • Segment ID
  • Segment Name
  • Criteria Definition (e.g., “purchased last 30 days”)
  • Member Count
  • Last Updated Timestamp

Purpose of This Flow:

  • Delivers personalized email and SMS messages based on customer behavior and segmentation.
  • Ensures compliance with opt-in/opt-out preferences and tracks engagement metrics.
Back to Flows

F022: Affiliate Notify

Description:

E-Commerce Platform notifies Affiliate Network of a completed purchase (affiliate tracking pixel fires with order and affiliate ID)

EntityAttributes
OrderID
  • Order Identifier
  • Purchase Date/Time
  • Order Total
AffiliateID
  • Partner ID
  • Affiliate Network Code
  • Referral Source
PurchaseValue
  • Revenue Amount
  • Currency
  • Commission Rate

Purpose of This Flow:

  • Records affiliate-driven conversions for accurate commission calculations.
  • Maintains auditability of affiliate channel performance.
Back to Flows

F023: Affiliate Comms

Description:

Affiliate Network provides affiliate commission details to Accounting (via invoice or entry of commission owed for sales)

EntityAttributes
AffiliateID
  • Partner ID
  • Affiliate Name
  • Contact Info
CommissionAmount
  • Commission Total
  • Currency
  • Calculation Date
  • Commission Rate Applied
InvoiceDetails
  • Invoice ID
  • Issue Date
  • Due Date
  • Line Items (order references)
  • Invoice Status (pending, paid)

Purpose of This Flow:

  • Feeds commission invoices into Accounting for payment processing and reconciliation.
  • Ensures financial records accurately reflect affiliate liabilities.
Back to Flows

F024: Catalog/Conv

Description:

E-Commerce Platform sends conversion events and product catalog updates to Social Ads Platform (for ad tracking and dynamic ads)

EntityAttributes
ConversionEvent
  • Event ID
  • Event Type (purchase, add_to_cart)
  • Order ID
  • Timestamp
  • Value/Currency
ProductCatalog
  • Product SKU
  • Name
  • Category
  • Price
  • Availability Status
AdMetrics
  • Impressions
  • Clicks
  • Click-Through Rate
  • Cost
  • Conversion Count

Purpose of This Flow:

  • Enables dynamic retargeting and custom audiences in social ad campaigns.
  • Keeps ad creative and offers aligned with the latest catalog inventory.
Back to Flows

F025: Search Conv

Description:

E-Commerce Platform sends conversion data to Search Ads (tracking purchase for ad attribution)

EntityAttributes
ConversionData
  • Conversion ID
  • Campaign ID
  • Order ID
  • Total Value
  • Timestamp
ClickID
  • Click Identifier
  • Ad Group ID
  • Keyword ID
  • Click Timestamp
PurchaseValue
  • Revenue Amount
  • Currency
  • Product Count

Purpose of This Flow:

  • Attributes purchases to specific search campaigns and keywords.
  • Feeds ROI metrics back into bid management and budget allocation.
Back to Flows

F026: Analytics Event

Description:

E-Commerce Platform generates analytics events to Web Analytics (page views, e-commerce transactions, etc.)

EntityAttributes
AnalyticsEvent
  • Event Name
  • Category
  • Action
  • Label
  • Timestamp
  • User ID
SessionData
  • Session ID
  • Start Time
  • Duration
  • Pages Viewed
  • Device Type
TransactionMetrics
  • Transaction ID
  • Revenue
  • Tax
  • Shipping Cost
  • Products Purchased

Purpose of This Flow:

  • Feeds raw and e-commerce events into analytics for funnel and path analysis.
  • Supports segmentation, cohort analysis, and conversion optimization.
Back to Flows

F027: GA Export

Description:

Web Analytics exports web analytics data to Data Warehouse (raw events or aggregated metrics for analysis)

EntityAttributes
TrafficMetrics
  • Sessions
  • Pageviews
  • Unique Visitors
  • Bounce Rate
  • Average Session Duration
ConversionRates
  • Goal Conversion Rate
  • E-commerce Conversion Rate
  • Transaction Count
  • Conversion Timestamp
TimeStamps
  • Event Date
  • Export Timestamp

Purpose of This Flow:

  • Allows centralized analysis of web traffic and conversions in the Data Warehouse.
  • Enables cross-source joins with sales and marketing data for holistic reporting.
Back to Flows

F028: Social Ads

Description:

Social Ads Platform data imported to Data Warehouse (ad impressions, clicks, cost, etc. for marketing analytics)

EntityAttributes
AdImpressions
  • Campaign ID
  • Impression Count
  • Impression Timestamp
Clicks
  • Campaign ID
  • Click Count
  • Click Timestamp
AdCost
  • Total Spend
  • Cost per Click (CPC)
  • Cost per Mille (CPM)
ROI
  • Attributed Revenue
  • Return on Ad Spend (%)
  • Attribution Window

Purpose of This Flow:

  • Centralizes paid social performance metrics for cross-channel analysis.
  • Supports budget optimization and campaign effectiveness measurement.
Back to Flows

F029: Search Ads

Description:

Search Ads campaign data imported to Data Warehouse (ad spend, clicks, conversions by campaign for ROI analysis)

EntityAttributes
AdSpend
  • Campaign ID
  • Total Spend
  • Currency
  • Spend Timestamp
Clicks
  • Campaign ID
  • Click Count
  • Click Timestamp
Conversions
  • Conversion Count
  • Conversion Value
  • Conversion Timestamp
CampaignMetrics
  • Impressions
  • CTR (%)
  • CPA (Cost per Acquisition)

Purpose of This Flow:

  • Feeds search ad performance into the Data Warehouse for ROI modeling.
  • Enables granular campaign-level attribution and optimization.
Back to Flows

F030: Marketing Met

Description:

Marketing Automation marketing engagement data exported to Data Warehouse (email sends, opens, revenue attribution)

EntityAttributes
EmailMetrics
  • Total Sends
  • Deliveries
  • Bounces (hard/soft)
  • Unsubscribes
OpenRates
  • Unique Opens
  • Open Rate (%)
  • First Open Timestamp
  • Last Open Timestamp
RevenueAttribution
  • Attributed Order Count
  • Attributed Revenue
  • Attribution Window
  • Campaign ID

Purpose of This Flow:

  • Provides engagement and revenue metrics for marketing effectiveness analyses.
  • Supports cross-source attribution modeling in the Data Warehouse.
Back to Flows

F031: Affiliate Data

Description:

Affiliate Network affiliate performance data exported to Data Warehouse (affiliate sales and costs for analysis)

EntityAttributes
AffiliateSales
  • Affiliate ID
  • Order ID
  • Sales Amount
  • Currency
  • Sale Date
  • Product SKU
CommissionCosts
  • Affiliate ID
  • Commission Amount
  • Currency
  • Calculation Date
  • Commission Rate (%)
PerformanceMetrics
  • Affiliate ID
  • Impressions
  • Clicks
  • Click-Through Rate
  • Conversion Rate
  • Reporting Period

Purpose of This Flow:

  • Data Warehouse consolidates affiliate revenue and cost data for profitability analysis.
  • Enables comparison of affiliate performance across time periods and campaigns.
Back to Flows

F032: E-Com Load

Description:

E-Commerce Platform e-commerce data loaded into Data Warehouse (orders, customers, products for central reporting)

EntityAttributes
OrderDetails
  • Order ID
  • Customer ID
  • Order Date/Time
  • Line Items: SKU, Quantity, Unit Price
  • Subtotal, Tax Amount, Shipping Fee
  • Total Amount
CustomerInfo
  • Customer ID
  • Full Name
  • Email Address
  • Signup Date
  • Loyalty Tier
ProductData
  • Product SKU
  • Product Name
  • Category
  • Price
  • Availability Status
  • Created Date

Purpose of This Flow:

  • Populates the Data Warehouse with core sales and product dimensions for BI analysis.
  • Supports cross-domain reporting on orders, customers, and catalog metrics.
Back to Flows

F033: Fulfill Data

Description:

ERP & Fulfillment data loaded into Data Warehouse (fulfillment status, inventory levels, supplier POs, etc.)

EntityAttributes
FulfillmentStatus
  • Order ID
  • Status (picked, packed, shipped)
  • Updated At (timestamp)
  • Warehouse ID
InventoryLevels
  • SKU
  • Available Quantity
  • Reserved Quantity
  • On-Order Quantity
  • As-Of Timestamp
SupplierPOs
  • PO ID
  • Supplier ID
  • Order Date
  • Expected Arrival Date
  • Line Items: SKU, Quantity

Purpose of This Flow:

  • Enables supply chain and operations reporting on order fulfillment and stock replenishment.
  • Helps forecast inventory needs and supplier performance.
Back to Flows

F034: Financial Data

Description:

Accounting financial data loaded into Data Warehouse (transactions, revenues, expenses for BI reporting)

EntityAttributes
FinancialTransactions
  • Transaction ID
  • Account Code
  • Date
  • Amount
  • Currency
  • Description
RevenueData
  • Revenue ID
  • Period (month/quarter)
  • Total Revenue
  • Product Line
  • Currency
ExpenseReports
  • Report ID
  • Period
  • Total Expenses
  • Category
  • Approval Status

Purpose of This Flow:

  • Feeds general ledger and P&L data into BI systems for financial reporting.
  • Allows cross-departmental analysis of revenue vs. expenses.
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F036: BI Supply

Description:

Data Warehouse provides consolidated data to Business Intelligence (datasets for reports, dashboards, and analysis)

EntityAttributes
AggregatedData
  • Metric Name (e.g., total_sales)
  • Metric Value
  • Aggregation Period
  • Data Source
  • Last Refreshed At
BIExtract
  • Extract ID
  • Dataset Name
  • Row Count
  • Generated At
  • Status
Metadata
  • Table Name
  • Schema Definition
  • Update Frequency
  • Owner
  • Last Updated At

Purpose of This Flow:

  • Supplies BI tools with ready-to-visualize datasets and metric definitions.
  • Ensures consistency of definitions and refresh cadence across reports.
Back to Flows

F037: Financial Actuals

Description:

Accounting actuals imported into Enterprise Planning (to compare against budget and inform forecasts)

EntityAttributes
FinancialResults
  • Result ID
  • Period
  • Actual Amount
  • Currency
  • Variance vs. Budget
Actuals
  • Actual ID
  • Category (revenue/expense)
  • Amount
  • Date Recorded
VarianceReports
  • Report ID
  • Period
  • Variance Amount
  • Variance %
  • Reason Code

Purpose of This Flow:

  • Provides planning tools with up-to-date actuals for budget vs. forecast analysis.
  • Supports scenario modeling and financial forecasting accuracy.
Back to Flows

F038: Ops Data

Description:

ERP & Fulfillment operational data sent to Enterprise Planning (e.g., sales volumes, inventory levels for supply/demand planning)

EntityAttributes
SalesVolumes
  • Product SKU
  • Units Sold
  • Period
  • Region
InventoryLevels
  • SKU
  • Available Quantity
  • On-Order Quantity
  • Warehouse ID
OrderMetrics
  • Total Orders
  • Average Order Value
  • Period

Purpose of This Flow:

  • Feeds planning models with real sales and inventory data to optimize supply and distribution.
  • Enables scenario analysis for demand forecasting.
Back to Flows

F039: Workforce Data

Description:

HR Information System employee data sent to Enterprise Planning (headcount, salaries for workforce and cost planning)

EntityAttributes
EmployeeHeadcount
  • Total Headcount
  • Full-Time Equivalent (FTE)
  • Breakdown by Department
  • As-Of Date
SalaryData
  • Employee ID
  • Base Salary
  • Currency
  • Effective Date
  • Pay Grade
WorkforceMetrics
  • Turnover Rate
  • Absence Rate
  • Engagement Score
  • Reporting Period

Purpose of This Flow:

  • Provides workforce and cost inputs for headcount planning and budget modeling.
  • Enables alignment of staffing levels to financial forecasts.
Back to Flows

F040: Planning Assumpt

Description:

Spreadsheets data imported into Enterprise Planning (manual assumptions, supplemental data for planning models)

EntityAttributes
Assumptions
  • Assumption ID
  • Description
  • Value
  • Unit
  • Effective Date
  • Entered By
SupplementalData
  • Source File Name
  • Data Type
  • Record Count
  • Import Date
PlanningInputs
  • Input ID
  • Model Name
  • Scenario
  • Value
  • Last Updated

Purpose of This Flow:

  • Incorporates manual assumptions and supplementary data into planning scenarios.
  • Ensures that planning models reflect the latest inputs from finance and operations teams.
Back to Flows

F041: Payable Docs

Description:

Accounting sends payable documents to Finance Approvals (new supplier bills, purchase orders awaiting approval)

EntityAttributes
PayableDocs
  • Document ID (UUID)
  • Document Type (invoice, PO change)
  • Issue Date
  • Vendor ID
  • GL Account Code
  • Amount Due
  • Currency
  • Description/Reference
  • Due Date
SupplierBills
  • Bill ID
  • Invoice Number
  • Supplier ID
  • Bill Date
  • Payment Terms
  • Total Amount
  • Currency
POData
  • PO ID
  • Line Items (SKU, quantity, unit price)
  • Order Date
  • Total PO Value
  • Requested Delivery Date

Purpose of This Flow:

  • Finance Approvals uses these docs to initiate and route approval workflows before payment.
  • Maintains an audit trail of pending liabilities and enforces approval policies.
Back to Flows

F042: Approval Update

Description:

Finance Approvals updates approval decisions in Accounting (marks bills/POs approved or rejected with audit trail)

EntityAttributes
ApprovalStatus
  • Approval ID
  • Document ID
  • Status (approved, rejected)
  • Approver ID
  • Timestamp
  • Comments
JournalEntries
  • Entry ID
  • Account Code
  • Debit Amount
  • Credit Amount
  • Entry Date
  • Reference Document
AuditTrail
  • Record ID
  • Action Type
  • User ID
  • Timestamp
  • Detail Comments

Purpose of This Flow:

  • Accounting posts or voids entries based on approval outcomes, ensuring ledger accuracy.
  • Captures full audit history for regulatory compliance.
Back to Flows

F043: Purchase Order

Description:

ERP & Fulfillment issues a purchase order to Supplier (PO details sent via email or portal for procurement)

EntityAttributes
POID
  • PO ID
  • Creation Date
  • Requester ID
  • Supplier ID
ItemList
  • SKU
  • Description
  • Quantity
  • Unit Price
  • Total Line Value
DeliveryDate
  • Requested Delivery Date
  • Delivery Location
  • Delivery Terms
PaymentTerms
  • Net Terms (Net 30, Net 60)
  • Discount Terms
  • Due Date

Purpose of This Flow:

  • Suppliers use PO details to fulfill orders according to agreed terms.
  • Ensures procurement and inventory systems track open purchase commitments.
Back to Flows

F044: Supplier Invoice

Description:

Supplier sends invoice into Finance Approvals (invoice received, entered for approval in finance system)

EntityAttributes
InvoiceData
  • Invoice ID
  • Invoice Date
  • PO ID
  • Line Items (SKU, Qty, Unit Price)
  • Total Amount
  • Currency
SupplierID
  • Supplier ID
  • Supplier Name
  • Contact Email
  • Address
AmountDue
  • Total Amount Due
  • Currency
  • Due Date
  • Early Payment Discount

Purpose of This Flow:

  • Finance Approvals matches invoices against POs and bills for payment processing.
  • Reduces risk of duplicate payments and enforces policy compliance.
Back to Flows

F045: Goods Delivery

Description:

Supplier delivers goods and provides delivery info to ERP & Fulfillment (packing slip, ASN, inventory received)

EntityAttributes
DeliveryInfo
  • Delivery Note Number
  • Delivery Date
  • Carrier
  • Tracking Number
ReceivedQuantity
  • SKU
  • Quantity Received
  • Inspection Status
  • Received Date
ASN
  • ASN ID
  • ASN Date
  • Expected Items
  • Expected Quantities

Purpose of This Flow:

  • ERP updates stock levels and triggers inspection or put-away workflows.
  • Ensures full visibility into inbound logistics and supplier performance.
Back to Flows

F046: Bulk Order

Description:

Retail Partner sends bulk order or PO to ERP & Fulfillment (wholesale order details provided for fulfillment)

EntityAttributes
BulkOrderData
  • Bulk Order ID
  • Retail Partner ID
  • Order Date
  • Line Items (SKU, Qty, Unit Price)
  • Total Order Value
POID
  • PO ID
  • Linked Bulk Order ID
  • PO Creation Date
DeliverySchedule
  • Scheduled Ship Date
  • Delivery Window
  • Destination Address

Purpose of This Flow:

  • ERP & Fulfillment processes wholesale orders with appropriate staging and scheduling.
  • Ensures retail partners receive accurate delivery commitments and order tracking.
Back to Flows

F047: Fulfill Info

Description:

ERP & Fulfillment shares fulfillment info with Retail Partner (shipping confirmation, packing list, ASN)

EntityAttributes
ShippingConfirmation
  • Confirmation ID
  • Order/Bulk Order ID
  • Shipped Date
  • Carrier
PackingList
  • Packing List ID
  • Items and Quantities
  • Generated At
ASN
  • ASN ID
  • ASN Date
  • Expected vs. Actual Quantities

Purpose of This Flow:

  • Provides retail partners with detailed shipment data for reconciliation and store receiving.
  • Ensures alignment between ERP and partner systems on fulfillment status.
Back to Flows

F048: Wholesale Invoice

Description:

Accounting issues invoice to Retail Partner (invoice for wholesale order sent to B2B customer)

EntityAttributes
InvoiceDetails
  • Invoice ID
  • Retail Partner ID
  • Bulk Order ID
  • Invoice Date
  • Due Date
  • Line Items (SKU, Qty, Unit Price)
  • Total Amount
  • Currency
OrderSummary
  • Bulk Order ID
  • Total Items
  • Total Value
  • Invoice Generation Date
PaymentTerms
  • Net Terms
  • Early Payment Discounts
  • Late Fee Policies

Purpose of This Flow:

  • Records wholesale revenue and sets receivable terms for retail partners.
  • Ensures accurate B2B billing and aging analysis in Accounting.
Back to Flows

F049: Retail Payment

Description:

Retail Partner pays invoice via Banking (B2B payment, bank transfer or cheque deposit)

EntityAttributes
PaymentAmount
  • Payment ID
  • Invoice ID
  • Amount Paid
  • Currency
  • Payment Date
PaymentReference
  • Reference Number
  • Payment Method
  • Transaction Timestamp
BankDetails
  • Account Number (masked)
  • Bank Name
  • SWIFT/BIC Code
  • Transaction Fees

Purpose of This Flow:

  • Banking processes B2B payments and notifies ERP/Accounting of funds received.
  • Ensures receivables are updated and cash application is accurate.
Back to Flows

F050: Bank Feed

Description:

Banking feeds transaction to Accounting (payment notifications, bank transactions for reconciliation)

EntityAttributes
TransactionRecords
  • Transaction ID
  • Date
  • Amount
  • Currency
  • Description
  • Account Balance After
PaymentStatus
  • Status Code (completed, pending)
  • Status Description
  • Settlement Date
StatementData
  • Statement ID
  • Period Start/End Dates
  • Opening Balance
  • Closing Balance
  • Number of Entries

Purpose of This Flow:

  • Accounting reconciles bank transactions against payable and receivable ledgers.
  • Automates the matching of payments and statement lines to improve accuracy.
Back to Flows

F051: Ops Alert

Description:

ERP & Fulfillment posts alerts to Team Communication (e.g., low inventory warnings, order delay notifications)

EntityAttributes
AlertMessage
  • Alert ID (UUID)
  • Message Text
  • Severity Level (info, warning, critical)
  • Source System (ERP module)
  • Generated At (timestamp)
InventoryData
  • SKU
  • Available Quantity
  • Reserved Quantity
  • Reorder Threshold
  • Warehouse ID
  • Data As Of (timestamp)
OrderStatus
  • Order ID
  • Current Status (processing, delayed, shipped)
  • Status Updated At
  • Expected Resolution Date

Purpose of This Flow:

  • Keeps teams informed in real time about critical operational issues.
  • Enables rapid response to inventory shortages or order delays via chat alerts.
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F053: Task Create

Description:

Customer Support creates a linked task in Project Management (e.g., bug report or feature request stemming from a support ticket)

EntityAttributes
TicketID
  • Ticket ID
  • Subject
  • Created At
  • Customer ID
IssueDetails
  • Description Text
  • Category (bug, feature, question)
  • Attachments (screenshots, logs)
  • Reported By (agent ID)
Priority
  • Priority Level (P1–P5)
  • Reason
  • Set At (timestamp)

Purpose of This Flow:

  • Automatically creates actionable tasks in PM when support tickets require engineering follow-up.
  • Ensures no critical issues are lost between support and development teams.
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F054: Issue Update

Description:

Project Management sends status updates to Customer Support (e.g., notifies support when a linked issue is resolved or changes status)

EntityAttributes
TicketID
  • Ticket ID
  • Linked Task ID
  • Original Creation Date
IssueStatus
  • Status (open, in progress, resolved, closed)
  • Updated By (user ID)
  • Updated At (timestamp)
ResolutionNotes
  • Resolution Summary
  • Resolution Date
  • Contributor Comments

Purpose of This Flow:

  • Keeps support agents apprised of development progress and issue resolutions.
  • Allows prompt communication back to customers with accurate status.
Back to Flows

F055: Task Notify

Description:

Project Management posts task notifications to Team Communication channels (alerts about new tasks, due dates, or status changes)

EntityAttributes
TaskID
  • Task Identifier
  • Title
  • Created At
NotificationType
  • Type (new, updated, due_soon)
  • Channel (Slack, Teams)
  • Sent At (timestamp)
TaskSummary
  • Brief Description
  • Assigned To (user IDs)
  • Due Date

Purpose of This Flow:

  • Ensures visibility of task lifecycles in team chat for prompt action.
  • Keeps all stakeholders aligned on deliverable status and deadlines.
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F056: Task Request

Description:

Team Communication sends user input to Project Management (e.g., a command converts a chat message into a new task or comment)

EntityAttributes
TaskDetails
  • Description Text
  • Due Date (optional)
  • Priority (optional)
  • Context Link (chat message URL)
Requester
  • User ID
  • Username
  • Role
ChannelInfo
  • Channel Name
  • Channel ID
  • Message Timestamp

Purpose of This Flow:

  • Automates task creation directly from chat, reducing context switching.
  • Captures request origin and metadata for audit and follow-up.
Back to Flows

F057: Product Sync

Description:

E-Commerce Platform sends product listings and inventory updates to Marketplace Platform (keeping marketplace store in sync with latest catalog)

EntityAttributes
ProductCatalog
  • SKU
  • Product Name
  • Description
  • Category
  • Media URLs (images)
  • Last Updated
InventoryLevels
  • SKU
  • Available Quantity
  • Reserved Quantity
  • Warehouse ID
  • Sync Timestamp
PricingInfo
  • SKU
  • Current Price
  • Currency
  • Sale Price (if any)
  • Effective Date

Purpose of This Flow:

  • Ensures marketplace listings always reflect the latest catalog and stock.
  • Reduces overselling and manual reconciliation across channels.
Back to Flows

F058: Marketplace Order

Description:

Marketplace Platform provides order data back to E-Commerce Platform (importing marketplace sales for fulfillment and records)

EntityAttributes
OrderDetails
  • Order ID
  • Marketplace Order ID
  • SKU List & Quantities
  • Unit Prices
  • Order Date/Time
  • Shipping Method
CustomerInfo
  • Customer Name
  • Email
  • Shipping Address
  • Marketplace Buyer ID
MarketplaceID
  • Marketplace Name
  • Marketplace Order ID
  • Listing ID

Purpose of This Flow:

  • Brings third-party marketplace orders into your central order management and fulfillment workflows.
  • Maintains unified sales reporting across direct and marketplace channels.
Back to Flows

F059: Catalog Feed

Description:

E-Commerce Platform shares product catalog and updates to Social Commerce platform (enabling in-app product listings with current info)

EntityAttributes
ProductFeed
  • SKU
  • Product Name
  • Description
  • Category
  • Image URLs
  • Feed Timestamp
InventoryUpdates
  • SKU
  • Available Quantity
  • Reserved Quantity
  • Update Timestamp
PriceUpdates
  • SKU
  • New Price
  • Currency
  • Effective Date

Purpose of This Flow:

  • Keeps social-commerce listings current with your latest product data.
  • Enables dynamic in-app shopping experiences and synchronized promotions.
Back to Flows

F060: Social Order

Description:

Social Commerce sends order information back to E-Commerce Platform (orders placed on social platforms delivered to online store for fulfillment)

EntityAttributes
OrderDetails
  • Order ID
  • Social Order ID
  • SKU List & Quantities
  • Unit Prices
  • Order Date/Time
CustomerInfo
  • Customer Name
  • Email
  • Shipping Address
  • Social Profile ID
SocialChannelID
  • Channel Name (Instagram, TikTok)
  • Channel ID
  • Post or Ad ID

Purpose of This Flow:

  • Integrates social commerce orders into your central OMS for streamlined fulfillment.
  • Ensures unified order tracking and reporting across all sales channels.
Back to Flows

F061: Sales Export

Description:

E-Commerce Platform sends completed order and payout data to Accounting system (recording sales revenue and payment details for bookkeeping)

EntityAttributes
OrderSummary
  • Order ID
  • Order Date/Time
  • Total Amount & Currency
  • Number of Line Items
  • Customer ID
  • Payment Status
PaymentPayout
  • Payout ID
  • Payout Amount & Currency
  • Payout Method (e.g., ACH, BACS)
  • Scheduled Payout Date
  • Payout Status (pending, completed)
CustomerInvoice
  • Invoice ID
  • Invoice Date
  • Order ID
  • Due Date
  • Total Billed Amount
  • Currency
  • Line Item Breakdown

Purpose of This Flow:

  • Accounting ingests sales and payout details to recognize revenue and manage receivables/payables.
  • Ensures financial records align with e-commerce activity for audit and reporting.
Back to Flows

F062: Financial Sync

Description:

Accounting system updates financial status or stock value back to E-Commerce Platform (e.g., marking orders paid or adjusting inventory valuation after reconciliation)

EntityAttributes
PaymentStatus
  • Status Code (paid, refunded, voided)
  • Description
  • Effective Date/Time
  • Transaction Reference
AccountBalance
  • Account ID
  • Current Balance
  • Available Balance
  • Currency
  • Last Reconciled Date
InventoryValuation
  • SKU
  • Quantity on Hand
  • Unit Cost
  • Total Value
  • Valuation Date

Purpose of This Flow:

  • Keeps storefront payment and inventory data in sync with the general ledger.
  • Provides real-time financial and stock insights for operational decisions.
Back to Flows

F063: BI Query

Description:

Business Intelligence tool queries data from Data Warehouse on-demand (requesting specific datasets or running analytics queries)

EntityAttributes
QueryParameters
  • Query ID
  • Query Text or Definition
  • Filter Criteria
  • Requested By (user ID)
  • Timestamp
ReportRequest
  • Report ID
  • Report Name
  • Parameters (date range, segments)
  • Requested At
  • Output Format (PDF, CSV)
UserCredentials
  • User ID
  • Access Token
  • Token Expiry
  • Roles and Permissions
  • Issued At

Purpose of This Flow:

  • Enables BI tools to fetch fresh data and generate analytics on demand.
  • Ensures secure, audited access to enterprise datasets for reporting.
Back to Flows

F064: Payroll Data

Description:

HR Information System sends employee and compensation data to Payroll System (ensuring payroll has updated employee records, salaries, and deductions for each pay cycle)

EntityAttributes
EmployeeInfo
  • Employee ID
  • First Name & Last Name
  • Email
  • Department
  • Hire Date
  • Status (active, terminated)
SalaryDetails
  • Base Salary
  • Currency
  • Pay Frequency (monthly, bi-weekly)
  • Bonus Structure
  • Effective Date
TaxWithholdings
  • Tax Year
  • Federal Withholding
  • State/Local Withholding
  • Other Deductions
  • Effective Date

Purpose of This Flow:

  • Provides payroll system with accurate headcount and compensation parameters.
  • Ensures compliance with tax and benefits deductions for each pay run.
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F065: Payroll Results

Description:

Payroll System returns processed payroll outcomes to HR Information System (pay stubs, payroll summaries, and updates to employee records post-paycycle)

EntityAttributes
Payslip
  • Payslip ID
  • Employee ID
  • Pay Period Start & End
  • Gross Pay
  • Net Pay
  • Total Deductions
PayrollSummary
  • Summary ID
  • Total Payroll Amount
  • Number of Employees Paid
  • Pay Date
BenefitDeductions
  • Employee ID
  • Benefit Type
  • Deduction Amount
  • Deduction Frequency

Purpose of This Flow:

  • Updates HRIS with finalized payroll results for record-keeping and reporting.
  • Ensures employee records reflect accurate compensation and benefits deductions.
Back to Flows

F066: Inventory Sync

Description:

ERP & Fulfillment sends product and inventory updates to POS Terminal systems (so in-store points of sale have current item availability and pricing)

EntityAttributes
ProductList
  • SKU
  • Product Name
  • Description
  • Category
  • Active Status
StockLevels
  • SKU
  • Warehouse ID
  • Available Quantity
  • Reserved Quantity
  • Last Updated
PriceList
  • SKU
  • List Price
  • Sale Price (if any)
  • Currency
  • Effective Date

Purpose of This Flow:

  • Keeps brick-and-mortar POS systems aligned with central inventory and pricing.
  • Prevents overselling and pricing discrepancies in stores.
Back to Flows

F067: Sales Report

Description:

POS Terminal submits daily sales and transaction data to ERP & Fulfillment (retail sales are logged for inventory deduction and financial reporting)

EntityAttributes
StoreSales
  • Store ID
  • Report Date
  • Total Sales Amount
  • Currency
  • Transaction Count
TransactionLogs
  • Transaction ID
  • Timestamp
  • Payment Method
  • Amount
  • SKU Details
PaymentSummary
  • Date
  • Total Transactions
  • Total Volume
  • Breakdown by Payment Method

Purpose of This Flow:

  • ERP deducts sold inventory and records revenue for financial consolidation.
  • Enables end-of-day reconciliation between store and back-office systems.
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F068: HR Notice

Description:

HR Information System sends notifications to Team Communication (e.g., alerts for new hires, time-off approvals, or company announcements)

EntityAttributes
AnnouncementType
  • Type Code (new_hire, time_off, company_news)
  • Description
  • Priority
EmployeeName
  • Employee ID
  • Full Name
Details
  • Message Text
  • Sent At (timestamp)
  • Channel (Slack, Teams)

Purpose of This Flow:

  • Ensures company-wide communications are broadcast into team channels.
  • Keeps employees informed of HR events and announcements in real time.
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F069: HR Request

Description:

Team Communication passes employee requests or inputs to HR Information System (e.g., an employee submits a time-off request or update through a chat command)

EntityAttributes
RequestType
  • Type Code (time_off, info_update)
  • Description
EmployeeID
  • Employee Identifier
  • Department
RequestData
  • Payload (JSON with details)
  • Received At (timestamp)
  • Source Channel

Purpose of This Flow:

  • Automates HR request handling directly from chat, reducing manual form entries.
  • Captures origin and content of employee inputs for audit and tracking.
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F070: Knowledge Query

Description:

Customer Support fetches knowledge base content during ticket resolution (agent searches or pulls an article from Knowledge Base to assist with a customer query)

EntityAttributes
SearchQuery
  • Query Text
  • Search Scope (KB sections)
  • Agent ID
  • Timestamp
ArticleID
  • Article Identifier
  • Title
  • URL
  • Last Updated
AgentID
  • Agent Identifier
  • Name
  • Role

Purpose of This Flow:

  • Enables support agents to access relevant documentation without leaving the ticket interface.
  • Improves resolution time and consistency by surfacing up-to-date knowledge base articles.
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F071: Article Suggest

Description:

Knowledge Base suggests or syncs content to Customer Support platform (recommended help articles or synced documentation appears in the support interface for relevant issues)

EntityAttributes
ArticleContent
  • Article ID (UUID)
  • Title
  • Summary/Snippet
  • Full URL
  • Tags/Categories
  • Last Updated (timestamp)
SuggestionCriteria
  • Criteria ID
  • Search Query Terms
  • Context Tags (e.g., product area, error code)
  • Relevance Score
  • Generated At (timestamp)
LinkReference
  • Reference ID
  • Link Text
  • Target URL
  • Access Permissions (public/internal)
  • Expiration Date (if temporary)

Purpose of This Flow:

  • Surfaces relevant knowledge articles directly within the support interface to speed up resolutions.
  • Ensures agents see context-aware suggestions based on the customer’s query and ticket details.
  • Maintains up-to-date links and permissions so agents access the correct version of knowledge content.
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Contact

For more information, contact info@microplatforms.com