How a fourth-generation manufacturer eliminated corrupted accounting files, paper-driven workflows, and a week-long order backlog. Reclaiming days of lost time every single week.
J.P. Cooke Company is a fourth-generation family business based in Omaha, Nebraska. Founded in 1887, the company evolved into a specialist in custom marking solutions: rubber stamps, engravings, stencils, and metal tags. Serving retailers and wholesalers across the country.
For all its history, the business ran on a fragile foundation. QuickBooks Desktop files would grow too large, corrupt, and bring everything to a halt. Each incident required a specialist, sometimes consuming 36+ hours. But corrupted files were only the most visible symptom. The entire operation depended on manual entry, paper handoffs, and disconnected tools.
Files grew until they corrupted, requiring outside specialists and up to 36 hours of recovery time per incident.
WooCommerce orders sat in an inbox until Julie could process them one-by-one, delaying some customers by up to a week.
Printed order copies went into physical folders collected by factory staff; paperwork was walked back to the office after shipping for manual updates.
A process consuming nearly a full workday every filing cycle.
Tracking required manual exports to a third-party platform; independent reps had no visibility into outstanding invoices.
Atelion designed a connected system tailored to J.P. Cooke’s specific workflows, not a generic setup. The foundation was migrating from QuickBooks Desktop to QuickBooks Online, integrated with a custom-configured CRM via real-time, two-way sync.
Moved to a cloud-based accounting environment, eliminating file corruption entirely. A real-time, two-way sync with the CRM became the operational hub.
Online orders now flow into the system automatically. An auto-generated daily report replaced two full days of manual inbox processing per week.
Manufacturing copies push to ShipRush automatically. Tracking numbers, weights, and costs return to the CRM in real time. The physical folder system retired entirely.
All multi-state tax calculations routed through TaxCloud automatically, eliminating the manual state-by-state filing that consumed nearly a full workday per cycle.
Sales orders and invoices rebuilt for J.P. Cooke’s retailer and wholesaler workflows. A custom commissions calculator replaced a third-party platform, with automated unpaid invoice reports for each sales rep.
Workflows that defined J.P. Cooke’s rhythm for years, some for decades, were replaced by automated processes that simply run.
“It’s taken away a lot of worries about the day to day, about files going corrupt or servers breaking down. It’s just taken all that off my plate.”
Any business managing multiple order channels, multi-state obligations, and physical operations has this same accumulation of manual workarounds. Atelion does not replace your team’s knowledge. We give it a better place to live. When the right systems connect in the right way, the work that consumed days simply happens, and your people focus on what actually moves the business forward.
Tell us where the work piles up before the actual work can start. We’ll tell you whether automation and AI can help, and whether we’re the right team to build it.
Talk with us