Connecting Innovations Inc
← Connecting Innovations

IN DEPTH / NOTHING BUT CANNA

Disconnected tools?
See a way forward.

If your team is re-entering orders, reconciling spreadsheets, or chasing updates, this story will feel familiar. See how one operator connected those workflows and recovered 100 team hours each week.

ManufacturingWholesale & retailComplianceCustom ERP
100 hrsTeam time recovered / week
$7,000Software savings / month
$300k+Total savings / year, including labor
UnlimitedPortal seats / no added seat fees

Founder-reported results for this business, updated October 2026. Results are not independently audited, typical, or guaranteed for other businesses. Savings disclosures. Monthly software savings are part of the annual total; these figures are not added together. No additional per-user fees for the custom portal; underlying services retain their own costs.

01 / THE CHALLENGE

A business too specific
for generic software.

A manufacturing lab, packing floor, warehouse, retail stores, wholesale accounts, and an online business—all working across disconnected tools.

Cannabis and hemp is a complex, compliance-driven industry. Batches, certificates of analysis, state-specific product rules, customer pricing, and inventory all have to stay aligned. Off-the-shelf tools handled pieces of the work, while the team managed the gaps.

That meant manual data entry, fragmented inventory visibility, disconnected projects, and commission reconciliation. Steven had experienced overpayments when the tracking failed to reflect how the business actually worked.

The starting point was the work itself: paper forms, spreadsheets, and the people who knew where each number came from.

WATCH THE WALKTHROUGH

See the system
in action.

NBC Company Portal Overview
11-minute walkthrough

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02 / SEE THE SOFTWARE

45 screens.
One connected operation.

Explore staff, customer, broker, and reseller views.
Actual software shown with demonstration data.

EXPLORE THE ACTUAL SYSTEM

34 sections.
One connected company.

Each section appears only for the roles that need it.
Explore what the software does and who uses it.

The actual staff tab bar as the owner sees it. Click to enlarge.

Showing 5 sections · Run the business

DashboardRun the business+

Orders, revenue by channel, quiet accounts, and items needing attention across today, the last seven days, and the month.

Who sees it: Owner and admins

CFORun the business+

Usable cash, bills due, payroll, expected payments, a 14-day plan, QuickBooks profit and loss, and an AI finance briefing.

Who sees it: Owner and named finance seats

LaborRun the business+

Labor costs by group, day, week, and channel, sourced from time clocks.

Who sees it: Owner and finance

True costRun the business+

Ingredients, lab work, demolding, packaging, packing labor, overhead, testing, and product margin.

Who sees it: Owner and finance

Adult useRun the business+

The licensed entity’s staff and costs, leasing invoices, Metrc reconciliation, and the 280E playbook.

Who sees it: Owner and finance

THE CUSTOMER SIDE

One sign-in. Their own view.

Ordering with account-specific pricing, rules, and stock. Order history, invoices, exchanges, standing orders, documents, and contacts. Private-label quotes, packaging design, print materials, client inventory, and custom-product requests—all connected to staff workflows. Resellers receive the portal in their own branding.

BEHIND THE SCREENS

The routine work runs in the background.

Spreadsheet admin menus handle product loads, tier copies, data fixes, and rechecks. Scheduled workflows support nightly backups, stock alerts, document reminders, agency timesheets, and operational emails, with an audit log underneath.

03 / SYSTEM WALKTHROUGH

Follow the work
through the system.

Eight connected areas.
One shared operating foundation.

The walkthrough below describes the implemented workflows from the founder's system overview. Flow lines illustrate the process; they are not additional software screenshots.

01

Ordering & customer portals

Every order starts with the right account context.

The catalog uses pricing tiers, account overrides, payment terms, stock, and state rules. Customers order directly; staff-created orders can go to the customer for approval. Email and purchase-order spreadsheets can become order lines. Duplicate submissions are caught before invoicing.

Account → Catalog → Approval → Order
02

Inventory & fulfillment

One stock record across the operation.

Finished units, bulk materials, pouches, supplies, and lab materials are tracked together. Barcode workflows support receiving, picking, and counting. Movements carry a reason, pack sizes share a stock pool, and low stock is flagged while remaining units can still be ordered.

Receive → Count → Pick → Ship
03

Manufacturing & packing

The paper floor log becomes a connected workflow.

Recipes carry ingredient costs. Production queues reflect cooker capacity, batches track yield, and raw materials draw down when production finishes. Packing records bins, seals, rejects, downtime, and lead approval. The floor and inventory work from the same batch.

Plan → Batch → Pack → Approve
04

Compliance & certificates

Documents follow the product.

Testing requests use the third-party lab’s chain-of-custody form. Returned certificates of analysis are matched to products, shown on product cards, and flagged as they approach expiry. State dose rules are built into the catalog; design workflows check label rules before film is ordered.

Batch → Testing → Certificate → Catalog
05

Sales, CRM & commissions

Customer activity and compensation use the same records.

Leads, accounts, activity timelines, reorder nudges, campaigns, and sales performance sit together. Commission plans draw from the same orders. Resellers and brand partners have their own pricing and statement workflows, reducing the manual reconciliation that previously led to overpayments.

Lead → Account → Order → Commission
06

Finance & true cost

Trace the margin back to the work.

Orders become QuickBooks invoices; payment information flows back into shipping decisions. Batch costs include ingredients, labor, packaging, overhead, testing, and facility share. The CFO desk brings cash, bills, payroll, and revenue channels together, with an AI briefing that reads the business data.

Actual cost → Invoice → Payment → Margin
07

Projects, design & contracts

A customer request becomes an operational plan.

White-label and private-label quotes connect to projects, lab runs, packing jobs, and invoices. Clients can see their inventory and packaging designs. Agreements are generated, signed in the portal, and filed against the account. AI assists design inside the workflow.

Quote → Project → Design → Production
08

People, training & support

Give each person the workflow they need.

Role-specific access keeps packers, reps, customers, contract workers, and leadership in the right views. Training includes videos and quizzes in English and Spanish. Time tracking distinguishes staff from agency temps. A support desk lets users report issues with screenshots.

Role → Training → Work → Support

THE FOUNDATION

Retire costly software.
Connect what you need.

The portal runs in the company's Google Workspace, with Google Sheets for data, Apps Script for logic, and a custom web interface. The company controls its business records.

QuickBooks, Cova, Shopify, Gmail, scheduling, shipping, local delivery, third-party testing, and AI services connect to operational workflows. Each integration serves a specific business purpose.

18 roles govern what people can see and do. Orders, stock movements, price changes, approvals, and other events write to an audit log.

RETIRED

Zoho · Asana · Salesforce · Jotform

Inventory, project management, CRM, and form-based processes moved into the custom system.

CONNECTED

QuickBooks · Cova · Shopify · more

Essential tools remain connected to a shared operating workflow.

04 / THE RESULTS

100 hours back each week.
What could your team do with them?

100 team hours recovered every week is the equivalent of 2.5 full-time workweeks—time that can go back into producing, selling, and serving customers.

Instead of copying orders, reconciling spreadsheets, chasing updates, and calculating commissions by hand, the team can spend that time moving the business forward. At a steady 100 hours per week, that represents 5,200 team hours of capacity over 52 weeks.

That capacity can support more production and fulfillment, more customer follow-up, and more attention to quality and planning. The actual output depends on how the business uses the recovered time.

Alongside the time savings, Steven reports $7,000 in monthly software savings and more than $300,000 in annual total savings, including labor. Software savings are included in the annual total.

Retiring Zoho, Asana, Salesforce, and Jotform removed recurring tool costs and brought their workflows into the portal. Unlimited seats let the team use the custom system without additional per-user portal charges.

Shared records and connected workflows reduce the time spent re-entering orders, reconciling inventory, managing separate task tools, and calculating commissions manually.

FROM TIME SAVED TO WORK THAT MOVES THE BUSINESS

Less administration.
More capacity for useful output.

MAKE & SHIP

Move more work through the floor.

Put recovered time toward production, packing, and fulfillment instead of duplicate entry and status chasing.

SELL & SERVE

Give customers more attention.

Use the capacity for quotes, reorder conversations, follow-up, and resolving customer requests.

PLAN & IMPROVE

Get ahead of the next bottleneck.

Spend more time on inventory planning, quality checks, training, and improving the operation.

Capacity illustration: 100 hours ÷ 40 hours = 2.5 full-time workweeks. Annualized capacity assumes 52 weeks. These equivalents describe time available, not additional hires or a measured output increase.

Time back. Capacity forward. Costs down.

  • Time returned to the team100 team hours each week.
  • Capacity for more productive workThe equivalent of 2.5 full-time workweeks, based on a 40-hour week.
  • Lower recurring software spend$7,000 each month, reported by the founder.
  • A shared operational pictureCustomer, inventory, production, and finance records connect through the workflow.
  • No portal seat taxUnlimited custom-portal seats with no additional per-user fee.

WHICH OF THESE PROBLEMS LOOKS FAMILIAR?

You don’t need the same system.
You need one that fits
your business.

Tell us where your team repeats work or loses momentum.
Let’s identify the workflow worth fixing first.

Find your first opportunity ↗
Enlarged actual company portal ordering screen, using demonstration data

Nothing But Canna Company Portal · Demonstration data