About the client & problem statement
Ostron is an equipment rental business whose day-to-day order-to-pickup process ran almost entirely through manual staff effort. Every new order arriving through their website was reviewed and processed by hand. Once an order was ready to move forward, a staff member manually created a payment link and sent it — and for new customers, that also meant separately inviting them to verify their identity and sign the required legal documents before the order could proceed.
With orders, payments, identity checks, and legal sign-off spread across separate systems that didn't stay in sync on their own, staff had to manually track which orders still had open requirements and personally chase clients to complete them. That constant follow-up wore on the team, and pickups themselves weren't smooth either — clients would arrive with a step still outstanding, turning a pickup into troubleshooting a paperwork gap.

