CASE: WEST MATTERHORN
Systematization of a logistics business and improved operational management in international transportation.
Transition from Google Sheets and Drive to a structured ERP system — a clear sales funnel workflow has been established.
All documentation and trip financial accounting are now managed within a single system — ensuring transparency and full control.
The business continues to scale even in challenging market conditions благодаря the systematization of processes.
ABOUT THE BUSINESS
West Matterhorn LLC is a company providing comprehensive freight transportation services of any complexity by road, rail, sea, and air worldwide.
Its clients are primarily individual entrepreneurs, as well as limited liability companies, private unitary enterprises, Sp. z o.o., and other legal entities.
Operating worldwide: Europe, the USA, the CIS, Georgia, and Africa.
A comprehensive approach with support at every stage.
On the international transportation market since 2022.
WHAT THE COMPANY
CAME TO 4logist WITH
Challenges and Pain Points:
• Fragmented Google Sheets and files instead of a unified system.
• No structured sales funnel or transparent deal tracking.
• Trip documentation and financial data were not consolidated.
• Heavy manual control and limited scalability.
Overall, the business was not managed in a structured and systematic way.
OWNER'S
PERSONAL GOALS
Transition the business from fragmented spreadsheets to a structured ERP model.
Simplify business control and management.
Ensure transparency of deals and financial processes.
Gradually step out of day-to-day operations through formalized procedures.
Prepare the company for scalable growth.
WHAT WE DEVELOPED AND IMPLEMENTED
Configured a structured sales funnel for managing deals.
Implemented a unified order card with centralized storage for all related documents.
Implemented control and tracking of trip-related expenses.
Configured cargo consolidation processes.
Centralized storage of all documents and information in one place.
Implemented a structured and systematic workflow logic.
RESULTS AFTER IMPLEMENTING 4logist
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Full Business Systematization:
The company transitioned from fragmented Google Sheets and files to a unified ERP system. All processes — from initial inquiry to trip completion — are now structured within a clear and logical workflow.
Transparent Funnel and Deal Control:
A structured workflow was established: inquiry → order → shipment → finance. All documents are stored within a single order card, eliminating information loss and file chaos.
Expense and Profitability Control:
The system enables tracking and allocation of trip-related expenses, cargo consolidation, and full financial visibility for each deal.
Increased Efficiency and Manageability:
The business continues to grow even in challenging market conditions, confirming that processes have become stable and well-managed.
Foundation for Scalability.
PERSONAL CHANGES
FOR THE CEO
Partially stepped away from daily operational tasks.
Delegation has strengthened thanks to the standardization of processes.
The mindset has evolved: there is now a clear understanding of the value of a systematic approach, transparency, and working through formalized procedures rather than relying on manual management.
Want the Same Results?
Join a free 1:1 audit of your logistics processes. In 30 minutes, we’ll review your system, reveal hidden inefficiencies, and suggest solutions.
FORMAT: online via Zoom, one-on-one
FOR WHOM: owners, CEOs, heads of logistics and sales departments
WHAT WE’LL COVER:
your growth points
how automation impacts profitability
implementation examples and real cases
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“The company feels ready for further growth.Operational procedures are being built based on 4logist processes, enabling stronger delegation and a gradual transition away from day-to-day operational involvement.”