Case Studies

Case study · Channel operations platform

A role-aware channel platform for dealers, technicians, and retail

How Excellira turned Strong Spas’s high-complexity B2B and B2C operations into one role-aware platform - and has kept expanding it for nearly a decade.

Client
Strong Spas
Industry
Manufacturing - hot tubs & accessories
Engagement
Ongoing partnership - 10+ years
Platform
Launched 2025, expanded continuously
The challenge

A storefront was never going to be enough

This manufacturer sells through dealers, technicians, factory-store teams, and retail buyers at the same time - each with different pricing, access, and approval rules. The real requirement was to make that complexity manageable for internal teams while keeping the platform reliable for channel partners.

Person relaxing in a hot tub surrounded by tropical greenery
  • Complex product and variant structures that were hard to manage in traditional admin workflows
  • Role-specific needs across dealers, technicians, factory-store teams, and retail buyers
  • Pricing and access rules that varied by customer type, with approval-gated account onboarding
  • Multi-user organizations managing their own sub-accounts, locations, and permissions
  • Operational dependence on system-to-system data flow for orders and business records
What Excellira delivered

One platform, built in phases - then kept evolving

Discovery and proposal ran as a multi-week process before implementation. The platform launched as a focused MVP, then expanded continuously based on how the channel actually worked.

Phase 1 · MVP

  • Manufacturing-focused eCommerce foundation
  • Dealer portal capabilities and role-based access
  • Dealer and technician application, onboarding, and approval workflow
  • Product/inventory operations layer for non-technical catalog management
  • Migrated ~36,000 historical orders and ~10,000 customer records

Phase 2+ · Post-launch expansion

  • ERP integration layer for orders and business records
  • Technician workflows, warranty invoice submission, and reimbursement status
  • Organization-level accounts with sub-accounts, locations, and permissions
  • B2B and B2C payment methods - purchase order and credit card
  • Order tracking visibility for consumer and freight identifiers

Information & support access

  • Structured file-library integration for role-based document access
  • Organized distribution of brochures, spec sheets, policies, and service docs
  • Connected to the client’s existing document workflow to keep materials current

AI-enabled experience layer

  • AI assistant trained on product data, specs, support content, and parts-interchange mappings
  • Guided part-finding flows, including model- and serial-based filtering
  • Self-service answers for product and technical questions
Inside the platform
Strong Spas storefront showing hot tubs, parts, and accessories
Storefront. One catalog serving B2B dealers and B2C retail buyers, with pricing and access rules applied by role.
Strong Spas dealer portal showing dealer resources, account tools, and orders
Dealer portal. Role-based resources, account and sub-user management, orders, and reusable purchase lists in one place.
Business outcomes

Core infrastructure the business now runs on

The platform moved from a launch project to business-critical infrastructure - with uptime sensitivity to match.

~36K

Historical orders migrated

~10K

Customer records migrated

~10 yrs

Continuous partnership and expansion

~10K/mo/

AI assistant interactions

Migration and usage figures are directional pending verified analytics. Pricing controls, role-based access, and ERP-connected workflows remain operationally critical at channel scale.

Before

Dealers and technicians relied on calls, email, and manual lookups for pricing, documentation, and order or invoice status.

After

Role-based portals provide self-service access to pricing, files, submission workflows, and status tracking in one place.

Before

Product and variant changes were hard to execute consistently at scale.

After

Business users manage catalog updates through a structured product-operations workflow built for non-technical teams.

  • Internal teams rely on the product-operations workflow for ongoing catalog management
  • Dealers and technicians submit and track business-critical requests in a single system
  • Onboarding and account management got dramatically easier via approvals and delegated sub-accounts
Excellira helped us streamline operations while delivering a better experience for dealers, technicians, and retail customers.

Has your channel outgrown your current platform?

If dealer and distributor operations are straining your systems, let’s talk about what a channel-operations build could look like for your business.