iamota successfully managed the migration of over 1.5 million customer records and 10 million orders, resolving complex challenges around membership logic, discount structures, and consolidating duplicate customer accounts with unique email or phone requirements for Shopify. Additional system transformations included subscriptions (ReCharge), swap outs of the payment gateway, customer service platform (Gorgias), email service provider (Klaviyo), and custom integrations with shipping logistics — all tailored to work harmoniously with Shopify’s core functionalities.
To support a high volume of new customers ordering by phone, iamota designed and developed a custom Phone Order Application tailored to sales agents’ needs. The application enables agents to easily create customer records in Shopify + Recharge, customize initial orders and subscriptions, apply “member discount” pricing, autofill shipping details, and securely capture tokenized payment for subscriptions. This streamlined, all-in-one interface improves order accuracy, efficiency, and enhances the overall customer onboarding experience.
iamota meticulously managed multiple technical workstreams and cross-team coordination to ensure a seamless, successful launch. This included close collaboration across client and third-party teams, robust communication, and thorough, holistic testing to minimize downtime and support operational continuity. Strategic preparations also included card failure monitoring, mitigation strategies, and a seamless “top-up” approach. To onboard the client team effectively, iamota conducted comprehensive training sessions and provided videos and detailed documentation, empowering stakeholders to confidently navigate their new platform.
