It’s the best sales month John has ever had, and Shopify is practically throwing a party. Then he opens QuickBooks and finds one big deposit with sales, fees, and refunds all mashed together, so he can’t tell what he actually made. His inventory app says he has 400 units of the best seller on the shelf, while the warehouse just counted 312. The one person who understands how all of these apps connect is on vacation this week, and nobody else knows where to start.
Here’s the frustrating part. Every one of those systems is doing exactly what it was built to do. Shopify recorded the sales, the payment processor sent the money, the inventory app tracked what it was told, and QuickBooks recorded what showed up. None of them is broken on its own. The problem lives in the handoffs between them, the places where information is supposed to move from one tool or one person to the next and quietly gets lost on the way.
If you run a product business, I’d bet you’ve had some version of this week, and I’d bet the fix ended up being somebody staying late with a spreadsheet.
Where Transformation Actually Breaks
I spent this week in Las Vegas at the Women in Manufacturing SUMMIT, and one session put words to something I’ve been seeing for twenty years. My friend Kyler Cheatham with The Confluencial spoke on why so many digital transformation projects fail, and her answer was the handoffs. The big plan looks beautiful in the conference room, then it collides with the real work happening on the floor, right at the point where one team or system passes something to the next.
I sat there nodding, because it’s true far beyond big technology projects. Most of the problems I find in a growing business don’t come from people doing bad work or software that doesn’t function. They come from good people and good tools each doing their part well, with nobody owning what happens in between.
The Handoffs You Can’t See
Broken handoffs rarely announce themselves. They hide inside things that feel normal until the day they cost you.
Sometimes the handoff lives in a person. One team member knows exactly how orders flow from your website into your inventory system and on to your books, and as long as she’s at her desk, everything looks fine. The day she’s out sick or gives notice, you find out your entire process was really just her memory.
Sometimes the handoff lives between apps that were never designed to talk to each other. Your sales channel, your inventory tool, and QuickBooks each hold a slightly different version of the truth, so when your inventory counts and costs don’t match the books, you can’t tell which number to trust or where the drift started.
Sometimes you don’t feel it until someone outside the business needs your numbers. You go to your banker for a line of credit or hand your CPA your year-end financials, and they can’t rely on what you give them, because the data passed through too many disconnected hands to hold up under questions.
Software Won’t Save You From This
Here’s where I’ll push back on the instinct most founders have. When the numbers stop making sense, the first move is usually to go shopping, whether that’s a new app, a bigger inventory system, or the ERP everyone keeps telling you you’ve outgrown QuickBooks for.
New software won’t fix a handoff you don’t understand. If the process was never clearly defined and you plug a new system into it, all you’ve done is make the confusion happen faster and more expensively. I’ve watched companies spend six figures on a new platform only to recreate the exact same gaps, because nobody stopped to map how work actually moved through the business before they bought something to move it.
The fix almost always starts with a question, not a purchase.
Walk One Order From Click to Cash
If you want to find your broken handoffs, pick one ordinary order and follow it all the way through your business, from the moment the customer clicks buy to the moment that cash lands in your account.
At every point where the order passes from one app or one person to the next, ask a few simple questions. Who owns this step, and who owns the space between this step and the next? What information moves forward on its own, and what has to be typed in again by hand? Where is someone keeping their own spreadsheet or using a workaround because the official process is too slow?
Those workarounds are the gold. Your team built every one of them for a reason, and each one points straight at a handoff that isn’t working. Most founders are surprised by how many they find in a single order.
Who Owns the Space Between?
Every business has handoffs, and the healthy ones have someone paying attention to what happens in between them. In a lot of growing companies, nobody is, which means the founder ends up being the one catching what falls through the cracks, usually late at night while staring at numbers that don’t add up.
Here’s my question for you. Where in your business does work change hands, and nobody really owns what happens in between? Hit reply and let me know.
