SEGWAY · DEALER PORTAL · 2022–2023

Building the B2B operating
system for Segway dealers.

Led the 0-to-1 build of Segway's dealer commerce platform, converting a fully manual wholesale operation into a digitized order-to-cash system for 150+ SMB dealers.

$30M+
GMV
FIRST YEAR
150+
SMB
DEALERS
<1%
ORDER
FALLOUT
<5h
FULFILLMENT
TIME
Dealer Portal hero image

When I joined Segway as PM and Sales System Admin in February 2022, the entire dealer wholesale operation ran on phone calls, emails, and Excel spreadsheets. There was no system of record, no order tracking, and no visibility into the pipeline.

I led the 0-to-1 build of the Dealer Portal — a self-service platform that gave 150+ SMB dealers direct access to ordering, inventory, invoicing, and fulfillment tracking. This was my product from day one: I owned the vision, roadmap, and execution.

Sole PM — small team, full ownership
What I owned

I was the sole PM on this, reporting to the VP of Sales. The build team was small — one product designer, two contract engineers, and me. On the Segway side, I coordinated daily with Sales Ops, Logistics, and Finance. There was no digital product org when I started.

How I worked

My responsibilities split into three buckets: writing requirements and specs, managing SAP system configuration and data integrity, and running the dealer rollout. I wasn't just handing off PRDs — I was debugging data sync issues and on calls with dealers walking them through the platform.

Customer Segmentation

3 Segments

Independent Community Retailers

< $100K annual
0.1–2 POs/month
1–5 units per order
Local bike or motorcycle shops, fewer than 5 employees. Primarily drop-ship operations requiring rapid processing within 3 days.

Urban Specialty Boutiques

$100K–$1M annual
1–3 POs/month
10–50 units per order
Prominent city shops specializing in scooters and e-bikes, 10–20 employees with in-house technicians. Demand real-time inventory management.

Regional Distributors

$500K+ annual
2–4 POs/month
100–500 units per order
Multi-location distribution operations covering 3–5 state territories. Require bulk ordering, logistics coordination, and net-term payment management.

Dealers shouldn't have to call someone to place an order.
That was the whole point.

11
MANUAL STEPS
PER ORDER

The Problem

The existing order-to-cash process was entirely manual, fragmented across five teams, and had zero digital tracking. Every purchase order touched at least four people before it shipped — and no one had end-to-end visibility into where an order stood at any given moment.

No PO status visibility

No real-time inventory

80/20 operational drag

11 steps. 5 teams. 0 visibility.

I mapped the entire order-to-cash workflow before building anything. Every step below was a real handoff point where data was re-entered, context was lost, or errors were introduced.

ORDER INTAKE
01 PO received — partners send orders via email, spreadsheet, phone, or text
02 Handoff to Ops — Sales verbally informs Sales Ops. No ticket, no tracking
03 Manual data entry — Sales Ops re-enters PO into Excel and emails to Logistics
FULFILLMENT
04 ERP processing — Logistics processes POs in SAP, notifies Warehouse to ship
05 Tracking relay — Logistics sends tracking info back to Sales Ops
06 Status update — Sales Ops forwards tracking to Partners and Sales reps
PAYMENT & COLLECTION
07 Invoice creation — Finance manually creates and sends invoice after delivery
08 Payment follow-up — Finance and Ops check in with Partners who haven't paid within credit terms
09 Payment & confirmation — Partner submits payment. Finance and Ops manually verify and confirm receipt
10 Reconciliation — Finance cross-checks payments against invoices in separate spreadsheet
11 Case closed — Sales Ops marks order complete in master tracker. No system update
PO processing chain complete — average cycle time: 2+ days

A digitized order-to-cash platform
that replaced 11 manual steps with one.

The Dealer Portal consolidated the entire order lifecycle into a single self-service platform. Dealers could browse inventory, place orders, track fulfillment, and manage invoices — all without picking up the phone or sending an email.

portal.segway.com/dashboard
Open Orders
127
+12% vs last month
Fulfillment Rate
94%
Target: 90%
GMV This Month
$2.4M
On track
Dealer Order ID Amount Status

Build custom, not buy off-the-shelf.

We evaluated Shopify Plus, BigCommerce B2B, and OroCommerce. None of them could handle our SAP integration requirements, dealer-specific pricing tiers, or credit term workflows without heavy customization. Building custom gave us full control over the data layer and let us ship faster than configuring an off-the-shelf tool would have.

Integrated data layer over point solutions.

Instead of bolting on separate tools for inventory, ordering, and invoicing, we built a unified data layer that synced with SAP in real time. This meant a single source of truth for product availability, pricing, and order status — eliminating the reconciliation work that consumed hours every week.

Self-service ordering before analytics.

We deliberately scoped analytics out of the first release. The core problem was that dealers couldn't place orders without calling someone. Solving that came first. Dashboards and reporting came in Phase 3 after we had real usage data to build against.

I overestimated how quickly dealers would switch.

The initial rollout plan assumed that once we launched the portal, dealers would naturally migrate from the old email-and-phone workflow. That didn't happen. Many dealers had years-long relationships with their sales reps and saw no reason to change their process — even when the new one was objectively faster. We had to redesign the rollout to create real incentives: portal orders shipped first, got priority support, and had guaranteed 24-hour fulfillment. That changed the math for dealers and drove adoption from 30% to 80% in the next 60 days.

A better product doesn’t drive adoption — a better outcome does. We stopped selling the portal and started selling faster shipping.

Product Insight

Four phases. Twelve months.

From zero to operating system.
01
Foundation
Q1
  • Core order management
  • Dealer registration
  • Basic inventory view
02
Automation
Q2
  • Automated pricing logic
  • Credit management
  • Fulfillment tracking
03
Intelligence
Q3
  • Analytics dashboard
  • Demand forecasting
  • Automated reorder alerts
04
Scale
Q4
  • Multi-region support
  • API integrations
  • Advanced reporting

Rolling out to 150 dealers
without breaking the chain.

Phased rollout. Parallel migration. Measured adoption. We didn't flip a switch — we moved systematically.

01

Phased rollout

Started with top 20 highest-volume dealers, then expanded to the full 150+ network over 3 months

02

Hands-on onboarding

Not training videos — actual calls walking each dealer through their first orders on the platform

03

Parallel migration

Both systems ran simultaneously for 30 days. Portal orders shipped first — creating a real incentive to switch

04

Measured adoption

Target: 80% adoption in 60 days, <2% error rate on self-service orders

What we shipped.

$30M+
GMV PROCESSED ANNUALLY
150+
ACTIVE SMB DEALERS ONBOARDED
<1%
ORDER FALLOUT
5% <1%
<5hrs
FULFILLMENT TIME
2+ Days <5 Hours
60%
REDUCTION IN SUPPORT TICKETS
KEY TAKEAWAY

The hardest part wasn’t building the platform — it was getting 150 dealers to trust a screen over a phone call. Adoption only worked when the transition felt like an upgrade, not a mandate.

What I'd do differently.

I would have invested in an analytics layer from the start, even a lightweight one. We made roadmap decisions in Phase 2 and 3 based on qualitative feedback because we didn't have usage data. That worked, but it was slower than it needed to be. I'd also push harder for a proper staging environment early on — we burned time debugging data sync issues in production that a staging setup would have caught.

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