Case Study – Safety Shoes Texas

Magento 2 B2B + Counterpoint Integration with Helix

Case Study - Safety Shoes Texas 1

Safety Shoes Texas

Safety Shoes Texas is a full-service safety footwear retailer and industrial wholesaler with over 40 years of experience in the industry. As a leading supplier of OSHA-approved footwear, they serve a wide range of industries across the Gulf Coast.

With one of the largest inventories in the region, Safety Shoes Texas offers premium brands such as Wolverine, HYTEST®, Dr. Martens, Timberland, Harley-Davidson® Footwear, and more.

Safety Shoes Texas operates two online storefronts—a B2B platform and a B2C platform—each with its own set of customers and operational workflows.

  • The B2B website was built on Magento 2.
  • The B2C website was running on Magento 1 (being migrated to Shopify).

To streamline operations, Safety Shoes Texas partnered with Helix Solutions to integrate their Magento 2 B2B site with Counterpoint, their point-of-sale and inventory management system.

Challenges

  • Manual customer/users creation and user management across platforms
  • Inaccurate inventory levels due to system misalignment
  • Time-consuming tracking of customer purchases and subsidy allowances
  • High risk of human error across data entry points
  • Delays in updating product and customer data across platforms

Identified Problems

  • Adding new B2B customers was a difficult process prone to delays and errors
  • Tracking subsidies for employees required ongoing manual effort
  • A lack of real-time data sync caused inconsistencies in inventory and order tracking

Impact of Challenges

  • Excessive time spent on repetitive tasks
  • Operational inefficiencies that slowed down sales cycles
  • Errors in inventory and customer data
  • Difficulty scaling the B2B offering due to manual workload

Solution:

To solve these issues, Helix Solutions implemented a custom integration using the Helix B2B module, connecting Magento 2 with Counterpoint for real-time, data synchronization.

  • Seamlessly manage customer data and subsidies
  • Synchronize inventory, orders, and product information in real time
  • Automate key tasks that were previously handled manually

Implementation Timeline & Process

The complete project took approximately 6 months, and followed a phased, collaborative implementation plan:

1. Built a brand-new Magento 2 B2B website

2. Developed and implemented the Helix B2B module

3. Created custom API endpoints to pull data from Counterpoint

4. Integrated Counterpoint with both Magento 2 (B2B) and Magento 1 (B2C)

5. Collaborated with Counterpoint partner through the entire process for full platform compatibility

Team Involvement:

  • Magento Project Manager: Oversaw site design and Magento development
  • Helix Project Manager: Led integration architecture and implementation
  • Technical Project Manager: Managed backend development and ensured data integrity
  • Shopify Project Manager: Collaborated on the ongoing B2C migration to Shopify

Results: Streamlined Operations & Increased Efficiency

Since going live, Safety Shoes Texas has seen measurable improvements across the board:

Reduced time spent on manual subsidy tracking and customer management

Real-time inventory synchronization between Counterpoint and Magento 2

Integrated employee onboarding with automated customer creation

Improved operational accuracy, eliminating errors from manual data entry

Future-proofed platform with advanced APIs, optimized for scalability

Conclusion

Safety Shoes Texas is now equipped with a modern, scalable B2B platform that works seamlessly with their internal systems. With Helix powering the data layer, they’ve laid the foundation for sustainable digital growth.

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