← Back to projects

Designing an Operating System for Scale

How I redesigned core operating workflows as a livestream commerce business grew from roughly $150K to $1M+ in monthly GMV.

BUSINESS CONTEXT$150K → $1M+

Monthly GMV during the scaling period

ORDER VOLUME~10×

Approximate increase in order volume

FULFILLMENT ISSUES5–10 → ~1

Problematic orders per month

The processes were not broken.
The scale changed.

At lower volume, informal coordination was fast and effective. Experienced employees made good decisions through intuition, teams communicated directly, and exceptions could be handled case by case.

As transaction volume and team size expanded, those same processes became harder to reproduce. More people meant more handoffs, more exceptions, and more opportunities for information or judgment to remain trapped inside individuals.

More volumeMore peopleMore handoffsMore complexity

Too much of the operating system still lived inside people.

The recurring failures looked different across departments, but they shared the same underlying problem: execution still depended on what individual employees could remember, judge, or catch manually.

REMEMBER

Knowledge

Strong livestream execution depended on experience that was difficult to transfer.

JUDGE

Decisions

Customer-service boundaries were unclear and depended heavily on individual judgment.

CATCH

Errors

Fulfillment quality depended on people manually catching mistakes before shipment.

Three systems. Three different scaling constraints.

Instead of adding supervision to every problem, I focused on redesigning where knowledge, decisions, and controls lived inside the workflow.

01

Livestream Operations

Strong hosts and directors relied heavily on experience. They could adjust pacing, product selection, and selling approach intuitively, but new team members struggled to understand the logic behind those decisions.

Core presentation standardsSituational selling modulesDirector self-check systemProduct role classificationPhysical inventory zonesIndividual host feedback loops
02

Customer Service

Customer issues varied widely in risk. Without clear decision boundaries, inexperienced staff could escalate routine cases unnecessarily—or mishandle sensitive disputes involving condition, authenticity, returns, and potential chargebacks.

Case classification by riskTiered decision authorityDocumented response guidanceDefined resolution baselinesEscalation pathsContinuous SOP updates
03

Fulfillment

Verbal communication worked well at low volume. As orders and team size expanded, special requests were easier to lose and interruptions created opportunities for SKU, accessory, and packing errors.

Written traceability for exceptionsProduct tag notationAccessory reference systemSKU photo requirementBox-level SKU markingFinal verification checkpoints

Turning experience into a system.

The goal was not to script strong hosts and directors. It was to identify which parts of their performance could be made repeatable without removing the judgment that made them effective.

Learn by watching.

Individual experienceIntuitive decisionsShadowing & imitationInconsistent execution

Learn through structure.

Core standards+Situational playbooks+Inventory logic+Feedback loops

Host Playbook

Established a consistent presentation flow for every product, then added situational modules for scarcity, energy, value, and other selling contexts.

Individual Feedback

Created host profiles and post-stream reviews so specific improvement areas could be documented, revisited, and tracked over time.

Director Checklist

Converted previously implicit responsibilities into a visible self-check system that directors could reference throughout a stream.

Inventory Logic

Classified products as traffic drivers, proven sellers, or scarce products—and physically separated those sets so product strategy became part of the workspace itself.

Turning judgment into decision architecture.

The objective was to let routine cases move quickly while preventing inexperienced staff from independently making decisions with significant financial or reputational risk.

LEVEL 01

Frontline

Pre-sale and standard after-sale cases.

Price · Condition · Shipping · Accessories · Basic order issues
LEVEL 02

Experienced Staff

Risk cases within documented decision boundaries.

Condition disputes · Return requests · Existing risk scenarios
LEVEL 03

Management

Novel, ambiguous, or high-risk exceptions.

New scenarios · Policy decisions · Unclear resolution boundaries

A new exception may require management judgment once.
It should not require the same judgment forever.

New caseEscalateResolveDefine principleUpdate SOP

Replacing memory with controls.

As order volume increased roughly tenfold, verbal communication and manual checking stopped being sufficient. Critical information needed to travel with the order itself.

Make exceptions visible.

Special requests moved from verbal communication to written records, with simple product-tag notation ensuring that important information remained attached to the item through fulfillment.

Make errors harder.

A quick reference system surfaced accessory images before shipment, while SKU photos and markings on both boxes and shipping labels created multiple independent verification points.

Product SKUSKU photoBox markingShipping labelFinal check
5–10~1

Problematic fulfillment orders per month.

The reduction occurred while the business was operating at substantially higher order volume. The goal was not to eliminate human judgment, but to stop asking people to remember or manually catch things the operating system could make visible instead.

What I carried forward.

The individual systems were different, but the design principles behind them were consistent.

01

Make tacit knowledge explicit

If strong execution depends on what experienced employees know intuitively, the organization cannot reproduce it reliably.

02

Standardize without removing judgment

Define the repeatable core while preserving flexibility where context and experience still create value.

03

Push decisions to the right level

Routine decisions should not require management involvement. Risk and novelty should determine when escalation is necessary.

04

Build controls before failure

Critical processes should rely on checkpoints and visible information rather than reminders to simply be more careful.

Scaling operations did not mean adding more supervision.

It meant identifying what the organization still expected individuals to remember, judge, or catch manually—and redesigning the system so the organization could carry more of that complexity itself.