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Cosy Direct

Digital Aptech partnered with a fast-growing startup to transform an early-stage idea into a high-performing SaaS platform. As a trusted Web Application Development Company, our focus was on building a scalable, secure, and performance-driven product that could evolve rapidly with user demand.

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Project Overview

  • CosyDirect is a UK-based e-commerce company serving schools, nurseries, and early years educational institutions across the UK and internationally. With a strong B2B customer base, the company required a highly customized purchasing workflow that could support multi-user institutional buying processes, spending controls, and approval-based ordering.
  • To meet these needs, a fully custom B2B account and order approval system was developed on Magento 2. The project included building a bespoke parent/child account hierarchy, configurable approval workflows, shared address functionality, and a tailored checkout experience: all designed specifically around how educational institutions purchase resources.
  • The solution was developed without relying on third-party B2B extensions, ensuring scalability, maintainability, and complete flexibility for future growth.

The custom solution significantly improved the purchasing experience for educational institutions by giving administrators greater control over budgets, user permissions, and procurement processes. By automating approval workflows and centralizing account management, the platform reduced manual administration, increased order accuracy, and streamlined purchasing across multiple departments and locations. The result was a more efficient, scalable e-commerce ecosystem that supports CosyDirect's continued growth and evolving customer requirements.

Cosy Direct project overview

Client Background

  • CosyDirect offers over 30,000 imaginative and affordable learning resources designed to inspire natural learning for children. Founded in 2011 as a husband-and-wife business, the company has grown into a globally recognized supplier serving educational settings in more than 30 countries.
  • The company received the 2024 ERA Supplier of the Year award for businesses with over £10m turnover and holds ISO 14001 certification for its commitment to environmental responsibility.
  • CosyDirect specializes in bespoke Early Years and Primary educational products sourced directly from artisan designers and craftspeople, focusing on sustainable, reusable, and natural classroom resources.
  • Because their customer base primarily consists of schools and nurseries, purchasing is often handled by multiple staff members with varying spending permissions and approval requirements.
Cosy Direct client

Challenges

  • No sub-account structure for institutions with multiple purchasers
  • No approval system for junior staff orders
  • No spending limits or approval thresholds per user
  • No shared institutional address functionality
  • No visibility controls between parent and child users
  • High manual administrative workload for account management and approvals
  • Product recommendation templates from N osto did not match the frontend design experience
Cosy Direct challenges

Technologies & Methodologies Used

Magento 2
Magento 2
RequireJS
RequireJS
jQuery
jQuery
Knockout JS
Knockout JS
PHP 8.1
PHP 8.1
MySQL
MySQL
VueJS
VueJS

The Solutions Provided

Digital Aptech delivered a fully customized ERP platform through its expert Custom Software Development services.

Solution #1

- A scalable parent / child customer account architecture was built to allow schools and institutions to create multiple purchaser accounts under a single master account.

Solution #2

- A bespoke approval workflow was developed to support educational purchasing processes.

Solution #3

- Custom spending rules were implemented per child account.

Solution #4

- A custom address-sharing mechanism was introduced to simplify institutional ordering.

Solution #5

- Performance optimization was a major focus during development.

Solution #6

- The project also included a complete integration with Nosto for product personalization and campaign management.

Key Features & Benefit

  • Fully custom parent/child account structure
  • Institutional order approval workflows
  • Threshold-based automatic approvals
  • Shared institutional address management
  • Approval queue dashboard
  • Configurable account visibility controls
  • Optimized Magento query performance
  • Seamless N osto personalization integration
  • Scalable and maintainable architecture without third-party dependency
Key features

The Results

  • Schools and nurseries can now manage multiple staff purchasers under a single account
  • Orders within approved spending thresholds flow automatically without manual intervention
  • Parent account holders have complete visibility of all child account activity
  • Shared addresses simplified the checkout experience for institutional users
  • Administrative workload related to approvals and account management was drastically reduced
  • Personalized product recommendations improved customer engagement and merchandising consistency
Results

Conclusion

  • Transformed a standard Magento 2 store into a fully functional B2B institutional purchasing platform
  • Built a completely custom parent/child account hierarchy tailored for schools and nurseries
  • Enabled configurable order approval workflows with automated threshold-based approvals
  • Reduced manual admin effort through streamlined approval and account management processes Allowed child users to access shared institutional addresses securely during checkout
  • Improved purchasing visibility for budget holders with centralized dashboards and order tracking
  • Optimized Magento performance using native collections and efficient S QL joins
  • Delivered seamless N osto integration with frontend- matched personalization templates
  • Eliminated dependency on third-party B2B extensions through a scalable custom-built solution
  • Created a future-ready platform capable of supporting growing educational institutions across multiple regions

Client Praise Collection

Explore glowing testimonials from some of our clients. Learn how Digital Aptech’s innovative solutions and dedicated team have helped businesses thrive.

Client testimonial video

Discover How Our Innovative Solutions Have Transformed Businesses And Exceeded Client Expectations.

Ben Holland
Ben Holland Artist
Clutch

The client was happy with Digital Aptech's work; the team ensured the site included everything the client wanted and worked toward the client's approval. Digital Aptech delivered the website on time and used emails and messages to communicate. Moreover, their affordable pricing stood out.

Edwin Ruzive
Edwin Ruzive CTO, Rainbow Tourism Group
Clutch

The work done so far has been incredible and the client of ours is happy. Thanks to the Digital Aptech team, the website and integration are done according to the specifications with the latest technology stack. The client was most impressed with the vendor's flexibility to work according to their time zone, cost, and payment schedule.

Steve McChesney
Steve McChesney President, Walking Tours Inc
Clutch

It was an excellent experience in every way. Moreover, the end product they delivered surpassed our expectations. Overall, the project was successful.

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