Superprem Industries, a wholesale distributor of household products, was facing operational and financial reporting inefficiencies due to its outdated Sage software. The company was running four unconnected Sage databases across its four locations in Canada, leading to inaccurate inventory counts and difficulties in tracking invoices. The accounting team had to constantly enter data from outlying offices into a master file, spending two to three days a month on this task. The lack of connectivity also made it difficult for sales to access inventory or customer information, leading to inefficiencies and communication issues. The company needed a robust, cloud-based financial system that could provide better insight into operations and support its expansion into new territories.

Kensium Solutions, a custom software development company, was looking for a platform to develop an e-commerce integration with Acumatica, as well as various customizations for Acumatica customers. They needed a platform that was easy to use, flexible, and built on familiar technology. The company had previously worked on integrations with various products, including NetSuite, QuickBooks, and others, but found these platforms challenging to customize. The company was also looking to expand its services to support other partners, without competing with them.

The Las Vegas Metro Chamber of Commerce, one of the largest chambers of commerce in the U.S., was using Sage for its accounting for over two decades. However, the manual upgrades for three entities took several days and often provided little in the way of new features. The Chamber ran Sage on an old server that mysteriously went down at odd times, rendering the accounting team idle for several days every few months. This became an issue when the server started going down every few months for a few days for no reason. Then it would be spotty and you never knew when it might go back down again; it was random.

Northline Express operates three e-commerce sites offering over 17,000 SKUs to their customers. With online competition growing, CEO Robert Cochran realized the need for a new solution to improve the ease of setting up new products and automating functions. The old system was not designed well for getting data in and out, and integrating third-party apps was almost impossible. The company spent three years searching for the right product to address its needs. The biggest requirement was that the new system had to integrate with the Magento e-commerce website and handle configurable items.

Pool Source LLC, an independent distributor of pool supplies located in Nashville, Tennessee, needed an ERP system to manage inventory, track prices, manage sales and returns, track customer accounts and receivables, and deliver profitability reports. They wanted to get up and running quickly without the need to purchase hardware or hire information technology staff to manage ongoing upgrades and maintenance requirements. Their existing point of sale solution was simple and easy to use, but it did not have the ability to manage complex pricing or link purchase orders directly to customer sales orders. To meet these needs and gain more control over inventory, Pool Source began investigating ERP solutions that could serve a broader set of needs.

Ergoresearch Ltd., a leading manufacturer of intelligent, custom-fit foot orthotics and other non-invasive, non-toxic biomechanical devices and software, was grappling with multiple accounting systems, databases, and operating systems due to its rapid growth. The company's existing on-premise ERP system and later an open-source web-based ERP were not sophisticated enough to handle the company's growth. They lacked the level of ongoing development and support needed for continued growth. Ergoresearch needed a single, unique ERP solution that was flexible enough to allow their technology developers to link the software with the custom software they already had. In addition, the ERP needed to be compliant with International Financial Reporting Standards (IFRS).

Toffeln, a UK-based company that designs, produces, and distributes ergonomic footwear for hygienic environments, was facing challenges with its data management systems as it expanded. The company was using Sage Accounting, Sage ACT for CRM, and Orderwise for managing stock and order processing. However, the lack of connection between these systems was causing problems, particularly when sales personnel could not easily access customer records. As Toffeln's sales grew by about 12 to 13 percent each year, the company realized that it had outgrown its existing systems and needed a more integrated solution.

Lockwood Products Inc., the inventor of the modular coolant hose known as Loc-Line, was facing challenges in managing its growing business with two disconnected financial systems. The company was using QuickBooks Enterprise for financials and an add-on product called Activate for inventory and order entry. The process of jumping back and forth between the two systems was becoming increasingly frustrating. Additionally, accessing data and creating reports was a complex task as it involved exporting data to spreadsheets, writing inquiries in the SQL database management console that was part of Activate, and creating reports using Crystal Reports.

Antenova, a multinational company that manufactures high-performing standard antennas and RF antenna modules, was previously operating with two separate systems: Sage50 for finance and Orderwise for purchase orders, sales, and warehouse management. This setup posed challenges as the two systems did not work together, leading to manual data input from one system to the other. Some reports also had to be constructed in MS Excel to get the desired information. As the company grew and the IoT market expanded, Antenova needed to keep pace by renewing its website and digital marketing tools. This led to the need for a cloud-based ERP system that would enable Antenova to grow efficiently to meet these challenges.

Wholesale Furniture Brokers, a 15-year-old company selling furniture to consumers and others in North America through various internet sites, was operating on QuickBooks Enterprise. The system was not connected to the company's websites, payment processor, invoicing, inventory, or shipping programs. Instead, a team of eight maintained the different programs, entering information into each one to log a sale or order transaction from initial entry through to shipping. The company also used Google Docs as its customer relationship management system. The system was highly inefficient, with employees unable to all log into QuickBooks at the same time and some processes causing the program to freeze or crash if too many employees were doing tasks simultaneously. The company's CEO, Sergei Tashlikowich, knew he couldn't grow his business on the existing technology, so he decided to look for an integrated platform that could help streamline operations.

PT Multi National Equipment (MNE) was previously running their business on Zahir Small Business Accounting software and i.scope CRM. However, they were in need of an integrated ERP system that could offer a range of functionalities. These included the ability to calculate pricing estimates in multiple currencies, manage the quote to order process, consolidate their shipment process, and consolidate their financial statements. The company was seeking a solution that could streamline these processes and improve their overall operational efficiency.

Devil’s Peak Brewing Company, a craft brewery based in South Africa, was facing challenges with their existing QuickBooks system. The system was not providing the visibility they needed across the business, especially regarding production and inventory. As the company expanded, their financial management needs grew. The basic financial software was not sufficient anymore. They needed a system that could handle the full financial and industry capability that they required.

The Cesar Chavez Foundation had been running its financial systems on programs including Yardi, FundWare, QuickBooks and Excel spreadsheets. When FundWare started to reach its end of life, the Chavez Foundation sought an ERP that could handle multiple entities, automate payroll, provide financial insights, and was affordable for its multiple users. After rigorous research, they decided Acumatica was the right solution. The Chavez Foundation is a complex organization offering a broad array of educational, housing, property management and other services to Latinos through a number of entities in California, Arizona, New Mexico, Texas and Washington State. It also operates two non-profit radio stations and FERNI, the Farm Workers Educational Network Inc., a for-profit entity that operates six radio stations.

Danforth Pewter had been running its manufacturing and retail operation for the past 24 years on the same software and hardware. The company's 65 employees used NCR Counterpoint's POS and Sage Platinum for Windows, two systems that weren't integrated, causing numerous headaches over the years. For example, quarterly inventory counts at the company's six retail stores were not very accurate and had to be done manually, slowing the pace of business to a crawl four times a year. The company needed a financial system that could handle AP, AR, inventory control, and manufacturing; integration with a retail POS system; and a better shipping solution. However, the company found that many ERP offerings were too expensive.

Tan Hiep Phat Beverage Group (THP), a leading beverage manufacturer in Vietnam, was facing challenges in managing its wide-reaching distribution network. The company needed real-time visibility and enhanced capabilities to better manage its network of more than 200 distributors in 64 cities and provinces across the country. The existing decentralized Microsoft Dynamics system was not providing accurate data, which were consolidated at the distributors’ end. The system was also cost-prohibitive as it required a server and client license for each THP distributor. There were also concerns with security and data integrity, as the same administrative password was used by its distributors for system access.

DDB Unlimited, a manufacturer of rugged enclosures for various applications, was experiencing rapid growth and needed to automate and improve processes across multiple locations and production facilities. The company was using QuickBooks for accounting processes and Profit 21 for CRM activities, with sales orders arriving via phone, fax, and email. Inventory and production processes were being tracked manually. Having separate systems for different processes created extra work including dual order entry, manual import and export processes, manual accounting, and offline reporting. DDB Unlimited decided to investigate an ERP system to streamline and automate these systems. The company implemented a Sage MAS 90 system but was unhappy with the fact that processes got slower and more confusing.

Traveldoo Technologies, a corporate travel and expense management company, was acquired in 2011 by Expedia Inc. The company was based in suburban Paris and had about 25 employees. It relied on an outside accounting firm and a few Excel spreadsheets to handle accounting. This meant that Traveldoo didn’t have access to real-time financial data and was not able to manipulate or analyze data because only top-level data was delivered in reports. In late 2012, Rachid Ouaddour joined Traveldoo to head up the financial team at the company, which had rapidly grown into a mid-sized company. His first task was to find a flexible accounting system so he could bring accounting in-house. Mr. Ouaddour also wanted the ability to manipulate and analyze Traveldoo’s financial information and needed a system that could handle its travel suppliers, travel products and resellers of the company’s travel and services.

JAAS Systems, a global supplier of manufacturing software, was looking to transition their Advanced Manufacturing Software (JAMS) from a client-server architecture to a web-based solution. The company believed that a web-based solution would be easier to deploy, reduce their clients' costs, and provide more flexible integration with modern cloud-based accounting systems. However, JAAS was concerned about the challenges of moving years of manufacturing expertise to a web-based environment and building complex accounting and inventory functions in a cloud environment.