Intelligentsia Coffee, a renowned American coffee roasting company, was facing a significant challenge in managing its rapidly expanding eCommerce business. The company was using an outdated process to keep track of eCommerce sales orders, which involved the manual transfer of order batches from one application to another. On average, they were manually processing 200-400 daily transactions. However, with the addition of Magento, Amazon, and Shopify, the business was experiencing a boom in sales orders from all of their eCommerce platforms. The lack of automation meant that order information had to be downloaded, manually processed, and confirmed before being uploaded to the accounting system. This process was not only time-consuming but also prone to errors and delays. The company was looking at thousands of transactions a day, including retail transactions and other financial information such as employee files and payroll files. The manual process was a significant hindrance to the company's growth.

In 2014, Extreme Reach, a marketing and advertising company, tripled in size due to an acquisition of a larger company. Over the next couple of years, they outgrew their previous ERP provider. They experienced a lot of cash application problems, issues with collections, and a huge transaction volume that wasn’t as visible as it needed to be. This led to the decision to switch ERPs. After moving forward with an ERP migration, the team was facing a challenge of manually processing checks. They were processing checks the old fashion way, just printing checks, putting them in front of their CFO and having someone sign every single check. This was a time consuming and manual process. With having a high volume of invoices and payments, manual processes had to be replaced with automated strategies.

Manchester-based GTSE, a leading supplier of cable ties, tapes, and other hardware consumables, faced significant challenges in managing their business processes. Prior to implementing NetSuite as their ERP solution, GTSE relied heavily on Excel for stock management, marketing, and data analysis. This reliance on spreadsheets was time-consuming and labor-intensive, with every employee spending at least some time verifying data and extracting necessary information. Another major issue was the difficulty in closing their books and producing accurate financial reports. Without these, strategic decision-making and future planning were challenging. The situation became more complex when their online sales increased significantly during the pandemic, and their transaction volume exploded after opening an Amazon US storefront. This led to the decision to implement NetSuite as their ERP solution and consider Celigo, as recommended by a family friend and their partners at Catalyst ERP.

Kevins Worldwide, a company specializing in custom promotion and apparel products, faced a significant challenge in managing orders from 40 different ecommerce sites hosted on the 3dcart platform. The process of manually importing each order from the ecommerce platform to the ERP for fulfillment was time-consuming and prone to errors. This manual process was diverting staff from focusing on customer relationships and product development. To address this, Kevins Worldwide switched to Acumatica as their ERP for a cloud-based solution that could scale their business. They partnered with InfoSourcing Inc. to build a custom integration solution that automated sales order and fulfillment processes between 3dcart and Acumatica. However, they wanted to support other ecommerce platforms to enhance their industry-specific ecommerce solution. When they decided to offer BrightStores and Magento as alternative ecommerce platforms, they realized that developing such integrations would be a lengthy and costly process.

Atlantia Holdings, a Canadian wholesale manufacturer and distributor of digital accessories, was facing significant challenges with their legacy ERP system. The system was prone to crashes, failed to consistently bring in orders from their multiple websites, and lacked API connectivity capabilities. To address these issues, Atlantia decided to replace their legacy system with NetSuite, known for its ability to integrate with EDI, multiple web stores, and iQmetrix. However, the initial integration provider they chose to connect their Shopify webstore with NetSuite was unable to sync product information correctly between the systems. With a looming go-live deadline, Atlantia selected Deloitte for their extensive implementation and integration expertise to quickly implement a reliable iPaaS solution.

Miansai, a global accessories brand, was facing operational challenges due to the lack of integration between their multiple systems used to manage, track, invoice, and ship orders. This resulted in a significant amount of manual work, which was manageable when they were primarily selling wholesale. However, with the decline of retail department stores, Miansai shifted their business operations to support more direct-to-consumer sales through their own retail stores and website. This shift made the manual processes unsustainable. The main challenge was to integrate their new enterprise e-commerce platform, Shopify Plus, with their existing systems - NetSuite for order fulfillment and Square for point-of-sale (POS). They also planned to incorporate Returnly for managing returns. The integration solution needed to be easy-to-use, adaptable, scalable, and cloud-based to accommodate their evolving business needs.

Perfect Keto, a health and wellness company, experienced a rapid growth of over 600% in sales within their first few years of operation. However, this success brought along significant challenges. Despite processing thousands of orders daily and managing 70-100 SKUs, all aspects of their order-to-cash process were performed manually. Transactions had to be exported manually from their Amazon and Shopify storefronts, and their inventory management system was unreliable in syncing data due to constant lags and errors. This resulted in inaccurate inventory reporting. The Director of Finance at Perfect Keto, William Palmer, described their process as a 'slow-motion, snail’s pace close process.' The disjointed systems and manual processes made it impossible for the company to focus on forecasting cash flow and product demand planning, which was crucial for their future business decisions.

SCARPA, a global manufacturer and distributor of performance-driven footwear, was facing significant challenges in managing its growing operations. The company had been using NetSuite for nearly a decade and had recently upgraded its web storefront to the Magento platform. However, the migration from its legacy storefront necessitated the automation of its order-to-cash processes by connecting Magento and NetSuite. The custom integration that was in place proved to be unreliable, often causing delays, errors, and a lack of inventory visibility. This situation was further exacerbated by the fact that the team had to prioritize human resources to deal with customer orders, causing other critical areas of the business to be neglected.

Vertex Wireless, a wholesale distributor of mobile devices and IoT hardware, was facing a significant challenge with their previous eCommerce connector. The company prides itself on its agility and adaptability, but the connector was proving to be costly and unable to accommodate the full extent of its data migration needs or their custom 3PL offerings to their customers. As the business evolved, the company found that their overhead was high due to the constant need to recreate the wheel with custom APIs. They needed a solution that could support the high volume of fulfillments they were doing, scalable custom 3PL implementations for their customers, and hybrid integrations between NetSuite and their on-premises warehouse management system (WMS).

Zoro, a subsidiary of Grainger, is a supplier of industrial tools and MRO products to small businesses and individuals. As the company expanded its e-commerce business to include larger enterprise businesses, it faced new integration requirements. Zoro had acquired several large business customers with different procurement requirements from its original customer base. IT Director at Zoro, Kiko Stefanov, was tasked with integrating these customers with Zoro’s ERP. The challenge was to find an integration platform that could support varying integration needs, including full EDI support, orders via Excel or CSV files, and e-commerce platforms. The solution had to be user-friendly enough for non-technical customer service agents and junior developers to monitor, maintain, and build integrations to meet the requirements of new customers.

FXR Racing, a global supply chain leader in high-performance apparel for competitive motocross and snowmobile racing, faced significant challenges with its ecommerce operations. Initially, the company used the Magento 1 Community platform for its ecommerce operations and had developed a custom integration between Magento 1 and NetSuite through an agency. However, this custom integration was constantly breaking and required continuous maintenance. Additionally, the Magento 1 storefront was not meeting the company's needs, prompting a decision to migrate to Shopify. Furthermore, the company faced challenges with large B2B orders coming via NuOrder, which sent the entire catalog of over 65,000 SKUs and six different currencies every time it was updated. This often resulted in orders being skipped or going missing during the process. FXR also had issues with a global EDI provider, who didn’t provide the flexibility and customization needed for their operations.

GetBusy, a software company specializing in document management and productivity apps, was facing challenges with their homegrown ERP/CRM system. The system was inefficient, making it difficult to access data, especially when salespeople were on the move. It was nearly impossible to find invoices or see what products each customer used, leading to a lack of visibility into the state of each customer and prospect. This was a significant challenge to GetBusy's business model, which operates on custom configuration, where product and pricing are individualized for each customer. To modernize their operations, GetBusy selected Zendesk for Support and Customer Success management, NetSuite for their ERP, and Salesforce for their CRM. However, simply migrating to these new applications wouldn't solve all their problems. They needed complete data synchronization across these applications, meaning customer invoices and billing from NetSuite needed to be accessible in Salesforce to accurately assess custom pricing for each deal. Additionally, recurring billing from other product lines and SaaS business models processed on Chargebee also needed to be integrated with NetSuite.

Headspace, a rapidly growing online platform for meditation, faced a significant challenge in managing its sales and finance data. The sales team had adopted Salesforce as their customer relationship management (CRM) platform, while the finance team used NetSuite as their enterprise resource planning (ERP) system. This led to a situation where sales and finance data had to be manually re-entered into the two separate applications, a time-consuming process that was prone to human errors and led to longer billing and reconciliation cycles. Nicole Punelli, the Sales Finance Manager, recognized this issue and understood that the finance team was not equipped to handle the increase in manual data duplication between Salesforce and NetSuite. Furthermore, Nicole, while an expert in Salesforce, had minimal experience with NetSuite, and needed a vendor that could provide the necessary expertise for a successful integration.

Imbema, a 75-year old company, embarked on a global initiative to modernize and transform its operations. The company aimed to transition all of their systems into cloud-native, digital applications, with the goal of connecting all suppliers and customers, and streamlining operations. The first step in this digital transformation was to transition from their historical ERP into NetSuite, and find a way to integrate it with EDI. However, the lack of integration meant that Imbema-Holland’s sales orders required a manual credit check through a separate Atradius system. This process was time-consuming, with each of the 1,600 orders processed monthly taking 20-30 minutes to log, leading to delays in fulfilling orders and a poor customer experience. Furthermore, Imbema-Holland wanted to create, manage and monitor their own systems and integrations with a lean IT team. They needed a manageable, centralized platform that was extensible and supported modern standards.

Ready Seal, a company specializing in wood stain and sealer products, was facing a challenge in adopting Salesforce as their CRM service provider. The company used NetSuite to process orders from distributors and wholesalers, but their sales organization needed a better CRM that could be accessed remotely from mobile devices. NetSuite’s native CRM capabilities did not meet their needs. However, using a separate CRM from their ERP systems would create a gap in associating orders to emails and limit data access within the organization. The challenge was to find a way to synchronize Salesforce with NetSuite quickly and easily.

Titan Brands, an online retailer of consumer and business goods, experienced rapid growth, expanding from 50 SKUs to over 3000 and processing over 3,000 orders a day. Initially, they used ChannelAdvisor to automate order processing across various ecommerce channels. However, as the business matured and expanded, the need for customization increased, and ChannelAdvisor was unable to meet these requirements. Additionally, ChannelAdvisor's transaction-based charging model became increasingly expensive for Titan Brands, especially during high-volume periods. The company's costs began to skyrocket, and the team felt penalized for their success. In 2016, Titan Brands decided to seek a different solution to meet their growing needs.

Topo Designs, a company specializing in outdoor backpacks, was facing significant challenges with its aging tech stack. Despite experiencing double-digit sales growth, the company was struggling with accurate financial tracking and inventory management. The existing system required manual reconciliation and keying of data from various sources, leading to inaccuracies and inefficiencies. The company also had issues with order and inventory allocation, with two staff members dedicated to managing virtual locations and inventory transfers. The most significant challenge was maintaining accurate inventory levels throughout the returns process. The accounting team's estimates based on a general cost of goods calculation were often off by over 30%, leading to incorrect listings on the Shopify storefront. With an average of 500-3000 orders per day, this lack of visibility was unsustainable, leading to unfulfilled orders and a 60-day book closing period.

Trilogy, a multi-location organization based in Australia and New Zealand, is renowned for its high-performance natural skincare products. The company ships orders globally on a daily basis, which necessitates a robust and efficient order management system. Trilogy's e-commerce side involves intercompany drop shipping, which requires compliance with certain standards for generating purchase orders and invoices. The company faced complex issues due to its international order volume and needed a way to automate and simplify their processes. They were using an FTP Server for packing notifications and shipping confirmations, and a custom workflow to automatically generate an invoice once an item was shipped. However, the process was complex and required a more streamlined solution.

Velosio, a leading provider of ERP, CRM, Cloud productivity, and business intelligence solutions, faced a significant challenge in servicing restaurant equipment distribution companies. The company had developed a unique solution to integrate and automate business processes between AutoQuotes, a dominant Configure, Price, and Quote (CPQ) tool in the industry, and NetSuite. However, the initial design and deployment of this solution, which was based on SQL Server and used NetSuite APIs and temporary SQL tables to store data, proved to be time-consuming and complex. When Velosio tried to redeploy the solution, they found it challenging and more time-consuming than desired. It also required the client to license and run a local server, which was a problem for clients without an IT team or SQL Server licenses and servers. Velosio realized that they needed to rethink the core architecture and technology stack to rapidly deploy and support additional clients.

ZoomInfo, one of the fastest-growing SaaS companies, was facing significant challenges with its financial systems. The company's rapid growth was not being matched by its financial systems, which threatened to become a barrier to its expansion. The core issues were numerous, including manual processes such as inputting sales orders, delays in transaction processing, and inaccuracies due to manual data entry. The company was on the brink of hiring an entire team to handle these processes, which risked exacerbating the issues with inaccurate data entry. The revenue team had to spend a significant amount of time each month fixing data issues, which was a tedious and time-consuming process. Some DIY integrations existed, but they were not effectively implemented. The company needed to find a way to scale their financial systems quickly and automate as much as possible to avoid obstructing their growth.

Afloral, a floral decorating company, transitioned to a pure-play e-commerce company in 2007. The company has been growing at a rate of 10% year-over-year for the past decade. To keep up with this growth, Afloral adopted Shopify as their e-commerce platform. However, with over 3,500 SKUs and counting, they faced the challenge of seamlessly connecting and sharing data between the webstore, their third-party logistics provider (3PL), and Afloral’s own warehouses. This integration was crucial to provide full visibility into orders, fulfillment, and products across all platforms. Additionally, Afloral wanted complete control over and visibility into the implementation, enabling them to fix any issues immediately. They also sought the flexibility to build their own ecosystem of applications, integrating third-party applications such as 3PL, accounting, and inventory management into the e-commerce platform.

Chubbies, an ecommerce company specializing in men’s shorts, faced significant challenges as its wholesale arm grew rapidly. The company had to increase its workforce to manage the complex orders and maintain EDI compliance, particularly when dealing with large retailers like Nordstrom. Chubbies initially tried to address its growth by replacing Quickbooks with NetSuite and selected Celigo’s Shopify-NetSuite integration app to automate the order-to-cash processes. However, the company still struggled with EDI compliance and faced difficulties integrating their EDI solution with NetSuite due to mismatched field structures. The EDI solution also did not support automatic updates for transactions in NetSuite, making it virtually impossible to manage from a manual perspective. This resulted in infractions that significantly ate into their profit margins.

Eyebobs, an eyewear company, was facing several challenges as it expanded its operations. The company was processing hundreds of orders daily from retail, Amazon, and its webstore. However, the process was heavily reliant on manual data entry, which was slow and prone to errors. A full-time order administrator was required to download and manually enter Amazon orders into NetSuite ERP. Additionally, the company's custom integration between its ecommerce storefront and NetSuite was unreliable, leading to additional manual processes and expenses. The company also had a risk-free return policy, but the returns management process was entirely manual and dependent on the customer service team. This was not only time-consuming but also hindered the team from proactively helping customers through more sales.

Gabriel Cosmetics, a rapidly growing beauty brand, faced significant challenges in managing its operations due to the lack of integration between its different systems. As the company expanded and adopted new platforms like Acumatica ERP and Shopify for its webstore, it found itself having to manually integrate these systems. This resulted in time-consuming, error-prone, and expensive manual data entry that hindered its ability to fulfill orders promptly. The company had to dedicate three full-time employees to manage the orders, a costly and inefficient solution. As a lean operation with a small operational team, Gabriel Cosmetics could not afford to have dedicated resources focused on manual data entry. Moreover, it lacked the technical resources to build and maintain integrations themselves.

Genomic Health, a leading provider of genomic-based diagnostic tests, was facing a significant challenge with their financial process. The company operates within the insurance industry, which necessitates complex financial processes. Genomic Health had been using their data warehouse (EDW) to manage revenue recognition. However, the data warehouse did not work within the ERP system (NetSuite), which meant all revenue information was handled and stored within the data warehouse. Consequently, financial data needed for income statements and balance sheets had to be transferred from the data warehouse into NetSuite, using a home-grown process. This method soon became an issue for the insurance industry auditors who regularly review Genomic Health’s accounts. The company needed a better financial process that would satisfy the auditors, keep financial information within NetSuite, and allow the data warehouse team to access and pull the data they needed in the format required for their reporting.

In 2015, AFG Distribution, a rapidly growing wholesaler, decided to modernize their ECommerce order fulfillment and inventory updating processes. This included moving to a new ERP system, switching from Magento to the Shopify marketplace platform, and setting up integrations with other marketplaces. The challenge arose when they moved from a legacy ERP system to NetSuite and selected Celigo as the integration solution to connect to marketplaces like Amazon, Walmart, eBay, Shopify, and their own business site. Prior to the switch, the team was burdened with a lot of manual processes for inventory updating and other Ecommerce processes. They were spending between four to eight hours a day fixing website errors and reconciling inventory, which negatively impacted their customer service.

Hookit, a leading sponsorship analytics and valuation platform for sports, experienced rapid growth in its order volumes over the past few years. This growth outpaced the capabilities of their existing accounting and CRM systems, leading to operational inefficiencies. The team, led by Steve Sam, was manually entering orders, which was not only time-consuming but also led to difficulties in managing deferred revenue schedules and properly recognizing revenue. The company was also struggling with data and manual billing issues due to the misalignment between their accounting system and Salesforce. The need for a custom billing schedule in Salesforce that could be transferred to NetSuite for billing was a critical requirement for the company.

Huppin’s, a Spokane-based consumer electronics retailer, faced a significant challenge in integrating transactions across all their sales channels. They had two websites running on Magento, one for regional customers and another for national customers, along with additional storefronts on third-party marketplaces like Amazon. As they began to implement NetSuite as their ERP, they needed a partner to unify their direct and third-party orders. Their goal was to streamline and automate the processing of these transactions from various storefronts. Without automation, they would face obstacles during peak ordering periods, inhibiting their growth and ability to explore new opportunities.

LogMeIn, a leading SaaS company, faced several challenges as it expanded to become one of the largest SaaS companies globally. The company had to manage over a dozen subsidiaries with multiple bank accounts for different currencies, which led to a lack of visibility across its data. To apply customer payments for thousands of invoices daily, LogMeIn relied on weekly CSV uploads, a manual and time-consuming process. Additionally, as the company transitioned its Mexico and Brazil subsidiaries from a legacy ERP to NetSuite, it encountered unique regulatory requirements to register invoices with local governments. Lastly, LogMeIn sought to automate collections based on information in both Salesforce and NetSuite to efficiently track customers at risk of non-payment.

MOTIS Brands, a leader in the loading, hauling, and accessibility industries, began as a small eBay seller of ramps and quickly expanded to offer additional products across various channels. With rapid growth, the company started acquiring additional brands, aiming to standardize operations to improve efficiencies and achieve scale. As MOTIS increased its product offerings and expanded into new channels, including Amazon and Walmart, the growing volume of transactions became increasingly difficult to manage, especially with a small operational team. Product, order, inventory, and pricing information had to be manually uploaded from one system to another, leading to hours spent on low-value work and error correction due to manual processes. The company also faced maintenance issues when trying to leverage unmanaged solutions for Amazon, particularly when taxonomies were not updated.