Clickstop, an ecommerce company with a diverse portfolio of brands, was facing a significant challenge in managing its high sales volume and large brand suite. The company had separated their ERP solution (NetSuite) from their front-end platform (Shopify), which required data to move seamlessly between two different systems. However, the integration tool they were using was not up to the task, with issues arising around custom fields and user access. After a year of trying to make the combination of the integration platform and various workarounds function properly, Clickstop decided to return to their previous iPaaS partner, Celigo. The decision was driven by Celigo’s deep NetSuite expertise and the potential to help Clickstop aggressively pursue their four main business goals: achieving their budgeted GPA and expenses, maximizing automation and efficiency, being exceptional internet marketers, and building a great workplace culture.

CommsChoice, a global cloud communications provider, faced a significant challenge in managing their core systems. The company uses NetSuite for billing and delivery, and Salesforce for case management and sales. However, there was no way for data to flow between these two critical applications, creating a gap in sales orders that required integrations to solve. The company's business systems also included Office 365, marketing automation tools, their website, SBCs, and more. The broad range of CommsChoice’s business systems carried additional requirements. The company needed a solution that could build and deploy integrations quickly, while also being robust enough to connect anything in CommsChoice’s ecosystem. It was crucial to find a platform that could balance speed and ease of use while being flexible enough to adapt to the future needs of the business.

Dastmalchi, a rapidly growing company in the consumer goods industry, faced a significant challenge in managing its e-commerce operations. The company's e-commerce orders from seven active US-based Shopify stores accounted for approximately 75-80% of its business volume, with the remaining orders coming from other marketplaces such as Target.com, Walmart.com, and Amazon. As the company planned to expand its global presence by opening Shopify stores in the UK, Europe, Canada, and Australia, it needed a solution that could easily scale with its growth. The challenge was further compounded by the fact that the company had only one tech-savvy person, Susann Cellier, who was responsible for managing all the systems integrations and NetSuite systems administration. She needed a solution that she could manage and maintain without having to hire an outside consultant or build an integration team internally.

Designs for Health, a provider of high-quality dietary supplements and medical foods, faced a significant challenge as it sought to scale its operations. The company, one of NetSuite’s first customers, had seen its data and operations grow exponentially more complex over the years due to numerous customizations. Each time a private label was added, the company had to custom-build a solution to manage inventory and fulfillment with each partner. The team had previously integrated these systems with another connector, but the solution lacked functionality and customization features. This resulted in the need for as many as four dedicated people to resolve integration errors and manually push orders daily. As the company was aggressively scaling globally, this setup posed a risk to its business model and was no longer sustainable. The company needed a more powerful, robust, and easy-to-maintain solution.

enviolo, a supplier of innovative bicycle parts, was facing a significant challenge in managing their order processing and customer experience. They had a dedicated team monitoring their Shopify store, but the team was manually processing all orders, regardless of size. This process involved copying and pasting each order from the Shopify storefront into NetSuite for fulfillment. Additionally, new customer profiles had to be created twice, once in Shopify and once in NetSuite, which was also done manually. This resulted in a delay in visibility on the availability of parts, leading to slow, inefficient, and error-prone fulfillment of orders. The manual process was not only tedious but also affected employee morale and productivity. The company was looking for a solution that would seamlessly integrate their systems and improve their backend process.

Erin Condren Design, a lifestyle brand known for creating organization essentials, faced a significant challenge when they decided to expand into Amazon in 2018. The company used NetSuite ERP and needed to integrate Amazon orders to automate its order-to-fulfillment process. They selected a large iPaaS provider as their integration platform based on a consultant's recommendation. However, after nearly a year of trying, they were unable to successfully integrate the platforms. The lack of a working integration was costing the company significantly in terms of manual work hours, consultant fees, missing and incorrectly entered orders, and the subscription to a non-performing product. Despite the integration provider's attempts to rectify the situation, the process was not feasible for Erin Condren Design's small team, who needed to focus on their core business.

Forum One, a full-service digital agency, was facing a significant challenge with their professional service automation (PSA) system. The tool they were using was frequently malfunctioning, and the integration between it and Salesforce was cumbersome, requiring substantial manual labor. Over time, the company had acquired various applications to cater to individual departments' specific needs, including Salesforce for the sales team. However, these applications were not integrated, leading to valuable information being trapped in data silos. This lack of integration meant that data could not be shared between systems and departments without significant manual labor. Jeff Traynor, Solutions Architect at Forum One, recognized the critical need for integrated applications and sought an integration solution that could seamlessly connect Salesforce with their new PSA system.

IslandSurf had selected NetSuite as its software platform and knew that they could not implement NetSuite without a solid 3PL solution. They required a solution that would automate their 3rd party warehouse processes to better serve their customers and be more efficient. As it was, IslandSurf spent much time and energy manually flagging orders that needed to be sent to AtLast Fulfillment, exporting just those orders, canceling any items on the order that shouldn’t be fulfilled at AtLast Fulfillment, and tracking and manually updating the sales orders once they were fulfilled.

Growing pains often come with starting and scaling a business. While the pain is easier to absorb when funding is readily available, scaling a company with limited financial resources is a daunting task, especially for businesses that sell and ship a niche product. What should you do if your sales are growing but your volume is not high enough to warrant maintaining your own warehouse? Despite the obstacles, Mio Global pushed ahead to grow into a multi-million dollar technology company while still keeping costs, time, and effort low. In 2012, Mio ramped up its direct-to-consumer business. Around this time, they developed a new product: a fitness-centric continuous heart-rate monitoring watch that did not use a chest strap via optical blood flow sensors. A user’s heart-rate data was broadcast via bluetooth low energy and was compatible with all smartphones, such as iPhone 4s and Galaxy S3. Outside funding was needed as Mio lacked sufficient funds to develop the product. The company started a Kickstarter campaign, which was a success. The aftermath, on the other hand, was “a complete nightmare” when the time came to fulfill and ship orders to their customers, with costs that went “through the roof” according to Inventory and Forecast Analyst Manager Tim Frazer. They were spending too much time, money and effort on shipping logistics. Their goal was to expand sales globally, and they needed a better way to handle the supply chain and logistics aspect of their business. Unfortunately, when Mio researched third-party logistics solutions, they found that most providers were far too expensive and required higher volumes than their needs allowed. Freight forwarding services were too cumbersome when issues like change orders arose, which would result in an unhappy customer who would post to social media blasting the company. While Amazon looked like a viable option, Mio wanted to be able to sell and ship from various international locations with a single point of contact on their end.

Lumens Light + Living needed a way to get accurate, consistent feedback from customers on their level of satisfaction. They lacked a solid gauge of their performance and needed to improve certain areas. Customers came from various points of entry, and Lumens needed a way to ask questions specific to each point of entry and weight what’s more important if a customer purchases in-store versus over the web. They had recently implemented NetSuite and wanted a customer satisfaction survey integrated with NetSuite and transaction-based. Most survey solutions they looked at were not based on transactional events, so they turned to Celigo to extend NetSuite and build a solution within NetSuite’s inherent customization capabilities.

With booming business comes growing pains. Businesses that accept various forms of payments from their customers need to be efficient in managing their finances. A lack of visibility leads to various issues and redundancies. About 7 years ago, Spectrio was entering each receivable manually and using a check scanner. This resulted in countless errors and double-entry work, which prompted them to secure a bank lockbox 4 years ago. This allowed them to print out lockbox reports and manually reconcile those numbers. Still, they encountered issues due to the company doubling in size since 2011, requiring one full-time employee to spend about 30 hours per month on data entry, which was not an efficient use of company resources.

Similar to many companies, Spectrio manually processed cash application. With a monthly subscription business model, Spectrio processed about 3,000 check payments per month. Even after setting up a lockbox account with their bank, a full-time employee spent 30+ hours per week on data entry to manually reconcile lockbox reports against invoices in NetSuite. This was in addition to hours spent in investigating discrepancies and correcting data entry errors. Furthermore, Spectrio had to wait until close of business to view cash flow and payment statuses. These challenges were at a time when the company was facing rapid growth.