Clickstop 是一家拥有多元化品牌组合的电子商务公司，在管理其高销量和大型品牌套件方面面临着重大挑战。该公司已将 ERP 解决方案 (NetSuite) 与其前端平台 (Shopify) 分离，这需要数据在两个不同系统之间无缝移动。然而，他们使用的集成工具无法胜任任务，在自定义字段和用户访问方面出现了问题。经过一年的努力，让集成平台和各种解决方法的组合能够正常运行，Clickstop 决定回到他们之前的 iPaaS 合作伙伴 Celigo。这一决定的推动因素是 Celigo 深厚的 NetSuite 专业知识以及帮助 Clickstop 积极实现其四个主要业务目标的潜力：实现预算的 GPA 和费用、最大限度地提高自动化和效率、成为卓越的互联网营销人员以及建立良好的工作场所文化。

CommsChoice 是一家全球云通信提供商，在管理其核心系统方面面临着重大挑战。该公司使用 NetSuite 进行计费和交付，使用 Salesforce 进行案例管理和销售。然而，数据无法在这两个关键应用程序之间流动，导致销售订单出现缺口，需要集成来解决。该公司的业务系统还包括 Office 365、营销自动化工具、网站、SBC 等。 CommsChoice 的广泛业务系统提出了额外的要求。该公司需要一种能够快速构建和部署集成的解决方案，同时也足够强大，能够连接 CommsChoice 生态系统中的任何内容。找到一个既能平衡速度和易用性，又能足够灵活地适应未来业务需求的平台至关重要。

Dastmalchi 是一家快速发展的消费品行业公司，在管理其电子商务运营方面面临着重大挑战。该公司来自美国七家活跃 Shopify 商店的电子商务订单约占其业务量的 75-80%，其余订单来自 Target.com、Walmart.com 和 Amazon 等其他市场。由于该公司计划通过在英国、欧洲、加拿大和澳大利亚开设 Shopify 商店来扩大其全球影响力，因此它需要一种能够随着其增长轻松扩展的解决方案。由于该公司只有一名精通技术的人员 Susann Cellier，负责管理所有系统集成和 NetSuite 系统管理，这一事实进一步加剧了这一挑战。她需要一个可以管理和维护的解决方案，而无需聘请外部顾问或在内部建立集成团队。

Designs for Health 是一家高品质膳食补充剂和医疗食品供应商，在寻求扩大业务规模时面临着重大挑战。该公司是 NetSuite 的首批客户之一，多年来，由于大量的定制，其数据和运营变得更加复杂。每次添加自有品牌时，该公司都必须定制一个解决方案来管理每个合作伙伴的库存和履行。该团队之前已将这些系统与另一个连接器集成，但该解决方案缺乏功能和定制功能。这导致需要多达四名专门人员来解决集成错误并每天手动推送订单。由于该公司在全球范围内积极扩张，这种设置对其业务模式构成了风险，并且不再可持续。该公司需要一个更强大、更稳健且易于维护的解决方案。

enviolo 是一家创新自行车零部件供应商，在管理订单处理和客户体验方面面临着重大挑战。他们有一个专门的团队来监控他们的 Shopify 商店，但该团队手动处理所有订单，无论订单大小。此过程涉及将每个订单从 Shopify 店面复制并粘贴到 NetSuite 中以进行履行。此外，新的客户资料必须创建两次，一次在 Shopify 中，一次在 NetSuite 中，这也是手动完成的。这导致了零件可用性可见性的延迟，导致订单履行速度缓慢、效率低下且容易出错。手动过程不仅乏味，而且影响了员工的士气和生产力。该公司正在寻找一种能够无缝集成其系统并改进后端流程的解决方案。

Erin Condren Design 是一个以创造组织必需品而闻名的生活方式品牌，当他们决定在 2018 年进军亚马逊时，他们面临着重大挑战。该公司使用 NetSuite ERP，需要集成亚马逊订单以实现订单到履行流程的自动化。他们根据顾问的推荐选择了一家大型 iPaaS 提供商作为他们的集成平台。然而，经过近一年的尝试，他们未能成功整合平台。缺乏工作集成给公司造成了巨大的损失，包括人工工作时间、顾问费用、订单丢失和错误输入以及订阅不良产品。尽管集成提供商尝试纠正这种情况，但该过程对于 Erin Condren Design 的小团队来说并不可行，因为他们需要专注于核心业务。

Forum One 是一家提供全方位服务的数字机构，其专业服务自动化 (PSA) 系统面临着重大挑战。他们使用的工具经常出现故障，而且它与 Salesforce 之间的集成很麻烦，需要大量的体力劳动。随着时间的推移，该公司购买了各种应用程序来满足各个部门的特定需求，其中包括用于销售团队的 Salesforce。然而，这些应用程序并未集成，导致有价值的信息被困在数据孤岛中。这种缺乏集成意味着如果没有大量的体力劳动，数据就无法在系统和部门之间共享。 Forum One 的解决方案架构师 Jeff Traynor 认识到对集成应用程序的迫切需求，并寻求一种能够将 Salesforce 与其新的 PSA 系统无缝连接的集成解决方案。

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.