Celigo Case Studies Perfect Keto's Efficiency and Decision-making Enhancement with Celigo’s integrator.io

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	Perfect Keto's Efficiency and Decision-making Enhancement with Celigo’s integrator.io Celigo

Perfect Keto's Efficiency and Decision-making Enhancement with Celigo’s integrator.io

Celigo

Technology Category	Functional Applications - Inventory Management Systems Functional Applications - Warehouse Management Systems (WMS)
Applicable Industries	Finance & Insurance
Applicable Functions	Sales & Marketing Warehouse & Inventory Management
Use Cases	Inventory Management Picking, Sorting & Positioning
Services	System Integration
Challenge	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. Read More
About Customer	Perfect Keto is a B2C eCommerce company in the health and wellness industry, headquartered in Austin, Texas, USA. The company produces clean, effective supplements that make it easier for individuals to stick to the keto diet and get results faster. They also offer a resource center to educate those interested in trying the keto diet. Founded in 2016, Perfect Keto experienced an exponential growth in sales of over 600% within their first couple of years in business. Their business was initially hosted on Amazon and Shopify storefronts, while managing their financial transactions manually with QuickBooks. Read More
Solution	To address their challenges, Perfect Keto adopted NetSuite for their finance and inventory reporting, replacing Quickbooks and Skubana. However, they needed an integration solution for transparent error handling and automated data syncing in real time. They chose Celigo’s integrator.io for its reporting capabilities, streamlined error handling, and strong support for their ecosystem of NetSuite, 3PL, and external storefronts. Celigo’s consultants customized the implementation to Perfect Keto’s needs, particularly in handling discounts, promos, pricing, and bundling. The transition to the newly integrated systems was smooth, even during their busiest time of the year, the holiday season. Orders are now automatically synced between their Shopify and Amazon storefronts, and their 3PL warehouse, providing complete visibility into inventory levels. Celigo now acts as a centralized repository for all of Perfect Keto’s data, capturing more information than before. Read More Log in to view content
Contents

Technology Category

Functional Applications - Inventory Management Systems

Functional Applications - Warehouse Management Systems (WMS)

Applicable Industries

Finance & Insurance

Applicable Functions

Sales & Marketing

Warehouse & Inventory Management

Use Cases

Inventory Management

Picking, Sorting & Positioning

Services

System Integration

Challenge

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.

About Customer

Perfect Keto is a B2C eCommerce company in the health and wellness industry, headquartered in Austin, Texas, USA. The company produces clean, effective supplements that make it easier for individuals to stick to the keto diet and get results faster. They also offer a resource center to educate those interested in trying the keto diet. Founded in 2016, Perfect Keto experienced an exponential growth in sales of over 600% within their first couple of years in business. Their business was initially hosted on Amazon and Shopify storefronts, while managing their financial transactions manually with QuickBooks.

Solution

To address their challenges, Perfect Keto adopted NetSuite for their finance and inventory reporting, replacing Quickbooks and Skubana. However, they needed an integration solution for transparent error handling and automated data syncing in real time. They chose Celigo’s integrator.io for its reporting capabilities, streamlined error handling, and strong support for their ecosystem of NetSuite, 3PL, and external storefronts. Celigo’s consultants customized the implementation to Perfect Keto’s needs, particularly in handling discounts, promos, pricing, and bundling. The transition to the newly integrated systems was smooth, even during their busiest time of the year, the holiday season. Orders are now automatically synced between their Shopify and Amazon storefronts, and their 3PL warehouse, providing complete visibility into inventory levels. Celigo now acts as a centralized repository for all of Perfect Keto’s data, capturing more information than before.

Impact #1	The implementation of Celigo’s integrator.io has drastically improved Perfect Keto's operational efficiency. Orders are now automatically synced between their Shopify and Amazon storefronts, and their 3PL warehouse, providing complete visibility into inventory levels. The company now has real-time data integrity, which allows them to maintain a proactive view of their operations. The finance team now spends most of their time on high-value, strategic initiatives like forecasting cash flow and demand planning. The faster closing time means that they have accurate data to act upon sooner, without any surprises. This has enabled them to make data-driven decisions in real time, enhancing their operational efficiency and strategic planning.

Impact #1

The implementation of Celigo’s integrator.io has drastically improved Perfect Keto's operational efficiency. Orders are now automatically synced between their Shopify and Amazon storefronts, and their 3PL warehouse, providing complete visibility into inventory levels. The company now has real-time data integrity, which allows them to maintain a proactive view of their operations. The finance team now spends most of their time on high-value, strategic initiatives like forecasting cash flow and demand planning. The faster closing time means that they have accurate data to act upon sooner, without any surprises. This has enabled them to make data-driven decisions in real time, enhancing their operational efficiency and strategic planning.

Benefit #1	Reduced closing times by two-thirds
Benefit #2	Saved the controller 15 days per month to work on projects with better returns
Benefit #3	Saved thousands of dollars from hiring contractors to perform manual data entry

Benefit #1

Reduced closing times by two-thirds

Benefit #2

Saved the controller 15 days per month to work on projects with better returns

Benefit #3

Saved thousands of dollars from hiring contractors to perform manual data entry

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Overview

Perfect Keto's Efficiency and Decision-making Enhancement with Celigo’s integrator.io

Operational Impact

Quantitative Benefit