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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.

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.

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.

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.

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.

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.

Nuzest Life, a provider of all-natural, plant-based nutritional supplements, faced significant challenges in managing its European operations. The European distributor for Nuzest Life products operated on razor-thin margins, making it crucial to find economies of scale to grow and be successful. The distributor's head, Bradon David, had purchased Netsuite to manage their ERP system, but the first challenge was integrating and automating their 3PL fulfillment systems. Another challenge was the multi-country requirements of Europe, such as multi-language, multi-currency, and multi-tax, coupled with a minimal workforce. The distributor needed to connect and automate various ecommerce websites with Netsuite to handle order to cash activities properly. These included eBay, Amazon, Shopify, and other local ecommerce channels like Allegro in Poland. Failure to address this would negatively impact the distributor’s profitability and hamper their ability to grow the business. The distributor initially used a prebuilt point-to-point connector for the 3PL/fulfillment integration, but it proved to be clunky, not enterprise-grade, and lacked flexibility.

Onebridge, a technology IT staffing and consulting firm, was facing challenges in integrating its various business applications. Following a rebranding and expansion into consulting in 2017, the company implemented new enterprise resources planning (ERP) and professional services automation (PSA) applications. They expected these systems to seamlessly share information with their marketing, human resources management (HRM), and applicant tracking system (ATS). However, this did not happen as planned. The team found themselves manually exporting and importing data between the applications, which was time-consuming and offered little value. The ad-hoc data transfers also made it difficult to gain real-time insights into data across applications. The company's new systems administrator, Larecha Wynn, discovered that custom-built APIs and point-to-point integrations were being used to connect the applications with their ERP, NetSuite, leading to sub-par data sharing.

OZNaturals, a skincare company, initially launched as a white-label product sold only on Amazon, quickly became a top-selling item. The company grew rapidly, generating millions in annual sales and gaining brand recognition in 80 countries. However, the company's operations were not as sophisticated as they needed to be to sustain this growth. They were using basic accounting solutions that required manual data entry and were not tracking their inventory despite having over a million dollars in it. To diversify from Amazon, OZNaturals needed to expand their ecommerce activities onto their own Shopify-enabled website, backed up by 3PL warehouses. This required an automated process across the entire supply chain to pull orders from multiple channels, maintain service-level requirements in multiple Amazon markets, ensure sufficient inventory is in the correct warehouses, and respond to a rapidly-changing market.

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.

After separating from its parent company, Jack in the Box, QDOBA replaced its legacy ERP with NetSuite to manage its 700 stores and support its rapid growth. Concurrently, the company adopted Boomi as its iPaaS. However, the IT team found that they could not automate certain processes quickly enough with Boomi. More worryingly, the team lacked the necessary visibility when errors occurred, which were expensive and time-consuming to resolve. After two years, QDOBA decided to seek a more scalable solution.

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.

SAFIO Solutions, a SaaS vendor for ecommerce and supply chain, faced a significant challenge in integrating multiple channels of data from various sources into their solution. The data could come from clients' ERP, Excel files, QuickBooks, e-commerce marketplaces like Shopify, Amazon, and more. The integration process was mission-critical to SAFIO Solutions and their customers, but the options were limited, time-consuming, and sometimes required manual processes. The company initially partnered with an integration provider who fell short of their needs. They needed a replacement that would improve customer experience, be cost-competitive, decrease time to revenue, and help expand the SAFIO Solutions business. The challenge was further complicated by the fact that their clients operated using a variety of apps, channels, and ERP systems, each with different integration requirements.

SalesLoft was facing the challenge of manual workload due to the use of QuickBooks for their billing platform. The team was conducting manual work with QuickBooks, exporting the information and importing it into QuickBooks without a Salesforce to QuickBooks sync. As the company was bringing in 200 orders a week, this manual operation was becoming labor and resource-intensive. The company needed a strategy to have Salesforce, Quickbooks, and NetSuite work seamlessly together. Automating billing information into NetSuite was a priority for the company.

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.

Simple Energy, a company that provides a SaaS platform for managing Energy Efficiency Partner (EEP) programs for utility companies, was facing a significant challenge. As the company expanded, offering energy products to 26 different utility marketplaces, it found that its existing integrations were not scalable. The company had invested in leading applications such as Salesforce, NetSuite, and Shopify, each playing a crucial role in key business processes. However, the problem was how to get these systems to function together, avoiding data exports and manual data entry. The company relied on custom integrations to move data across the application, which was hard to maintain and required constant maintenance with each new software update. Each iteration cost Simple Energy time and resources that might be better spent on innovation rather than putting out fires.

Stio, a direct-to-consumer outdoor mountain lifestyle brand, was experiencing significant growth and selling through multiple channels, including its website, retail locations, and marketplaces. The company leveraged inventory from its physical stores to fulfill both online and offline orders. However, Stio realized that it needed to automate order fulfillment and inventory management to support its growth and plans for opening more physical locations. The company chose NetSuite as the platform to support its omni-channel selling strategy. The challenge was to seamlessly integrate Stio’s eCommerce platform, Magento, with NetSuite to gain real-time, accurate visibility into inventory across all stores. Stio needed a reliable platform that would allow daily operations to run smoothly and enable the team to focus on supporting activities that increase sales rather than on systems integrations. Additionally, the company wanted complete visibility into the integration between NetSuite and Magento to quickly monitor and troubleshoot any technical problems that could result in late orders, lost sales, and unhappy customers.

Strongpoint, a documentation, change management, and compliance solution provider, was facing a significant challenge in managing their contacts and leads. They were using NetSuite as their CRM and Hubspot for marketing automation, collecting thousands of contacts per day from various sources. However, transferring these contacts from Hubspot to NetSuite was a manual and time-consuming process, involving exporting contacts as CSV files, cleaning up the data, and then importing them into NetSuite. This process often took days, delaying the sales team's ability to reach out to potential leads. In many cases, the process was so cumbersome that it was not done at all, leading to lost sales opportunities. Strongpoint needed a solution that would integrate Hubspot and NetSuite to automatically sync contact information, without requiring significant technical resources or a full-time NetSuite administrator.

Swapcard, a rapidly growing company, was facing challenges due to the adoption of multiple applications across various accounting teams in different countries. This led to a lack of visibility into its cash position, frequent manual errors, and accountants spending 95% of their time on tasks unrelated to analysis and reporting. Additionally, the company had adopted Salesforce, which required a level of customization that complicated the company’s ability to deliver complete, accurate data across all systems. The team decided to embark on a project to consolidate accounting solutions where possible, and integrate the remaining systems where needed.

Tea Forté, a renowned American tea company, was grappling with an outdated ERP system and an integrator solution that was incapable of managing the intake of items with lot codes, a crucial aspect of their wholesale business. This led them to switch to NetSuite as their new ERP system in 2017. However, the transition posed a new challenge - the need for seamless data interchange between their third-party logistics providers (3PLs) or warehouses, and NetSuite. The company sought a solution that would ensure smooth integration with minimal issues.

TelQuest International, a leading independent distributor of telecommunication equipment, was planning to expand their B2C offerings. However, they faced significant challenges in managing their operational efficiency. The company had a team of over 25 people manually managing hundreds of orders from online marketplaces. This process was not only time-consuming but also prone to errors, leading to issues such as incorrect entries for items, quantities, and prices. The manual entry system was not scalable and was hindering the company's growth. The challenge was to identify and implement a technology solution that could automate these processes, improve operational efficiency, and support the company's expansion plans.

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.

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).

WeTransfer, a Netherlands-based internet file transfer service, was facing a significant challenge with its SaaS applications. The company had grown exponentially, and with this growth came a sprawl of different applications acquired by various departments. With over 200 paid SaaS applications, the company was struggling with integration across the business, leading to duplicate and manual efforts in many departments, including finance, HR, and sales. The company had no dedicated team for corporate systems integration, and the ad-hoc acquisition of many tools led to poor interaction between them. This was particularly problematic for the finance department, which had spent hundreds of hours over two and a half years building an internal set of tools and integration between Salesforce and NetSuite, which did not work properly. This resulted in many hours of manual data entry every month, delayed financial book closures, and incomplete billing cycles.

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.

AFG Distribution, a rapidly growing wholesaler, faced significant challenges in modernizing their ECommerce order fulfillment and inventory updating processes. In 2015, they decided to move to a new ERP system and switch from Magento to the Shopify marketplace platform. They also planned to set up integrations with other marketplaces, which required an integration solution. The company had previously been using a legacy ERP system and when they moved to NetSuite, they 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 numerous 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.