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Titan Coatings International was grappling with the challenge of an aging software system that was no longer supported and was becoming increasingly difficult to maintain. The legacy software, purchased in the 1980s, was not only outdated but also lacked the necessary features to meet the company's growing needs. The company's quality manager, Stephanie Kelly, was spending two hours a day on data entry and backup, which was inefficient and time-consuming. The lack of a robust, reliable, and fully supported software solution was hindering the company's ability to control costs and maximize profitability. Furthermore, the company was struggling with inventory management, material requirements planning, and the generation of key reports to analyze the financial health of the company.

AllStyle Coil Company, the largest independent coil manufacturer in the United States, was facing significant challenges with their existing IBM AS400 system. The system had become too expensive to maintain and was not providing the necessary manufacturing functionality. The company had grown from a 40,000-square-foot to an 800,000-square-foot manufacturing facility, and their existing system was not able to keep up with the growth. They had tried to deploy Global Shop Solutions, but found it too rigid and ineffective for their needs. They needed a system that could handle their business from end to end, provide real-time updates on orders, and offer deeper visibility into financial operations.

Applied Physics Technologies (APTech), a global leader in the design and manufacturing of thermionic and field emission cathodes for microscopes and 3D printers, was grappling with outdated, unsupported, and disconnected systems. The company was using Sage ERP and IQMS as its MRP, which led to redundancy, double entry of data, and a high rate of errors. APTech recognized the need for a more modern and comprehensive system that could not only streamline their operations but also scale with their growth. The challenge was to find a solution that was user-friendly, scalable, and could integrate all their processes into a single platform.

Basta Boatlifts, a leading inventor and manufacturer of premium hydraulic boat lifts, was grappling with a legacy accounting system that was not integrated with its inventory system. This resulted in numerous manual, time-consuming processes that were inefficient and hampered productivity. The company's shop floor operations were largely dependent on employee knowledge, which further complicated the processes. Additionally, the support for its accounting system was poor and lacked meaningful updates. As the company experienced significant growth during the pandemic due to an increase in outdoor recreation activities, the need for a more efficient and integrated system became more pressing.

CapsoVision, a rapidly growing capsule camera company, was facing significant challenges in managing its business effectively. The company was using three different software products that were not providing the desired level of efficiency or remote work capabilities. The databases were unreliable and the company was struggling with financial efficiency. They were in need of a robust ERP system that could handle their financial and inventory management needs while also meeting the stringent compliance requirements of medical device manufacturing. However, the ERP systems they evaluated, including SAP and NetSuite, were prohibitively expensive.

CarBahn, a leading producer of high-performance automotive parts, was struggling with its existing operational and financial systems. The company's finance team and Chief Operating Officer (COO) were spending more time manipulating data than analyzing it, which was not only inefficient but also time-consuming. It took them over five days to close a month's books, which was a significant delay in their operations. They were using MaxxTraxx, an auto shop management software, which they had modified to handle sales and manufacturing, along with a separate financial package to run the business. This setup was not only cumbersome but also inadequate for their needs. They were also manually writing Bill of Materials (BOMs) and heavily relying on spreadsheets, which was not sustainable for a company with aggressive growth expectations.

EPC Power, North America’s largest energy storage inverter manufacturer, was facing significant challenges with its existing ERP system, Odoo. As the company was preparing to open a third manufacturing plant, it became increasingly clear that they needed a more advanced solution that could effectively manage their expanding operations. Odoo was proving to be a bottleneck for EPC Power due to its limited capabilities and slow processing speed. The system lacked front-end configurators, accounting traceability, and after-sales service, which were critical for the company's operations. Employees often had to wait for 20 to 30 minutes for something to load in Odoo, which was not only inefficient but also detrimental to employee morale.

MMCI Automation, a rapidly expanding engineering firm with high-profile clients such as Kraft Heinz, Procter & Gamble, and Bayer, was grappling with the challenge of meeting increasing demand. The company was heavily reliant on QuickBooks, spreadsheets, and a variety of other disconnected systems. This disjointed approach was hindering their ability to maintain control and visibility over their business processes. The firm was in dire need of a comprehensive ERP system that could consolidate their operations and provide a more streamlined approach to managing their business processes.

The Institute of Reproductive Grief Care, a non-profit organization that offers education, research, expertise, and support after pregnancy and reproductive loss, was faced with the challenge of transitioning their traditional in-person training to a hybrid learning environment in 2020. They needed a learning management platform that was tailored to fit their extended enterprise business model. The platform needed to allow users to register for two types of training – on-demand and hybrid learning. Furthermore, to maintain accreditation and secure funding for additional grants, they required a robust reporting solution that could measure key data points across all of their certifications and evaluations.

LEARN Behavioral, a company specializing in personalized treatment for children and young adults with autism, faced two primary challenges. Firstly, they needed to scale onboarding for all employees across their 18-state operation. Secondly, they had to automate strict compliance requirements mandated within each of the states they serve. The company was seeking a robust and flexible solution that could deliver detailed reporting to various stakeholders who are regularly asked to respond to compliance audits. The unique requirements mandated by each state added another layer of complexity to the challenge.

MindVue, a company dedicated to optimizing performance and improving mental wellness through a learning experience platform, faced a significant challenge. The company needed to scale their assessments and learning solutions to cater to a global audience. This requirement became particularly critical as the COVID-19 pandemic halted in-person presentations. The company was in search of a solution that could measure and build mindset skills, such as grit, resilience, hope, self-control, motivation, adaptability, and other factors predictive of performance and positive life outcomes.

Many educational institutions have set climate and sustainability goals, but struggle to achieve one core objective: enhancing sustainability literacy across the entire school. A 2022 survey by Inside Higher Ed revealed that while 85% of students believe their school should prioritize sustainability, it is challenging to develop and implement a customized, school-wide sustainable literacy program. This is mainly due to the high costs and the difficulty in creating engaging, interactive content that appeals to a tech-savvy generation. Net Zero Academy, an online sustainability literacy platform, was created to address this gap. However, the team needed to collaborate with experienced professionals to develop captivating content for their platform.

US Youth Futsal (USYF), the largest and fastest-growing futsal organization in the United States, was facing a significant challenge. Despite having a wealth of knowledge and resources, they lacked the technology or method to deliver their Coaching Education Program effectively. Their mission was to develop players, coaches, and officials to compete at the highest levels of futsal and soccer globally. To achieve this, they planned to identify players without access to futsal and potential coaches who could be trained to coach the game. However, the absence of a robust delivery method was a significant roadblock. Brian Catrine, the Executive Director of USYF, recognized this gap and understood the need for a solution that could leverage their existing resources and knowledge base.

WinningWise, a Leadership and Talent Management Consulting Firm, was looking to expand its reach to a larger global audience. The firm wanted to achieve this through a scalable online platform that could deliver its services effectively. The challenge was to create a platform that could easily accommodate changes and updates, given that WinningWise's solutions are based on ever-evolving research and thinking. Additionally, the firm wanted to maintain its contemporary appeal and feel, which is a significant part of its brand identity, in the online delivery of its services.

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.

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.

Amigo Mobility faced significant challenges with their order entry process from many of their largest customers. Customers like Kroger, Target and Walmart used SAP Ariba to issue purchase orders and accept invoices, but the lack of an intuitive and reliable way to sync Amigo’s internal system with SAP Ariba meant that Amigo had to enter and handle a large volume of orders manually. This led to data alignment issues and missed orders. Additionally, the company also needed to streamline service repair orders, custom pricing management, and cash application. After trying unsuccessfully for more than one year to build an integration between their EDI system and Ariba with internal resources, they needed to find a solution that would fit as many of their order process requirements as possible, while simultaneously saving on costs.

basecom, a leading ecommerce agency in Germany, was facing challenges with its integration process. The company had built its own internal middleware solution, Octopus, in 2016 to streamline the process of building integrations for its clients. However, as the number of client projects increased, basecom found it difficult to keep up with the growing integration needs of its clients and maintain its own internal product. Octopus also had limited customizability, which caused delays during implementation. The company began looking for a modern integration platform as a service (iPaaS) in the market to address these issues.

In 2019, Brandfield, a Dutch online retailer of style items, planned for a NetSuite ERP Implementation. Simultaneously, a new warehouse management system (WMS) PeopleVox had to be implemented. The challenge was to integrate these new systems with existing ecommerce systems Magento and Lightspeed within six months using Celigo as the strategic integration platform. It was crucial for all systems to be ready before the end-of-year peak season as a dip in sales volume was unacceptable for the growing company. The key users of these applications within Brandfield were new to both NetSuite and PeopleVox. This introduced the challenge of defining clear and concise integration requirements that would meet Brandfield’s goals.

BrandMuscle, a leading integrated local marketing company, had built its operations on a MAS 500 and old media-buying on-premise solutions. By 2018, with revenues in the hundreds of millions per year, the company decided to modernize its legacy backend and rethink its entire operations to automate the media-buying process for its customers and to scale. The company enlisted the help of Sikich, a global accounting and technology advisory firm, to transition to cloud-based applications. Sikich conducted a thorough business process assessment of BrandMuscle’s operations and identified a common process that required the same information to be manually rekeyed up to 12 different times, leading to expensive and time-consuming errors. The first priority was to implement NetSuite as the new cloud-based ERP system and retire the company’s MAS 500 system and old media buying software. The team needed a way for this new version of Netsuite, complete with custom code for media-buying, to connect and interact with BrandBuilder and other applications in a sophisticated way.

Call One, Inc., a provider of business communication and collaboration technologies, was struggling with the manual management of their financials, including order fulfilment information and transactions. The company was using an older ERP system and had added SAP Ariba and NetSuite to improve workflows. However, they still needed a solution to connect these systems and enable automatic data interchange. The company was dealing with a high volume of orders from many clients, leading to extended work hours for employees. They also faced challenges in managing and updating product information for thousands of products on their website. This was a time-consuming process that required a significant amount of manual input.

The CDC Foundation, an independent nonprofit supporting the Centers for Disease Control and Prevention’s health protection work, faced a significant challenge when it migrated its operations to cloud-based solutions. The Foundation's processes and operations were unique and highly customized, making it difficult to determine what to connect, how to connect, and when to connect it. The business was burdened by manual processes, with staff dedicated to doing manual CSV uploads and reconciliation from system to system. As the sole member of the IT team, Malcolm James, Director Of Information Technology, needed a solution that was customizable, powerful, compatible with the CDC Foundation’s systems, yet simple to build and maintain as the organization grew.

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.

Curran, a family-owned online luxury retailer, faced several operational challenges. Their highly customized website required a custom API to connect to their ERP system, Acumatica. With only one developer on staff, the manual integration tasks were time-consuming and detracted from further website development and customer experience enhancement. Additionally, Curran struggled with real-time inventory visibility. Their accountant had to maintain stock in two different databases, leading to data silos, inaccurate orders, and a poor customer experience. This often resulted in the need to provide order discounts, negatively impacting the company’s bottom line. Furthermore, due to their diverse selection of luxury furnishings, Curran had difficulty managing over fifty thousand unique SKUs associated with customized order placements.

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.

E Source, a research and consulting firm in the utilities sector, was facing a significant challenge due to its rapid growth. The company's sales volume had been increasing by double digits year over year, and its existing accounting software was unable to keep up with this growth. The software was experiencing frequent system breakdowns, which required hours of troubleshooting by the technical support team. Moreover, key data such as quotes, orders, customer, and product information had to be manually synced between the accounting and Salesforce systems. The company needed a new accounting system that could scale with its growth and eliminate the need for manual data synchronization. However, finding a reliable integration between the new system, NetSuite, and Salesforce that would not require changes to the existing sales process was a challenge.

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.