Celigo

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.

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.

Eyebobs, an eyewear company, was facing several challenges as it expanded its operations. The company was processing hundreds of orders daily from retail, Amazon, and its webstore. However, the process was heavily reliant on manual data entry, which was slow and prone to errors. A full-time order administrator was required to download and manually enter Amazon orders into NetSuite ERP. Additionally, the company's custom integration between its ecommerce storefront and NetSuite was unreliable, leading to additional manual processes and expenses. The company also had a risk-free return policy, but the returns management process was entirely manual and dependent on the customer service team. This was not only time-consuming but also hindered the team from proactively helping customers through more sales.

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.

Frontline Education, a SaaS provider for K-12 educational institutions, was facing a significant challenge in managing their cash applications. The process was manually performed by uploading payee information sent from the bank into Excel spreadsheets, and matching them to NetSuite accounts in another spreadsheet. This process was not only time-consuming, requiring a staff accountant's time over multiple days, but was also prone to errors. The situation was further complicated by the company's business model. As a SaaS company serving education institutions, invoices are renewed annually to coincide with the beginning of the school year. With over 12,000 customers, Frontline’s finance team was dealing with a massive transaction volume in a small amount of time. The manual cash applications through Excel spreadsheets were not keeping up with the pace, and expanding the team was not a feasible solution.

Gabriel Cosmetics, a rapidly growing beauty brand, faced significant challenges in managing its operations due to the lack of integration between its different systems. As the company expanded and adopted new platforms like Acumatica ERP and Shopify for its webstore, it found itself having to manually integrate these systems. This resulted in time-consuming, error-prone, and expensive manual data entry that hindered its ability to fulfill orders promptly. The company had to dedicate three full-time employees to manage the orders, a costly and inefficient solution. As a lean operation with a small operational team, Gabriel Cosmetics could not afford to have dedicated resources focused on manual data entry. Moreover, it lacked the technical resources to build and maintain integrations themselves.

Genomic Health, a leading provider of genomic-based diagnostic tests, was facing a significant challenge with their financial process. The company operates within the insurance industry, which necessitates complex financial processes. Genomic Health had been using their data warehouse (EDW) to manage revenue recognition. However, the data warehouse did not work within the ERP system (NetSuite), which meant all revenue information was handled and stored within the data warehouse. Consequently, financial data needed for income statements and balance sheets had to be transferred from the data warehouse into NetSuite, using a home-grown process. This method soon became an issue for the insurance industry auditors who regularly review Genomic Health’s accounts. The company needed a better financial process that would satisfy the auditors, keep financial information within NetSuite, and allow the data warehouse team to access and pull the data they needed in the format required for their reporting.

Manchester-based GTSE, a leading supplier of cable ties, tapes, and other hardware consumables, faced significant challenges in managing their business processes. Prior to implementing NetSuite as their ERP solution, GTSE relied heavily on Excel for stock management, marketing, and data analysis. This reliance on spreadsheets was time-consuming and labor-intensive, with every employee spending at least some time verifying data and extracting necessary information. Another major issue was the difficulty in closing their books and producing accurate financial reports. Without these, strategic decision-making and future planning were challenging. The situation became more complex when their online sales increased significantly during the pandemic, and their transaction volume exploded after opening an Amazon US storefront. This led to the decision to implement NetSuite as their ERP solution and consider Celigo, as recommended by a family friend and their partners at Catalyst ERP.

In 2015, AFG Distribution, a rapidly growing wholesaler, decided to modernize their ECommerce order fulfillment and inventory updating processes. This included moving to a new ERP system, switching from Magento to the Shopify marketplace platform, and setting up integrations with other marketplaces. The challenge arose when they moved from a legacy ERP system to NetSuite and 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 a lot of 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.

Headspace, a rapidly growing online platform for meditation, faced a significant challenge in managing its sales and finance data. The sales team had adopted Salesforce as their customer relationship management (CRM) platform, while the finance team used NetSuite as their enterprise resource planning (ERP) system. This led to a situation where sales and finance data had to be manually re-entered into the two separate applications, a time-consuming process that was prone to human errors and led to longer billing and reconciliation cycles. Nicole Punelli, the Sales Finance Manager, recognized this issue and understood that the finance team was not equipped to handle the increase in manual data duplication between Salesforce and NetSuite. Furthermore, Nicole, while an expert in Salesforce, had minimal experience with NetSuite, and needed a vendor that could provide the necessary expertise for a successful integration.

HighJump, a global software company specializing in supply chain management solutions, was facing challenges in managing and synchronizing data between their NetSuite CRM and Hubspot applications. They collected contact information from various sources like web forms and email campaigns, which flowed into these applications depending on where they were collected. Campaigns were created in Hubspot, but responses were mapped in NetSuite. This necessitated a two-way integration between NetSuite CRM and HubSpot to unify contact information and campaign updates. Initially, the data syncing was done manually, which was time-consuming and inefficient. An attempt to automate the process using an integration tool from a smaller vendor proved unsatisfactory due to inadequate support and lack of control over the integrations.

Hookit, a leading sponsorship analytics and valuation platform for sports, experienced rapid growth in its order volumes over the past few years. This growth outpaced the capabilities of their existing accounting and CRM systems, leading to operational inefficiencies. The team, led by Steve Sam, was manually entering orders, which was not only time-consuming but also led to difficulties in managing deferred revenue schedules and properly recognizing revenue. The company was also struggling with data and manual billing issues due to the misalignment between their accounting system and Salesforce. The need for a custom billing schedule in Salesforce that could be transferred to NetSuite for billing was a critical requirement for the company.

Huppin’s, a Spokane-based consumer electronics retailer, faced a significant challenge in integrating transactions across all their sales channels. They had two websites running on Magento, one for regional customers and another for national customers, along with additional storefronts on third-party marketplaces like Amazon. As they began to implement NetSuite as their ERP, they needed a partner to unify their direct and third-party orders. Their goal was to streamline and automate the processing of these transactions from various storefronts. Without automation, they would face obstacles during peak ordering periods, inhibiting their growth and ability to explore new opportunities.

Imbema, a 75-year old company, embarked on a global initiative to modernize and transform its operations. The company aimed to transition all of their systems into cloud-native, digital applications, with the goal of connecting all suppliers and customers, and streamlining operations. The first step in this digital transformation was to transition from their historical ERP into NetSuite, and find a way to integrate it with EDI. However, the lack of integration meant that Imbema-Holland’s sales orders required a manual credit check through a separate Atradius system. This process was time-consuming, with each of the 1,600 orders processed monthly taking 20-30 minutes to log, leading to delays in fulfilling orders and a poor customer experience. Furthermore, Imbema-Holland wanted to create, manage and monitor their own systems and integrations with a lean IT team. They needed a manageable, centralized platform that was extensible and supported modern standards.

Intelligentsia Coffee, a renowned American coffee roasting company, was facing a significant challenge in managing its rapidly expanding eCommerce business. The company was using an outdated process to keep track of eCommerce sales orders, which involved the manual transfer of order batches from one application to another. On average, they were manually processing 200-400 daily transactions. However, with the addition of Magento, Amazon, and Shopify, the business was experiencing a boom in sales orders from all of their eCommerce platforms. The lack of automation meant that order information had to be downloaded, manually processed, and confirmed before being uploaded to the accounting system. This process was not only time-consuming but also prone to errors and delays. The company was looking at thousands of transactions a day, including retail transactions and other financial information such as employee files and payroll files. The manual process was a significant hindrance to the company's growth.

Life Interiors, a leading home furnishing distributor in Australia, faced a significant challenge as it expanded its operations and locations. The company was struggling with a lack of visibility between departments due to the siloing of information. This led to inefficient internal communication, with emails regarding stock levels, order statuses, customer information, and lead times being difficult to track and prone to human error. The company needed a solution that would integrate their NetSuite ERP data with Magento’s ecommerce platform. However, without an IT team, the solution needed to be simple and user-friendly, enabling a line of business user to quickly connect sophisticated workflows between seemingly incompatible platforms. Life Interiors, being leaner than their more established competitors, required a cost-effective solution that could level the playing field and be flexible enough to onboard new applications that would become more prominent in their future data flow schematas.

Lightbend has been experiencing steady growth, which led to the company outgrowing its existing accounting software. The company's billing and revenue recognition processes were very manual, leading to inefficiencies and errors. The company wanted to integrate Salesforce, its CRM, with NetSuite, its accounting system. However, due to the manual nature of the work, data synchronization between Salesforce and the accounting system was error-prone. The company was expecting more volume growth and was struggling to keep track of its sales and billing information, leading to missed opportunities and challenges.

Lights4Fun, a family-owned business selling decorative lights, was grappling with the challenge of operating across disparate systems to service and reconcile order fulfillment from its 14 online marketplaces. The company was using different fulfillment and third-party logistics companies to handle inventory in warehouses in the US, UK, and Germany. The existing setup was causing frustration as teams lacked visibility of each other's activities. The sales department was selling out-of-stock items without knowing when they would be replenished, requiring the maintenance of seven different spreadsheets. The company was also unsure if their 3PLs were communicating with their different websites and marketplaces. As the company was growing, they were missing key opportunities due to the time and resources spent on manual processes. To support their aspirations of becoming a scalable and high-growth business, they needed to find a better alternative to the expensive and time-consuming manual effort.

LogMeIn, a leading SaaS company, faced several challenges as it expanded to become one of the largest SaaS companies globally. The company had to manage over a dozen subsidiaries with multiple bank accounts for different currencies, which led to a lack of visibility across its data. To apply customer payments for thousands of invoices daily, LogMeIn relied on weekly CSV uploads, a manual and time-consuming process. Additionally, as the company transitioned its Mexico and Brazil subsidiaries from a legacy ERP to NetSuite, it encountered unique regulatory requirements to register invoices with local governments. Lastly, LogMeIn sought to automate collections based on information in both Salesforce and NetSuite to efficiently track customers at risk of non-payment.

Loot Crate, a subscription box service, was facing a significant challenge in managing the high volume of online orders received daily on its Loot Vault and Sports Vault sites. The number of orders could range from 200 to 1,000 on a typical day and could surge to nearly 7,000 during the holiday season. The company was manually transferring orders and fulfillment information between their e-commerce storefronts, order management system, and warehouse management system. This process was not only time-consuming but also prone to errors and inconsistencies, leading to order fulfillment delays. The situation was particularly critical during the holiday shopping season. The company realized that the manual and ad hoc processes were not sustainable as the company grew. They needed an automated solution that could seamlessly integrate their e-commerce platform, Shopify Plus, their order management system, NetSuite ERP, and their new warehouse management system, Snapfulfill.

Miansai, a global accessories brand, was facing operational challenges due to the lack of integration between their multiple systems used to manage, track, invoice, and ship orders. This resulted in a significant amount of manual work, which was manageable when they were primarily selling wholesale. However, with the decline of retail department stores, Miansai shifted their business operations to support more direct-to-consumer sales through their own retail stores and website. This shift made the manual processes unsustainable. The main challenge was to integrate their new enterprise e-commerce platform, Shopify Plus, with their existing systems - NetSuite for order fulfillment and Square for point-of-sale (POS). They also planned to incorporate Returnly for managing returns. The integration solution needed to be easy-to-use, adaptable, scalable, and cloud-based to accommodate their evolving business needs.

MOTIS Brands, a leader in the loading, hauling, and accessibility industries, began as a small eBay seller of ramps and quickly expanded to offer additional products across various channels. With rapid growth, the company started acquiring additional brands, aiming to standardize operations to improve efficiencies and achieve scale. As MOTIS increased its product offerings and expanded into new channels, including Amazon and Walmart, the growing volume of transactions became increasingly difficult to manage, especially with a small operational team. Product, order, inventory, and pricing information had to be manually uploaded from one system to another, leading to hours spent on low-value work and error correction due to manual processes. The company also faced maintenance issues when trying to leverage unmanaged solutions for Amazon, particularly when taxonomies were not updated.

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.

Cellebrite needed to tightly integrate its CRM and ERP systems to ensure they 'speak the same language' and are aligned at all times. The integration had to be cloud-based to align with the company's strategy of managing all business applications through the cloud. Additionally, the integration had to be implemented simultaneously with the launch of Salesforce and NetSuite, adding complexity to the project. The company also faced the decision of whether to build a custom integration or use a prebuilt solution.

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.

Today, a cadre of ‘old school’ suppliers of graduation gowns and services have a predictable business model that includes high costs for struggling schools and students. Every September an army of 1099 sales reps go from school to school, meeting with graduation coordinators to get the May-June commencement order. They place the order with the manufacturer, sit back, and watch the money roll in. GraduationSource was determined to disrupt this model, going direct to the schools and the students and passing the saving back to the schools, PTA and students. But each school has unique pricing and packages, so to do this, they needed to transform into a more modern, eCommerce-like business, with custom online stores for each store, where ordering, customization and fulfillment could all run in a smooth, efficient and automated manner. Being able to transfer order data in real-time is critical to maintaining success in an online retail environment. GraduationSource previously used another integration solutions provider, but found it lacking in enabling the company to fulfill orders quickly and correctly. With their previous system, orders were delayed up to an hour and mapping was not efficient. GraduationSource wanted to have real-time data transfer between their Magento store and NetSuite, and to have a streamline ordering and fulfillment process.