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.

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.

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Tea Forté, a renowned American tea company, was grappling with an outdated ERP system and an integrator solution that was incapable of managing the intake of items with lot codes, a crucial aspect of their wholesale business.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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.