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.

MenuNV founder, Sandra Vallance, was faced with the challenge of finding a solution to the time-consuming task of meal planning. She identified that while there were numerous recipe-related apps available, none offered automated meal planning, a feature she believed could save users significant time. The challenge was to create an app that could generate a weekly menu plan and shopping list at the click of a button. However, as a senior executive and CEO, Sandra lacked the time to learn full-stack development to bring her idea to life. She needed a platform that could help her develop her app quickly, efficiently, and at a low cost.

Mindly, an app that provides a curated directory of mental health resources, was founded by Rohan Taneja with the aim of making mental health support accessible to people of all ages, budgets, and needs. The challenge was to create an app that could effectively curate and present mental health resources based on user-specific criteria. The app also needed to ensure the quality of the resources by implementing a rating system. Furthermore, the app had to protect user privacy by keeping the entire process anonymous. Another challenge was to enable team collaboration in the app development process, especially considering that not all team members were experienced in coding.

Nabil Cacheiro-Hamdi and Katie-Britt Greenway, the founders of Mulligans, were frustrated with the traditional model of buying and selling golf clubs. They found that golf shops offered very little value for used clubs while making significant profits on new models. The couple tried selling their clubs using social media but were disappointed with the process, which involved dealing with unreliable buyers and handling large amounts of cash. They also noticed that the only pricing guide available for golf clubs was created by golf shops, which often resulted in inflated prices that benefited the stores at the expense of the golfer. The founders wanted to create a solution that would save golfers money, make the process of buying and selling clubs easier, and keep the spirit of the sport alive.

Steven Junio, the founder of My Daily Workouts, was faced with the challenge of creating an app that could help people find and create exercise routines that best suit their needs. He initially started with Android app development but soon realized that web apps were a better fit for his project. However, he encountered several roadblocks while trying to build advanced features using traditional web development platforms. The main challenge was to create an app that could offer a wide range of workout routines and also allow users to customize their workouts based on their fitness objectives.

The founder of My Fishing Tournament, Robin Conn, was faced with the challenge of managing a charity fishing tournament. The traditional methods of conducting such tournaments were cumbersome and often led to challenges at the end of the tournament. The process of submitting catches was manual and time-consuming, requiring fishers to physically present their catches for measurement and scoring. This not only slowed down the process but also created room for errors and disputes. Additionally, the lack of a real-time leaderboard made it difficult for participants and spectators to keep track of the competition's progress. Conn, with his experience in building data-driven e-commerce platforms, was looking for a solution that could streamline the process and make the tournament more engaging and transparent.

The world's food production system has been identified as a significant contributor to various ecological issues, including global warming. A significant challenge in this sector is the lack of transparency in food production processes. This opacity makes it difficult for consumers to make informed decisions about their food choices. Many consumers are interested in understanding the impact of their food choices on animal rights, the environment, and the local economy. However, the absence of a platform that provides this information in a comprehensive and accessible manner has been a significant barrier.

The challenge was to create a platform that could help individuals and corporate users manage their administrative tasks online. The co-founders of My Virtual Assistant, Wes Thomson and Lindsay Thomson, aimed to build a personal assistant app that could handle various tasks, profiles, memberships, track costs, and preferences for their assistants. The goal was to increase efficiency by allowing the team to focus on the app's users without compromising features like user interface. The challenge also included making the virtual assistant service accessible to any person or company in any country, at a reasonable cost.

The COVID-19 pandemic has necessitated the implementation of effective contact tracing measures to curb the spread of the virus. Businesses, individuals, and public health organizations are in dire need of a reliable contact tracing tool to safely resume their day-to-day activities. Existing contact tracing tools primarily rely on GPS tracking, which has proven to be ineffective and raises security concerns. The creators of My-Trackr, Rahul Chitko and Subhash Pai, along with their team of talented high school students, recognized this gap and the urgent need for a more effective and secure contact tracing solution.

MyDomos, a marketplace for booking tours of private historic homes, faced the challenge of creating a platform that could cater to two distinct user groups: homeowners and visitors. The homeowners needed a platform where they could list their homes for tours, describe the features of their house, and propose a tour at a date and time of their choosing. On the other hand, visitors required a platform where they could easily find and book a tour, complete the reservation with a secure payment system, and receive all the necessary details for the tour. The challenge was to create a user-friendly, secure, and efficient platform that could cater to the needs of both these user groups.

Steven Laidlaw and his colleague Taylor, founders of myRPlanner, started their careers as engineers at an oil and gas SaaS company with very little programming experience. They were tasked with building a condominium reserve fund management app. The challenge was to create an app that could be used by Reserve Plus engineers during onsite inspections to calculate volumes, capture age and condition, and collect photos of various condo components. This information would then be used to auto-generate the reserve fund study. The data would be stored in the myRPlanner database and used by condo boards and management to generate financial updates, 5-year plans and budgets, RFQs, investment recommendations, and risk assessments. The founders wanted to offer their services on a 5-year contract, amortizing the cost of the reserve fund over 5 years. They aimed to be the only reserve fund provider offering subscription-based SaaS.