The Tel Aviv Stock Exchange was grappling with a manual and time-consuming process for registering securities, including Initial Public Offerings (IPOs), secondary offerings, rights offerings, and private placements. The process involved multiple internal and external stakeholders, making it complex and prone to human errors. The registration process for an IPO, in particular, involved several parties including lawyers, underwriters, the company, the stock exchange, and the stock exchange clearing house. The manual process was not only inefficient but also lacked transparency and security, posing operational risks. The exchange was handling over 1,000 applications for the registration of securities annually, making the need for a streamlined and automated process imperative.

Apex Energies, a pioneer in solar power in France, was experiencing rapid growth and had ambitious plans for the future. The company was looking for a collaborative, scalable tool to map, document, share, and improve its processes. The company's quality, health, safety, and environment (QHSE) department had been using free process modeling software, but these tools had several drawbacks. Mapping and updating processes was a complex and time-consuming endeavor, and users were unable to share information in-house, link documents, and collaboratively describe processes, give feedback, or make changes. The company needed a more collaborative, user-friendly application that could support its continuous process improvement program and help it achieve its target of increasing its installed capacity to 1 GWp by 2025.

Harvey Performance Company, a leading provider of high-quality precision tooling, experienced significant growth through the acquisition of five companies. This expansion brought together a diverse range of brands, locations, and IT systems, leading to a complex and fragmented operational environment. The company was faced with the challenge of integrating multiple ERP systems and standardizing operating procedures across the organization. The existing processes were inconsistent and varied across different locations due to the diverse IT systems inherited from the acquired companies. The company needed a solution that would not only consolidate and streamline its standard operating procedures (SOPs) but also foster a culture of continuous improvement.

Virgin Australia, the second largest airline in Australia, faced a significant challenge in managing its large and mobile workforce. The airline industry is characterized by significant compliance requirements, a massive amount of forms, and a large workforce that is often remote or in constant motion. Virgin Australia's workforce, which included 3,000 cabin crew members and 1,100 pilots and flight crew, needed to submit safety reports, leave requests, check flight status, and complete various other tasks on a daily basis. The data collection required manual processing across multiple teams, which was time-consuming and inefficient. The challenge was to find a solution that could automate these processes, reduce the workload on HR staff, and provide cost-effective access to data and systems.

Colep Consumer Products (Colep CP), a leading global manufacturer in the Cosmetics, Personal Care, and Home Care market segments, sought to leverage its focus on innovation to drive efficiency gains across its operations. With over 1000 employees and five strategic locations across Brazil, Germany, Mexico, Poland, and Portugal, the company faced challenges in ensuring consistent, efficient, and centralized processes. The first project to be automated was one of the most complex processes at Colep CP – investment requests. Despite the promising outcomes and tangible improvements projected, the team initially encountered apprehension towards the project, a common occurrence in organizations embarking on large-scale transformation projects. Some users found the system's simplicity underwhelming, and robust change management strategies were required to successfully deliver the project.

Bonfire Labs, a creative content agency based in San Francisco, was facing significant challenges with its existing Toshiba PBX system. The system required frequent maintenance, which could only be performed by external technicians. This not only led to high costs, with simple tasks such as moving a phone from one desk to another costing up to $500, but also resulted in scheduling difficulties. The need to make appointments far in advance for system upkeep was a significant inconvenience for the company. Furthermore, the company was limited to only two conference lines, which led to issues with client meetings running over and people joining the wrong calls. This was affecting the company's professional reputation and its ability to communicate effectively with clients.

Teles Properties, a luxury real estate boutique, was facing significant challenges with its traditional PBX phone system. The company, which was experiencing rapid growth and expansion, had multiple offices each with different phone systems. This made management of the systems tedious and difficult. Some of the systems were so outdated that the company had to resort to eBay to find extra headsets for new employees. Adding a new phone number or user into the system was a major headache, often requiring the costly services of a technician. The hardware was unreliable, often dropping calls. The company lacked a central number to direct people to, making it difficult for customers and staff to connect.

Jackson Hewitt Tax Services, the second largest tax preparation provider in the world, faced a unique challenge in managing its 82 franchise locations in Texas, Tennessee, and Oklahoma. The franchise, owned by Jim Springfield since 2012, consists of 450 employees dispersed among 42 storefronts and 40 locations inside Walmart and Sears stores. The outlets operate according to seasonal demand and are only open between January and April, a schedule that presents unique IT challenges for the franchise. Setting up a PBX phone system at each branch would have been expensive, difficult to set up, and tough for Springfield’s IT team to manage. The franchise needed a solution that would ensure seamless connectivity between their employees and customers, especially given the high volume of calls leading up to April 15.

Vigor Systems, a company that creates content distribution and ad insertion platforms for television channels, was facing a significant communication challenge. The company was previously using Grasshopper as its main phone system, which did not provide any physical desk lines. This forced employees to use the app on their personal cell phones, creating a communication barrier as not all employees had smartphones. As the company began to grow, it became clear that a more comprehensive business phone solution was needed. Additionally, the company was considering installing an on-premise PBX phone system, but this would have meant relying on external technicians for all servicing and maintenance. Moreover, if the system were to reboot, it would be down for an extended period of time, which could affect customer relations. The nature of Vigor Systems’ work does not allow for downtime, as the firm’s customers rely on it to provide ad insertion on a large scale.

Bowman Trailer Leasing, a leading trailer rental company on the East Coast of the United States, was facing significant challenges with its outdated Avaya PBX phone system. The company, with its headquarters in Maryland and 32 locations across the East Coast, had a majority of its employees working remotely. The old system was proving to be inefficient and problematic, with over 30 employees attempting to share 16 voicemail boxes and none of the employees having direct lines. Additionally, scheduling technicians to service the PBX system was not only difficult but also expensive. The company was in dire need of a new phone system that would not only be cost-effective but also efficient and easy to manage, especially considering the company's IT Manager was the only IT staff member.

Southlands Christian Schools, a private educational institution catering to pre-school through high school students, faced a significant challenge when they decided to move their pre-school to 8th grade programs to a new campus. The move necessitated the selection of a new telephone system, as their existing on-premise Nortel BCM PBX system was proving difficult to manage. The system was outdated, and connecting the PRI to the PBX was a complex task. Moreover, restarting the system would put all users offline for up to 15 minutes, causing significant disruption. With over 100 employees on the school staff, the IT Administrator, Rainier Apolonio, was in need of a telecommunications system that was straightforward to use and manage.

Lakeview Professional Services, a human resource management company, was facing significant challenges with its outdated Nortel PBX system. The system, dating back to the 1990s, had become difficult and expensive to maintain, requiring an external technician for all servicing. The voicemail system was also problematic, relying on a hard drive that needed frequent replacement. To convert phone signals to IP traffic for remote sites, Lakeview had to use MCK units, which were costing the company $1,500 a month. These units eventually became outdated and useless. The company, with 130 office employees spread across six locations and hundreds of remote construction employees in three states, needed a more efficient and cost-effective communication solution.

NakedWines.com, a customer-funded wine business, was facing challenges in managing its growing, worldwide operation. The company, which has a unique business model where customers (referred to as Angels) directly support independent winemakers in return for exclusive access to handcrafted wines, needed to ensure prompt and efficient service to its customers. The challenge was to effectively manage the customer calls, categorize their inquiries, and direct them to the appropriate queue for handling. The company also needed to monitor call queues in real-time and adjust staffing accordingly to prevent customers from being left on hold. The company had been a RingCentral Office customer since 2010, which allowed it to establish a common phone system that worked in both its Norwich, England and Napa, California locations. However, as the company grew, it needed to get more ambitious about its use of RingCentral services.

REVShare, a national cost-per-action television advertising company, was facing significant challenges with its on-premise phone system. The company, based in Temecula, CA, where temperatures often exceed 100 degrees Fahrenheit, was frequently affected by rolling blackouts. These power outages would shut down the entire office, forcing employees to go home and cutting off all telephone communication with clients and networks for the day. Additionally, the on-premise phone system was outdated and couldn't keep up with the company's needs. Every time REVShare wanted to add new features like call forwarding or a mobile app, it required additional fees. The system was unreliable, often crashing, overheating, and taking up a lot of rack space in the server room.

The Catholic Cemeteries Association (CCA), a non-profit organization based in northeast Ohio, was grappling with an outdated and inefficient phone system. Each of the eight offices associated with the CCA was operating its own phone system, with traditional phone lines and multiline phones. These systems were not only hosted separately, requiring independent management and payment, but also lacked the capability to unite them. The systems were old, nearing the end of their life, and had limited functionality, making communication between sites difficult. Vendor support was scarce due to the age of the parts, with only used parts available. The IT director, Andrew Babic, was faced with the challenge of replacing these archaic systems, with replacement estimates ranging between $35,000 and $75,000 upfront for equipment and installation.

Checkpoint Technologies, an HP software specialist partner, was facing a significant challenge with its basic phone system. The company was expanding, hiring new employees both in-office and remotely, and needed to move into a larger office to accommodate this growth. The existing phone system had reached its limitations and was unable to integrate the communication needs of both in-office and remote employees effectively. This was a critical issue as seamless communication was essential for the company's growth and operational efficiency. The management realized the need for a more advanced solution and began researching cloud phone solution providers.

Dessange International Inc., a leading international hair salon brand, was struggling with a complex, on-premise PBX phone system. The senior director of IT, Linda Halbruner, found herself wasting hours each week managing the convoluted system or relying on expensive technicians for simple tasks such as changing the time, creating new extensions, or forwarding calls when a receptionist was on leave. The challenge was even more significant as these tasks had to be performed for 10 different locations. Additionally, the PBX system occupied a significant amount of space in the IT closet and required constant maintenance.

DMEautomotive (DMEa), a leading automotive marketing company, faced a significant challenge in maintaining effective communication among its 300+ employees spread across two campuses in Daytona Beach and Jacksonville. The company's operations, ranging from design to marketing execution, required robust collaboration, necessitating instant access and individual phone extensions for all employees, including those on the production line. However, the existing on-premise PBX system was not only expensive, with an investment of over $300,000, but also required a specialized team for configuration and maintenance. Over time, the PBX equipment demanded continuous investment in upgrades and maintenance, posing a significant challenge for the innovation-driven company.

SalesPortal, a cloud-based partnership marketing network, was facing operational challenges due to its employees using personal mobile devices for work. This practice was not only inconvenient but also raised privacy concerns and was expensive, with each cell phone contract costing hundreds of dollars per month. Additionally, the process of setting up new hires with a cell phone was time-consuming, involving ordering and programming of the device. These issues were particularly problematic as SalesPortal was rapidly expanding, with 30 percent of its workforce operating remotely. The use of personal devices for work also negatively impacted the company's professional image in its client relations.

The New York Genome Center (NYGC), a non-profit organization dedicated to genomic research, faced a significant challenge in connecting its employees across multiple locations. With operational sites and remote employees spread across the US, the organization struggled with maintaining effective communication lines. The employees were using their personal cell phone numbers for work calls, leading to confusion for outside callers who were unsure of which number to dial to reach a specific department. Furthermore, the employees were unable to transfer calls to other staff members. The organization, devoted to helping people, was in dire need of a solution to streamline its communication process.

Lyft, a peer-to-peer on-demand ridesharing service based in San Francisco, was facing challenges in facilitating a high-quality driver onboarding and telephone support system. The system needed to be easy to set up and scalable to accommodate business expansion and team growth. Adam Fishman, director of Growth and Operations at Lyft, had experienced the difficulties of managing a decentralized operations team with everyone using their personal cell phones for business communication. Issues such as missed calls, inability to route calls on the fly, and lack of visibility on who was available to take a call were prevalent. As Lyft's local ridesharing model grew, the team needed to improve their driver screening and onboarding process. Effective lead process management was identified as a key requirement, and a scalable phone system was needed to facilitate this.

Iatric Systems, a healthcare technology company, faced a significant challenge in integrating its distributed workforce. The company, which operates entirely virtually, has over 260 employees spread across more than 200 locations in the US, Canada, and England. The company's goal was to create a seamless, professional image that made their distributed environment appear like a traditional company. However, finding a phone solution that could integrate hundreds of remote employees and locations was a significant challenge. The company initially considered a solution from Cisco, but this required purchasing expensive equipment and phones. The return on investment for this solution was projected to take four to five years, which was not feasible for the company.

Horizon Property Group, a property management company based in Upland, California, was facing challenges in managing their communication system across their corporate office and the 15 apartment communities they manage. The company was using Vonage for their communication needs, but the system was not up to the mark in terms of features and cost-effectiveness. The company was looking for a solution that could enhance their professional image, connect remote offices, enable work from home employees, and provide advanced business phone features. The CEO, Joseph D’Angelo, was also looking for a personal solution that would allow him to work from home without compromising his privacy.

RE/MAX on the Lake and Northwest, one of the largest real estate brokerages in Washington State, was facing significant inefficiencies in its operations. The founder, Matt van Winkle, observed that the real estate industry was lagging behind other sectors in terms of technology adoption, particularly in the use of cloud-based systems to streamline business processes and enhance client relationships. In a business where mobility, agility, and constant connectivity are crucial, the lack of cloud-based technology was a significant drawback. The traditional, premises-based phone system was limiting the firm's potential, tethering the business to a specific location and hindering the anytime, anywhere functionality that was needed to serve clients effectively. Additionally, van Winkle wanted to avoid hiring IT staff to manage and maintain an on-premises PBX system.

World Vision, a global humanitarian organization, was grappling with the challenge of managing and maintaining an outdated 20-year-old PBX system. The system was not only expensive to manage but also involved nine separate phone systems and six different telecom providers for their 12 locations. The complexity of the system often necessitated the hiring of skilled technicians to manage the PBXs, which added to the cost. The organization was keen on reducing the risk posed by these old systems and cutting down costs. The need for a more efficient, cost-effective, and integrated phone system was evident.

Teachers College, Columbia University, the oldest and largest graduate school of education in the United States, was facing challenges with its legacy PBX system. The college was looking for a solution that was agile, lightweight, and cloud-based, eliminating the need for expensive, site-based hardware. The new system needed to provide flexibility and the ability to offer new services faster without worrying about significant capital expenses. A key requirement for the new phone system was compatibility with Google, as the college is a Google Apps for Education customer. The college also needed a solution that would support mobility, given that it runs master’s degree programs in Singapore and China, and its faculty travels globally. Additionally, the college wanted to leverage the new system to improve campus safety.

Bullet Music, an Atlanta-based music coverage company, faced significant challenges in coordinating its team of writers, photographers, and editors. The company, which publishes articles, videos, and podcasts covering a wide range of music styles, needed a way to efficiently assign and track tasks. The Editor-in-Chief, Sam Lawrence, was responsible for making and tracking assignments, but the team struggled with communication and task management. Initially, they tried using a Facebook group for communication, but found the mix of personal and work messages too confusing. Furthermore, the company was operating on a tight budget, making it difficult to invest in expensive project management tools.

DigitalChalk, a provider of a cloud-based, online education authoring and delivery platform, was facing challenges with its customer support process. The company's founding member, Dave Tinker, was responsible for ensuring that customers get the most out of the platform. After each sale, Tinker would personally take each new customer through a 'JumpStart' process, a 30-minute interview to understand their specific needs and use case. This process required both telephony and screen sharing. However, DigitalChalk had been purchasing these two functions separately, leading to issues such as dropped calls and poor call quality. The company was in need of a reliable solution that could integrate telephony and screen sharing.

BACTES, a leading provider of medical record requests for healthcare providers across the US, was facing a significant challenge with its outdated on-premise phone system. The system, which was over a decade old, lacked scalability and many basic features that were critical to their business. This was a significant issue as BACTES provides Release of Information (ROI) services for healthcare facility clients in 40 states, ensuring secure electronic exchange, delivery, and integration of Protected Health Information (PHI). The company needed a solution that could handle the high demands of their operations and comply with federal and state regulations regarding the handling and transmission of PHI.

Motion Recruitment Partners, a leading talent acquisition solution provider, was facing challenges with its legacy on-premise POTS system. The company, which relies heavily on a reliable, high-quality, scalable, and cost-effective phone system, found its existing system to be a hodgepodge of local hardware-based POTS lines connected to the copper network. This system was not scalable, was difficult to integrate, and was becoming burdensome to the IT staff. The company needed a simpler, more manageable, scalable, and reliable system to continue providing a great experience for its clients and to maintain and grow its broad network of relationships, which are critical factors for its success.