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.