Qvella Corp., a rapidly growing medical device company, was on the brink of transitioning from beta into full-scale commercial production. However, they lacked an Enterprise Resource Planning (ERP) system that could help them scale effectively. Their operations were highly regulated and mission-critical, requiring meticulous documentation and traceability. These processes demanded a system with robust functionality. The company had developed technology for the rapid detection of infectious agents in direct blood samples, aiming to reduce diagnostic time frames, lower costs, and ultimately save lives. Therefore, they needed an ERP system that could meet all regulatory standards such as FDA and MDSAP in an ISO13485 environment.

Western Filament, a Colorado-based company that specializes in the production of high-quality textile products for various industries, was facing significant challenges with its legacy ERP system. The system, which relied on 'bolt-on' data sources, was unable to provide advanced scheduling, routing, cost centers, work centers, or work-in-process visibility. As the company grew, it required more information and manufacturing functionality from its ERP system. The lack of these features was hindering the company's ability to effectively manage its operations and provide a superior customer experience. The company was deemed essential under the Defense Production Act during the COVID-19 pandemic, and it was looking to reinvest for the future. The management team unanimously agreed that a more robust system was needed to handle their unique business needs.

AllStyle Coil Company, the largest independent coil manufacturer in the United States, was facing significant challenges with their existing IBM AS400 system. The system had become too expensive to maintain and was not providing the necessary manufacturing functionality. The company had grown from a 40,000-square-foot to an 800,000-square-foot manufacturing facility, and their existing system was not able to keep up with the growth. They had tried to deploy Global Shop Solutions, but found it too rigid and ineffective for their needs. They needed a system that could handle their business from end to end, provide real-time updates on orders, and offer deeper visibility into financial operations.

Applied Physics Technologies (APTech), a global leader in the design and manufacturing of thermionic and field emission cathodes for microscopes and 3D printers, was grappling with outdated, unsupported, and disconnected systems. The company was using Sage ERP and IQMS as its MRP, which led to redundancy, double entry of data, and a high rate of errors. APTech recognized the need for a more modern and comprehensive system that could not only streamline their operations but also scale with their growth. The challenge was to find a solution that was user-friendly, scalable, and could integrate all their processes into a single platform.

Basta Boatlifts, a leading inventor and manufacturer of premium hydraulic boat lifts, was grappling with a legacy accounting system that was not integrated with its inventory system. This resulted in numerous manual, time-consuming processes that were inefficient and hampered productivity. The company's shop floor operations were largely dependent on employee knowledge, which further complicated the processes. Additionally, the support for its accounting system was poor and lacked meaningful updates. As the company experienced significant growth during the pandemic due to an increase in outdoor recreation activities, the need for a more efficient and integrated system became more pressing.

CapsoVision, a rapidly growing capsule camera company, was facing significant challenges in managing its business effectively. The company was using three different software products that were not providing the desired level of efficiency or remote work capabilities. The databases were unreliable and the company was struggling with financial efficiency. They were in need of a robust ERP system that could handle their financial and inventory management needs while also meeting the stringent compliance requirements of medical device manufacturing. However, the ERP systems they evaluated, including SAP and NetSuite, were prohibitively expensive.

CarBahn, a leading producer of high-performance automotive parts, was struggling with its existing operational and financial systems. The company's finance team and Chief Operating Officer (COO) were spending more time manipulating data than analyzing it, which was not only inefficient but also time-consuming. It took them over five days to close a month's books, which was a significant delay in their operations. They were using MaxxTraxx, an auto shop management software, which they had modified to handle sales and manufacturing, along with a separate financial package to run the business. This setup was not only cumbersome but also inadequate for their needs. They were also manually writing Bill of Materials (BOMs) and heavily relying on spreadsheets, which was not sustainable for a company with aggressive growth expectations.

EPC Power, North America’s largest energy storage inverter manufacturer, was facing significant challenges with its existing ERP system, Odoo. As the company was preparing to open a third manufacturing plant, it became increasingly clear that they needed a more advanced solution that could effectively manage their expanding operations. Odoo was proving to be a bottleneck for EPC Power due to its limited capabilities and slow processing speed. The system lacked front-end configurators, accounting traceability, and after-sales service, which were critical for the company's operations. Employees often had to wait for 20 to 30 minutes for something to load in Odoo, which was not only inefficient but also detrimental to employee morale.

MMCI Automation, a rapidly expanding engineering firm with high-profile clients such as Kraft Heinz, Procter & Gamble, and Bayer, was grappling with the challenge of meeting increasing demand. The company was heavily reliant on QuickBooks, spreadsheets, and a variety of other disconnected systems. This disjointed approach was hindering their ability to maintain control and visibility over their business processes. The firm was in dire need of a comprehensive ERP system that could consolidate their operations and provide a more streamlined approach to managing their business processes.

BILLY Footwear faced significant challenges in managing their inventory and fulfillment processes due to rapid sales growth and the complexity of delivering products through multiple retail channels. From 2018 to 2019, the company experienced a 260% increase in sales, which made it difficult to manage inventory as both retail partners and direct customers were pulling from the same stock. The team needed a scalable technology stack to streamline their accounting, inventory management, and shipping processes to support and manage this growth effectively.

Serious Integrated faced significant challenges with their disconnected legacy software systems, including QuickBooks, MISys, and Salesforce. These systems were not integrated, leading to difficulties in reconciling financial and inventory data. The company struggled with manual entry and reconciliation, which was time-consuming and often inaccurate. Additionally, they lacked visibility into inventory levels at partner locations in China, Canada, and California. The need for better bill of material (BOM) management with revision control was also a pressing issue. As the company grew, it became clear that a new, integrated system was necessary to manage inventory, add traceability, and support their expansion plans.

Tesla Transformers India Ltd faced multiple operational challenges as it aimed to transform into a 21st-century global organization. The company lacked granular visibility into its production and delivery scheduling, struggled with functional departments operating in data and communication siloes, and needed better data into its production timing and sequencing. Management sought a consolidated resource utilization process to have real-time intelligence about capacity availability versus commitments. Additionally, Tesla needed better tracking of customer-specific requirements and inspection criteria to avoid delays in inspection and dispatching the final product.