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Manufacturing Case Studies and Customer Success Stories with iDocuments

 

FlenTek Solutions, Inc. - Manufacturing - Small

Powder Springs, USA
Finance and production planning automation Manufacturing process automation

SAP Business One helped FlenTek Solutions, Inc. automate finance and production planning. Manual processes and quoting errors had wasted time... and hurt profits. The cloud-based system gave the team anytime, anywhere access. FlenTek now connects directly to OEM customer workflows and avoids downtime from upgrades. Inventory visibility improved with easy BOMs and MRP functions.

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Emerald Home Furnishings - Manufacturing - Medium

Lexington, USA
Inventory management and reporting ERP implementation Inventory management

SAP Business One helped Emerald Home Furnishings manage rapid global growth. The company faced challenges with disconnected systems and limited... visibility into raw materials. Vision33 implemented SAP Business One, integrating it with Beas Manufacturing for a unified solution. Real-time reporting improved inventory management. Certified add-ons supported expansion. The company gained large-enterprise capabilities at a mid-sized price.

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Eastporters Audio Video - Manufacturing - Small

Oakville, Canada
Business process integration for growth EDI automation for e-commerce ERP implementation E-commerce integration

Eastporters Audio Video faced disconnected business processes and manual inefficiencies as they grew. Their old accounting system could not keep... up. They chose SAP Business One and Vision33's Saltbox to manage all business aspects in one platform. Real-time reporting improved visibility into product demand. Automated EDI with Shopify streamlined sales channels. The flexible solution now supports their current and future needs.

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Densitron - Manufacturing - Small

Kent, UK
Supply chain automation and control Supply chain optimization

SAP Business One helped Densitron improve supply chain automation. Demand forecasting was hard due to complex supply chains. Their old... software was costly to change. SAP Business One gave real-time data and automated key processes. Densitron expects a 20% lower total cost of ownership. Employees now provide better customer service with faster access to information.

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Decavo - Manufacturing - Small

Hood River, USA
Manufacturing process automation Real-time operations planning ERP implementation Manufacturing management

SAP Business One helped Decavo automate manual business processes. The company saved time, money, and manpower by using an integrated... ERP solution. Decavo gained real-time access to data for better manufacturing planning. The system gave teams more control and flexibility. Employees could check project status from anywhere, onsite or offsite. Customer satisfaction improved as a result.

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Connectrac - Manufacturing - Small

Dallas, USA
Customer quoting process automation CRM and CAD integration for sales Quote management Sales process automation

Connectrac used SAP Business One and Saltbox to fix slow quoting and order processes. Their old accounting software could not... keep up with 40% yearly growth. The new system links CAD data and CRM, making quotes faster and customers happier. Saltbox integration lets users enter product codes and get instant quotes. Connectrac now has better control and a single view of their business.

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Marine & Industrial Transmissions - Manufacturing - Small

Queenborough, UK
HR data centralization and automation Paperless document management HR management Document automation

BambooHR helped Marine & Industrial Transmissions become a paperless company. Before, they struggled with data in spreadsheets and filing cabinets.... Now, all people data is in one secure portal. The team saves 3 hours per week by using e-documents and electronic signatures. Time tracking, hiring, and reporting are much easier. Vision33 provided strong support for the transition.

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Audeze - Manufacturing - Small

Costa Mesa, USA
Inventory management and reporting Sales data access for mobile teams Inventory management Sales enablement

SAP Business One helped Audeze fix inventory errors and stop stockouts. The company moved from manual reports and disconnected systems... to a single, integrated platform. Sales reps now get real-time data and can work from anywhere. Audeze doubled its revenue in one year after switching to SAP Business One. Hosting on AWS cut infrastructure costs and improved team mobility.

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Aero Precision - Manufacturing - Medium

Tacoma, USA
ERP integration for business operations Inventory management and optimization ERP implementation Inventory management

SAP Business One helped Aero Precision grow from 60 to 300 employees. The company replaced disconnected systems with an integrated... ERP. Manual data entry errors and inventory issues were reduced. Business insights improved with faster access to data. Inventory turnover and purchasing became more efficient. SAP Business One supported Aero Precision’s rapid expansion and customer satisfaction.

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SNG Barratt Group - Manufacturing - Medium

Bridgnorth, UK
HR data consolidation and automation Employee onboarding process improvement HR management Employee onboarding

BambooHR helped SNG Barratt Group move all employee data into one system. Before, HR data was scattered in spreadsheets and... paper files. Onboarding was manual and reporting was hard. With BambooHR, reporting is now simple and onboarding is smooth. Automated processes replaced spreadsheets. The team saved two days a week in admin time and cut recruitment agency costs.

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KF Beauty - Manufacturing - Small

London, UK
ERP integration for sales channels Centralized reporting automation ERP integration Reporting automation

KF Beauty used the Saltbox platform to connect SAP Business One with its sales channels and other key apps. Before Saltbox, the... team had no integration or centralized reporting, and struggled with manual spreadsheets. Saltbox provided pre-built connectors and customizable workflows. This eliminated manual processes and made reporting fast and easy. KF Beauty saved significant time on month-end reconciliations and refunds.

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PWP Building Services - Manufacturing - Small

Nottingham, UK
ERP implementation for divisional data unification Financial reporting and audit trail management ERP implementation Financial management

SAP Business One helped PWP Building Services remove data silos between divisions. The company had disconnected financial and operating platforms,... which caused inefficiencies. With SAP Business One and Vision33, they now have real-time reporting and accurate data capture. This allows for better decisions and a clear audit trail. The business can now grow with a scalable ERP system.

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Peerless Engineering - Manufacturing - Small

Vancouver, Canada
Inventory management automation Customer information tracking Inventory management Customer data management

SAP Business One helped Peerless Engineering replace manual data entry and error-prone processes. The company used to rely on Sage... Platinum and Excel, which made it hard to track customer information and manage inventory. With SAP Business One, Peerless Engineering now stores all data in one place. Sales employees get alerts for low stock and can manage inventory by warehouse and serial number. Automated processes save time and improve reporting accuracy.

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Omori North America - Manufacturing - Small

Bolton, Canada
Distribution process automation Audit readiness improvement Manufacturing operations Compliance management

Omori North America used SAP Business One to replace a 25-year-old software system. The old system required manual workarounds and... could not handle multiple currencies. SAP Business One automated tasks and improved traceability. The company now saves significant time and energy. They are always audit-ready and can support new systems like warehouse management and barcoding.

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Native Trails - Manufacturing - Small

San Luis Obispo, USA
Inventory management and forecasting Warehouse and SKU management Inventory management ERP implementation

Native Trails faced challenges managing a growing number of SKUs and struggled to predict inventory needs. They used SAP Business... One from Vision33 to gain full visibility into business operations and improve material requirements planning. The solution enabled instant reporting and a customer portal for easier transactions. As a result, Native Trails increased the accuracy of purchases and gained better control over inventory turns. The scalable ERP foundation now supports their continued business growth.

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McRoskey Mattress Company - Manufacturing - Small

San Francisco, USA
Integrated business management for manufacturing Real-time financial reporting ERP implementation Manufacturing operations

SAP Business One helped McRoskey Mattress Company manage more customer orders and control inventory. The company struggled with limited reporting... and no real-time data. With SAP Business One, they now complete management accounts in half a day. The solution gives them real-time reporting and supports all business areas in one system. This has improved efficiency and business growth.

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Lime Crime - Manufacturing - Small

Woodland Hills, USA
Financial reporting automation Inventory management and tracking Financial reporting Inventory management

Lime Crime used SAP Business One Cloud to solve problems with financial reporting and inventory tracking. Their old accounting software... could not keep up with business growth. Manual processes slowed down operations. SAP Business One gave them a single, integrated solution. Now, they get real-time financial and inventory reports. The system helps them scale and plan for the future.

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Juice Beauty - Manufacturing - Small

San Rafael, USA
Inventory management for manufacturing Batch and expiration date tracking Inventory management Supply chain optimization

SAP Business One helped Juice Beauty manage complex product development and ingredient tracking. The company struggled with batch control and... lacked transparency in global distribution. With SAP Business One, Juice Beauty gained full visibility into inventory and distribution. The ERP system integrated with their warehouse and supported efficient data entry. Juice Beauty scaled operations to support 50% year-over-year growth. The solution enabled expansion into Asia and the EU.

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Joseph & Jesse Siddons - Manufacturing - Small

West Bromwich, UK
Purchasing and sales order automation Order management

Lumiya helped Joseph & Jesse Siddons automate purchasing and sales order processing. Before, all paperwork was manual and stored physically.... Now, invoices and sales orders are captured and processed electronically. Data flows directly into their ERP system. The company saves 50 manpower hours each week. Audit readiness and 100% accuracy are ensured with OCR.

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Jason Plastics - Manufacturing - Small

Lancashire, UK
Integrated business operations management Inventory and production tracking ERP implementation Inventory management

SAP Business One helped Jason Plastics replace three legacy systems. The company unified all operations with one integrated solution. Employees... now access consistent business data and track stock movements easily. SAP Business One reduced manual data entry and eliminated information silos. Jason Plastics can now respond to customer inquiries faster and execute production orders more efficiently.

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Heat Transfer Research, Inc. (HTRI) - Manufacturing - Medium

Navasota, USA
Centralized business data management Inter-departmental workflow analytics ERP implementation Business intelligence

SAP Business One helped Heat Transfer Research, Inc. (HTRI) fix disconnected data systems. Before, reporting took hours or days and... data was stuck in silos. With SAP Business One powered by SAP HANA, HTRI now tracks workflows and gets real-time insights. They manage all business operations in one system. Decisions are faster and processes are streamlined across departments.

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HERCO - Manufacturing - Small

Rochester Hills, USA
Mobile sales enablement for field technicians Inventory management integration Field service automation ERP implementation

SAP Business One helped HERCO fix problems with paper-based processes and a broken mobile sales app. Vision33 moved HERCO to... the cloud, making accounting 100% accurate in 11 months. Field technicians can now sell parts and do repairs on-site. Sales and inventory are fully connected. HERCO staff can work from any device, anywhere. The new system supports growth and better customer service.

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Grainger Zoro - Manufacturing - Large

Wigston, UK
ERP system for regional operations Enterprise resource planning (ERP)

SAP Business One helped Grainger Zoro fix data silos and slow supplier onboarding. The company replaced its legacy system to... give more autonomy to regional operations. Real-time reporting improved financial controls and inventory management. Automation made processes faster across the business. Forecasting now meets customer demand better. Grainger Zoro gained better control of revenue and spending with just a few clicks.

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Food & Beverages Case Studies and Customer Success Stories with iDocuments

 

Fit Foods - Food & Beverages - Medium

Port Coquitlam, Canada
Inventory management automation Customer order tracking Inventory management Order fulfillment

SAP Business One helped Fit Foods fix inventory management problems. The company had issues with manual data entry and errors... from using spreadsheets. SAP Business One gave them real-time reporting and better controls. Now, Fit Foods tracks customer orders more easily. They manage over 1,000 SKUs with a 99% fill rate. The system reduced paperwork and made work easier for everyone.

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Fall Creek Nursery - Food & Beverages - Medium

Lowell, USA
ERP and CRM integration Financial data consolidation Systems integration Financial management

Saltbox helped Fall Creek Nursery cut manual data entry and break down information silos. The company integrated master data with... Salesforce CRM and consolidated financials worldwide. Saltbox gave Fall Creek clear visibility into operations and supported sales growth. The solution increased business flexibility by connecting new data sources. Fall Creek can now manage integration in-house, with expert help from Vision33 if needed.

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Culinary Farms - Food & Beverages - Small

Woodland, USA
ERP integration for business management ERP implementation Business process automation

SAP Business One helped Culinary Farms fix inefficient processes and connect better with their parent company. The company now runs... its whole business on one system. This change made order fulfillment faster. Accurate reporting and data help them make better decisions. Process automation cut down on manual work and boosted efficiency.

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Coral Beach Farms - Food & Beverages - Medium

Lake Country, Canada
Inventory and cost tracking automation Centralized supply chain visibility Inventory management Supply chain optimization

SAP Business One helped Coral Beach Farms triple their scanning rate for cherry totes. The company replaced spreadsheets and manual... data entry with a single, integrated solution. This eliminated duplicate data entry and increased data accuracy, saving 1 to 2 full-time staff equivalents. Real-time reporting tools improved daily operations and supply chain visibility. Accurate invoicing led to greater customer satisfaction.

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Community Foods - Food & Beverages - Medium

Witham, UK
Accounts payable automation Stock and margin visibility improvement Accounts payable management Inventory management

Community Foods used SAP Business One, Lumiya, and Vision33 Services to fix problems with separate accounting and stock systems. They managed 2,000... accounts payable invoices each month. Automation cut manual data entry and improved cost and margin visibility. They reduced accounts payable processing time by 95%. Only 5% of invoices now need special checks. Staff now have more confidence when paying suppliers.

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Chelford Farm Supplies - Food & Beverages - Small

Chelford, UK
Inventory management automation Multichannel sales order processing Inventory management Order management

SAP Business One helped Chelford Farm Supplies fix inventory errors and manage complex sales orders. The company automated manual processes,... saving three days of work each week. This freed up staff to focus on customer service and business growth. The new system improved order and inventory management, saving thousands of pounds. Employees now have better access to customer information for enhanced service.

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Northern Monk - Food & Beverages - Medium

Leeds, UK
Brewery management automation Manufacturing operations

Brutos helped Northern Monk, an independent brewery, move away from legacy software and spreadsheets. The brewery struggled with disconnected systems... and unreliable data. Brutos, built on SAP Business One, gave them real-time data and a single source of truth. Production improved and customer experiences became exceptional. Staff now use Brutos to make better business decisions.

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Beavertown Brewery - Food & Beverages - Medium

London, UK
ERP integration for brewery operations Automated EDI and 3PL data workflows ERP integration Supply chain automation

Beavertown Brewery used SAP Business One and Brutos to unify its operations. The company needed EDI to work with large... UK grocers and struggled with legacy software. Brutos gave staff the ability to handle production transactions from the shop floor. Saltbox automated workflows and connected order, inventory, and delivery data with a 3PL solution. Leadership gained full visibility into EDI and contract brewing activity. The new system supports growth and lets more users transact without extra SAP licenses.

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American Plant Food - Food & Beverages - Medium

Galena Park, USA
Accounts payable automation Expense reporting management Accounts payable automation Expense management

Lumiya helped American Plant Food automate accounts payable and expense reporting. The company eliminated manual data entry and sped up... invoice payments. Order errors dropped sharply. Expense reports now have 100% accuracy and are always on time. Supplier relationships improved and employee morale increased. The AP team saves time with fully automated processes.

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Rice’s Honey - Food & Beverages - Small

Greeley, USA
Business operations management Inventory process automation ERP implementation Workflow automation

SAP Business One helped Rice’s Honey move away from legacy systems and Excel. The company gained real-time visibility into business... operations. Reporting delays were eliminated by using a single platform for all data. Inventory processes became faster with barcoding technology. Rice’s Honey now manages all business operations in one system. Decision-making is quicker with better insight into workflows.

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Poppels Bryggeri - Food & Beverages - Small

Jonsered, Sweden
Brewery production process automation Accounts payable digitization Manufacturing operations Financial process automation

Poppels Bryggeri needed a new ERP solution as support for its old brewery software ended. They chose Brutos, powered by... SAP Business One, and Lumiya to centralize data and automate key processes. Brutos streamlined production and added industry features, while Lumiya digitized accounts payable and reduced the monthly close by a day. The new system eliminated lost invoices and improved compliance. Vision33 supported the integration for better efficiency and control.

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Mexgrocer - Food & Beverages - Small

San Diego, USA
Inventory management and fulfillment automation Real-time business reporting ERP implementation Business process automation

Mexgrocer used SAP Business One and Vision33 to manage rapid growth. Manual processes and data silos slowed the business. The... new ERP system automated key tasks and unified data. Employees now access real-time reports and focus on customer service. The company runs all operations on one platform for better decisions and efficiency.

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Intermex Foods - Food & Beverages - Medium

Tijuana, Mexico
Order processing automation Business performance reporting Order management Business intelligence

SAP Business One helped Intermex Foods, a food wholesaler in Mexico, cut processing time and achieve 34% immediate cost savings. The company replaced... manual tools and a legacy system with a cloud-based solution. Staff now access real-time data and generate reports in minutes. Intermex Foods uses one database for better decision-making and collaboration. The new system gives full visibility into business areas and supports growth.

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Huy Fong Foods - Food & Beverages - Medium

Irwindale, USA
Inventory management automation Order processing improvement Inventory management Order management

SAP Business One helped Huy Fong Foods fix data bottlenecks and improve inventory management. The company replaced five disconnected systems... with one solution. This change reduced data duplication errors and made business processes faster. Huy Fong Foods now has better control of customer orders and inventory. The new system is easy to use and supports future growth.

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Hills Plants - Food & Beverages - Small

Chichester, UK
Stock control and inventory management Real-time business reporting Inventory management Business intelligence

Hills Plants used SAP Business One with Vision33 to replace their old software. Their previous system could not scale or... track processes as the business grew. SAP Business One gave them better stock control and real-time reporting. The company now makes faster decisions and responds quickly to market changes. Hills Plants became more dynamic and profitable with this solution.

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Hendler Family Brewing Company - Food & Beverages - Medium

Framingham, USA
ERP system for brewery operations Contract brewing client reporting ERP implementation Inventory management

Brutos helped Hendler Family Brewing Company manage inventory and reporting for multiple divisions. The brewery replaced disconnected systems with a... unified ERP platform. Brutos gave them a clear view of contract brewing, inventory, and costs. The solution made it easy to distribute overhead and manage bills of materials. Contract brewing clients now get online access to custom inventory and production reports. Data from all business units is now centralized.

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Retail Case Studies and Customer Success Stories with iDocuments

 

Favorite Fishing - Retail - Small

Thayer, USA
Inventory management automation EDI integration for retail trading Inventory management Retail operations

Favorite Fishing used SAP Business One with Vision33 to fix manual data entry errors and boost productivity. They replaced QuickBooks,... which could not handle their growing business needs. The new system gave them real-time inventory management and better fulfillment. Their POS now connects to the database for clear inventory visibility. EDI automation opened up trading with big box stores. This helped Favorite Fishing streamline operations and increase profitability.

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Compliance Poster Company - Retail - Small

Los Angeles, USA
Sales order process automation Inventory and shipping management Order management Inventory management

SAP Business One helped Compliance Poster Company fix its sales order process. The company automated inventory checks and shipping choices.... They stopped having credit issues and chasing customers for payment. Print delivery automation saved over $60,000 in USPS costs. Cloud backup now protects their data in real time. The team likes the system’s flexibility and custom add-ons.

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ACDOCO - Retail - Small

Manchester, UK
Purchasing process automation Spend management

Lumiya Purchasing helped ACDOCO automate its purchasing process. The company no longer needs to scan or move paper documents between... locations. Employees now spend more time on strategic tasks. ACDOCO gained full visibility and control over business spending. The solution integrates with SAP Business One and improved cost controls. This led to greater efficiency across the business.

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Saddleback - Retail - Small

Bristol, UK
Warehouse management integration Accounting process improvement Inventory management ERP implementation

Saddleback used SAP Business One with Vision33 to solve warehouse and stock control issues. Their old warehouse management system could... not keep up with rapid growth. SAP Business One integrated their warehouse and business functions. The new system improved accounting and traceability. Saddleback now has a scalable platform to support future growth.

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Pine Apparel - Retail - Small

Seven Lakes, USA
Retail distribution management Retail operations

Pine Apparel used SAP Business One with FocusPoint and Produmex Scan to fix problems with old, disconnected systems. Before, employees had... to check data by hand and sales reps had limited access to sales tools. Now, all company data is accurate and easy to find. Sales reps can work with the same customer without making duplicate records. The company is more engaged with customers and partners. Vision33 helped Pine Apparel make these changes.

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La Marzocco USA - Retail - Medium

Seattle, USA
eCommerce order integration automation Invoice processing automation Ecommerce integration Order management

La Marzocco USA automated its eCommerce business using Saltbox. Before, staff manually entered orders from WooCommerce into SAP Business One.... This took a lot of time and made work stressful. Saltbox created a secure, flexible connection between WooCommerce and SAP Business One. Now, order and inventory data flows automatically. Employees spend more time on customer service. The company also added integrations with ShipStation and Salesforce CRM. This improved order fulfillment and customer insights.

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Green Sprouts - Retail - Small

Asheville, USA
Shopify-to-SAP workflow automation Ecommerce integration

Green Sprouts used Saltbox to connect Shopify with SAP Business One. Before Saltbox, they had no seamless integration and struggled... with workflow automation. Saltbox enabled full integration in less than two weeks. The platform gave them control over their systems and automated workflows. Green Sprouts can now add new integrations and manage maintenance without developers.

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Non-Profit Organization Management Case Studies and Customer Success Stories with iDocuments

 

United South and Eastern Tribes, Inc. (USET) - Non Profit Organization Management - Small

Nashville, USA
Non-profit finance management Payroll integration for non-profits Financial management Payroll management

Sage Intacct helped United South and Eastern Tribes, Inc. (USET) move from slow, manual finance processes to fast, easy workflows.... USET struggled with disconnected systems and a cloud app that needed a VPN for remote access. With Sage Intacct, USET gained anytime, anywhere access and seamless payroll integration. Manual data transfers and third-party software are no longer needed. USET now enjoys user-friendly, connected financial management.

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FoodShare Toronto - Non Profit Organization Management - Medium

Toronto, Canada
Finance and accounting modernization Financial management

Sage Intacct helped FoodShare Toronto modernize its finance and accounting. The team struggled with manual, time-consuming tasks and limited access... to legacy software. With Sage Intacct, they gained cloud-based access, automated workflows, and robust tracking. Budget holders now use permission-based access for approvals. The system supports growth and makes reporting easier.

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Canada Games - Non Profit Organization Management - Small

Ottawa, Canada
Financial reporting standardization Accounting system integration Financial management Non-profit operations

Sage Intacct helped Canada Games standardize financial reports and streamline accounting. The non-profit reduced over 1,000 accounting codes to 200.... Vision33’s pre-built connectors enabled easy customization and integration with other systems. Cloud-based access allowed real-time and historical reporting from anywhere. Accountants no longer needed to dissect complex financial statements, saving money and time.

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Brentwood Recovery Home - Non Profit Organization Management - Small

Windsor, Canada
Financial reporting automation for non-profits Online approval workflow for payments Financial reporting Workflow automation

Sage Intacct helped Brentwood Recovery Home fix slow, error-prone reporting. The non-profit used to rely on Excel, which made government... funding reports hard to prepare. With Sage Intacct, they now create custom reports instantly. Approvals and check signing moved online, saving time and removing manual steps. The team can see real-time metrics and manage grants and donors more easily.

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AFME - Non Profit Organization Management - Small

London, UK
Non-profit accounting automation Finance and CRM integration Financial management Non-profit operations

Sage Intacct helped AFME fix slow, manual accounting. The old system could not connect to bank accounts or automate reconciliations.... With Sage Intacct, AFME now gets fast, automated bank feeds and AR journal entries. Finance and CRM are integrated, saving time and stopping duplicate data entry. Financial reports are now just a click away. Month-end is much easier for the team.

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PICO California - Non Profit Organization Management - Medium

Los Angeles, USA
Non-profit accounting automation Budgeting and forecasting process improvement Financial reporting Budgeting and planning

Sage Intacct helped PICO California automate and streamline non-profit accounting. Before, budgeting and forecasting took a lot of time and... manual work in spreadsheets. The old system forced staff to create fake invoices to pay real ones. With Sage Intacct, financial reporting is faster and more accurate. Payment processing improved right away. Now, invoices are managed and paid directly in the system.

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Medical Devices Case Studies and Customer Success Stories with iDocuments

 

Genmed - Medical Devices - Small

UK
Supplier invoice processing automation Remote expense management Accounts payable automation Remote workforce enablement

Genmed used Lumiya from Vision33 to digitize and automate supplier invoice processing. The solution integrated with SAP Business One and... improved the customer experience with a purchasing portal. During the pandemic, Genmed kept clients’ expense management running without disruption. Staff could work remotely and quickly add new elements to the system. Lumiya gave Genmed more flexibility and efficiency in their operations.

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CB Medical - Medical Devices - Small

Calgary, Canada
Claims processing automation Order fulfillment automation Workflow automation Customer experience

SAP Business One helped CB Medical automate order fulfillment and government paperwork. Manual processes were slow and took too much... time. The company moved to the cloud for better security. Automation let employees focus on bigger tasks. Claims processing now takes just two minutes, no matter the volume. Customers get products faster and the business runs smoother.

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SureScreen Diagnostics - Medical Devices - Small

East Midlands, UK
Employee data centralization Recruiting and onboarding process improvement HR management Employee onboarding

BambooHR helped SureScreen Diagnostics move away from error-prone spreadsheets and paper. The company now keeps all employee data in one... place. Recruiting and onboarding are more consistent. Employees are engaged from their first day. HR can focus on strategy, not just paperwork. Less paper also helps the environment.

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Avinger - Medical Devices - Medium

Redwood City, USA
ERP integration for medical device operations ERP implementation Supply chain management

SAP Business One helped Avinger, a medical device manufacturer, unify data from multiple systems. The company gained a real-time, 360-degree... view of global operations. This improved decision-making and planning. Operational efficiency increased. Avinger can now support long-term growth as revenue rises. The ERP system brings finance, supply chain, logistics, and warehouse management together.

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Scientific Device Laboratory - Medical Devices - Small

Des Plaines, USA
Supply chain visibility improvement Product traceability enhancement Supply chain optimization Compliance management

SAP Business One helped Scientific Device Laboratory automate business processes. The company had limited supply chain visibility and outdated systems.... SAP Business One gave them real-time reporting and better product traceability. The solution reduced human error and supported business growth. Vision33 provided support for the implementation.

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Financial Services Case Studies and Customer Success Stories with iDocuments

 

Crocker Ventures - Financial Services - Small

Salt Lake City, USA
ERP implementation for business integration Inventory tracking for compliance ERP implementation Inventory management

SAP Business One helped Crocker Ventures integrate three business lines and improve inventory visibility. The company replaced separate accounting apps... and QuickBooks with a cloud-based ERP. This change reduced duplicate data entry and improved database accuracy. Crocker Ventures now tracks inventory for compliance and can access business management tools remotely. Faster logins save time for the finance team every month.

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Amber Infrastructure Group - Financial Services - Medium

London, UK
Invoice and expense automation Financial process automation

Lumiya helped Amber Infrastructure Group automate purchase and sales invoices and expenses. The company resolved six years of problems in... just six months. Time to resolution improved tenfold, and processes became 20 times more efficient. Support calls dropped from 20 per week to one per month. 130 business units now handle a large volume of invoices and expenses with ease.

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Sapa Investment Group - Financial Services - Small

Salt Lake City, USA
ERP consolidation for unified data Compliance reporting for cannabis operations ERP implementation Compliance management

Sapa Investment Group faced losses and risks from gaps in processes and data tracking. They used SAP Business One, a... cloud ERP solution, to unify their operations. The new system gave them real-time data and analytics. This made compliance submissions faster and easier for their cannabis division. Now, every division works from a single source of truth. Employees across the company support the new system.

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Nova Scotia Pension Services Corporation - Financial Services - Small

Halifax, Canada
Non-profit financial reporting automation Financial reporting

Sage Intacct helped Nova Scotia Pension Services Corporation fix slow, manual reporting. The old system crashed and locked out users.... With Sage Intacct, they now get real-time financial data. The team can manage multiple books easily. Reports are faster and clearer. This helps them show accountability and make better decisions.

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Government Administration Case Studies and Customer Success Stories with iDocuments

 

Municipality of Clarington - Government Administration - Medium

Clarington, Canada
Municipal licensing and permitting automation Citizen service portal deployment Public sector digital services Field workforce enablement

Vision33 helped the Municipality of Clarington replace 15-year-old software that lacked integration and mobile features. The new eGovernment platform eliminated... server maintenance and improved disaster recovery. Residents now use a citizen portal to request municipal services online. Inspectors work in the field on tablets, and office staff can work remotely. The solution removed data siloes and redundancies across the municipality.

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Borough of Plum - Government Administration - Small

Plum Borough, USA
Remote work enablement for government staff Customizable reporting for municipal operations Workforce management Field data collection

Borough of Plum used Vision33 and Accela to let employees work from home. Reports are now customizable and inspectors can... submit permits from mobile phones. The IT workload dropped because staff can access the system remotely. Information is easy to find and share, even for less tech-savvy users. Vision33 provides ongoing support and customization for the borough's needs.

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Oregon Travel Information Council (TIC) - Government Administration - Small

Salem, USA
Financial reporting and visibility Budget management for cost centers ERP implementation Financial management

SAP Business One helped Oregon Travel Information Council move away from manual spreadsheets and limited reporting. The agency needed better... financial visibility and a budgeting tool. Vision33 implemented SAP Business One, giving them a single platform for all business needs. Now, TIC tracks budgets in real time and controls finances more easily. The scalable ERP supports their long-term growth.

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Greater Sudbury - Government Administration - Large

Greater Sudbury, Canada
Permit and application digitization Field data collection

Accela helped Greater Sudbury move from manual permit processing to a digital system. The city eliminated paper filing and made... applicant data easy to access. Automation reduced redundant tasks for staff. Residents and developers now submit applications and documents online. The new system supports building, permitting, licensing, and code enforcement. Greater Sudbury improved services for both employees and citizens.

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Wholesale Case Studies and Customer Success Stories with iDocuments

 

AFAK Trading Ltd. - Wholesale - Small

Birmingham, UK
ERP system for distribution management ERP implementation Distribution management

SAP Business ByDesign helped AFAK Trading Ltd. replace its legacy system. The new cloud ERP unified account, warehouse, and store... management. AFAK saved time and money with automated processes. The system's user-friendly design made it easy for everyone to use. Export sales increased significantly after implementation. AFAK can now support growth and expand into Europe.

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Integris Solutions - Wholesale - Small

Dallas, USA
Inventory and order management automation Financial reporting and reconciliation Inventory management Financial reporting

SAP Business One helped Integris Solutions cut reconciliation time by 66%. The company also reduced report development time by 45%.... Manual processes and disconnected systems were replaced with a single integrated solution. Integris Solutions now has accurate, up-to-date information for better decisions. Order cycle time and cash flow improved, freeing resources for strategic work.

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Hummert International - Wholesale - Medium

Earth City, USA
eCommerce and ERP integration Order processing automation ERP implementation Ecommerce integration

SAP Business One helped Hummert International boost mobile traffic by 72%. The company faced manual order entry and lacked integration... between eCommerce and business management. Vision33 implemented a unified ERP system, connecting sales, inventory, and accounting. Real-time inventory updates and streamlined order processing improved customer satisfaction. The solution supported mobile sales channels and enabled business growth.

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H&S Building Supplies - Wholesale - Small

Concord, Canada
Inventory management and replenishment Supply chain management Inventory management Supply chain optimization

SAP Business One helped H&S Building Supplies eliminate manual processes. Employees can now access data easily. The company improved supply... chain and inventory management by connecting accounting, receiving, and put-away functions. Sales increased by 60%. Vision33 consultants made the process seamless for H&S Building Supplies.

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Automotive Case Studies and Customer Success Stories with iDocuments

 

Co-op Taxi - Automotive - Medium

Edmonton, Canada
Order tracking and inventory management Real-time business performance reporting Field data collection Workforce management

Co-op Taxi used SAP Business One with Vision33 to fix poor operational efficiency. They needed better order tracking and real-time... data. The solution gave them full integration with their dispatch system. Inventory management improved, helping control costs. Real-time reporting now shows a clear picture of company performance. Co-op Taxi can now serve customers and employees more efficiently.

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Scorpion Automotive - Automotive - Medium

Chorley, UK
Manufacturing operations management Sales team mobile enablement Manufacturing operations Sales enablement

SAP Business One helped Scorpion Automotive replace legacy software that couldn't keep up with their growing operations. Vision33 provided expertise... and support to implement an integrated business management solution. The new system eliminated manual data entry and reduced the risk of manufacturing stoppages. Employees now use intuitive dashboards to track personal KPIs. The sales team accesses live customer data on the road with a smartphone app. Scorpion Automotive gained better control and efficiency across their business.

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KIC LLC - Automotive - Medium

Vancouver, USA
Supply chain and inventory management Business performance reporting Supply chain optimization Business analytics

SAP Business One helped KIC LLC triple its business in under 10 years. The company only needed 20% more employees... to achieve this growth. KIC LLC solved long supply chain and manual data entry problems. Real-time reports and integrated vendor portals improved operations. Profit margins increased and business processes became more efficient.

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Apparel & Fashion Case Studies and Customer Success Stories with iDocuments

 

Richardson Caps - Apparel & Fashion - Medium

Springfield, USA
ERP implementation for manufacturing operations Customer invoice management automation ERP implementation Manufacturing operations

SAP Business One helped Richardson Caps handle over 1,000 customer invoices daily. The company replaced slow, disconnected processes with a... scalable, flexible ERP system. Reporting features improved product placement and customer service. Richardson Caps now adapts faster to market changes and maintains high manufacturing standards. Vision33 services supported their growth and profitability.

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Paris Glove of Canada Ltd. - Apparel & Fashion - Medium

Montreal, Canada
Warehouse and inventory management Sales order process automation Inventory management Order processing

Paris Glove of Canada Ltd. used Vision33's Saltbox solution to replace a rigid legacy system. The new platform improved order... fulfillment and gave full visibility into the document chain. Paris Glove now manages warehouse and inventory with ease. Sales order processes are simpler and workflows are more efficient. The company is planning a fully integrated eCommerce platform.

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Morphsuits - Apparel & Fashion - Small

Edinburgh, UK
ERP automation for transaction management Multi-channel sales operations ERP implementation Sales operations

SAP Business ByDesign helped Morphsuits automate repetitive tasks. The company managed over 600,000 transactions yearly and struggled with spreadsheets. The... solution provided real-time data and easy integration with logistics. Automation let management focus on growth. Monthly close time was cut in half. Morphsuits increased sales capacity across all channels, including Amazon.

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Consumer Goods Case Studies and Customer Success Stories with iDocuments

 

Asmodee - Consumer Goods - Large

Alton, UK
eCommerce integration for distribution Supply chain visibility enhancement ERP integration Supply chain management

Asmodee used Vision33’s Saltbox integration platform to connect eCommerce with SAP Business One. The company faced challenges with widespread distribution... and needed better supply chain visibility. Saltbox provided agility, flexibility, and an easy-to-use ERP solution. Asmodee integrated financials, order processing, and purchase order processing. The solution allowed for simple eCommerce integration and future flexibility with add-ons.

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humangear - Consumer Goods - Small

San Francisco, USA
Cloud ERP for warehouse management Order fulfillment process improvement Warehouse management Order fulfillment

SAP Business One helped humangear, a product design firm, manage business growth without IT complexity. Their old accounting software could... not handle more products or high order volumes. SAP Business One gave them a scalable, cloud-based ERP. Now, humangear has full visibility across warehouses in Europe and Asia. They deliver goods faster and improve customer satisfaction. The system lets them operate without a large in-house IT team.

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Pharmaceuticals Case Studies and Customer Success Stories with iDocuments

 

GFR Pharma - Pharmaceuticals - Small

Coquitlam, Canada
Inventory and production management automation ERP implementation

SAP Business One helped GFR Pharma gain real-time control over production, inventory, and warehouse management. The company replaced paper-based processes... with automated workflows, reducing manual entry and errors. Real-time reporting made it easy to access accurate information quickly. A custom touchscreen app improved manufacturing operations. GFR Pharma now supports growth and maintains quality control with scalable ERP.

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Noumed Life Sciences Limited UK - Pharmaceuticals - Medium

Maidenhead, UK
Real-time inventory and purchasing data Supply chain optimization

SAP Business ByDesign helped Noumed Life Sciences Limited UK expand into Australia. The company needed a fast, affordable technology solution... that could scale with growth. SAP Business ByDesign provided quick implementation and easy integration with other business tools. Noumed now has instant access to real-time data for forecasting, inventory, and purchasing. The platform improved the customer experience for product purchasing and shipping.

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Research Case Studies and Customer Success Stories with iDocuments

 

eDNAtec - Research - Small

St. John's, Canada
Purchase order process consolidation Project management improvement Financial process automation Project management

Sage Intacct helped eDNAtec save time by bringing all their purchase orders and documents into one system. Before, their team... stored information in many places and sending data offsite took too long. With Sage Intacct, they now manage projects better and work faster. Vision33 made the remote implementation smooth, even during pandemic restrictions. eDNAtec gained efficiency and scalability for their growing business.

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Insurance Case Studies and Customer Success Stories with iDocuments

 

Bellingham Underwriters Inc. - Insurance - Small

Bellingham, USA
Accounting and reporting automation Financial reporting Customer service improvement

SAP Business One helped Bellingham Underwriters Inc. solve complex accounting needs and reporting challenges. Their old system could not keep... up with business growth. With SAP Business One, they gained real-time access to information and advanced reporting. The company improved customer service by providing accurate, updated information. They can now run complete reports from multiple data sources and trace payments for a better customer experience.

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Real Estate Case Studies and Customer Success Stories with iDocuments

 

Cresco - Real Estate - Small

Bedford, Canada
Project accounting automation Financial reporting for real estate Financial management Project accounting

Sage Intacct helped Cresco move from manual project accounting to automated workflows. Before, invoices and approvals were not captured in... their old system. Now, Cresco can analyze each business segment quickly. Executives get real-time data to make decisions. The finance team spends less time on manual tasks and more on strategy.

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Sports Case Studies and Customer Success Stories with iDocuments

 

David Leadbetter Enterprises Inc. - Sports - Small

Florida, USA
Inventory and revenue management Real-time financial reporting Inventory management Financial reporting

SAP Business One helped David Leadbetter Enterprises Inc. cut inventory by 17%. The company saw a 15% increase in revenue... from real-time business data. Instructor productivity rose by 12%. SAP Business One gave full visibility into inventory and revenue. The business now manages financials in real time. Vision33 supported their global growth with a single, integrated system.

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Other Industry Case Studies and Success Stories with iDocuments

 

Global Agricultural Exchange - Distribution - Small

New York City, USA
Automating transaction processing Financial tracking and multi-currency payments Financial management Integration

SAP Business One helped Global Agricultural Exchange automate transactions and integrate with other systems. The company replaced manual data entry... and legacy solutions. This improved cash flow and reduced dependence on internal resources. Public cloud deployment delivered high performance. The platform now supports rapid growth and enables payments in multiple currencies.

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Environmental Management Alternatives, Inc (EMA) - Environmental Services - Small

St. Louis, USA
ERP integration for business operations Job profitability tracking and forecasting ERP implementation Business analytics

SAP Business One helped Environmental Management Alternatives, Inc (EMA) move from QuickBooks and Excel to a unified ERP system. EMA gained a... single platform for sales, marketing, operations, and HR. The new system improved productivity and efficiency by giving real-time insights into restoration jobs. EMA can now manage all business operations in one place. The solution supports long-term growth as bookings and projects increase.

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Ecoreg Solutions - Environmental Services - Small

Ontario, Canada
Expense management automation Project invoicing and reporting Financial management Project management

Sage Intacct helped Ecoreg Solutions eliminate manual processes. The company struggled with slow invoicing, poor reporting, and wasted time on... manual tasks. Sage Intacct provided real-time access, cloud-based tools, and better control over projects. Invoicing now takes minutes. Approval processes improved vendor relationships and controlled costs. Project managers gained more control over their work.

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Clearmark Solutions - Distribution - Small

Nottingham, UK
Inventory tracking and automation Traceability for customer history Inventory management Customer data management

SAP Business One helped Clearmark Solutions fix inventory problems. Their old software could not keep up with growth. Manual tracking... caused stock errors and hurt sales. SAP Business One gave them real-time data and automated approvals. Now, they use traceability and serialization to match customer history. This improved customer satisfaction and business efficiency.

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Ceres Halifax Inc. - Professional Services - Medium

Halifax, Canada
Accounting platform modernization Financial management

Sage Intacct helped Ceres Halifax Inc. replace an outdated, limited platform. The new system made daily accounting tasks easier and... improved reporting. Users can now access the system from anywhere. Vision33 implemented the solution under a tight deadline. Ceres Halifax gained new profitability insights with Sage Intacct.

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Certex - Professional Services - Medium

Doncaster, UK
Employee onboarding process automation Human resources management

BambooHR helped Certex fix its broken onboarding and HR processes. The company replaced a paper-heavy, generic onboarding system with a... personalized online process. BambooHR’s tools, like announcements and advanced time off approvals, made HR tasks easier. Certex eliminated paper-based work and improved employee data security. The new system is easy to use and automates many HR steps.

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Bboxx Limited - Environmental Services - Medium

London, UK
Logistics planning automation Supply chain workflow improvement Supply chain optimization Workflow automation

SAP Business ByDesign helped Bboxx Limited automate logistics planning and improve workflows. The company replaced its legacy system to handle... growing business complexity. Bboxx gained a single cloud-based platform for supply chain and finance. This increased efficiency and productivity with fewer hours needed for better results. The solution also enabled seamless integration with Bboxx Pulse and improved data transparency.

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Basebone Group Limited - Professional Services - Small

London, UK
Multi-entity ERP management Financial consolidation across regions ERP implementation Financial management

Basebone Group Limited used SAP Business ByDesign to solve problems with adding new entities and managing regulations in many countries. The company found... it hard to work with banks using different file formats. SAP Business ByDesign made it easy to add new companies and speed up consolidation. Basebone cut ongoing annual costs by over 40%. The solution fit their multi-entity, multi-country needs and allowed easy module configuration.

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Sanderson - Professional Services - Medium

Bristol, UK
Recruiting workflow automation Finance and payroll integration Recruitment process automation HR and payroll integration

Sanderson used the Saltbox platform to connect finance, CRM, timesheets, billing, and payroll systems. Before Saltbox, finance staff spent half... their week on manual data entry. The company avoided hiring more employees by automating workflows. Now, 22 entities run on Saltbox transactions. Staff can create and manage new workflows themselves. Vision33’s expertise in financial integrations was key to success.

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i3Works - Professional Services - Small

Bristol, UK
Project margin visibility improvement Financial management

Sage Intacct helped i3Works fix slow, error-prone reporting. The company replaced spreadsheets with a single, reliable source of truth. Sage... Intacct gave i3Works clear visibility into project margins. The solution was easy to use and quick to set up. i3Works now gets fast answers and better project profitability insights.

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Pace Solutions - Environmental Services - Small

Delta, Canada
Centralized business data management Real-time business reporting ERP implementation Business intelligence

SAP Business One helped Pace Solutions replace disconnected systems with a single, integrated platform. Staff productivity increased due to streamlined... and organized data processing. Employees gained easy access to company data and real-time reporting. The solution improved insight into workflows and supported faster decision-making. The user interface was friendly and easy to use. Pace Solutions saw immediate value in efficient data entry and productivity gains.

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Mutual Vision - Professional Services - Small

Wilmslow, UK
Financial reporting and visibility Expense and purchase order automation Financial management Reporting and analytics

Mutual Vision moved from Sage 50 to Sage Intacct for better financial management. The old system had limited reporting and... manual processes. Sage Intacct gave them robust dashboards and customizable reports. Employees now raise expenses directly in the system. Customers can submit purchase orders, saving time for the finance team. The company now has clear visibility into product profitability.

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Mikisew Group of Companies - Professional Services - Medium

Enoch, Canada
Financial process automation Multi-entity data synchronization Financial management Data integration

Mikisew Group of Companies used SAP Business One and Saltbox from Vision33 to solve major financial process challenges. Before, they had... no financial visibility and struggled with slow, manual month-end close. Saltbox’s pre-built SAP Business One integration let them update changes across 20 databases instantly. Updating the chart of accounts dropped from 60 minutes to just 5 minutes. Now, their reports and inter-company transactions work every time, and data accuracy is high.

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Marler Integrity, Inc. - Professional Services - Small

Red Deer County, Canada
Payroll and job tracking integration ERP implementation

Marler Integrity, Inc. faced disconnected payroll, job tracking, and manual processes. They chose SAP Business One to unify their systems... and standardize procedures. The solution provided a clear view of job profitability and streamlined field ticket data entry. Marler Integrity increased efficiency and reduced risk with this ERP platform. The company now benefits from integrated business operations.

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Key Info Systems - Professional Services - Small

Agoura Hills, USA
Business data integration and reporting Invoice customization for client needs Business data management Reporting and analytics

Key Info Systems used SAP Business One and Vision33 to solve reporting and data challenges. Their old financial software missed... critical data and limited reporting. SAP Business One gave them custom reports and better integration. The solution also allowed invoice customization for their customers. Now, Key Info Systems can manage all operations in one system and support growth.

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Koto Studio - Professional Services - Small

London, UK
Multi-entity financial management Financial management

Koto Studio used Sage Intacct to manage finances across five entities. Their old software made it hard to track global... performance and required manual work. Sage Intacct gave them one chart of accounts for all entities. They now have global financial visibility and easy integrations with other business apps. The solution is cloud-based and will scale as they grow.

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Kenmore Label and Tag - Distribution - Small

Solon, USA
Sales order management automation Inventory and production visibility Order management Inventory management

Kenmore Label and Tag used SAP Business One with Vision33 to manage more sales orders. They gained full visibility into... inventory and production. Sales grew by 10%. Order accuracy improved by 5-10%. The company doubled the number of orders processed. Advanced CRM helped them find and manage new revenue opportunities.

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Customer Success Stories of iDocuments

 

Joy Carpets Partners With Vision33 for the Best SAP Business One Support

Joy Carpets has partnered with Vision33 to enhance its SAP Business One support. Vision33's Saltbox Integration Platform improved EDI processes... and moved Joy Carpets to a public cloud, boosting performance and security. This collaboration resolved previous implementation issues and streamlined operations for Joy Carpets.

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FortPro's Road to Success With Vision33s Customer Portal for SAP B1

FortPro leverages Vision33's Customer Portal for SAP Business One to enhance its operational efficiency and customer engagement. The portal streamlines... processes, providing FortPro with a robust platform to manage customer interactions and improve service delivery.

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