Professional Training & Coaching Case Studies and Customer Success Stories with iDocuments

Basebone Group Limited - Professional Services

SAP Business ByDesign helped Basebone Group Limited solve problems with adding new entities, regulatory compliance, and managing multiple banks. The company chose SAP Business ByDesign for its easy u...pgrades and flexibility for multi-entity, multi-country operations. With the new ERP, Basebone can add companies in new locations easily and consolidate faster. The solution reduced ongoing annual costs by over 40%.

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Ceres Halifax Inc. - Professional Services

Sage Intacct helped Ceres Halifax Inc. move away from an outdated and limited platform. The new system offers custom dimensions for every transaction and better reporting. Users can now access the sy...stem from anywhere and daily accounting tasks are easier. Vision33 implemented Sage Intacct under a tight deadline. Ceres Halifax gained new profitability insights with this solution.

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Certex - Professional Services

BambooHR helped Certex improve their HR processes. Certex had a paper-heavy, generic onboarding process and inefficient HR workflows. With BambooHR, they moved to a personalized online onboarding sys...tem. The platform made HR tasks easier and more secure. Certex eliminated paper-based processes and gained robust HR tools like announcements and advanced time off approvals.

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Cresco - Professional Services

Sage Intacct helped Cresco move from manual project accounting to automated financial management. The company struggled with disconnected systems and missing invoice data. Sage Intacct provided cloud...-based financial visibility and easy integration with other tools. Cresco now analyzes business segments quickly and processes approvals and invoices electronically. Executives use real-time data to make better decisions.

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i3Works - Professional Services

Sage Intacct helped i3Works fix slow and error-prone reporting. The company used to rely on spreadsheets and had trouble seeing project profits. Sage Intacct gave them a single, reliable source of tr...uth. The software is easy to use and connects with other key apps. Now, i3Works can see project margins clearly and get fast answers. The finance manager says Sage Intacct is the best system to future-proof the organization.

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Koto Studio - Professional Services

Sage Intacct helped Koto Studio manage complex operations across 5 entities. The company struggled with separate charts of accounts and weak multi-entity support in their old software. Sage Intacct p...rovided strong multi-entity, multi-location, and multi-currency features. Koto Studio now uses one chart of accounts for all entities and has global financial visibility. Integrations with other business apps are easy and custom. The solution supports their growth and removes the need for manual data entry.

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Mutual Vision - Professional Services

Sage Intacct helped Mutual Vision move from Sage 50 to a modern cloud financial management system. The company faced limited reporting and manual authorization processes. Sage Intacct gave them robus...t dashboards, customizable reporting, and automated workflows. Employees now raise expenses directly in the system. Customers can raise purchase orders, saving time for the finance team. The finance team now has better visibility into product profitability.

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Sanderson - Professional Services

Saltbox Integration Platform helped Sanderson connect finance, CRM, timesheets, billing, and payroll systems. Before Saltbox, finance staff spent half the week on manual data entry. The company riske...d hiring more staff without automation. Saltbox let Sanderson run and create new workflows on their own. Now, 22 entities rely on Saltbox to move transactions between systems. Staff can focus on more important work.

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Tomorrow’s Guides - Professional Services

Saltbox helped Tomorrow’s Guides connect GoCardless and Sage Intacct. Before Saltbox, their accounting software and payment platform were not integrated. Staff had to enter payment data by hand, whic...h caused errors and wasted time. Saltbox automated payment creation based on subscription dates. This removed manual work and let employees focus on more important tasks. The integration made operations smoother and more efficient.

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XML International - Professional Services

Sage Intacct helped XML International move away from legacy software that could not handle more transactions and needed lots of IT support. The company chose Sage Intacct for its flexible, cloud-nati...ve financial management and easy updates. Vision33 implemented the solution, giving XML International modern accounting and less time spent on software maintenance. The finance team now saves time and can focus on their jobs. Angel Díaz, finance director, says Sage Intacct lets them avoid worries about backups and data issues.

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Manufacturing Case Studies and Customer Success Stories with iDocuments

Advanced Assembly - Manufacturing

SAP Business One helped Advanced Assembly improve efficiency. The company had outgrown its old system and needed better processes and visibility. SAP Business One provided real-time reporting and a m...anufacturing execution system. This gave Advanced Assembly better tracking and faster manufacturing. The company now has a strong platform to support growth.

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Audeze - Manufacturing

SAP Business One helped Audeze fix manual reporting and inventory problems. The company moved to a single system in the AWS Cloud. This gave them real-time data and better dashboards. Sales reps got ...up-to-date information. Audeze doubled its revenue in one year. The team can now access business data from anywhere.

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Marine & Industrial Transmissions - Manufacturing

BambooHR helped Marine & Industrial Transmissions move from spreadsheets and paper files to a secure, easy-to-use HR platform. The company needed all people data in one portal and wanted GDPR complia...nce. BambooHR integrated with their payroll and was quick to set up. The team now tracks time, hiring, and onboarding in one place. Creating e-documents with electronic signatures saves them 3 hours each week. The company is now fully paperless.

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Omori North America - Manufacturing

SAP Business One helped Omori North America replace a 25-year-old software system. The old system needed workarounds and manual processes. SAP Business One automated tasks and improved traceability. ...The company now saves time and energy. They are always audit-ready. The solution supports warehouse management and barcoding.

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SNG Barratt Group - Manufacturing

BambooHR helped SNG Barratt Group modernize its HR system. Before, they used spreadsheets and manual onboarding. HR reporting was hard and managers had no access to staff details. BambooHR was easy t...o use and quick to set up. Now, all employee data is in one place. Reporting and onboarding are simple. Automated processes replaced spreadsheets. The company saved two days a week in admin time and cut recruitment agency costs.

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Joseph & Jesse Siddons - Manufacturing

iDocuments helped Joseph & Jesse Siddons automate their purchasing and sales order processes. Before, they handled orders and invoices manually and stored paperwork in a physical room. iDocuments int...egrated with their ERP and used OCR for 100% accuracy. Now, invoices and sales orders are captured and processed electronically. The company saves 50 manpower hours each week. This keeps them audit-ready and speeds up their business.

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KF Beauty - Manufacturing

Saltbox helped KF Beauty connect SAP Business One with sales channels and other apps. Before, they had no integration or central reporting. Saltbox gave them pre-built connectors and easy workflows. ...They stopped using spreadsheets and manual processes. Reporting became fast and simple. They saved a lot of time on month-end tasks and refunds.

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Welland Power - Manufacturing

SAP Business One helped Welland Power grow by 300% each year. The company had problems with manual data entry and disconnected systems. SAP Business One, with Vision33, gave them a single system for ...all business needs. They now have better reports and clear visibility into their operations. The solution made their work faster and more accurate.

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Food & Beverages Case Studies and Customer Success Stories with iDocuments

American Plant Food - Food & Beverages

iDocuments helped American Plant Food fix problems with accounts payable. Before, they lost invoices and had to enter data by hand. The approval process was messy. With iDocuments, they automated exp...ense reporting and purchase orders. Now, invoices get paid faster. Order errors dropped a lot. Expense reports are always on time and correct. Employees are happier and supplier relationships are better.

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Poppels Bryggeri - Food & Beverages

Brutos, powered by SAP Business One and iDocuments, helped Poppels Bryggeri solve key business challenges. The brewery needed to replace unsupported software and automate manual accounts payable task...s. Brutos streamlined production and inventory tracking, while iDocuments digitized purchasing and created audit trails. Poppels Bryggeri reduced its monthly close by a day and eliminated lost invoices. The new system improved compliance and added features important for brewers.

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Beavertown Brewery - Food & Beverages

Brutos and Saltbox helped Beavertown Brewery unify operations. The brewery needed EDI for large UK grocers and better integration with its 3PL provider. Brutos provided an industry-specific ERP that ...combined front- and back-office functions. Saltbox enabled easy integration with SAP Business One and automated workflows. Staff can now perform production tasks from the shop floor. Leadership has full visibility into EDI and contract brewing. The solution supports business growth and keeps the customer care team informed.

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The Shed Distillery - Food & Beverages

Brutos helped The Shed Distillery fix problems with their old software. The legacy system lost batch numbers and made inventory hard to manage. Brutos, built on SAP Business One, brought all their da...ta together. It made production about 25% faster. Employees now trust the data completely. Brutos tracks batch locations and aging, helping with compliance and reducing waste.

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Northern Monk - Food & Beverages

Brutos helped Northern Monk replace legacy software that could not handle their business complexity and 120 recipes. The brewery struggled with spreadsheets, duplicated work, and unreliable data. Bru...tos, built on SAP Business One, gave them real-time data and full visibility into operations. The cloud-based platform improved production and customer experiences. Northern Monk now has a single source of truth with reliable data.

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Hendler Family Brewing Company - Food & Beverages

Brutos helped Hendler Family Brewing Company manage inventory and reporting for multiple divisions and contract brewing. The brewery needed unified software to support rapid growth and complex accoun...ting. Brutos combined front- and back-office functions on one platform. It centralized data, simplified bills of materials, and gave contract brewing clients online access to reports. The solution made it easy to distribute overhead and manage business units.

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Construction Case Studies and Customer Success Stories with iDocuments

AFAK Trading Ltd. - Distribution

SAP Business ByDesign helped AFAK Trading Ltd. move from a legacy system that could not manage accounts, warehouses, or stores. The company needed a unified system to support growth and expansion int...o Europe. SAP Business ByDesign provided a cloud-based ERP with strong batch control and flexible access. AFAK Trading Ltd. saw time and cost savings, more efficient processes, and a big increase in export sales. The system is user-friendly and supports work from anywhere.

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Asmodee - Distribution

Saltbox helped Asmodee manage eCommerce growth. Asmodee faced challenges with widespread distribution and being the link between publishers and retailers. Saltbox gave them agility, flexibility, and ...full supply chain visibility. The solution integrated financials, order processing, and purchase orders. Asmodee easily added new solutions and connected eCommerce with Saltbox. Vision33 supported Asmodee with global expertise and reliable support.

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H&S Building Supplies - Distribution

SAP Business One helped H&S Building Supplies remove manual processes. The company had trouble with disconnected departments and hard-to-find documents. SAP Business One connected all business areas ...and made data easy to access. Supply chain and inventory management improved. Sales increased by 60%. Employees communicate better and work faster.

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Financial Services Case Studies and Customer Success Stories with iDocuments

Amber Infrastructure Group - Financial Services

iDocuments helped Amber Infrastructure Group automate purchase invoices, sales invoices, and expenses. The company needed scalable financial processes to support international growth and improve work...force efficiency. iDocuments provided web and mobile access, streamlining workflows. Time to resolution improved tenfold. Processes became 20 times more efficient. Six years of issues were fixed in six months. Support calls dropped from 20 per week to one per month. 130 business units now process large volumes of invoices and expenses easily.

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Nova Scotia Pension Services Corporation - Financial Services

Sage Intacct helped Nova Scotia Pension Services Corporation solve reporting and software issues. The company had limited reporting, manual upgrades, and software crashes. Sage Intacct offered flexib...le, cloud-based financial management with automatic updates. The solution improved reporting, made it easy to manage multiple books, and gave real-time information for better accountability. The team praised Vision33 for helpful project management and responsiveness.

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Flexitricity - Financial Services

Saltbox helped Flexitricity automate complex financial transactions. Before Saltbox, staff spent a full day on manual customer and supplier transactions. Contra entries and adjustments were growing a...nd hard to manage. Saltbox automated the entire process. Now, tasks that took a day are done with a few clicks. Flexitricity can handle more volume as they grow.

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

FoodShare Toronto - Non Profit Organization Management

Sage Intacct helped FoodShare Toronto modernize its finance and accounting. The team struggled with on-premises software and manual tasks. Sage Intacct gave them cloud access, automated workflows, an...d better reporting. Now, they track and approve finances in one system. Budget holders get permission-based access. The solution supports their growth and makes work easier.

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AFME - Non Profit Organization Management

Sage Intacct helped AFME improve non-profit accounting in the UK. The US version could not connect bank accounts or automate reconciliations, making payments slow. The UK version of Sage Intacct offe...red strong non-profit features and easy integration. Bank feeds and AR journal automation made month-end reconciliations fast. Integrated finance and CRM saved time and stopped duplicate data entry. Financial reports are now available with one click.

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YMCA Canada - Non Profit Organization Management

Sage Intacct helped YMCA Canada move their finance operations to the cloud. Their old on-premises accounting software was slow and hard to use. Sage Intacct gave them real-time reporting and easy-to-...use tools. They now consolidate departments and projects quickly. Automated approvals and banking save time. Dimensional accounting lets them filter and analyze reports easily.

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Government Administration Case Studies and Customer Success Stories with iDocuments

City of Hartford - Government Administration

Vision33 and Accela helped the City of Hartford modernize agency operations. The city replaced legacy software and paper-based processes with an online permitting and licensing system. Staff now use ...a mobile app for building and housing code enforcement inspections. The new system lets all city departments share information and integrates with other platforms. Citizens and staff benefit from a faster online application process.

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Greater Sudbury - Government Administration

Accela helped Greater Sudbury move from manual, paper-based building permit processes to a digital system. The city needed to streamline services for its diverse communities and make applicant data e...asier to access. Accela automated tasks, eliminated paper filing, and made information available online. Residents and developers can now submit applications and documents digitally. The solution improved transparency and accountability for the city.

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Municipality of Clarington - Government Administration

Amanda helped the Municipality of Clarington replace 15-year-old software that lacked integration and mobile features. The new cloud platform removed the need for server maintenance and added disaste...r recovery. Residents can now request municipal services online through a citizen portal. The solution eliminated data siloes and allowed inspectors to work in the field on tablets. Office staff can work remotely, improving efficiency and service delivery.

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Consumer Goods Case Studies and Customer Success Stories with iDocuments

VIETRI - Consumer Goods

Saltbox helped VIETRI connect their Shopify Plus sites with SAP Business One. Before, VIETRI struggled with hard-to-change eCommerce workflows and costly customizations. Saltbox made it easy to build... workflows without coding. VIETRI created custom sites and improved order fulfillment. The company saw better efficiency in daily operations. Jody Davis from VIETRI called Saltbox a game-changer for their business.

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GracoRoberts - Consumer Goods

SAP Business One helped GracoRoberts after acquiring SkyGeek.com. They needed better data access, security, and detailed reporting for inventory. SAP Business One let them run two ERP systems and int...egrate warehouse automation. SkyGeek.com improved data access and security. The company passed a defense program audit and certification. GracoRoberts strengthened global eCommerce and now offers over 100,000 products from 1,000 brands.

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Widgit - Consumer Goods

Sage Intacct and Saltbox helped Widgit move away from manual finance work. Their old system could not handle subscriptions or high transaction volume. Widgit used Sage Intacct for cloud financial man...agement and Saltbox for integration. Now, transactions flow from CRM to Sage Intacct and reconcile automatically. The team no longer imports CSV files daily and can manage subscriptions faster.

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Retail Case Studies and Customer Success Stories with iDocuments

ACDOCO - Retail

iDocuments automated ACDOCO's purchasing process. Manual invoice matching and paperwork slowed them down. iDocuments integrated with SAP Business One and improved cost controls. Employees now spend m...ore time on important tasks. ACDOCO gained full visibility and control over business spending. No more scanning or moving paper between locations.

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Pine Apparel - Retail

SAP Business One helped Pine Apparel fix problems with old, separate systems. Before, staff had to check data by hand and sales reps had limited access. SAP Business One now connects with FocusPoint ...and Produmex Scan for a single view of operations. Data like inventory and costs is always right. Sales reps can work with the same customer without making duplicates. The company is more connected with customers and partners.

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Medical Devices Case Studies and Customer Success Stories with iDocuments

Avinger - Medical Devices

SAP Business One helped Avinger bring all their business data into one system. Before, their data was spread across many places and they could not see everything at once. With SAP Business One, they ...now manage sales, inventory, supply chain, and accounting together. The system is easy to use and supports their growth. Avinger can now see all operations in one place and work more efficiently.

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SureScreen Diagnostics - Medical Devices

BambooHR helped SureScreen Diagnostics bring all employee data into one place. The company struggled with error-prone spreadsheets and paper processes. Recruiting and onboarding were inconsistent. Ba...mbooHR provided a simple, intuitive system that matched their modern culture. Employees are now engaged from day one. HR is more strategic and less focused on paperwork. The company also reduced its environmental footprint.

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Automotive Case Studies and Customer Success Stories with iDocuments

Advance Adapters - Automotive

SAP Business One helped Advance Adapters move from a slow, Unix-based system to a user-friendly ERP. The new solution made it easier to access real-time information and customer accounts. SAP Busines...s One supports business growth by streamlining warehouse and inventory management. The system is easy to use and can be customized for future needs. Vision33 provided strong support, which Advance Adapters values highly.

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Sports Case Studies and Customer Success Stories with iDocuments

Aero Precision - Sports

SAP Business One helped Aero Precision connect their business systems. They replaced manual data entry and fixed inventory errors. The company grew from 60 to 300 employees and expanded to four build...ings. SAP Business One gave them better business insights and faster access to data. They improved purchasing and sales, which optimized inventory turnover. Aero Precision credits SAP Business One as a key factor in their growth.

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Other Industry Case Studies and Success Stories with iDocuments

Bboxx Limited - Environmental Services

SAP Business ByDesign helped Bboxx Limited improve logistics planning and workflows. The company faced challenges with an old system, no automation, and limited reporting. SAP Business ByDesign offer...ed a flexible, scalable solution that integrated with Bboxx’s Pulse system. Bboxx now has a single cloud-based platform for supply chain and finance. The solution increased efficiency, automated processes, and improved productivity with fewer hours needed for better results.

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