OUR CUSTOMERS 
SUCCESS STORIES

Customer Success is our main goal and the below customers have used our experience and expertise to build successful ERP implementations.

B+N Industries

Commercial Services

Burlingame, CA

www.bnind.com

Innovative designer and manufacturer of products and services for retail, architecture and hospitality industries.

FF Applications: FFA, SCM

Solution Implmentation:

  • Moved from homegrown system into an integrated solution using FinancialForce FFA and SCM
  • Created a job cost tracking solution where a record is created at Opportunity creation and as all associated transactions occur updating that record with the details to create full cost per opportunity with metrics
  • Ability to take deposits on a blanket Sales Order and apply per shipments based on manual discretion
  • Consignment inventory tracked and costed accurately at shipment
  • Enhanced cycle count functionality used for annual physical count to count per location and automatically make adjusting financial entries
  • Integrated Zenkraft for Fedex/UPS bi-directional data of shipment cost, estimated shipping and tracking number
  • Integrated Avalara on the quote and invoice for accurate taxes per ship-to location

CHC Hydronics

Industrial Equipment

Hayward, CA

www.chchydro.com

CHC Hydronics is a leading Manufacturers Representative and Package Systems Manufacturer of HVAC Hydronics, Steam, Heat Transfer, and Plumbing Equipment. Think: the HVAC in Levis Stadium.

FF Applications: FFA, SCM

Solution Implmentation:

  • Moved from Quickbooks, Excel, and Salesforce CPQ to an integrated solution using FinancialForce FFA and SCM
  • Multi-Warehouse
  • Quoting configurable items with the visibility of inventory and in-transit Purchase order information per warehouse easily accessible
  • Ability to take deposits on a blanket Sales Order and apply per shipments based on manual discretion
  • Requisition reorder process that looks at backorders and ensures that all the right parts are being ordered
  • Ability to integrate with labor tracking tool on the Production Order and when completed the labor cost is automatically spread across all the completed inventory cost
  • Integrated Zenkraft for Fedex/UPS bi-directional data of shipment cost, estimated shipping and tracking number
  • Enhanced cycle count functionality used for annual physical count to count per location and automatically make adjusting financial entries

Deeproot Green Infastruture

Urban Forestry and Landscape Architecture

Park Ridge, IL

www.interraglobal.com

Develops solutions to enhance urban forests and surrounding watersheds in city streets, parking lots, campuses, and other heavily-paved areas.

FF Applications: FFA, SCM

Solution Implmentation:

  • Moved from Quickbooks and Excel into an integrated solution using FinancialForce FFA and SCM
  • Multi-Company and multi-currency
  • Increased inventory transparency into their third party owned warehouses
  • Avalara used for quoting and invoicing to calculate correct taxes
  • Gross Margin reporting by Sales Order, Account, Product and Opportunity
  • EDI integration with Amazon to automatically create sales orders, allocate, approve and pick

Discovery Life Sciences

Life Sciences

Huntsville, AL, Columbus, OH, Los Osos, CA and Sofia, Bulgaria

www.dls.com

DLS is a global market leader in biospecimen analysis and procurement for the pharmaceutical, biotechnology, and diagnostics industries. Driven by science, the Discovery team engages with customers in an innovative, consultative approach to overcoming obstacles and reaching a faster end result.

FF Applications: FFA, SCM

Solution Implmentation:

  • Moved from Excel and custom Salesforce objects into an integrated solution using FinancialForce SCM and a previously implemented FFA
  • Custom solution that links 1 million pieces of inventory with biospecimen information and accurate costing
  • Quoting solution allows search on different biospecimen attributes and reservation by sample ID, SKU or generic product
  • The picking solution doesn't just tell you what serial numbers to pick but also forces you to scan each one and validate the accuracy of the pick
  • Customers receive one-off or monthly consolidated invoicing based on account settings

Intelligent Imaging Innovations [3i]

Biotechnology

Denver, CO

www.intelligent-imaging.com

3i designs and manufactures technologies for living cell, live cell, and intravital fluorescence microscopy including digital holography, spinning disk confocal, multi-photon and lightsheet. Customers worldwide use 3i’s SlideBook microscopy software to manage everything from instrument control to image capture, processing and data analysis.

FF Applications: FFA, SCM

Solution Implmentation:

  • Moved from homegrown system into an integrated solution using FinancialForce FFA and SCM
  • Integrates the use of Salesforce CPQ with FinancialForce Sales Orders with a click of a button
  • Automatically creates Product, Price Book entries and Product Cost using the MSRP and Supplier cost loaded in SCM.
  • Manage JIT (Just in Time) inventory for complicated 9-level BOMs where kits live within kits
  • Streamlined the PO creation of all items within kits so that the customer orders the parent product but the purchase and fulfillment are at the child level
  • Invoicing based on the quote regardless what items were actually required to meet the customer needs and cost of goods calculated per actual items used

Interra Global Corp

Chemicals

Park Ridge, IL

www.interraglobal.com

Provider of high-quality aggregate adsorbents such as molecular sieve, silica gel, and activated alumina. They are a reliable supplier of high-quality materials in the Chemicals industry.

FF Applications: FFA, SCM

Solution Implmentation:

  • Moved from Intacct into an integrated solution using FinancialForce FFA and SCM
  • Custom landed cost solution to ensure that all shipping costs are spread correctly across inventory to ensure accurate cost of good sold
  • Customized Avalara solution to pull exception information from a specific address vs account
  • Gross Margin reporting by Sales Order, Account, Product and Opportunity

Opti-Pak

Packaging & Containers

Newark, NJ

www.eyewearcase.com

Provide stylish eyeglass cases, high quality microfiber cleaning cloths, lens cleaners and a variety of bags. Sells product direct via web and customized for optometrist offices to give to clients.

FF Applications: FFA, SCM

Solution Implmentation:

  • Moved from Quickbooks and Excel into an integrated solution using FinancialForce FFA and SCM
  • Custom solution to work closely with Chinese vendors where prepayments and tracking of inventory in-transit are required
  • Ability to take deposits on a blanket Sales Order and apply per shipments based on manual discretion
  • Integrated Zenkraft for Fedex/UPS bi-directional data of shipment cost, estimated shipping and tracking number

Quantum Analytics

Hardware Leasing & Rental

Foster City, CA

www.lqa.com

Specializes in the rental, lease, and sale of analytical instrumentation as well as providing customized technical support for this equipment.

FF Applications: FFA, SCM

Solution Implmentation:

  • Moved from Quickbooks and Excel into an integrated solution using FinancialForce FFA and SCM
  • Integrated SCM Quoting with Cloud Leasing tool on Salesforce platform for Application Approval process
  • Integrated Cloud Leasing tool with FFA for recurring invoicing
  • Custom tax solution with Vertex for leasing tax rates on invoice
  • Automated creation of fixed asset to depreciate asset while customer pays lease