Director of Finance
B2C eCommerce/Health & Wellness
Austin, Texas, USA
integrator.io, Amazon-NetSuite Integration App, Shopify-NetSuite Integration App, Walmart-NetSuite Integration App
All of these problems resulted in what William Palmer, the Director of Finance at Perfect Keto, could only charitably describe as “a slow-motion, snail’s pace close process.” William wanted to focus on forecasting cash flow and product demand planning to inform future business decisions, but this was impossible when disjointed systems forced them to play catchup with manual processes. The inability to get accurate reporting in a timely manner meant that William and senior stakeholders at Perfect Keto were essentially flying blind when planning for each month and quarter.
William chose Celigo’s integrator.io based on its reporting capabilities, streamlined error handling, and strong support for Perfect Keto’s ecosystem of NetSuite, 3PL, and external storefronts. On top of offering a solid iPaaS, Celigo’s consultants made sure that the implementation was customized to Perfect Keto’s needs. “The way we handle discounts, promos, pricing and bundling required a lot of scoping and communicating use-cases,” William said. “The Celigo team was super helpful and knowledgeable when we needed tweaking and customization. They configured the technology we were launching to make our goals and vision a reality.” Perfect Keto’s transition to their newly integrated systems went without a hitch, despite the fact that they went live during the holiday season – their busiest time of year.
“When we started seeing the automation and all the live data flows integrating with NetSuite, it was a huge ‘We did it!’ moment from our perspective,” William commented as to his reaction to the implementation going live. Orders are automatically synced between their Shopify and Amazon storefronts, and their 3PL warehouse with complete visibility into inventory levels. As Celigo now acts as a centralized repository for all of Perfect Keto’s data, they were able to capture so much more information that they weren’t able to previously: sales, discounting, promotions, cost calculations, shipping, and fulfillment. The drastically increased turnaround and improved reporting gave William’s team greater visibility (and control) over their cash. “Before Celigo, we closed 30 days after the fact,” William remarked. “If we discovered we missed sales forecast or were over budget on spend, it was too late to make an operational pivot based on that information. We’re now able to answer the questions “How are we perofrming against sales targets?’ Is spend tracking within budget? and make data driven decisions in real time.” A faster closing time means that they have accurate data to act upon sooner, without any surprises.