Getting to the heart of things: Atria Designs goes up a level – thanks to JHC Consulting and WorkflowMax
The Project Team
Founder, JHC Consulting James Hickey
- James Hickey is an experienced business consultant and software implementer
- James took the time to analyze Atria’s processes and talk to the people to design a comprehensive solution
- With James’ expert assistance, timekeeping is better, data is cleaner, and with deep, accurate reporting on key metrics, Atria is better positioned to make crucial business decisions
“WorkflowMax can help businesses like Atria by providing a comprehensive solution for job management, time tracking, and reporting.”
Founder & CEO, Atria Designs Samuel Kassis
- Samuel Kassis is the founder and CEO of Atria Designs, an innovative interior design company
- After meeting James Hickey at a conference, he engaged JHC to reinvent Atria Design’s processes and fix an old, less-than-ideal software implementation
- After engaging JHC, Samuel finds he can be a more proactive business owner, with clean data, better processes, and business information at his fingertips
“I’d be cutting myself off at the legs if I didn’t continue the journey with JHC.”
Navigating Skincare Innovation: Kinvara’s Journey with Integration Kings
In need of a flawless ERP solution, Kinvara Skincare turned to Integration Kings to enhance the beauty brand’s efficiency and global allure.
The Project Team
Operations Manager, Kinvara Skincare Anna Cairns
- Operations Manager and champion of Kinvara’s new CRM stack
- Worked tirelessly with Integration Kings to see the success of their solution.
- Uses reports and data from Cin7 Core to drive efficiency across the Kinvara brand worldwide.
“Having that stock and that system feeding out all the others from its support and sales perspective is crucial, and it’s all thanks to Integration Kings.”
Co-Founder and Cloud Integrator, Integration Kings Robert King
- Certified Accountant, cloud integration specialist, seasoned consultant, and nut butter fan
- Led the transformation of Kinvara’s systems since 2017.
- Continues to serve as a trusted advisor and support for Kinvara, helping the company optimize its systems to meet changing demands.
“Look at the data, and you can see that more businesses need to head toward digitization and cloud-based solutions. And if you’re not progressively heading there, you’ll be left behind.”
An Olive Oil Odyssey: How SMB Consultants Helped Rich Glen Crush ERP Chaos
The Project Team
Sales & Implementation Engineer, SMB Consultants Deepak Stephens
- Scoping, implementation, onboarding, and integration of SaaS systems including Cin7, WooCommerce, Starshipit & Channel Advisor
- Works with clients on migrating data to Cin7
- Tested the custom API with Channel Advisor to ensure order details were flowing down to Cin7 as expected
- Works with clients to improve internal process and workflows for order fulfillment and product management
- Helps build a strategy with the client to scale their business using Cin7 Omni as a base
Founder, SMB Consultants Jeff Atizado
- Cloud services implementer with a decade of experience
- Meets with clients and leads the implementation of Cin7 Omni ERP
- Ensured that a novel, international business model would succeed
“This solution – and partnership – will only get stronger.”
Rich Glen Olive Oil Angelica Morse
“What we’ve gained is immeasurable and invaluable, and the data has been fantastic from a managerial perspective...It’s made communication across the business much, much better.”
Causing a Stir: How Integration Kings Helped Big Spoon Roasters Scale with Ease
The Project Team
Co-Founder and Cloud Integrator, Integration Kings Robert King
- Certified Accountant, cloud integration specialist, seasoned consultant, and nut butter fan
- Led the transformation of Kinvara’s systems since 2017.
- Continues to serve as a trusted advisor and support for Kinvara, helping the company optimize its systems to meet changing demands.
“Look at the data, and you can see that more businesses need to head toward digitization and cloud-based solutions. And if you’re not progressively heading there, you’ll be left behind.”
Founder and COO, Big Spoon Roasters Megan Overbay
- Co-founder, Business Intelligence expert, and overseer of operations at Big Spoon
- Used considerable experience to lead the implementation of a system of systems, liaising with Integration Kings
- Spearheaded the transformation, enhancing the accountability, transparency, reporting, and operational insights for the company.
“It’s hard as a small business owner to know enough about technology to figure out what’s right for you – and then know it well enough to implement it effectively. But that’s what Integration Kings brings to you, by really taking the time to understand your business.”
Tropeaka gets the perfect system for efficient, scale, and happier customers
Tropeaka had good software, but they needed optimized integrations to manufacture, fulfill and ship as fast as possible to provide the best possible customer experience.
The Project Team
Account Manager, Waypoint Rhys Bennett
- Worked closely with Tropeaka to map existing operational processes
- Ironed out discrepancies between Shopify, Cin7 Core, and Starshipit
- Helped create optimized processes to maintain stock levels, and implement detailed reporting
“I’d say we’ve made a significant difference to Tropeaka’s business.”
Director, Tropeaka Caleb Marshall
- Tropeaka provide a range of health, wellness and beauty products
- Tropeaka director Caleb Marshall championed the Cin7 Core implementation at Tropeka
- Working with Waypoint provided Caleb with peace of mind through having a partner he can rely on
“We have a great partner in Waypoint”
Global Brand Bondi Sands gets a better system for 18 Retailers and a UK launch
Spreadsheets and manual data processing paused Bondi Sand's international growth - until Bluehub set up inventory management that worked across retailers and countries.
The Project Team
ERP Specialist, BlueHub Darren Franks
- Bluehub Dear/CIN7 Core Expert
- Lead the functional scoping and defined the configuration of the system
- Set clear expectations and boundaries as to what the platform would and wouldn’t do
- Defined the working practices with the client
ERP Product Specialist, Bluehub Joe Rogers
- BlueHub Dear/CIN7 Core Expert
- Defined the workflows required for the integrations
- Lead the data migration
- Lead the system & integration testing and post go-live support to handhold the client through the implementation
COO, Bondi Sands Jacob Muraca
- Key Stakeholder
- Lead the internal scoping of the project
Archie Rose moves from desktop and spreadsheets to modern, automated ERP system
Waypoint helped Archie Rose move from desktop software and spreadsheets to a modern, automated system, saving hundreds of hours of admin time and minimizing human error across the supply chain.
The Project Team
Implementation Expert, Waypoint Mathew Grant
Client management from the first point of contact
Consulted with Archie Rose to determine the right inventory platform for the job
Developed the initial scope of works alongside Archie Rose that would be later enacted by Waypoint’s implementation team
“Archie Rose was able to use Cin7 Core, use Xero and use our assistance to ensure that everything worked first time”
Founder and Managing Director, Archie Rose Will Edwards
Project champion for Archie Rose Managed implementation from Archie Rose end including staff training coordination Instrumental in enabling business to start using Cin7 Core from day one of go-live
“Waypoint helped us implement a system that can minimize or eliminate human error”
Mount Zero Olives doubles their bottom line in six months after ERP implementation
A new software stack powered by Cin7 Core and Xero, implemented by experts, turned out to be the good oil for Mount Zero Olives
The Project Team
Managing Director, Waypoint Dan Fairbairn
- Worked end-to-end with IVE, from initial scope to implementation and onboarding.
GM, Mount Zero Olives Richard Seymour
- Overseeing both the business and the technical needs of the business both now and in the future.
- Project lead at Mt Zero.
- Worked between Mt Zero’s own staff, outsourced developers and Waypoint implementation lead.
“I have a passion for locally grown, sustainable and delicious produce.”
Clonakilla Wine realizes a solution dreamed of for a decade
The Project Team
General Manager and Sales & Marketing Director, Clonakilla David Reist
- Looks after every single aspect of wine sales at Clonakilla
- Oversaw the first ERP implementation for Clonakilla wine before the new millennium
- Led the implementation of Cin7, liaising with SMB Consultants, implementing a much-needed holistic ERP.
“Our focus is on making great wine and getting it out there, so the more we can do that, the better off we are. And we can, thanks to SMB Consultants.”
Founder, SMB Consultants Jeff Atizado
- Cloud services implementor with a decade of experience
- Met with Rich Glen and oversaw the implementation of the integrated software suite
- Helped identify areas of improvement and potential solutions in the software stack
- Conduct regular ongoing business reviews to facilitate a process of continual improvement
“We’re working on things to keep Rich Glen in line with their goals, and give Angelica more time to spend time with her family. That, to me, is really rewarding and satisfying.”
Sales Implementation Engineer, SMB Consultants Deepak Stephens
- SMB Consultants’ resident Cin7 expert
- Oversaw implementation of Cin7 Core ERP with Xero, Starshipit and Pinch Payments – bringing the best of all worlds together for Rich Glen
- Worked with Rich Glen over all phases of their ERP implementation, providing a solution that’s given them better accountability, transparency, reporting and business intelligence.
“Working with Angelica and Rich Glen has been a catalyst for us to start evolving to where we are today and managing projects the way we do now.”
KARRICO’s expands international ecommerce business with digital transformation
They needed a solution that could be operated from Australia – without sacrificing their sleep schedules or quality control.
The Project Team
GM Commercial Operations, Grant Studios Julian Grant
- 20+ years in strategy and marketing roles, including with heavy hitters like Canon, UTC and GE
- Led the charge for Grant Studios to get KARRICO into the U.S. while operating from Australia.
- Took on the implementation of Cin7 Omni ERP, liaising with SMB Consultants
“The solution that we’ve created within Cin7 Omni literally allows me to sleep.”
Founder, SMB Consultants Jeff Atizado
- Met Stephen and completed initial scope and solution
- Ensured that the main considerations of the project were met
- Delivered a solution that was outside of the box but provided measurable improvement to the client
“This was a great case of thinking outside the box”
Xero Integration Specialist, SMB Consultants Joy Moore
- Integration of Cin7 and Xero, alternate GL codes and tax rates
- Accounting reconciliation workflow implementation
- Ongoing support with the accounting team
Zafino digital transformation features efficient, well integrated ERP
Thanks to Cin7 and SMB Consultants, Mindi says the company is poised to grow, and the system they have in place will easily handle it. “Literally, every part of my business plugs into Cin7. It's the hub.”
The Project Team
Founder, Zafino Mindi Chisholm
- Grew Zafino to its current state of extraordinary success after multiple pivots in the heart of a pandemic
- Reached out to SMB Consultants to implement first TradeGecko and then Cin7
- Handled implementation from the client side and uses Cin7 as the hub of her business
“If you've got a really well-running system, it just means that when growth comes, you can cope.”
Founder, SMB Consultants Jeff Atizado
- Met Stephen and completed initial scope and solution
- Ensured that the main considerations of the project were met
- Delivered a solution that was outside of the box but provided measurable improvement to the client
“This was a great case of thinking outside the box”
Sales & Implementation Engineer, SMB Consultants Deepak Stephens
- Scoping, implementation, onboarding, and integration of SaaS systems including Cin7, WooCommerce, Starshipit & Channel Advisor
- Works with clients on migrating data to Cin7
- Tested the custom API with Channel Advisor to ensure order details were flowing down to Cin7 as expected
- Works with clients to improve internal process and workflows for order fulfillment and product management
- Helps build a strategy with the client to scale their business using Cin7 Omni as a base
IntCeram needed a new system to fully automate their processes
IntCeram outgrew the inventory management in their accounting system, but met Bluehub through their accountant and added Cin7 Core to optimize their operations.
The Project Team
ERP Specialist, BlueHub Darren Franks
- Bluehub Dear/CIN7 Core Expert
- Lead the functional scoping and defined the configuration of the system
- Set clear expectations and boundaries as to what the platform would and wouldn’t do
- Defined the working practices with the client
Paramount Richard Lay
- Lead the Accounting side of the project
- Reviewed the Accounting Requirements
- Defined the account mappings between Cin7 Core & Xero
- Tested the integration between the two systems once live
Office Manager Rebecca Sharpe
- Defined the new working practices
- Engaged with re-defining the new end to end processes
- Rolled out the new system, processes and associated change management to the rest of the business
- Team & Business were happy with the change!
Wildsmith Skin scraps the spreadsheets and hits the ground running
Wildsmith Skin built new operational processes and integrated scalable software through a strategic relationship with Bluehub.
The Project Team
ERP Specialist, BlueHub Darren Franks
- Bluehub Dear/CIN7 Core Expert
- Lead the functional scoping and defined the configuration of the system
- Set clear expectations and boundaries as to what the platform would and wouldn’t do
- Defined the working practices with the client
ERP Product Specialist, Bluehub Joe Rogers
- BlueHub Dear/CIN7 Core Expert
- Defined the workflows required for the integrations
- Lead the data migration
- Lead the system & integration testing and post go-live support to handhold the client through the implementation
General Manager Katherine Pye
- Lead the Scoping & Stakeholder input from the client side
- Worked with BlueHub & CDL to define the 3PL process
- Heavy input into the creation of the Production BOM Framework
- Ensured that the system was setup to cover their core requirements
LARK Distillery successful digital transformation to a full-bodied ERP
From out of date systems to difficult reporting, to real-time updates and better business decisions, Waypoint helped LARK Distillery move to a full-bodied ERP.
The Project Team
Managing Director, Waypoint Dan Fairbairn
- Worked end-to-end with IVE, from initial scope to implementation and onboarding.
Head of Technology and Information, LARK Distillery Ben Wiedman
- Distiller, Business Intelligence expert, overseer of all things digital at LARK
- Took on the implementation of Cin7 Core ERP, liaising with Waypoint
- Led the charge to LARK’s modern, cloud-based solution that’s given them better accountability, transparency, reporting and business intelligence.
“Find a partner like Waypoint who will be there for you throughout the process.”