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Quotebeam, a marketplace for automation parts, connecting manufacturers with industrial distributors.

Industry
  Industrial Distribution, SaaS

Services
  Strategic ERP Advisory
  Fractional CIO
  Enterprise Architecture Development
  ERP Integration Support
  Software and Enterprise Technology Selection

Platforms
  Infor CloudSuite Industrial (Syteline)
  HubSpot
  WooCommerce
  Dell Boomi

Quotebeam Case Study

ERP Integration and Platform Architecture Strategy Advisory

Learn how Quotebeam integrated with multiple ERP systems and solidified its go-to-market strategy and platform design. 

Problem
  Despite working with other ERP consultants, Quotebeam struggled to make progress in integrating several ERP systems with its platform.
 
Being a tech platform, they wanted to keep the control inside their company and not use any other proprietary software.
 Considering their limited experience with ERP ecosystems, getting advice that covered different perspectives such as legal, integration, licensing, and go-to-market strategy was challenging.
 The OEM ERP support rarely helped with the design questions that Quotebeam had. And typically they would send out links and PDFs, with a procedural description.
 Struggled to create a comprehensive enterprise architecture with subject matter expertise on multiple ERP systems.
 Getting traction from ERP vendors was a challenge due to their limited understanding of who’s who in the ERP world.

Solution
  Subject matter expertise on multiple ERP platforms provided
  
Helped evaluate several strategic decisions related to the prioritization of the roadmap
  Specific issues resolved related to communication and data model through multiple ERP systems
  Integration flows with NetSuite and Epicor Prophet 21 built

Outcome
  Refined integration flows with multiple ERP systems
  Superior platform prioritization and go-to-market strategy 
  Alignment of as-is and to-be process models for executive teams
  The opportunity costs for internal teams were reduced by 70%
  ERP advisory costs less than 50% of the industry average

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This digital transformation report summarizes our annual research on ERP and digital transformation trends and forecasts for the year 2025.