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Customer Success Story

Moving from QuickBooks to NetSuite ERP and Integrating Salesforce using MuleSoft

Folio3 implemented NetSuite SuiteSuccess Services Standard for United California Glass & Door (UCGD), along with NetSuite OneWorld, Advanced Revenue Management, and Advanced Financials. The company migrated from QuickBooks to NetSuite and integrated Salesforce with the ERP using the MuleSoft Anypoint Platform.

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united-california

Company

United California Glass & Door

Partner

Folio3

Company Size

51-200

Industry

Building Materials

Region

US

NetSuite Services

SuiteSuccess Services
MuleSoft Integration

All NetSuite Solutions and Modules

NetSuite OneWorld Advanced Revenue Management Advanced Financials

Application replaced

QuickBooks

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ABOUT UNITED CALIFORNIA GLASS & DOOR

Residential and Commercial Building Solutions Company

Founded in 1991, United California Glass & Door is a $9.4 million, family-owned wholesale building materials business serving San Francisco and the Greater Bay Area. The company specializes in glass and door solutions for residential and commercial properties. What started out as a small glass shop with just four employees has now expanded to over 90 employees and a fleet of 50 service trucks.

The project was delivered on time & as expected, despite challenges with the payroll module's inflexibility. Communication was stellar, with Folio3 taking time to understand our needs & provide valuable technical feedback. The workmanship was impressive with well-maintained timelines & healthy project management.

5 stars

Amos Deering

Manager Information Technology. UCGD

The Challenge

Fragmented Systems that Caused Financial Reporting Limitations and Lack of Operational Visibility

As UCGD operated across 14 subsidiaries, the financial reporting limitations and the lack of operational visibility of their existing accounting software and CRM became apparent. This led to the need for a feature-rich, unified ERP solution that connects with their CRM.

Fragmented Multisubsidiary Financials

UCGD faced difficulties with financial consolidation across subsidiaries as QuickBooks Desktop is not equipped to handle multi-subsidiary financials and project-based financial reporting.

Lack of Financial Functionalities

With QuickBooks as their accounting software, UCGD lacked core financial functionalities of GL, AR, AP, and tax management. The company needed to migrate from QuickBooks to NetSuite.

Trapped Legacy Data

Historical dispatch records, case logs, location lists, and attachments recorded in NetSuite had no automated migration path to Salesforce.

Manual Processes

UCGD relied heavily on manual processes for procurement, sales orders, and billing. Also, since Salesforce and NetSuite were disconnected, this forced manual data re-entry.

Data Siloed in Salesforce

Support cases, customer profiles, vendors, quotes, and orders were isolated to Salesforce, while the lack of automated FTP exports blocked downstream business analytics.

Finance Overhead

The finance team spent excessive time manually transferring purchase orders (POs), invoices, credit memos, and supplier information.

The Solution

A Unified ERP to Automate Financial Operations and Integrate with Salesforce for Improved Visibility

Folio3 implemented NetSuite SuiteSuccess Services Standard for United California Glass & Door, along with NetSuite OneWorld, Advanced Revenue Management, and Advanced Financials. The Folio3 team helped the company migrate from QuickBooks to NetSuite and integrate the ERP with Salesforce via the MuleSoft Anypoint Platform.

NetSuite Implementation

Deployed the NetSuite ERP as a unified system of record for finance, billing, and procurement operations across all 14 US subsidiaries of United California Glass & Door.

QuickBooks-to-NetSuite Migration

Folio3 implemented a comprehensive migration from QuickBooks to NetSuite, so that UCGD could overcome financial reporting limitations and the lack of core financial functionalities.

MuleSoft Deployment

The Folio3 team deployed the MuleSoft Anypoint Platform as a centralized NetSuite-Salesforce integration layer for robust data orchestration and error handling.

Data Export into Salesforce

The MuleSoft-certified developers at Folio3 built a specialized migration utility to safely import historical locations, dispatches, feed posts, and files into Salesforce.

Quote-to-cash Automation

Programmed real-time, automated transfers of purchase orders, sales quotes, invoices, and credit memos between NetSuite and the Salesforce CRM.

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Business Outcomes

System Consolidation that Improved Financial Reporting and Visibility Across 14 Subsidiaries

United California Glass & Door successfully transitioned from QuickBooks to NetSuite and connected Salesforce with their ERP via MuleSoft integration. The unification of all data strengthened financial operations and enabled real-time visibility into procurement and finance workflows across all 14 entities of UCGD.

Operational Efficiency

  • The migration from QuickBooks to NetSuite resulted in the transition of UCGD from dealing with fragmented data systems to a unified ERP. This also resulted in improved financial operations.
  • The company experienced accelerated month-end financial reconciliation for all subsidiaries as the automated synchronization of multi-platform invoices and credit memos reduced accounting workloads.

Data Integrity and Quality

  • Automating all 7 core integration flows across Salesforce and NetSuite resulted in NetSuite becoming the single source of truth for finance, procurement, fulfillment, sales, and customer service data.
  • UCGD gained real-time visibility into purchase orders, sales quotes, invoices, and credit memos through automated data transfers between NetSuite and Salesforce.

Improved Financial Operations

  • Enabled project-specific reporting for better visibility into costs, revenue, and profitability by migrating data from QuickBooks to NetSuite, as QuickBooks Desktop lacked this functionality.
  • The tax accounting issues for vendor payments were resolved via customizations performed by the Folio3 team.

Scalability

  • Folio3’s NetSuite implementation laid the groundwork for future enhancements, including NetSuite Inventory Management and Salesforce CRM integration, which was done by Folio3 via the MuleSoft connector.
  • Formed a highly scalable architectural foundation prepared to onboard future systems and data flows with minimal effort.

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