The Bay Area based service provider United California Glass & Door Inc. focuses on glass and door solutions for both residential and commercial structures. They offer multiple services, including installing, repairing, and maintaining glass doors, windows, and related architectural features.
UCGD partnered with Folio3 to implement the NetSuite SuiteSuccess Services Standard edition. The goal was to integrate their financial, procurement, and sales functions using NetSuite ERP while also migrating from their existing system (QuickBooks Desktop) for historical data access.
United California Glass & Door Inc. faced several operational challenges, including the need to integrate QuickBooks and Salesforce through MuleSoft and migrate historical financial data from QuickBooks to NetSuite. UCGD required specific functionalities like General Ledger, Accounts Receivable, Accounts Payable, and tax management while excluding SuiteProjects and Advanced Inventory.
Folio3 implemented NetSuite SuiteSuccess for United California Glass & Door Inc. This implementation aimed to streamline sales, procurement, and financial systems. Our solution helped UCGD transition from fragmented data systems like QuickBooks and Salesforce to a unified NetSuite ERP, which enhanced control over financial reporting, procurement, billing, and revenue management.
