Folio3 Software Inc.

Solution: Folio3 unified the estate onto a single NetSuite platform, consolidating 25 entity databases with automated inter-company transaction scripting, automated revenue recognition, OCR-powered digital invoice workflows via ZoneCapture, and integrated budgeting tools via DataRails.

Results: The rollout cut invoice processing time from 6 minutes to 2 minutes, saved 220+ hours a year on invoice processing, sped revenue recognition by 90%, digitally processed 9,000 invoices, automated £400,000 in transaction value, eliminated 40 hours of annual paper filing, and cut 10 days from month-end close.

Solution: Folio3 performed a rescue and customization of the existing NetSuite instance, building a custom production order engine for high-variance items, overhauling inventory and BOM tracking to bring raw materials into NetSuite, adding a dedicated WIP tracking layer, and rebuilding the financial reporting architecture to eliminate recurring data conflicts.

Results: The rebuilt implementation reduced complex order creation times by 25%, cut finance-operations back-and-forth by 40%, accelerated month-end close by 25%, reduced unnecessary material purchases by 30%, and let Civil Clothing sustain $10M+ in monthly sales volume across DTC and B2B channels on a scalable operational foundation.

Solution: Implemented NetSuite SuiteSuccess AFA Standard Edition with a Shopify Connector integration and NetSuite WMS.

Results: Vendor payment processing was reduced from 5 days to same-day completion, and 40% of manual processes for work order and inventory management were eliminated.

“Folio3 understood our business needs, showed strong NetSuite expertise, and managed the project with clear communication and timely delivery.”

Solution: Folio3 deployed Boomi as a centralized orchestration layer connecting Shopify, NetSuite OneWorld, three 3PL providers, and Braintree, adding automated order routing, real-time fulfillment synchronization, and automated revenue recognition.

Results: The integration achieved 100% automated order workflows, eliminated manual data entry, unified three 3PL systems under a single integration standard, reduced fulfillment errors, and accelerated financial closing through automated payment consolidations.

“I found Folio3 to be very reliable in supporting these needs in terms of expertise and timely resolution.”

Solution: Implemented NetSuite SuiteSuccess Manufacturing Standard Edition covering financial management, inventory control, purchasing, sales/CRM, and analytics.

Results: The migration eliminated the disconnect between manufacturing operations and the warehouse management system, giving the company a single cloud-based platform to replace the Sage 100 system it had outgrown.

“We were on Sage for more than 20 years, so we knew moving to a completely new system would be challenging. Due to the immense efforts of Folio3 team, it was a lot smoother than we had hoped.”

Solution: Folio3 implemented a unified NetSuite ERP architecture paired with a custom Factory Logix integration, adding Advanced Inventory Management for lot-controlled tracking, a Manufacturing Module with WIP tracking, automated material requirements planning, and Procure-to-Pay automation through fulfillment.

Results: The implementation delivered a significant reduction in manual processes, real-time inventory visibility with automated lot tracking, accurate lot-level costing with margin visibility, fewer stockouts through intelligent MRP, stronger role-based access controls, and faster order fulfillment with improved production status visibility.