Case Study: How ScanOnline Scaled with QuickBooks Enterprise Diamond
The Challenge: Outgrowing an Inefficient ERP System
ScanOnline, an enterprise wireless and mobility provider serving companies across North America, was growing fast. But success brought familiar challenges for mid-sized businesses:
Their ERP was too cumbersome and unable to integrate critical 3rd-party applications (sales tax, time tracking, payroll, payments).
Warehouse management was time-consuming and inefficient.
Their inventory system couldn’t differentiate drop-shipped items vs. in-stock goods, leading to inaccurate reporting.
CEO Lee Pickler needed a scalable accounting and ERP solution that would streamline processes, boost workforce productivity, and ensure quick employee adoption.
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The Certum Solutions Approach
Certum Solutions brought a unique combination of accounting expertise and ERP implementation experience.
“We conducted a series of discovery sessions with Lee that surfaced unique business needs we would not have known about or been able to solve with a less engaged approach.” -Katherine Bunschoten, Certum Solutions
The Certum team:
Conducted 10+ hours of workflow analysis to identify pain points and inefficiencies.
Reviewed every screen of ScanOnline’s current system to uncover hidden opportunities.
Matched requirements to leading QuickBooks Enterprise features and 3rd-party integrations.
Guided decision-making with a hands-on consulting approach designed for high adoption rates.
The Solution: QuickBooks Enterprise Diamond Suite
After a comprehensive evaluation, QuickBooks Enterprise Diamond emerged as the best-fit solution.
Key features included:
Advanced Inventory for precise warehouse management
QuickBooks Payroll for streamlined HR and compliance
QuickBooks Time (TSheets) for time tracking and job costing
QuickBooks Payments for faster invoicing and payment collection
Avalara integration for automated sales tax compliance
A wide marketplace of 3rd-party integrations to grow without switching systems
Customizable reporting dashboards for project profitability and tax management
Results: Higher Productivity & Confident Growth
With Certum Solutions’ guidance, ScanOnline successfully rolled out QuickBooks Enterprise Diamond in just four months.
Employees quickly adopted the system thanks to its intuitive interface.
Warehouse and inventory processes became more efficient.
Seamless integrations (Avalara, TSheets, Payments) eliminated manual workarounds.
Leadership gained real-time visibility into profitability and operations.
The business now has a scalable ERP system that can grow with them.
Most importantly, Certum ensured the rollout and adoption process didn’t fail, a common risk in ERP transitions.
Why ScanOnline Chose Certum Solutions
For CEO Lee Pickler, the difference came down to expertise and partnership:
Hands-on consulting vs. cookie-cutter implementation
Deep expertise in manufacturing, warehousing, and ERP integrations
Ongoing support and training to ensure lasting success
Certum Solutions continues to be a trusted partner, providing the confidence that help is always just a phone call away.
Looking for a scalable ERP and accounting solution like ScanOnline?
Certum Solutions can help you streamline operations, improve reporting, and scale confidently. [Schedule a free consultation today]
Certum Solutions and QuickBooks Case Study Featured On Intuit Firm of The Future