Natural Chaga OÜ (commonly known as MUSHEEZ) is a leading European B2B provider of premium, certified organic functional mushroom extracts, operating from a remote location deep within Estonia’s forests. Known for their commitment to exceptional product quality and low MOQs for both ingredients and private label products, MUSHEEZ experienced rapid growth in 2023 and now serves over 50 brands across 20+ countries. MUSHEEZ needed immediate improvements in their operational processes to maintain their high standards and meet increasing international demand.

Before partnering with ABX and implementing Katana Cloud Inventory, MUSHEEZ faced several challenges. The company relied on manual systems, including paper notes and Google Sheets, to manage their operations. While these methods were quick, they were not scalable and led to occasional mistakes, particularly in batch control and traceability. As MUSHEEZ continued to grow rapidly, it became clear that their existing processes were unsustainable, and there was an urgent need to address procurement, sales, and traceability issues to serve their clients more efficiently and comprehensively comply with European organic food control regulations. The reliance on manual processes was causing stress and unacceptable error risks.

ABX Offered A Personal and Personalized Service

Robin Gurney, Director at MUSHEEZ, recognized that ABX stood out by offering a personal and personalized service – something that was considered crucial for MUSHEEZ’s business needs. Unlike other potential solution providers who offered only online support during US time zones, ABX provided face-to-face meetings and one-on-one training sessions tailored to the specific roles within the company. This approach was particularly valuable given MUSHEEZ’s remote forest location, and ABX’s willingness to visit them on-site was greatly appreciated.

But first, the tech stack evaluation…

ABX, particularly Chris, invested significant time in understanding MUSHEEZ’s unique business, products, industry, processes, and specific use cases. This deep dive allowed them to provide highly customized training and integration support. Their dedication to learning about the company’s needs enabled them to deliver tailored solutions that effectively addressed the operational challenges.

“One of the most impressive aspects of ABX’s service was the speed of implementation” claimed Robin. Despite starting the project over the Christmas period, ABX managed to get MUSHEEZ up and running with the Katana system in just 2-3 weeks. This rapid deployment was much faster than the industry average and highlighted ABX’s commitment and efficiency.

Where knowledge became power

ABX’s team, composed of former Katana employees, demonstrated exceptional knowledge and expertise in the Katana system. While MUSHEEZ cannot vouch for their abilities in other tech stacks, ABX’s proficiency in Katana was clear and instrumental in the successful implementation of the system.

Throughout the project, Robin claimed that “ABX maintained a friendly and professional demeanor. They were open to criticism, feedback, and suggestions, ensuring that the implementation met our needs. Their flexibility with pricing was also appreciated, although it remains a significant investment for the company”.

Turning ideas into reality

The implementation of Katana with ABX’s help has led to several notable improvements for MUSHEEZ. The company now enjoys smoother procurement and outsourcing processes, with a significant reduction in the risk of mistakes due to stronger oversight in batch control and traceability. Although it is challenging to measure the increase in efficiency precisely due to their rapid growth, the improvements have been substantial. Additionally, MUSHEEZ now has a stronger foundation for future data analysis, further enhancing their operational capabilities.

“Overall, ABX did an outstanding job, especially considering MUSHEEZ was their first client as a new agency. Their deep expertise in Katana, combined with a personalized approach and efficient implementation, significantly improved MUSHEEZ’s operational processes. The transition from disorganized manual systems to streamlined, scalable processes has reduced errors and increased efficiency, positioning MUSHEEZ for continued growth and success.”

Botanaway Inc. is a leading company specializing in natural and organic wellness products. Founded with a commitment to harnessing the power of plants, Botanaway offers a wide range of products designed to promote health and well-being. Their product line includes high-quality essential oils, herbal supplements, and natural skincare items, all crafted with the finest sustainably sourced ingredients. Botanaway is dedicated to providing customers with products that are effective and environmentally friendly, reflecting their core values of purity, sustainability, and holistic health.

Specific Tech Stack Challenges
In its early days, Botanaway Inc. struggled with a complex tech stack that included using a CRM named Method alongside Quickbooks Online. The main challenge was finding a reliable way to connect their CRM with an inventory app that best suited their business. While API access was available in some cases, third-party support for their out-of-the-box solutions was extremely limited. Reif Picard, COO of Botanaway Inc., described this integration hurdle as a major obstacle to seamless operations.

Impact on Operations
The inefficiencies of using Quickbooks Online in the early days for inventory management were apparent. The system produced negative inventory numbers and required manual cycle counts, creating a significant operational bottleneck. These challenges not only delayed sales but also complicated the manufacturing process, as inventory levels of materials were unclear without physical counts.

Many Attempts at Resolutions
Botanaway Inc. had previously tried custom coding within their CRM software to resolve their inventory issues. However, this solution proved to be cumbersome and ultimately ineffective. The ease of use deteriorated rapidly, leading to an inventory system that was once again in disarray.

Choosing ABX
ABX was recommended directly by Katana Cloud Inventory, making it the primary candidate for resolving Botanaway Inc.’s tech stack issues. The recommendation and the business acumen displayed by ABX set them apart. Reif noted that the engaging and non-sales approach of ABX was refreshing and played a significant role in their decision to try out ABX.

Tech Stack Evaluation
“The tech stack evaluation process conducted by ABX was smooth and aligned perfectly with Botanaway Inc.’s expectations,” said Picard. “Communication exceeded expectations, ensuring that all requirements were understood and met.” This seamless experience reinforced Reif’s confidence in ABX’s capabilities.

Implementation
During the implementation of the chosen inventory software, ABX provided invaluable assistance. They helped map items in the new inventory system, ensuring that any missed SKUs during import were created through the integration. This meticulous attention to detail prevented potential failures or missing items in the system.

Despite the partnership being relatively new, Reif has been pleased with the level of communication and support provided by ABX post-implementation. This ongoing support ensures that any subsequent issues or questions are promptly addressed.

Botanaway’s Operations Improved
Since implementing the new tech stack solutions recommended by ABX, Botanaway Inc. has seen significant improvements in its operations. The new inventory system is far more functional and efficient compared to the previous disorganized setup.

The enhancements to the tech stack have streamlined processes from invoicing to fulfillment, ensuring that all operational cogs move efficiently. This has resulted in substantial efficiency gains across the board.

Looking Ahead
According to Picard, ABX’s services have “not only met but exceeded” their initial expectations. A key highlight to Picard was “the exceptional communication throughout the project, which ensured that the company felt informed and supported at every stage.” This transparent communication fostered a strong sense of trust and collaboration for this and future projects.

Looking ahead, Botanaway Inc. anticipates engaging ABX for additional projects related to inventory levels for e-commerce. Although there are no immediate needs beyond this, Reif remains confident in ABX’s ability to address any future requirements. The strong foundation established during this initial collaboration assures Botanaway Inc. that ABX will be their go-to partner for any upcoming tech stack challenges.

Scalability at Your Fingertips

For SMBs, the ability to scale operations efficiently is vital. Cloud-based inventory management systems are inherently designed for scalability, allowing businesses to adjust their usage based on demand without the need for significant capital investment in infrastructure. This flexibility is critical for SMBs looking to grow or pivot their business models in response to market trends.

In a business landscape that’s rapidly embracing the digital age, small and medium-sized businesses (SMBs) are finding cloud-based solutions to be a game-changer, particularly in inventory management. The cloud is not just a trend; it’s a pivot to new modes of operation that offer unparalleled benefits.

Flexibility That Empowers

The cloud empowers SMBs with the flexibility to manage their inventory from anywhere, at any time. Whether it’s updating stock levels, monitoring order statuses, or generating reports, cloud solutions provide the mobility that modern businesses need. This level of flexibility ensures that decision-makers can stay informed and responsive even when they’re on the move.

Accessibility for All

One of the most significant advantages of cloud-based systems is their accessibility. Small businesses can access powerful tools that were once the preserve of large corporations, leveling the playing field. The cloud makes it easier for SMBs to implement robust inventory management practices with minimal upfront costs.

ABX: Facilitating the Cloud Transition

Transitioning to a cloud-based system can be daunting for SMBs. That’s where ABX steps in, providing the expertise and support necessary to make the switch smooth and successful. Through comprehensive assessments and personalized strategy development, ABX ensures that SMBs can harness the cloud’s power without disruption to their daily operations.

Success in the Clouds: Case Studies

Consider the success story of a retail SMB that transitioned to a cloud-based inventory system with ABX’s guidance. They not only reduced their inventory holding costs by 25% but also experienced a 40% increase in order fulfillment efficiency.

Another case is a manufacturing SMB that implemented a cloud solution for inventory tracking, resulting in a dramatic drop in production downtimes and a significant improvement in supply chain transparency.

The future of inventory management for SMBs is in the cloud. With benefits like scalability, flexibility, and accessibility, cloud-based solutions are no longer optional—they’re essential for staying competitive. ABX is committed to guiding SMBs through this digital transformation, ensuring that the benefits of the cloud are within reach for businesses ready to take their inventory management to the next level.

Ready to modernize your inventory management with cloud-based solutions? Reach out to ABX and start your transformation journey today.

In the symphony of business operations, inventory management, and accounting software are crucial instruments. When they play in harmony, the result is a seamless workflow and an impressive performance in efficiency. As we delve into the integration of inventory management systems with popular accounting software like QuickBooks Online (QBO) and Xero, it’s essential to address the challenges, solutions, and best practices that can make or break this delicate balance.

Understanding the Challenges
The integration process can be fraught with challenges. Data may not align, updates might not sync in real-time, and the complexity of operations can result in a cacophony rather than a concert. The consequences? Discrepancies in financial reports, stock level errors, and a domino effect can disrupt your entire business flow.

Creating the Solution
Integration success begins with choosing the right tools. Inventory management systems must complement your accounting software, ensuring they speak the same language and understand the same business logic. This means your chosen inventory solution should offer native integration with QBO and Xero, providing a bridge to carry data back and forth without any translation errors.

Best Practices for Seamless Operations

1. Select Compatible Systems: Opt for inventory management tools that are designed to work with your accounting software. Compatibility is the cornerstone of seamless integration.
2. Ensure Real-Time Synchronization: Inventory levels and financial data should be updated in real-time. This synchronization ensures that the insights you gain are always based on the latest information.
3. Automate Data Entry: Reduce human error and free up valuable time by automating data entry. Let technology handle the mundane, allowing your team to focus on analysis and decision-making.
4. Regularly Review Integration Health: Like any system, the integration between your inventory management and accounting software needs regular check-ups. Periodic reviews can help catch any issues before they become problems.
5. Invest in Training: Ensure your team is well-versed in both systems. Understanding how to navigate and leverage the integration fully is crucial for maximizing its benefits.
6. Work with Integration Experts: Sometimes, the best practice is to acknowledge when you need help. Partners like ABX specialize in creating customized tech stacks that work flawlessly together, providing peace of mind and expert support.

The ABX Difference
At ABX, we understand the art of integration. Our expertise lies in equipping businesses with the right tools and ensuring they are orchestrated to perfection. From the initial tech stack assessment to ongoing support, we work alongside our clients to create a seamless, integrated experience that amplifies their efficiency and accuracy.

As we move forward, the integration of inventory management and accounting software isn’t just a luxury; it’s a necessity for businesses aiming for operational excellence. By following these best practices and partnering with integration experts, companies can ensure their workflow is as smooth and efficient as possible.

Ready to explore how ABX can fine-tune your business’s performance? Let’s talk about creating a harmonious tech environment for your operations.

In today’s fast-paced digital world, businesses seek reliable software solutions to streamline operations and enhance productivity. Enter ABX, a trailblazing software consulting firm spearheaded by industry veterans Matt Sullivan and Chris Jacobs, former heads of Sales and Customer Experience at Katana, respectively. ABX is poised to transform the software consulting landscape with its unique blend of expertise and innovative services.

A New Era in Software Consulting:
ABX specializes in providing top-tier software consulting, particularly in SaaS, inventory software, and software implementation. Our services are not just about offering advice; they are about forging pathways to success for businesses grappling with the complexities of modern technology.

Leadership with a Proven Track Record:
The driving force behind ABX’s excellence is our leadership team. Matt Sullivan, with his extensive experience as Katana’s Head of Sales, brings a deep understanding of market needs and sales dynamics. Chris Jacobs, formerly Katana’s Head of Customer Experience, adds invaluable insights into customer relations and satisfaction. Together, they form a formidable duo, steering ABX towards new heights.

Our Comprehensive Services:
ABX is more than a consulting firm; we are your tech advisors and implementers. We offer:

• Tech Stack Assessments: Evaluating your current tech stack and identifying areas for improvement.
• Software Integration and API Development: Seamlessly integrating various software tools, such as Katana, Shopify, and QuickBooks Online (QBO), to create a cohesive system.
• Data Synchronization: Ensuring accurate and efficient data flow between your business platforms.
• Transition Assistance: Working alongside accountants to transition from QuickBooks Desktop to QBO without losing essential inventory management capabilities.

Why Choose ABX?
Our approach is not just about implementing software; it’s about integrating solutions that resonate with your business needs. We don’t just set up systems; we ensure they work harmoniously, empowering your business to achieve its full potential.

With a mission to deliver tailored software solutions, ABX stands at the forefront of software consulting. Whether you’re looking to enhance your inventory management, streamline your sales process, or transition to more efficient software platforms, ABX is here to guide you every step of the way.

Get in Touch:
To learn more about how ABX can transform your business, please book a call here. Let’s embark on this journey of technological transformation together!

ABX (short for “A Better Xperience”) is a new company founded by Matt Sullivan and Chris Jacobs with the mission to help small-medium sized businesses leverage cloud-based inventory software to the fullest.

Matt & Chris both had thousands of phone calls and meetings with SMB’s about the challenges of their tech stack, and the same recurring patterns emerged:

1. Challenges selecting the right tools when evaluating the sea of options out there (with each option having its set of pros and cons depending on the industry, workflow, tech stack, etc)

2. Not enough time and internal resources to focus on setting up each software tool quickly and effectively ensuring successful adoption by the team (all while juggling the main tasks of operating the business)

3. Each department may be using different systems but they all rely on each other’s data, so it is crucial for consistent data integrations among their software toolset to avoid bottlenecks and mistakes.

If any of these things are challenging your business, then book a free tech stack assessment here

If you are an accountant or business consultant that would like to collaborate with us on inventory software related projects, then please reach out to us via our Partner form