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Planet Beach

Planet Beach

Optimizing integrations to increase efficiency.

About Planet Beach

Planet Beach is a fast-growing automated spa franchise dedicated to providing top-tier wellness experiences. Their goal is to be a one-stop shop for customers looking to relax, rejuvenate, and feel their best. With multiple locations and an expanding customer base, smooth business operations are essential.
Planet Beach has always been open about leveraging technology. With them being one of our long-standing clients, we’ve had the opportunity to support them through two critical phases of their digital transformation.

  1. Optimizing their previous setup by integrating Magento with Microsoft Dynamics GP.
  2. Future-proofing their business by migrating their integration from Microsoft GP and Magento to Sage X3 and Magento.
Automating Operations with Microsoft GP and Magento Integration (2022)
The Challenge

Initially, Planet Beach’s operations were running on Magento (for ecommerce) and Microsoft Dynamics GP ( ERP). While this setup worked, it came with a few challenges:

  • Lack of native APIs for Microsoft GP
  • Every order, invoice, and inventory update had to be manually processed in Microsoft GP. Not only was this slow, but it also left room for human error.
  • Their previous integration provider wasn’t as responsive as they needed, leaving their team to troubleshoot issues alone.
  • High integration costs made it difficult to expand operations efficiently.
The Solution

Planet Beach saw the potential of automation and took action. DCKAP Integrator was brought in to:

  • Automatically sync orders from Magento to ERP, reducing manual work.
  • To take care of the real-time inventory updates, preventing overselling or stock discrepancies.
  • And process invoices faster, improving cash flow and reducing delays.

With these improvements, Planet Beach didn’t just fix their immediate problems but they also set the foundation for smoother operations. But they didn’t stop there.

Migrating from Microsoft GP to Sage X3 (2024)

As Planet Beach grew, they switched from Microsoft GP to Sage X3. But ERP migrations are rarely simple. Some of the common challenges businesses face during ERP migrations include:

  • Transferring large volumes of data without errors or inconsistencies.
  • Ensuring that integrations remain intact and work seamlessly with the new system.
  • Minimizing downtime so that day-to-day business operations aren’t impacted.

However, thanks to Planet Beach’s proactive planning and the Sage X3 team’s strong support, this migration was handled with efficiency.
From day one, everyone involved was aligned and well-prepared. The Sage X3 team ensured that all the necessary APIs were in place, and Planet Beach’s team provided everything needed to make the transition as smooth as possible. With DCKAP Integrator fitting Sage X3 right in place of Microsoft GP, both integration and migration happened seamlessly, without any major impact on operations.

What made this process even smoother was the flexibility of the integration itself. Regardless of the system in place, DCKAP Integrator ensured a seamless transition, adapting effortlessly to new technologies without disrupting operations. This adaptability ensured that:

  • The entire transition was completed in just 2-3 weeks.
  • No disruptions occurred.
  • The collaboration between all three teams: Planet Beach, Sage X3, and DCKAP ensured a stress-free migration.
Outcomes: A Smarter, More Scalable Business

Planet Beach’s proactive approach to technology paid off in more ways than one.

  • More Time for Growth: With automation in place, their team could focus on business expansion instead of data entry.
  • Lower Costs: They moved from a high-maintenance system to a more cost-effective, scalable solution.
  • Seamless Order Management: Orders, invoices, and inventory updates flowed smoothly, ensuring a better experience for both staff and customers.
  • Future-Proofed Operations: The shift to Sage X3 positioned them for international expansion.

What could have been a lengthy, complicated process was completed in weeks. Planet Beach is now better equipped to meet its scaling requirements both now and in the future.

Conclusion

Planet Beach’s willingness to evolve and optimize their systems has allowed them to stay ahead in a competitive market.

At DCKAP, we are happy to support their journey by ensuring a smooth and reliable integration process. Today, they have a fully automated, scalable ERP ecommerce setup and if they ever need anything, they know we’re just a call away.

This is what growth looks like when a company doesn’t just adapt to change but drives it.

Like Planet Beach, you deserve a system that adapts to your growth, not the other way around. Whether you’re looking to streamline operations, switch ERPs, or ensure seamless data flow, DCKAP Integrator is built to fit your needs at any stage.

Let’s take the next step together. Connect with our team to move forward with a solution that works for your business, now and in the future.

Overview
eCommerce

Magento

ERP

Microsoft Dynamics GP (Prev.)

Sage X3

Integrations

Magento and Microsoft Dynamics GP (Prev.)

Magento and Sage X3

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