San Mateo, 94402, CA,
United States
folio3
folio3, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. folio3 collaboration with software players such as Oracle empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| folio3 | Oracle | Oracle NetSuite ERP | ERP Financial | ERP |
| folio3 | Microsoft | Microsoft Dynamics AX | ERP Financial | ERP |
| folio3 | Adobe Systems | Adobe Commerce (ex Magento) | eCommerce | eCommerce |
| folio3 | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP |
| folio3 | Oracle | Oracle NetSuite Commerce | eCommerce | eCommerce |
| folio3 | Oracle | Oracle NetSuite CRM | CRM | CRM |
| folio3 | Oracle | Oracle NetSuite SuiteCommerce | eCommerce | eCommerce |
| folio3 | Microsoft | Microsoft Dynamics 365 Business Central - Inventory Management | Inventory Management | SCM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Professional Services | 10 | $1M | United Kingdom | Oracle | Oracle NetSuite ERP | ERP Financial | 2018 |
In 2018, R.O. Arnold Ltd. implemented Oracle NetSuite ERP to support ERP Financial functions for finance and order processing. The small United Kingdom professional services firm of 10 employees engaged Folio3 to deliver a cloud-based Oracle NetSuite ERP configuration aligned with core financial and operational needs.
Configuration emphasized core ERP Financial modules, including general ledger, accounts receivable, accounts payable, inventory management, and order management consistent with standard ERP Financial capabilities. Day to day use documented by staff included amending inventory records and processing customer orders in Oracle NetSuite ERP as part of the order to cash and inventory workflows.
Operational coverage spanned finance, operations and customer-facing order processing within the companys UK operations, with users performing inventory adjustments and order entry directly in the system. Folio3 configured transaction flows, user roles and permissions to reflect a small team structure and to centralize inventory and order transactions into Oracle NetSuite ERP.
Governance focused on role based access controls and process standardization to move manual pricing, inventory and order tasks into the application, while staff retained operational flexibility for deliveries and client visits. The implementation positioned R.O. Arnold Ltd. to use Oracle NetSuite ERP as the central ERP Financial system for consolidated financial record keeping and operational order processing.
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Healthcare | 35 | $5M | United States | Oracle | Oracle NetSuite ERP | ERP Financial | 2015 |
In 2015, SimplyThick implemented Oracle NetSuite ERP to centralize its finance and order processing capabilities, deploying a solution aligned with the ERP Financial category. The small US-based healthcare manufacturer engaged systems integrator Folio3 to lead configuration and go-live for core financial operations.
Oracle NetSuite ERP was configured to support core ERP Financial capabilities, including general ledger, accounts payable, accounts receivable, cash management, billing and financial reporting. The configuration emphasized order-to-cash workflows to align invoicing and revenue recognition with online sales activity.
The implementation integrated Oracle NetSuite ERP with SimplyThick's public website to capture orders and feed transactional data into finance and fulfillment processes, leveraging NetSuite native web services and API capabilities for automated order import and posting. Operational coverage primarily spanned finance, order management and customer service functions, centralizing transactional records and financial reporting.
Folio3 managed data mapping, chart of accounts configuration, and phased rollout governance, establishing controls for reconciliations and period close workflows. The engagement focused on operationalizing ERP Financial processes rather than extending into separate enterprise modules.
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Manufacturing | 600 | $100M | United States | Oracle | Oracle NetSuite ERP | ERP Financial | 2021 |
In 2021, Skydio, Inc. deployed Oracle NetSuite ERP as its ERP Financial platform in a manufacturing standard implementation across the United States. The deployment used Oracle NetSuite ERP cloud SaaS architecture to centralize financial management for Skydio's manufacturing finance operations, with Folio3 serving as the implementation partner.
Configuration emphasized core financial modules including general ledger, accounts payable, accounts receivable, fixed asset accounting and financial reporting, all tailored to manufacturing accounting workflows. Folio3 implemented customized NetSuite fields, record types, reports, forms, PDF layouts and dashboards, and configured transaction handling and period close processes with role based access to support financial controls.
The engagement included creation of data migration strategies into Oracle NetSuite ERP, structured functional to technical handoffs to Skydio engineering teams, and training plus continuous support to prepare users for the new system. Operational coverage focused on finance and accounting functions supporting manufacturing operations in the United States, with automation aligned to transactional finance and procure to pay workflows.
Project governance established requirements mapping, iterative configuration cycles and training led by Folio3 to embed new workflows and reporting practices. Ongoing functional consultancy and support were planned as part of the rollout to sustain configuration, reporting updates and user adoption.
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Manufacturing | 30 | $5M | United Kingdom | Oracle | Oracle NetSuite ERP | ERP Financial | 2018 |
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Professional Services | 10 | $1M | United States | Oracle | Oracle NetSuite ERP | ERP Financial | 2021 |
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Buyer Intent: Companies Evaluating folio3 Services
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