How a Specialty Coffee Roaster Modernized Its Multi-Channel Operations

Key Results

Automated transaction processing across Amazon, Square, and Shopify

Significantly reduced manual effort and improved financial statement closing times

Enabled seamless multi-channel selling and business model adaptation during the pandemic

About Red Bay Coffee

Red Bay Coffee is a specialty coffee roaster and retailer based in Oakland, California. With a mission to serve high-quality coffee and foster community, Red Bay operates cafes, online stores, and wholesale operations.

Industry
Food and Beverages

Business Type
B2C

Customer Since
2020

Location
Oakland, California, United States

Tools Implemented
NetSuite, Amazon, Square, Shopify

Their Mission
Delivering exceptional coffee experiences while supporting the community and adapting to new challenges.

The Challenges

Red Bay Coffee Faced

Manual Data Processing: Before Webgility, Red Bay Coffee struggled with time-consuming manual transaction entry and reconciliation across multiple sales channels.

Complex Multi-Channel Operations: Managing data from Amazon, Square, Shopify, and wholesale created inefficiencies and delayed financial closing.

Adaptation During the Pandemic: Red Bay Coffee needed to pivot and scale their business models quickly to survive and thrive.

The Solution

Red Bay Coffee Adopted Webgility

Automated Transaction Processing: Webgility eliminated manual entry, saving substantial time and reducing errors.

Integrated Sales Channels: Seamless data flow from Amazon, Square, and Shopify into NetSuite improved accuracy and speed.

Customization and Scheduling: Advanced product mapping and scheduling features ensured smooth operations, even with high transaction volumes.

Focus on Growth: With back-office processes streamlined, the team could focus on business development and customer experience.

In His Words

“Webgility significantly improved our efficiency by automating transaction processing and integrating all our sales channels. We saved time, closed our books faster, and could focus on growing the business.”

Abraham Padilla
Operations Controller, Red Bay Coffee

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