Case Study

Simple Energy: The efficiency experts practice what they preach

RSM and Celigo bring this energy leader to the cloud with NetSuite.

Jun 16, 2019
Digital evolution ERP services NetSuite Business applications


With this proliferation in EEP programs in recent years, Simple Energy’s platform became an important go-to solution for this market. Initially, Simple Energy used separate applications, such as Shopify and QuickBooks, to deliver its solutions. The company relied on custom integrations to move data across the application, which was hard to maintain and required constant maintenance with each new software update. Each iteration cost Simple Energy time and resources that might be better spent on innovation rather than putting out fires.

As Simple Energy grew, its existing integrations were not scalable. When the company engaged with RSM to implement its NetSuite instance, the subject of Celigo’s integration platform came up.

The Challenge

Simple Energy invested in leading applications such as Salesforce, NetSuite and Shopify, and each application plays a role in key business processes. However, the problem was how to get these systems to function together, avoiding data exports and manual data entry.Simple Energy worked with RSM and Celigo to map key business processes for automation. The solution focused on:

  • Optimizing the lead-to-cash process for the B2B sales cycle of selling a software platform
  • Removing order entry bottlenecks for the B2C business
  • Providing visibility across the supply chain, linking third-party logistics data to the core NetSuite ERP


One of the most immediate benefits Simple Energy employees recognized when first introducing Celigo’s to the setup was the ease and simplicity in implementing integrations. With’s intuitive tools and dashboard, even without a systems background, users can establish data-exchanges between NetSuite and Shopify quickly and confidently.

“With Celigo, we can have functional consultants manage business requirements and build of the integration. This dramatically increases time to value,” commented RSM Principal Matt Kenney.

Simple Energy has integrated all 26 Shopify instances so they can all be managed from a single NetSuite ERP platform. In fact, Celigo’s solutions have been so extendable that Simple Energy plans to integrate all of their systems through the platform, from CRM to Accounting to Fulfillment.

Furthermore, as the team at Simple Energy becomes more familiar with, they understand just how much more they could do with it. For example, Simple Energy IS analyst Ryan Wible found the tool to be so simple and powerful he is convinced that a business user could do get the product up and running. “The capabilities are truly endless,” said Wible.