Short Description

Pell Software partnered with Smartphones PLUS to perform a comprehensive technical audit and code review of their existing software infrastructure. This engagement focused on validating development workflows, ensuring adherence to industry best practices, and identifying strategic opportunities for refactoring to support their rapidly scaling electronics trade-in platform.

The Challenge

Smartphones PLUS had undertaken the job of creating a custom platform that would ensure their team was working efficiently. They started this process with an overseas team that was over budget and over a year overdue on the delivery date. The system was not stable and not complete, causing them to lose faith in their team. 

The Solution

Pell Software executed a deep-dive Technical Discovery and Research phase to align the client’s software development with their business objectives. We initiated the project with a series of collaborative consultation meetings to map out desired workflows and verify that the current system architecture mirrored these operational needs. Our senior architects conducted a rigorous code analysis and review, auditing the repository for security vulnerabilities, performance bottlenecks, and adherence to modern best practices.

Rather than just tell the team what was wrong, our Project Manager worked closely with both teams to ensure realistic deadlines were set as well as documentation to support the deadlines given. Weekly meetings were held to ensure that the development team was held accountable and working on the correct items to get the project over the finish line.

The Outcome

With Pell at their side, Smartphones PLUS felt empowered to cut ties with their existing team and move on to a team better suited for the job. The tools we provided allowed them to complete their project and stop the bleeding with leaking budgets and timelines.

Date

July, 2020 – December, 2020

We started work on Phase 1 of the application in July 2020 and finished in December, 2020. However, our team has been constantly improving and maintaining it ever since including the addition of new features and adjustments of existing features.

Major Features

• Comprehensive Code Audit: A detailed analysis of the existing codebase to ensure security, scalability, and adherence to industry best practices.
• Workflow Validation: In-depth consultation to align technical system behavior with real-world business processes and user journeys.
• Refactoring Roadmap: Documentation of potential opportunities for code improvement and architectural optimization to reduce technical debt.
• Technical Discovery Resources: Delivery of project-specific documentation, diagrams, and proof-of-concepts to serve as a guide for future internal development.
• Strategic Feature Planning: Provision of detailed requirements and estimates for upcoming enhancements, enabling data-driven prioritization of the development backlog.
• Architectural Mentorship: Expert consultation sessions to bridge the gap between business goals and technical execution.

Technologies Used & Keywords

• Programming Language(s): .NET, C#, SQL, Javascript
• Framework(s): ASP.NET MVC, .NET Core, Express.js
• Infrastructure: Microsoft Azure, Azure SQL, Azure App Service, Azure Function Apps, Azure WebJobs, AWS Beanstalk
• Third-party Systems: QuickBooks Online, Sage 100, HubSpot, Salesforce, Authorize.NET

Client

Smartaphones PLUS

Client Industry

Electronics Re-commerce & Sustainability

Client Description

Smartphones PLUS is a family-owned, Inc. 5000-recognized leader in the electronics trade-in and reuse industry. Based in Iowa, they provide a secure, nationwide platform for individuals and businesses to buy, sell, and repair mobile devices, tablets, and laptops. Their mission is to power the circular economy by extending the life of technology and diverting millions of devices from landfills through certified refurbishment and responsible recycling.

Client Review

The Pell Software team has been awesome…

The Pell Software team has been awesome to work with. They asked good questions, understood what we were trying to do, and gave us clear direction when we needed it. Their guidance saved us a lot of time and helped us make better decisions with our project. Definitely recommend them if you need a team that stays organized and really cares about helping you move your business forward.

The post Code Review and Consultation appeared first on Pell Software.

At Pell Software, we recognize the shifts in both our work and our conversations with clients and developers. In this developing change in software development we recognize the importance of these trends in helping organizations thrive.

AI is Here to Stay

AI is no longer a future abstract idea, it is a core part of development workflows. The Clutch report highlights that “78% of developers use AI multiple times per week”. Generative AI adoption is widespread across enterprise workflows.

At Pell Software we agree. We believe AI works best when we use it thoughtfully and purposefully. AI is capable of automating repetitive tasks, not as a replacement for solid software engineering. It is a tool that is used as a force multiplier that enables our team to focus on creative problem solving.

Custom Software in High Demand

While ready made SaaS tools have their place, demand for custom based software continues to grow, nearly doubling as fast as the overall software services market. Custom solutions allow for organizations to solve complex problems that off the shelf products cannot address.

Pell Software reflects this industry trend. We specialize in tailored systems that align with each individual business’s needs. Our ability to efficiently build what our clients need gives them the competitive edge that generic solutions cannot match.

Cloud Native Development 

Cloud spending is projected to hit over “$700 billion in 2025” as more companies adopt cloud first architectures. 

Pell believes cloud native development is more than a technology choice, it is a business enabler. Our projects are developed on platforms like Microsoft Azure, allowing for secure, scalable applications without a large overhead cost that traditional infrastructure brings.

Importance of Regulatory Compliance

At Pell Software we believe organizations must integrate regulatory adherence into their development processes. This is why we have built compliance into our design of systems. Protecting client data and supporting evolving legal standing is more than just a technical requirement. It is nonnegotiable in our trustworthy and long lasting software. 

Culture Matters

A theme from the Clutch analysis is the growing developer talent gap. “Roughly 87% of companies say they experience or expect shortages in development resources.” 

Our approach at Pell is to build a culture that attracted developers who love building great software. We truly focus on the foundation of strengthening skills through providing developers with the tools and autonomy they need to grow. In this we are able to create a team of developers that are deeply committed to fostering collaboration. The result is a company of engaged developers that deliver more value to our clients.

Growth and Opportunity

Clutch projects that “software services are expected to more than double over the next decade”, resulting in the expansion of custom development and AI integration. As this industry continues to grow Pell Software will continue to stay committed to helping businesses navigate these changes. We will stay rooted in our philosophy of applying the right technology at the right time, not in chasing trends. At the forefront of everything we do is the business owners goals.

Stay Ahead

2025 has been a year of incredible momentum in software development. The journey ahead is demanding but filled with opportunity. At Pell Software we believe success comes from our technical excellence and client collaboration. 

If your organization is looking to build software through partnership, contact us today.

Reference

Clutch. The State of Software Development in 2025, updated August 25, 2025, by Hannah Hicklen. Clutch explores key trends, challenges, and forecasts shaping the software development landscape, including the Top 3 Trends Shaping Software Development Services in 2025. Available at:https://clutch.co/resources/state-of-software-development#top-3-trends-shaping-software-development-services-in-2025

The post Software Development Insights for 2026 and Beyond appeared first on Pell Software.

Summary

We partnered with the Iowa Food Foundation to build and maintain their custom Node.js eCommerce platform, which facilitates a unique, hybrid online-to-in-person farmer’s market experience. This specialized application seamlessly manages complex logistics, from time-gated ordering windows and multi-stage fulfillment to advanced payment and subscription features, ensuring small local farmers thrive and community buyers get fresh, reliable goods.

The Challenge

The Iowa Food Foundation operated a vital but logistically complex hybrid eCommerce platform connecting local farmers and consumers, where orders were placed online but fulfilled in-person at a bi-monthly market. They faced numerous technical hurdles, including unreliable inventory tracking across multiple sellers, clunky order management, and a lack of scalable infrastructure to support growing volumes. Critically, the manual processes surrounding the bi-monthly fulfillment cycle—managing time-sensitive ordering windows, complex product logistics (like cold storage items), and financial layers (payments, refunds, coupons)—were consuming unsustainable amounts of staff time. 

The core challenge was transforming this complicated, error-prone manual fulfillment process into a smooth, automated digital experience that would boost operational efficiency, solidify the co-op’s reliability, and prepare the organization for significant future expansion. They needed a dedicated technical partner to provide continuous strategy and 24/7 support for their mission-critical platform.

They needed more than just a developer, they needed a dedicated technical partner capable of providing continuous strategy and 24/7 support for a mission-critical platform!

The Solution

Pell Software served as the client’s sole, dedicated technical partner for more than two years, taking over the development, design, and maintenance of the custom Node.js application and transforming it into a robust, world-class system.

Our approach began with a comprehensive audit and the adoption of the agile methodology, featuring two-week sprints and continuous strategic consulting, allowing us to align feature deployment perfectly with the client’s evolving operational needs. The core of the solution was the development of highly specialized, custom modules. We engineered a resilient custom fulfillment management module to manage the bi-monthly market cycle, implementing a time-gated ordering system to control sales windows and a multi-stage order status lifecycle to accurately track orders through picking, cold storage segregation, and customer pickup. 

We also implemented a resilient custom inventory management system for multi-seller goods and integrated a sophisticated financial management layer supporting real-time payments, complex refunds, coupons, and user subscription tiers. The entire application was re-architected for scalability and hosted on Digital Ocean. Our comprehensive service included 24/7 monitoring and maintenance, ensuring the client had a stable, future-proof digital operational backbone to support their mission-critical services.

The Outcome

The partnership with Pell Software initiated a transformative period of growth and operational stability, resulting in a direct and measurable return on investment (ROI). First, the ROI was immediately realized through significant labor cost reduction. The newly automated order management and streamlined fulfillment system drastically reduced the time spent on administrative tasks. This allowed staff to reallocate time to high-value activities like farmer recruitment and community outreach. Second, the stability and customization of the platform fueled exponential business growth. The system successfully scaled to handle hundreds of users and tens of thousands of dollars in orders. Third, the reliability of the platform dramatically increased farmer and buyer satisfaction and trust. By engineering a stable, scalable, and custom-fit platform with 24/7 support, Pell Software provided the Iowa Food Foundation with a necessary digital infrastructure to thrive as a central, dependable hub for local commerce.

Date

September, 2021 – March, 2023

Pell Software took over development, maintenance, and strategic consulting for the application in September 2021. We served as the client’s sole, dedicated technical team through March 2023, implementing new features, optimizing workflows, and ensuring 24/7 platform stability.

Major Features

• Custom eCommerce Marketplace (B2B/B2C): A unified platform for hundreds of farmers and community buyers.
• Time-Gated Ordering Window Management: Automated system to open and close the store based on fixed, bi-monthly fulfillment dates.
• Bi-Monthly In-Person Fulfillment and Logistics System: Customized dashboard and reporting for on-site order picking and distribution.
• Farmer (Seller) and Buyer User Portals: Tailored user experiences for managing inventory, viewing orders, and accessing account details.
• Advanced Inventory and Stock Management: Handles multi-seller inventory, stock synchronization, and pre-order functionality.
• Multi-stage Order Status and Tracking Lifecycle: Granular tracking of orders through “Placed,” “Picking,” “Cooler/Freezer Segregation,” and “Customer Pickup.”
• Cold Storage/Freezer Item Segregation: Automated flagging and reporting for items requiring special climate-controlled handling during fulfillment.
• Integrated Payment Gateway: Secure processing of sales, immediate full/partial refunds, and payment reconciliation.
• Coupons, Discounts, and Order Cancellation: Complex logic implemented for various promotional and adjustment scenarios.
• Custom User Subscription Tiers and Membership Management: Supports different user access levels and benefits to generate recurring revenue.

Technologies Used & Keywords

• Programming Language(s): Javascript, MySQL, Express.js
• Framework(s): Node.js
• Infrastructure: Digital Ocean + various 24/7 monitoring routines
• Third-party Systems: Integrated Payment Gateway, various third-party APIs for logistics reporting and data analysis.

Client

Iowa Food Foundation

Client Industry

Local Food Supply Chain & Nonprofit

Client Description

The Iowa Food Foundation operates a community-centered online marketplace that serves as a vital bridge between local Iowa farmers and consumers. Their mission is to foster a robust and equitable local food system by facilitating a unique co-op model where orders are placed online and reliably fulfilled through a recurring, in-person farmer’s market pickup.

Client Review

“We hired Pell to replace our original developer and we have had a wonderful experience. The team at Pell is great to work with. We have been very pleased with ease of communication and results.”

• Lisa Bean, Board President

Trustpilot Review

Clutch.co Review

The post Custom eCommerce Farmer’s Market Marketplace appeared first on Pell Software.

Summary

A custom API-based data integration between Sage 300 and Dreamstar Bedding’s custom workflow application. The integration was developed using a windows based service connecting both systems. Our client had an internal development team that ran into issues due to the complexity of Sage 300 and called on us at Pell to develop an integration used to send Order and Shipment information from the custom app to Sage 300.

The Challenge

Dreamstar Bedding utilized a custom-built workflow application to manage their unique operational processes, but this essential system was disconnected from their Sage 300 accounting software. This information silo created significant operational friction, forcing their team to manually re-enter critical order and shipment data from one system into the other.

This process of double entry was not only highly inefficient but was also susceptible to costly human errors. The manual transfer of data often resulted in missing line items, inaccurate order details, and significant delays in getting crucial sales and fulfillment information into their financial system of record. While Dreamstar Bedding had a capable internal development team, they encountered significant roadblocks when attempting to build the integration themselves. Sage 300 is a notoriously complex system with intricate architecture and sparse documentation, presenting a steep learning curve. Realizing they needed a partner with deep, specialized expertise in Sage 300, Dreamstar Bedding contacted Pell Software to develop a seamless and automated integration solution.

The Solution

Pell Software’s solution was a custom middleware application designed to be the definitive bridge between Dreamstar Bedding’s workflow software and their Sage 300 ERP. We engineered a robust Windows-based service, hosted on the client’s server for optimal performance and data security, which exposed a secure and well-documented RESTful API for Dreamstar Beddings’s developers to use.

This API empowered their application to perform real-time create, update, and retrieval operations for both Orders and Shipments directly within Sage 300. The retrieval endpoints were particularly sophisticated, featuring advanced filtering, sorting, and pagination to give their team precise data access with exceptional speed. Secured with industry-standard API key authentication, the integration provided a reliable data channel. Our collaborative process focused on delivering a stable backend, allowing Dreamstar Bedding’s team to integrate with confidence. After a rigorous testing phase and handover of comprehensive documentation, the final solution eliminated manual entry and established a seamless, automated workflow between their most critical business systems.

The Outcome

The successful implementation of the Sage 300 integration delivered immediate and significant value for Dreamstar Bedding. By automating the flow of Order and Shipment data from their custom application directly into their accounting system, the solution completely eliminated the time-consuming and error-prone process of manual double entry. This automation immediately reduced the administrative burden on the team, eradicating data entry errors and freeing up valuable employee hours to focus on higher-value activities like customer service and operational excellence.

With a seamless, real-time connection between their two most critical business systems, Dreamstar Bedding now benefits from complete data integrity and enhanced operational visibility. Management has a consistently accurate and timely view of their sales and fulfillment pipeline, leading to more reliable financial reporting and data-driven decision-making. The project’s success is a testament to how Pell Software’s specialized expertise can augment a client’s internal team, resulting in a flexible, maintainable solution that resolves a core operational bottleneck and provides a scalable foundation for future growth.

Date

July, 2025 – July, 2025

We started work on Phase 1 of the application in July 2025 and finished the same month. However, our team is now a partner with Dreamstar Bedding and has made significant improvements to the integration over multiple phases.

Major Features

• Real-Time API Integration: Developed a custom middleware application that exposes a RESTful API, enabling Dreamstar Bedding’s custom workflow software to communicate and transact with Sage 300 in real-time.
• Order & Shipment Management: Engineered specific API endpoints to allow for the remote creation and updating of Order and Shipment records directly in Sage 300, eliminating manual data entry.
• Advanced Data Retrieval: Built powerful retrieval endpoints for both Orders and Shipments, featuring deep filtering (by ID, date, status, etc.), sorting, and pagination capabilities to provide granular data access.
• Secure API Endpoints: Implemented industry-standard API key authentication across all endpoints to ensure all data requests were authorized, controlled, and secure.
• Robust Error Handling: Designed the API to return clear and descriptive error codes and messages, enabling Dreamstar Beddings development team to efficiently troubleshoot and handle failed requests within their application.
• Comprehensive Documentation: Produced detailed technical documentation outlining the API architecture, endpoints, and data models to empower the client’s internal team to effectively use and maintain the integration.
• Quality Assurance: Conducted full end-to-end system testing and a collaborative client acceptance testing phase to guarantee the solution was reliable, performant, and met all business requirements before launch.

Technologies Used & Keywords

Sage 300 Integration, Custom API Development, Data Integration, Middleware Development, RESTful API, Workflow Automation, ERP Integration, System Integration, Windows Service, Order Management Integration, Shipment Processing, Data Synchronization, Process Automation, Eliminate Double Entry, Backend Development, Custom Software

Client

Dreamstar Bedding

Client Industry

eCommerce

Client Description

A cherished legacy born from the dreams of an immigrant founder in 1996. What began as a humble endeavor has flourished into a beacon of excellence in the mattress industry.

Nestled within our sprawling 141,000 square foot facility, every mattress crafted by DreamStar tells a story of dedication, craftsmanship, and a commitment to quality that transcends generations. Our journey is one of passion, where each stitch, each layer, and each design detail is imbued with the spirit of our founder’s vision.

The post Sage 300 Integration appeared first on Pell Software.

Summary

Pell Software partnered with a regional vehicle purchasing company to design and build a custom, dynamic online portal for accurately valuing and acquiring used vehicles for scrap. This solution provides sellers with instant, binding cash offers based on custom criteria and offers the client a powerful administrative dashboard for pricing control and inventory tracking.

The Challenge

Our client, operating in the highly competitive used vehicle acquisition market, was constrained by existing off-the-shelf purchasing technologies. While generic solutions existed, they lacked the granular control and customization necessary to effectively manage the nuances of their specific business model—purchasing vehicles, functional or non-functional, primarily for scrap. They required the ability to define their own unique set of qualifying questions, determine how specific answers would mathematically influence the final buying price, and precisely adjust the base price-per-ton value based on specific vehicle attributes like model year and type. This level of dynamic control over the valuation logic was essential for maximizing their margins and ensuring competitive yet profitable offers.

The Solution

Pell Software engineered a bespoke online platform to fully address the client’s complex valuation and operational needs. The core of the solution is a highly configurable administration panel that allows the client to dynamically create and manage a matrix of qualifying questions for vehicle sellers. Crucially, they can define specific pricing rules and formulas tied to the answers provided, ensuring total control over the instantaneous cash offer generation. We implemented a multi-tiered pricing structure where the base price-per-ton can be precisely adjusted by the client for specific vehicle years and types; a key differentiator from competitor systems.

For the end-user, the experience is seamless: they visit the site, quickly answer the custom questions about their vehicle, and receive an instant, accurate cash offer. If interested, they can create an account to digitally manage and track the transaction process. On the client’s side, the platform integrates a robust inventory management system, automatically updating and tracking the status of all acquired vehicles. The entire system was built using a modern, scalable tech stack, including C# and ASP .NET Core, and hosted on Azure for reliability, performance, and security. We also integrated the NHTSA VIN Decoder to ensure accurate vehicle data capture, streamlining the offer process and minimizing data entry errors. Our development strategy prioritized a phased rollout, focusing initially on the core valuation engine and gradually adding features like user accounts and inventory management, ensuring the client had a functioning, profitable tool early in the development cycle.

The Outcome

The implementation of the custom Automotive Purchasing Portal has revolutionized the client’s vehicle acquisition process, leading to a significant and measurable Return on Investment (ROI). By having complete, granular control over the pricing logic and valuation formulas, the client can now make highly competitive offers while simultaneously ensuring optimal profitability on every scrap vehicle purchased. They are now able to precisely adjust prices in response to fluctuations in the scrap metal market or internal inventory needs instantly, an agility impossible with previous systems.

The seamless, instant cash offer generation has dramatically improved the seller conversion rate and enhanced the overall customer experience.. The integrated inventory management component provides real-time visibility into their stock, reducing administrative overhead and eliminating costly manual tracking errors. Ultimately, the solution has allowed the client to scale their operations efficiently, increase their acquisition volume, and achieve a stronger market position by having a proprietary, competitive advantage in vehicle valuation that is directly tied to their unique business criteria.

Date

November, 2023 – May, 2025

We started work on Phase 1 of the application in November 2023 and finished in May, 2025. However, our team has been constantly improving and maintaining it ever since including the addition of new features and adjustments of existing features.

Major Features

• Dynamic Question/Pricing Builder: Admin tools to create custom vehicle questions and link answers directly to pricing adjustments/formulas.
• Tiered Pricing Management: Ability to set and adjust price-per-ton rates based on specific vehicle years and types.
• Instant Cash Offer Generation: Sellers receive an immediate, binding quote upon answering the required vehicle questions.
• NHTSA VIN Decoder Integration: Automatic vehicle information retrieval and validation using the official NHTSA decoder API.
• Integrated Inventory Management: Tracking of acquired vehicles, including status and purchase details.

Technologies Used & Keywords

• Custom Software Development
• Custom Web Application Development
• Custom Line of Business Software
• Workflow Management Software Development
• Custom ERP
• ASP.NET MVC
• C# / .NET
• SQL
• Azure / Azure Development
• NHTSA Vin Decoder API

Client

CashInCar

Client Industry

Used Vehicle Acquisition and Scrap Metal

Client Description

CashInCar is a regional company based in the Massachusetts area that specializes in the rapid and straightforward purchase of used vehicles, regardless of their condition.

The post Dynamic Vehicle Valuation and Inventory Management System appeared first on Pell Software.

Summary

A custom API-based data integration between QuickBooks Desktop and Esker. The system was designed as a desktop executable file that the Lumitec team could run at any time. When run, the file would sync Invoices back and forth between QuickBooks Desktop and Esker.

The Challenge

Our Client was facing a challenge of ensuring that Invoices were paid in a timely manner, and then marked as paid. Their old way of doing this consisted of manually moving Invoices to and from each system, costing them many hours of work. Our integration was designed to save them time and ensure nothing was missed.

The Solution

Pell Software designed and developed a robust, automated data integration system to eliminate the client’s manual data entry tasks. Our solution was built on a modern, highly scalable Microsoft stack, including C# .NET Core and Microsoft Azure.

A bespoke data synchronization process was developed to connect QuickBooks Desktop withEsking, facilitating the automated transfer of information to maintain parity between the two platforms. To guarantee long-term stability, we established in-depth application logging for performance monitoring and issue resolution. All confidential credentials, such as API keys and passwords, were protected with at-rest encryption in a secure SQL database. The project concluded with a rigorous quality assurance phase and final user acceptance testing to confirm all objectives were achieved before deployment.

The Outcome

Our client saw an immediate and powerful return on their investment by transforming a tedious manual process into a seamless automated workflow. The new system instantly saved the team countless hours, freeing them from data management to focus on driving business growth. They now operate on a dependable, secure, and scalable platform that guarantees their data is always accurate and their processes run smoother than ever. This project is a perfect example of how we deliver flexible, long-lasting solutions that solve real-world business problems and create tangible value.

Date

September, 2024 – October, 2024

We started work on Phase 1 of the application in September 2024 and finished in October 2024. However, our team has been making improvements and adjustments such as adding new data points to be synced between the two systems

Major Features

• Automated Data Sync: Developed a custom bi-lateral integration routine to automatically sync Invoices to and from QuickBooks Desktop and Esker , eliminating the need for manual data entry.
• Data Mapping: Precisely mapped and synced data fields for Invoices to ensure information was accurately transferred between the two systems.
• Robust Logging: Built application-level logging to store detailed data on API requests and system activity, enabling long-term monitoring and maintenance.
• Secure Data Handling: Ensured all sensitive data, including API keys and passwords, were encrypted at rest within a secure SQL database and protected in transit via HTTPS.
• Quality Assurance: Conducted end-to-end system testing and a client acceptance phase to ensure the solution met all requirements and performed reliably.

Technologies Used & Keywords

Custom Software Development, Data Integration, API Integration, System Integration, Workflow Automation, Custom Middleware, Process Automation, Desktop Application Development, QuickBooks Desktop Integration, Esker Integration, QuickBooks API, Esker API, QBD Integration, QuickBooks Automation, Invoice Automation, Accounts Payable (AP) Automation, Financial Data Sync, Automated Data Synchronization, Eliminate Manual Data Entry, Reduce Human Error, Bi-directional Sync, Data Mapping, Secure Data Handling, Data Encryption, C# .NET, .NET Core, Microsoft Azure, Custom API Development

Client

Lumitec Lighting

Client Industry

Lighting

Client Description

Lumitec is firmly established as the market leader in marine LED lighting with our SeaBlaze underwater series, Capri and Caprera spreader lights, and Maxillume flood lighting – all setting the benchmark as top-of-class leaders. Our commitment to quality and cutting-edge innovation has made Lumitec the premier brand in marine LED lighting, and we will strive to continue leading the way as we expand our product offerings into new lighting markets.

The post QuickBooks Desktop <> Esker Integration appeared first on Pell Software.

Summary

A custom portal for a Colorado based fulfillment company that focuses on product visibility and sustainability. The client wanted a way to effectively communicate with their clients and ensure products were delivered in a timely manner, while allowing them and their clients to have an effective way to communicate on items such as inventory and shipment tracking.

The Challenge

Our client could not find an efficient way to both communicate with their clients and also give clear visibility of products. Frequently in this industry items are recalled for various reasons. It can be a messy process to know which lots these came from and who ordered them. Our clients goal was to add significant traceability to these products, while also streamlining their internal processes for quicker turn around times on shipping.

The Solution

Pell Software designed and developed a robust system that allowed effective client communication, product organization and streamlined the way they process their orders. Our solution was built on a modern, highly scalable Microsoft stack, including C# .NET Core and Microsoft Azure.

The client portal tracked communication, product inventory and incoming and outgoing orders. In addition to that, there were metrics added to show where their products were going and the cost associated with those orders. 

Finally for the warehouse management system we created a custom barcode creation system that allowed the workers to efficiently scan products, automatically tracking stats such as location, best by date and inventory. This allowed an accurate system to track all products from intake to outtake.

The Outcome

By implementing this software our client was able to successfully communicate with their clients as well as efficiently manage their warehouse. While there are products on the market that do this, they didn’t do it EXACTLY how they wanted it done. The glaring problem was visibility and traceability of products. By creating the system we did, we solved those problems by efficiently tracking extra data points on each product. By doing this, it also allowed our client to improve on their process and quickly find this data.

Date

June, 2024 – July, 2025
We started work on Phase 1 of the application in June 2024 and finished in July, 2025.

Major Features

• Custom Barcode Creation: Developed a system that allowed our client to create custom QR barcodes that would be used to track inventory. Each QR code held data such as Product Name, Inventory Levels, Location in Warehouse and more.
• Dashboard / Order, Shipment & Inventory Information: A clean and concise dashboard that showed metrics such as a heat map of where products were going, average label cost, and inventory information.
• Reporting: easy to run reports to show best by dates, current inventory and what carriers are being used.
• Purchase Order Submission: Clients could easily submit POs to our Client that would indicate either a shipment coming in or leaving the warehouse.
• API Integrations: Development of multiple integrations with software such as Airtable, UPS, USPS and other carriers. These saved our clients countless hours of double data entry and would find the best available prices.
• Intake of Products: The warehouse would get products in daily. We developed a seamless process for easily intaking orders and getting them organized in the warehouse.
• Inventory Tracking: Accurate inventory numbers are crucial in this business. By developing a connected system we were able to track inventory with acute accuracy providing visibility to their clients without having to call or email the warehouse.
• Location Tracking: A warehouse is a large area with 1,000s of products. We developed a system that allowed the warehouse workers to easily and efficiently find and pack orders via scanning barcodes.
• Outbound Management: Moving products from warehouse to warehouse is a crucial part of this business. Clients frequently will need to move large quantities of products for efficient product management. Our system allowed the clients to easily request products to be moved without having to call or email the warehouse.

Technologies Used & Keywords

Custom Software Development, Warehouse Management System (WMS), Client Portal Development, B2B Web Application, Inventory Management Software, Order Management System (OMS), Logistics Software, Fulfillment Services, Third-Party Logistics (3PL), Supply Chain Management, E-commerce Fulfillment, Warehouse Operations, Product Distribution, Product Fulfillment, Barcode Generation, QR Code Scanning, Inventory Tracking, Shipment Tracking, API Integration, Purchase Order Management, Custom Reporting, Business Intelligence Dashboard, Product Traceability, Lot Tracking, Real-time Inventory, C# .NET, .NET Core, Microsoft Azure, Custom API Development, Microsoft Stack, UPS API Integration, USPS API Integration, Streamline warehouse processes, Improve product visibility, Software for fulfillment centers, Custom WMS for 3PL, Automate shipping and logistics, Reduce double data entry, Real-time inventory visibility for clients

Client

Full Good Fulfillment

Client Industry

Product Fulfillment

Client Description

We are a modern fulfillment and logistics agency built on the foundation of customer service and proprietary technology. Our custom portal gives you real-time inventory visibility, lot-level traceability, and instant reporting so you always know where your products are, from warehouse to doorstep.

The post Warehouse & Inventory Management System appeared first on Pell Software.

Summary

A custom API-based data integration between Foundation Accounting Software and FieldFlo. The system was designed to be run entirely autonomously and assists our client, Asbestos Abatement Incorporated, by automatically syncing several important pieces of data from their Foundation Construction Accounting Software system up to their FieldFlo portal.

The Challenge

A client in the field services industry was facing significant operational inefficiencies due to a lack of data synchronization between their two core systems, Foundation and FieldFlo. Their team was required to manually transfer and update critical information, such as employee, client, and equipment data, which was a time-consuming process prone to human error. This manual workflow not only created unnecessary overhead but also introduced data inconsistencies, hindering accurate reporting and decision-making.

The Solution

Pell Software designed and developed a robust, automated data integration system to eliminate the client’s manual data entry tasks. Our solution was built on a modern, highly scalable Microsoft stack, including C# .NET Core and Microsoft Azure.

The custom integration routine was engineered to automatically sync data from the Foundation system to FieldFlo, ensuring that both platforms always contained matching, up-to-date information. A key feature of the solution was the implementation of a custom filtering mechanism, which allowed the client to selectively exclude specific records from the sync process, giving them precise control over the data flow.

To ensure the system’s long-term reliability, we implemented comprehensive application-level logging for detailed monitoring and troubleshooting. All sensitive data, including API keys and passwords, were secured with at-rest encryption within a secure database. The project culminated in thorough system testing, followed by client acceptance testing to ensure all requirements were met prior to launch.

The Outcome

The successful implementation of this data integration project delivered a significant return on investment for the client. By automating a previously manual workflow, the solution drastically reduced the time and effort required to maintain data consistency, freeing up the team to focus on higher-value tasks. The new system provides a dependable, scalable, and secure foundation for their operations, ensuring data integrity and supporting more efficient business processes. The project’s success is a testament to our commitment to building flexible, maintainable solutions that directly address our clients’ most pressing operational challenges.

Date

March, 2025 – April, 2025

Major Features

• Automated Data Sync: Developed a custom integration routine to automatically sync new and updated data from the Foundation system to FieldFlo, eliminating the need for manual data entry.
• Custom Filtering: Implemented a user-defined field in Foundation to allow for the selective filtering of records (Employees, Clients, Inventory, and Equipment) so they would not be synced to FieldFlo.
• Data Mapping: Precisely mapped and synced data fields for Equipment and Inventory records to ensure information was accurately transferred between the two systems.
• Robust Logging: Built application-level logging to store detailed data on API requests and system activity, enabling long-term monitoring and maintenance.
• Secure Data Handling: Ensured all sensitive data, including API keys and passwords, were encrypted at rest within a secure SQL database and protected in transit via HTTPS.
• Comprehensive Documentation: Produced detailed technical documentation outlining the system’s architecture, dependencies, and workflows to facilitate future maintenance and support.
• Quality Assurance: Conducted end-to-end system testing and a client acceptance phase to ensure the solution met all requirements and performed reliably.

Technologies Used & Keywords

• Microsoft Technology Stack: C# .NET Core, ASP.NET, Microsoft Azure, Microsoft Azure SQL Database
• Data & Integration: API Integration, ETL (Extract, Transform, Load), Real-Time Data Sync, Data Synchronization
• Software & Business Systems: Foundation Accounting Software, FieldFlo, Enterprise System Integration

Client

Asbestos Abatement Incorporated

Client Industry

Construction & Abatement

Client Description

Asbestos Abatement, Inc. is the largest asbestos removal contractor in Colorado. Our technicians are AHERA certified and have over 50 years combined experience with asbestos removal. We offer both residential and commercial asbestos abatement services.

The post Construction Accounting Software API Integration appeared first on Pell Software.

Summary

Your Boat Club, a leading boat-sharing company, needed a reliable way to automate its financial data flow. We developed a custom, secure integration to seamlessly sync transaction data from multiple Stripe accounts into their Sage Intacct accounting system, eliminating manual data entry and ensuring financial accuracy.

The Challenge

Your Boat Club’s rapid growth meant a significant increase in transaction volume. Their team was manually transferring financial data from multiple Stripe accounts into Sage Intacct, a time-consuming and error-prone process. They needed a robust, automated solution to handle this data flow with precision, while also providing a simple way for their accounting team to manage exceptions without requiring developer intervention.

The Solution

Pell Software designed and built a highly secure, automated integration routine using C# .NET Core hosted on the client’s existing AWS infrastructure. The solution leverages a RabbitMQ message queue to process new transactions from Stripe in real-time. This approach ensures that data is captured and sent to Intacct efficiently.

A key part of the solution was creating a flexible XML/JSON configuration file that allows the client’s accounting team to manage the mapping of accounts without needing to write code. We also built an Intacct SDK-powered routine to transform and import the transaction data as journal entries, ensuring it’s always accurate and up-to-date.

The Outcome

By automating the data transfer, we delivered a solution that has significantly increased the efficiency of Your Boat Club’s financial operations. The system now automatically handles high volumes of transactions, freeing up the accounting team to focus on strategic tasks. The custom error handling and notification system provides instant alerts for any sync issues, giving the team peace of mind and full control over their financial data. The result is a stable, scalable, and secure system that supports the company’s continued growth.

Date

October, 2023

Major Features

• AWS Infrastructure & Cloud-Native Hosting: The integration runs on a scalable, secure, and client-owned AWS environment.
• Automated Data Synchronization: A scheduled routine listens for new Stripe webhook events to trigger a seamless sync to Sage Intacct.
• Multi-Account Support: The system intelligently handles transactions from both Your Boat Club and Your Boat Rental Stripe accounts.
• Configurable Data Mapping: An easily editable XML/JSON configuration file enables the client to manage GL account mappings without code.
• Advanced Error Handling: The system includes a robust fallback routine for account mapping errors and an email notification system for critical application errors.
• Comprehensive Logging & Monitoring: Detailed application logs and a connection to the client’s Datadog system provide long-term visibility and support.
• Secure Data Management: All sensitive API keys and data are encrypted at rest and in transit.

Technologies Used & Keywords

• C# .NET Core: The core language and framework for the integration routine.
• AWS (Amazon Web Services): Infrastructure for hosting and running the application as a scheduled daemon task.
• RabbitMQ: Used as a message queue for processing webhook events from Stripe.
• Stripe API: The third-party platform for payment processing and source of transaction data.
• Sage Intacct API & SDK: The third-party accounting system where financial data is synchronized.
• Datadog: A third-party monitoring service integrated for system health and performance monitoring.
• XML/JSON: Configuration files used for dynamic mapping logic.

Client

Your Boat Club

Client Industry

Recreation & Leisure

Client Description

Based in Minneapolis, Minnesota, Your Boat Club is a leading boat club and rental company offering a flexible and convenient way for members and guests to enjoy boating without the hassles of ownership. With multiple locations and a wide selection of watercraft, they provide a premier boating experience for individuals, families, and groups.

Client Review

“The team at Pell did a great job in estimating the level of effort required to build integrations between our point of sale systems to our accounting platform, saving our team significant time in logging entries in the general ledger. We will continue to use them for future projects. Many thanks!”

Bryan Delorme, COO and CIO

Trustpilot Review

The post Financial Data Synchronization: A Stripe to Intacct Integration appeared first on Pell Software.