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Ragic Story

From CRM to Production Automation That Drove a 6X Revenue Growth in Site Furnishing Business

By Nadya Tan

In this article...

About Wishbone and Site Furnishing

Manual Workflow Challenge

The Right Solution

Transformation 1: Seamless Sales and Production

Transformation 2: Real-Time Accounting Update

Transformation 3: Efficient Production Management

Transformation 4: Streamlined Customer Communication

Transformation 5: Comprehensive Account Records

Conclusion: One Project That Changed Everything

 Company Name  Wishbone Site Furnishing
 Industry  Manufacturing
 Benefits of Implementation
  • - 6x revenue growth
  • - Consistent data for better decision-making
  • - Automated end-to-end workflow
  • - Redeployed three manual data entry roles to more valuable tasks
  •  Applications CRM, Sales Order Management, Production Management, Purchase Order Management, Accounting, Inventory
     Subscription Plan  Professional
     Scale of Use  27 users, from production to management level

    The slide your children play on, the table where you enjoy coffee with friends in the park, or the bike rack where you pause for a chat with your fellow biking coworker before heading to work. Think about places that bring people together outdoors, and think about what complements it, what makes it enjoyable, functional, or recreational. Site furnishing.

    For over 30 years, Wishbone Site Furnishings has been designing and manufacturing municipal-grade outdoor furniture, using recycled plastic lumber and metals to create durable, sustainable pieces that shape public spaces across North America.

    Started in 1995, the reason the business has been able to grow and thrive for 30 years doesn’t solely rely on their exceptional products or the commitment to sustainability, using recycled plastic lumber and metals to create environmentally sustainable products. This growth also came down to a key moment in 2018, when they realized they need to address the one thing that is holding them back: manual workflows. The solution they found came in the form of Ragic, a no-code database builder that they would come to rely on, and the person who brought it to life for them, Peter Teichroeb.

    When Peter joined Wishbone in 2018 as a production manager, he was tasked to automate the business, along with the general manager. How they used to operate caused slow operations, making it almost impossible to scale:

    • The company relied on static Excel sheets with no formulas or automation. There are different Excel sheets for Inventory, Purchase Order, Sales Order, Quote. Imagine everything, everywhere, not integrated.
    • Data entry was a significant part of the workload for 2–3 full-time employees.
    • The accountant had to manually tidy up the scattered data from many Excel sheets and transfer it into Sage.
    • The production team didn’t have a Bill of Materials (BOM)—they used a physical binder with handwritten notes.
    • The purchasing process required manually searching for product codes, old purchase orders, and previous invoices to check past pricing.
    • The production manager spent too much time on small but tedious tasks, such as manually emailing customers when orders were ready, which included copying and pasting order details from the scattered Sales Order and manually searching for the right ready-product images.

    It was inefficient, frustrating, and time consuming.

    Peter went on a hunt. He tried Fishbowl, but as primarily an inventory management tool, it wasn’t flexible enough for their all-round automation needs. He moved on to Zoho, but that didn't quite fit either. Things finally clicked when he found Ragic.

    At that time, Peter wasn’t an expert in Javascript or Python like he is now. Just a production manager wanting a better way to get things done, like most of us. But Ragic’s accessible learning curve allowed Peter to quickly build a prototype on his own that he later presented to the owner. It was an instant hit. Not only they decided to go with Ragic as their system, the owner also recommended Peter with his capabilities of building Ragic database to his entrepreneur friends, those that are looking to automate their business, those that are tired of Excel limitations but frankly, don’t know what to do to make things better.

    Little did Peter know that this little system hunt has opened another door for him, got him a thing about developing systems to automate business processes, pushing boundaries of Ragic’s system by learning Javascript, becoming a Ragic Consulting Partner, and now handling more than 8 customers, spanning various industries.

    And it all started with one project – a project that not only changed Wishbone’s operations leading to a 6x revenue growth in a span of 5 years, but also turned Peter into a trusted Ragic Partner for other entrepreneurs. So, how exactly did the system Peter built transform Wishbone’s operation?

    Wishbone's Workflow in Ragic

    “It was night and day.” Quoting Peter, when being asked about the operation, before and after Ragic. What changes?

    Seamless Sales & Production Process

    Quotes convert into Sales Orders, which then generate Work Orders, Purchase Orders, or Invoices, all at the click of a button. No back-and-forth manual checking, no inconsistencies.

    Work Order converted to Sales Order

    Real-Time Accounting Updates

    With Ragic now being the primary system, the manual excel data pull out was also taken off the accountant hands.The accountant now has full visibility into historical pricing, incoming payments, and expected revenue over the next 60–90 days, all automated, without the inconvenience of two separate systems.

    Efficient Production Management

    The factory team shares a single laptop. When assigned a task, they check Work Orders and BOMs, start production, and mark the task completed so Peter knows. Peter will then receive a notification and update the Sales Order as completed with a click, and inventory is automatically adjusted.

    Assigning task in Ragic

    Streamlined Customer Communication

    Manually emailing customers when an order is ready? Not anymore. It’s all automated.

    Now, there’s a send custom email button on the Sales Order sheet. When the packaging team finishes packing, they upload product images through the mobile app to a sheet linked to the Sales Order sheet via a multiple versions relationship. With this setup, the system automatically sends an email to the customer with order details and product images.

    What does the production manager need to do? Just click one button.

    Mobile app interface where production team can upload pictures

    Comprehensive Account Records

    Each account’s history is now centralized and accessible in seconds by building relationships between sheets in Ragic. And history? That could mean a lot—contacts, quotes, sales orders, invoices. All of these are organized into sheet sections, making them easy to find without the clutter.

    Sheet sections in Account sheet

    The Results: 6x Revenue Growth in 5 Years

    This cut off of manual work has changed everything. The 3 employees doing mostly data entry shifted into more impactful roles in production or in their sister company, Wellington Foundry. For Peter, it sparked an entirely new career, helping other businesses in automation.

    But the biggest impact? Revenue growth—6 times, in 5 years. As Peter puts it

    "We had that consistency. We had the information, and we could act upon it. Thanks to the benefits and the implementation of Ragic, it allows us to grow that quickly"

    Powered by Ragic! : #1 No Code tool for digitalizing your business processes
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