OUTSIDE OF THE BOX, NOT OFF THE SHELF. By partnering with Oasis, we were able to position ourselves with a product that could grow with us. In late summer 2017, Jessica Lord, Director of Finance, realized QuickBooks could no longer scale with the increase in their production and orders. “We were shipping 200,000 lbs. of coffee roasted per year and using an Excel spreadsheet for inventory management with 54 external documents. It was time for change.” With growth aspirations to increase their retail footprint by one to two new stores per year over the next three years while also expanding their wholesale business once a second roastery opens, Jessica knew it was time to look for a more robust business management system that could scale with the growth of the company while also keepi

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