Case Study: Excelsior Merchandising achieves 300% growth and saves 3,125 productivity hours annually with GoCanvas

Merchandising Made Smarter Excelsior Saves $200K with GoCanvas

Excelsior Merchandising, a New York–based retail merchandising services firm, faced slow, error-prone paper workflows that wasted hours on daily report creation, prevented real-time field reporting, and delayed billing. To modernize operations, Excelsior turned to the GoCanvas mobile platform to replace paper forms and capture accurate data in the field.

GoCanvas consultants worked with CEO Lauretta Cunningham to deploy brand-specific store-visit forms and a field-based invoicing system—built without IT—using automated Excel exports and instant PDF delivery so reports are in by 5PM. The GoCanvas solution delivered measurable gains: roughly 3,125 productivity hours saved annually, $200,000 saved in labor, time, and materials, and a 300% increase in major retail accounts serviced, along with faster billing, better data access, and rapid business scaling.

Excelsior Merchandising

Lauretta Cunningham

CEO