Case Study: Ideate, Inc. achieves 300% revenue growth and streamlined operations with Oracle NetSuite

Maximising Efficiencies and Expanding Business

Ideate, a San Francisco–based Autodesk reseller with 48 employees and $24M in revenue, needed a modern, flexible business platform to replace legacy systems (QuickBooks, GoldMine, Sage) and support rapid growth and a shift into selling its own software—without increasing back‑office overhead. The challenge was to streamline internal operations, unify customer-facing workflows, and scale processes to support new products and global expansion.

By standardizing on NetSuite, Ideate built a single cloud system for billing, support, rebate handling and lead integration—adding customer renewal portals, embedded Autodesk rebates, custom record types and web service integrations. The result: real-time insights and efficiency that fueled more than 300% growth in customers and revenue, tripled product offerings, expansion to the East Coast and London, and the launch of a new software line—all without adding staff to its five‑person back office.

Ideate, Inc

Ethan Collins

Director of Operations