Peters & May

Peters & May is a global logistics company specialising in Yacht and Boat Transport, Freight Forwarding, and Courier Services. With offices across Europe, the US, Singapore, and Dubai, they are the go-to experts for complex shipping requirements, serving a broad and diverse client base worldwide. 

Challenge

When Peters & May’s freight-forwarding software, Forward Solutions, was upgraded to a version capable of running across the entire business, rather than just the UK operations, it prompted a review of their technology stack. As part of this review, they switched their financial accounting platform from Sage to NetSuite to support a scalable model that could align with operations globally. 

However, integrating NetSuite with Forward Solutions, an established system used to manage all operational aspects of the business, from sales enquiries to customer billing and cost-of-sales, proved challenging. Without a seamless integration, the team still had to manually transfer data between the two systems, slowing workflows, increasing the risk of errors, and limiting visibility of key operational KPIs. It quickly became clear that a bespoke solution was needed to connect the platforms and create a smooth, end-to-end process. 

Why SANSA

Peters & May were introduced to SANSA through a client who had successfully used them to integrate Forward Solutions with NetSuite. As an award-winning NetSuite Alliance Partner, SANSA has deep expertise in NetSuite and extensive experience connecting operational and financial systems for service-focused businesses, making them a natural choice for Peters & May. The team is highly responsive, and their pragmatic approach to any problems gave Peters & May confidence that the custom API integration would be delivered smoothly, with minimal disruption, and fully aligned to their business requirements. 

Results

• Seamless Custom API Integration: SANSA delivered a robust API integration that automatically syncs data between operational and accounting systems, ensuring consistency and reducing manual effort. 

• Greater Visibility and Control: They now have clear visibility across the entire business and are supported by scalable multi-currency capabilities and the capacity to handle high transaction volumes with ease. 

• Operational Efficiency: Previously manual tasks, such as generating branded statements and managing bank integrations, are now automated, freeing teams to focus on higher-value work. 

• Enhanced Reporting: Peters & May now benefit from detailed KPI reporting, including segmentation by business line, sector, and department, giving leadership a more holistic and actionable view of the business. 

• Ongoing Support: SANSA continues to maintain the integration, providing fast, reliable support for system updates and API enhancements to ensure smooth day-to-day operations.