Education & Publishing
American Book Company
A phased Salesforce and commerce program that kept changing as the business learned.
American Book Company needed Salesforce to support sales, marketing, online ordering, fulfillment, payments, and finance handoffs across school-district purchasing workflows.
Operating challenge
The original phase plan evolved materially as the team moved through Sales Cloud, Marketing Account Engagement, Commerce Cloud, checkout, QuickBooks, Authorize.net replacement, FedEx/NGR shipping logic, FileMaker dependencies, fulfillment flow, and change-request decisions.
What Lodestone shaped
- Delivered the Sales Cloud and Marketing Account Engagement foundation before moving Commerce Cloud through UAT and demo/training planning.
- Mapped QuickBooks invoicing around Salesforce-originated sales orders, purchase order numbers, ship-to details, product/service lines, shipping, tracking, and sales rep visibility.
- Helped separate one-way Salesforce-to-QuickBooks invoice needs from payment collection, online commerce payment processing, fulfillment, and later phase-three integration work.
Resulting direction
- The project plan stayed usable as phase one, phase two, and phase three shifted from initial scope into a more nuanced integration roadmap.
- Finance and sales requirements became clearer around what should flow to QuickBooks, what should stay controlled in Salesforce, and what needed human review before invoicing.
- Commerce, checkout, order management, course verification, shipping, fulfillment, and change requests could be managed as connected milestones instead of isolated requests.
Profile context
Educational publishing and assessment materials
Education company producing instructional and test-preparation materials for schools and districts.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.