Vega Case Study: Handshake 4-Step OMS Onboarding Process

Case studies

OMS

Vega Case Study: Handshake 4-Step OMS Onboarding Process

Case study showing how Vega replaced paper orders with Handshake OMS using a structured 4-step onboarding that integrated with NetSuite.

Published

June 4, 2026

Read time

3 min read

Source

This case study details Vega's transition from manual paper-based order entry to Handshake's order management system. It covers the four-step onboarding process including discovery calls, data mapping for NetSuite integration, admin configuration training, and field rep adoption. Vega eliminated seven full-time data entry roles and reduced order errors through the structured implementation.

Key takeaways

4-step onboarding includes discovery, account setup, admin training, and sales rep training

Complex NetSuite ERP integration completed through dedicated data mapping support

Sales reps adopted the system within one week of training across multiple time zones

Seven full-time data entry positions reallocated to revenue-generating work

Dedicated Customer Success Specialist provided ongoing post-implementation support

Market overview

SCR methodology note

Vendor landscape

Leaders

Implementation considerations

Important consideration

Original Source

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