Rehtek Machine Company, a producer of micro-components for various industries, was facing a challenge in meeting the strict documentation requirements for ISO certification. The company had been maintaining all its records on Excel spreadsheets, which was not efficient or effective for the purpose. The lack of a proper system for documentation was hindering the company's progress towards ISO certification, which was important for both their customers and their own quality assurance processes.

In 2006, East Branch Engineering was growing rapidly. The shop had more customers, more jobs, and more administrative tasks than they had ever had before. For years East Branch had used a software platform to manage scheduling, estimating, and other important functions. However, with the increasing volume of business, the shop found that the software’s limitations were too much to handle. Data wouldn’t transfer between modules so there was a lot of data entry and time-wasting administrative work. They decided pretty quickly that they needed a new solution.

Eagle Grinding and Plating, a long-time user of the E2 shop system, faced a situation where a customer needed repairs done quickly. However, the person who handled the order had passed away and their records were incomplete. The customer was hoping that Eagle Grinding had the necessary information on the job. This was not an isolated incident, and similar situations had occurred on several occasions.

HJ Machine and Pattern, a machine shop that provides solutions for complex problems, was in need of an update. The company's phone system and computer design had not been updated for a few years. When Gurjinder Jammu took over as President and CEO, he decided to modernize the company's operations, including its ERP software. The company considered several ERP software options before settling on E2 in 2017. The decision was based on the simplicity of E2 and its efficient information flow. However, in mid-2020, the company decided to upgrade to E2 SHOP on the cloud.