Folio3

Folio3 is a digital transformation and AI services company with roots in Silicon Valley, founded by alumni of Big Tech, MIT, and Caltech. The company serves Fortune 500 enterprises, SMBs, and high-growth startups across industries including agriculture, healthcare, retail, eCommerce, and energy. Its work spans AI and machine learning, ERP and CRM platform implementation, cloud and data engineering, and custom application development, with the stated goal of helping organizations automate operations, unify systems, and scale using intelligent technology.

Folio3 operates through specialized divisions, each staffed with domain specialists who focus on both the technology and the industry it serves. The company holds official partnerships with Oracle NetSuite, Salesforce, Microsoft, and AWS, and has received recognition including Oracle NetSuite Alliance Partner of the Year awards in 2025, 2021, and 2017, along with multiple NetSuite Spotlight Awards across verticals such as Automotive, Financial Services, Hospitality, Education, IT, and Building Materials. Salesforce recognitions include Agentforce Partner, ISV Partner, Managed Services Provider, and Consulting/Implementation Partner status, with expertise across Sales Cloud, Health Cloud, Marketing Cloud, and Commerce Cloud. The company also holds Microsoft Gold Partner status for Dynamics 365 implementations.

Specialized Practice Areas and Divisions

• AI and Machine Learning: Building AI-first architectures, agentic AI workflows, and machine learning solutions to automate operations and generate predictive insights.
• NetSuite ERP: Implementation, customization, and development on Oracle NetSuite, including SuiteCommerce Advanced and custom NetSuite applications for complex business requirements.
• Salesforce CRM: Implementation and managed services across Salesforce clouds including Sales, Health, Marketing, and Commerce Cloud.
• Microsoft Dynamics: Implementation and consulting services for Microsoft Dynamics 365.
• eCommerce: Development and integration services across Shopify, Magento, and BigCommerce platforms.
• AgTech and FoodTech: Technology solutions for agriculture and food industry operations, including digitizing farm operations and precision agriculture applications.
• Digital Health: Development of telehealth platforms and digital health solutions aimed at expanding access to care.
• Cloud and Data Engineering: Cloud architecture, data platform development, and real-time intelligence solutions, with active certifications on AWS and Microsoft platforms.
• App Development: Mobile and web application development using rapid prototyping methodology and proprietary frameworks.
• eLearning and EdTech: Technology solutions for education and learning platforms.

Core Capabilities

• Designing and implementing AI-first architectures where agentic AI orchestrates business workflows.
• Unifying disconnected ERP, CRM, and eCommerce systems into integrated ecosystems.
• Transforming raw data into predictive insights to support business decision-making.
• Modernizing legacy infrastructure on platforms including NetSuite, Salesforce, Dynamics 365, and AWS.
• Supporting organizations from initial product development through to multi-market scale.
• Providing QA, product development, and marketing support resources alongside engineering services.

Team Composition and Certifications

• The global team includes AI engineers, data scientists, ERP consultants, cloud architects, designers, developers, QA specialists, and customer success and consulting professionals.
• Team members hold active certifications across NetSuite, Salesforce, AWS, and Microsoft platforms.
• The company continuously invests in AI, data engineering, and emerging platform expertise.

Client Base and Delivery Model

• Folio3 serves enterprises, SMBs, and startups, with clients spanning agriculture, healthcare, retail, energy, travel, and software industries.
• The company positions itself as a long-term partner; several clients have maintained relationships for over a decade.
• Clients have included organizations using NetSuite ERP, CRM, and eCommerce platforms, as well as companies in the airline, car, and hotel verticals, government project costing, and SaaS solutions.
• The delivery model is designed to function as an extension of the client's team, with responsiveness and engagement throughout the development process cited by multiple customers.

Folio3 describes its broader purpose as building technology for organizations whose work has societal impact, including companies involved in feeding populations, treating patients, and scaling commerce. The company applies this orientation across its vertical divisions, from precision agriculture solutions that aim to reduce resource waste to digital health platforms designed to expand care access.