Ongoing Cin7 Core Support for Lumia Health
Lumia Health needed strong control over inventory, production, costing, and financial systems as its wearable technology business grows. VNC Global provides weekly Cin7 reviews, month-end QBO reconciliation, integration support, and SOP documentation.
Cin7 Core support became a key part of operations for Lumia Health, Inc., a U.S.-based health technology company developing wearable technology that helps people better understand their bodies through insights into blood flow and overall well-being. As the business develops its product, manufacturing, and operational capabilities, strong control over inventory, production, costing, and financial systems becomes increasingly important.
VNC Global partnered with Lumia Health to strengthen its inventory management and operational control environment, with Cin7 Core serving as a key operational platform and QuickBooks Online supporting financial accounting. The engagement combines weekly operational reviews, inventory and production accuracy checks, month-end Cin7-to-QBO reconciliation, integration support, system optimization, sandbox testing and SOP documentation. It aims to create greater visibility, consistency and control across inventory, production and financial workflows while providing Lumia with a scalable support structure for future growth.
Client Background
Lumia Health was founded in 2020 following a personal health experience that highlighted the difficulty of regularly measuring blood flow to the head. The company spent several years engineering a wearable technology platform, with research and development involving institutions including Johns Hopkins, Duke University, and Harvard Medical School.
Lumia describes its mission as helping people feel better and think clearer by providing greater visibility into how blood flow affects overall well-being. Its first-generation device is available as a wellness product, while the company is also pursuing a longer-term path toward a diagnostic application and broader healthcare use cases.
This product-focused environment creates operational requirements spanning product master data, manufacturing, inventory, production, costing, fulfillment, and financial reporting, making structured Cin7 Core support essential for the business.
Objective and Goals
The Challenge
Business Impact
Our Approach
1
Initial Assessment and Discovery
VNC Global reviewed Lumia‘s operational environment, system workflows and reporting requirements, focusing on the areas most relevant to inventory control, production, costing and financial reconciliation.
- Cin7 Core configuration and operational workflows.
- Inventory movements, locations, stock accuracy and open transactions.
- Production orders, BOMs, consumption, yield, and scrap.
- Product master data and costing.
- Cin7-to-QBO financial postings and month-end reconciliation.
- AP, sales, COGS and supplier-related transactions.
- Existing and planned Shopify and ShipStation integrations.
- Process documentation and recurring operational controls.
2
Strategy and Planning
VNC Global structured the engagement around a recurring Operations & Controller Support model supported by dedicated implementation and optimization capacity.
- Weekly operational review of Cin7 covering inventory movements, production orders, stock accuracy and open transactions.
- Ongoing inventory and operational accuracy checks covering locations, BOM/production consumption, yield/scrap, costing and product master data.
- Monthly Cin7-to-QBO GL reconciliation covering AP-side postings, sales/COGS journals and supplier deposits/prepayments.
- Monthly variance summary with an agreed target threshold of approximately 1%.
- Monthly review pack and review call to discuss results and next-cycle priorities.
- Up to 20 hours per month for implementation, sandbox testing, integrations, system optimization and one-off remediation.
- Ongoing SOP documentation and process ownership transfer.
3
Implementation and Execution
The implementation operates as an ongoing control framework rather than a one-time system setup. VNC Global performs recurring operational reviews, identifies exceptions, coordinates corrective actions and supports system changes through controlled testing.
- Inventory and stock-control review within Cin7 Core.
- Production and BOM review covering consumption, yield and scrap.
- Costing and product-master review.
- Month-end financial reconciliation between Cin7 Core and QBO.
- Review and remediation of AP, sales and COGS postings.
- Integration support for Shopify, ShipStation and QBO.
- Sandbox builds and scenario/recall testing before relevant changes are deployed.
- SOP creation, maintenance and knowledge transfer.
Implementation Details
Solution Deployed
Services Offered
- Inventory Management and Stock-Accuracy Review
- Production, BOM and Costing Review
- Cin7 Core Support and Operations
- Cin7-to-QBO Financial Reconciliation
- AP, Sales and COGS Posting Review
- Supplier Deposit/Prepayment Review
- Shopify, ShipStation and QBO Integration Support
- Sandbox Testing and Implementation Support
- System Optimization and Remediation
- Process Evaluation and Expert Consultation
- SOP Development and Maintenance
- Ongoing Controller and Operational Support
Results Achieved
Engagement Outcomes
| Area | Measured / Defined Outcome |
|---|---|
| Operational review | Weekly Cin7 operational review |
| Financial reconciliation | Monthly Cin7 vs QBO reconciliation |
| Variance target | Approximately 1% agreed variance threshold |
| Implementation support | Up to 20 hours per month included |
| Process optimization | 30 hours of Project Manager support |
| Reporting | Weekly status update and monthly review pack |
| Management review | Monthly review call |
| Documentation | Ongoing SOP creation and maintenance |
| Escalation | Initial response within one business day for escalated matters |
Qualitative Results
The Cin7 Core support engagement provides:
- Greater visibility into inventory, production and open operational transactions.
- More structured control over production and BOM-related activities.
- Improved visibility into differences between operational and financial records.
- A defined framework for recurring Cin7-to-QBO reconciliation.
- More controlled handling of integration and system changes.
- Improved process documentation and knowledge transfer.
- A repeatable operating model for ongoing system optimization.
- Closer coordination between inventory, supply chain, accounting and technology workflows.
- A scalable support structure aligned with Lumia’s continued product and business development.
Software Used
Conclusion
VNC Global’s Cin7 Core support engagement with Lumia Health established a structured framework connecting inventory management, production controls, financial reconciliation, integrations and system optimization.
By combining weekly Cin7 operational reviews, inventory and production controls, Cin7-to-QBO reconciliation, implementation support and SOP documentation, VNC Global provides Lumia with an ongoing operational control model that addresses issues as part of a continuous cycle of Cin7 Core support.
This Cin7 Core support engagement creates a foundation for more consistent operational data, stronger financial visibility and scalable processes as Lumia continues to develop its products, manufacturing capabilities and broader healthcare technology platform.
If your business needs ongoing Cin7 Core support across inventory, production and month-end reconciliation, VNC Global’s inventory accounting services can help you build the same level of control.