Project to consolidate 5 systems and 100's of excel spreadsheets into Netsuite ERP.

February 17, 2025

An international architectural and design firm operating across multiple countries faced a classic scaling pain: 300 FTEs relying on a patchwork of disconnected systems, heavy Excel dependency, and fragmented visibility into finance, projects, payroll, and client data. This “cottage industry” of spreadsheets created errors, delays, duplicated effort, and blind spots that hampered decision-making, project profitability tracking, and global coordination.

They needed a unified, scalable backbone — not just software, but a true business transformation. Salt Grain partnered as their strategy-to-execution ally to deliver a seamless NetSuite ERP rollout that integrated finance, payroll, project financials, Salesforce CRM, and HRIS into one intelligent ecosystem.

close-up of a computer monitor, dashboard view of an ERP software enterprise resource planning, or a CRM software customer relationship management, charts, data and reports, graphic interface (3d render)

Step 1: Strategic Selection – Market Scan & Rigorous RFP We began with impartial expertise: conducted a comprehensive market scan of leading ERP platforms, benchmarking against the firm’s global footprint, integration needs, and future scalability. This informed a structured RFP process — drafting detailed requirements, evaluating vendor proposals, facilitating demos, and scoring on integration capability, cost, and architectural fit. NetSuite emerged as the clear winner for its cloud-native strength, native Salesforce connectivity, and proven scalability in creative/professional services.

Step 2: Deep Assessment, Integrated Planning & Disciplined Execution Post-selection, we dove in: ran workshops, system audits, and pain-point mapping with finance, project, HR, and leadership teams. We designed and executed a phased rollout:

Handled rigorous testing (unit, integration, UAT), data migration, and role-based training across global teams to drive confident adoption

Configured core NetSuite modules — finance, payroll, project financial management

Built seamless integrations to Salesforce CRM (client/project data sync) and existing HRIS (employee/master data flow)

Eliminated Excel silos by migrating key processes and establishing single-source-of-truth data flows

Handled rigorous testing (unit, integration, UAT), data migration, and role-based training across global teams to drive confident adoption

Step 3: Launch, Optimisation & Sustained Support. We launched with tight change management and go-live support, then established monitoring dashboards and key metrics for real-time visibility. Ongoing refinement included troubleshooting, user feedback loops, process tweaks, and scaling adjustments to support international growth and new office/project demands.

Smoother global project execution — unified data across finance, projects, CRM, and HR enabled consistent, profitable operations worldwide

35% improvement in financial reporting accuracy — reliable, real-time insights replacing error-prone spreadsheets

70% faster payroll processing — streamlined global payroll with automated compliance

$400,000+ in annual savings — through reduced manual effort, fewer errors, and better cost visibility

5% productivity uplift across project teams — enhanced visibility and faster decision-making accelerated delivery

The firm now operates with enterprise-grade control, agility, and insight — no more Excel shadows, just clean, connected data powering smarter strategy and execution.

This project exemplifies Salt Grain’s promise: we guide clients from strategic intent through vendor selection, complex technology implementation, deep integrations, disciplined project delivery, and sustained optimisation — delivering measurable business outcomes that scale.

Ready to replace spreadsheet chaos with unified control? Let’s architect your ERP transformation.

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