As a strategy implementation consultancy, we collaborated with an international architectural and design firm to deploy NetSuite ERP across their 300 full-time equivalent (FTE) operations. This project focused on integrating finance, payroll, and project financial management modules, while seamlessly connecting to their existing Salesforce CRM and HRIS systems, enabling unified data flow and enhanced decision-making and removing a cottage industry of excel spreadsheets from the business.
The Approach
Market Scan and RFP Process: we started with a comprehensive market scan of ERP solutions, using vendor analyses and benchmarks to pinpoint global fits. This fed into an RFP process, drafting requests, gathering proposals, and selecting NetSuite for its integration strength and scalability.
Assessment, Planning, and Execution: Post-selection, we analysed systems and pain points via workshops and audits, mapping integrations for finance, payroll, and projects with Salesforce and HRIS. We executed the rollout, configuring modules, handling integrations, testing, and training to ensure smooth adoption.
Optimisation and Support: After launch, we set up monitoring tools and metrics for refinements, providing ongoing troubleshooting, feedback, and adjustments for international growth.
The Results
The client saw 35% better financial reporting accuracy, 70% faster payroll processing, and $400,000+ annual savings.
Enhanced team visibility sped project delivery, boosting productivity by 5% and enabling smoother global project delivery.
