NetSuite implementation
Financials, order management, billing, and revenue recognition configured for how a media company sells and delivers.
Read moreNetSuite · Strategy
Know how the money actually moves before changing how it should.
Three shapes: an ERP fit evaluation before you commit to NetSuite, an order-to-cash assessment of an instance you already run, or a migration roadmap before you leave QuickBooks, Sage, or a legacy ERP. Each ends in a written plan you can act on with or without us.
When this is the right engagement
- You are choosing an ERP and want an answer grounded in your order flow, not a demo
- NetSuite is live and month end still takes two weeks
- A migration is coming and finance wants a plan, a sequence, and a risk list before a budget
- Acquisitions have left you with several charts of accounts and one consolidation workbook
- Someone has asked what a single deal costs to process from signature to invoice
What you get
- A current-state map of order to cash, by team and by system, with every re-key marked
- An instance review: chart of accounts, items, customers, billing schedules, revenue arrangements, saved searches, and scripts, each marked keep, fix, or retire
- A data quality finding: duplicate customers, orphaned transactions, and items nobody uses
- A recommended data model and integration architecture between the CRM, the ad system, and NetSuite
- A prioritized roadmap with sequence, dependencies, and what each step unlocks
- A module and license recommendation based on what the design actually depends on
- A readout for finance leadership and a working session for the team who will own it
How it runs
- 01
Discovery interviews
Finance, billing, sales ops, ad ops, and whoever runs month-end today.
- 02
Instance and data review
Read-only access. We inventory the configuration, profile the data, and trace every integration to what it really moves.
- 03
Order-to-cash map
One picture from closed deal to collected cash, with the manual steps marked.
- 04
Options and recommendation
What to keep, fix, rebuild, or leave alone, with the trade-offs stated plainly.
- 05
Roadmap readout
A leadership session and a working session for the team.
Questions we get
How much access do you need?
A read-only role and exports of the data we need to profile. We do not change anything during an assessment, and we say so in writing.
Work and news
Notes from NetSuite engagements.
Case studies from NetSuite engagements are being prepared for publication. The record above is public in the meantime.
Start with the stuck point
What should the ledger know that it doesn’t?
Bring the handoff, reconciliation, or report that keeps resurfacing. We will tell you whether it is a NetSuite problem, a data problem, or a systems problem, and what to do about it.