Onboarding seven acquisitions onto one ERP

Context

A professional services portfolio of seven recently acquired, founder-led companies needed to transition onto a centralized NetSuite ERP while keeping day-to-day operations running.

Value Created

Migrated seven companies

into one NetSuite instance with better data visibility

Centralized AP function

across seven companies for better cash flow management

Built onboarding playbook

for faster, repeatable integration of future acquisitions

People

VALUE LEVERS

Founder training
User adoption

HOW WE DID IT

Delivered hands-on training tailored to founder-led businesses
Simplified complex processes so non-technical users became proficient

Process

VALUE LEVERS

Centralized accounts payable
Milestone-based billing
Acquisition onboarding playbook

HOW WE DID IT

Centralized AP across all seven companies
Automated billing based on project milestones
Developed a standardized acquisition playbook

Technology

VALUE LEVERS

NetSuite ERP migration
Revenue management module
Financial visibility

HOW WE DID IT

Migrated seven companies into one NetSuite instance
Set up percentage-of-completion revenue recognition in the advanced revenue module
Provided better visibility into expenses and project financials