Streamlining Operations for a $1B Private Equity Firm

Client Profile

A leading private equity firm managing over $1 billion in annual revenue sought to optimize their operational efficiency through advanced NetSuite functionality. As a rapidly growing organization with complex inventory and manufacturing requirements, they needed expert guidance to leverage NetSuite's full potential.

Challenges

The client faced several operational challenges:

  • Limited understanding of NetSuite's advanced module capabilities
  • Need for strategic implementation planning
  • Complex warehouse operations hindering fulfillment speed
  • Manual demand planning and procurement processes
  • Extensive item master with deep Bills of Materials (BOMs)
  • Data quality issues requiring thorough sanitization

Solution

Our team delivered comprehensive NetSuite consulting services with a focus on:

Warehouse Management System (WMS) Implementation

  • Configured advanced location functionality for precise item tracking
  • Implemented bulk fulfillment strategies to increase shipping capacity
  • Provided thorough UAT and end-user training to ensure adoption

Material Requirements Planning (MRP) Implementation

  • Automated demand calculation from incoming orders
  • Streamlined procurement, manufacturing, and distribution processes
  • Integrated with existing systems to maintain data integrity

Implementation Approach

We followed our proven methodology that emphasizes:

  • Exhausting native NetSuite functionality before custom coding
  • Minimizing customization to reduce technical debt
  • Thorough data sanitization for the client's extensive item catalog
  • Comprehensive end-user training and support

Results

Following implementation, the client experienced significant operational improvements:

WMS Implementation

  • 35% increase in warehouse throughput capacity
  • 42% reduction in order fulfillment time
  • 99.7% inventory accuracy (up from 92%)
  • 28% decrease in labor costs associated with picking and packing

MRP Implementation

  • 65% reduction in manual planning time
  • 24% decrease in excess inventory holdings
  • 18% improvement in on-time manufacturing completion
  • 30% faster response to demand fluctuations

Timeline

  • WMS Implementation: 12 months (coordinated with 3rd party applications)
  • MRP Implementation: 3 months

Client Testimonial

"Their responsiveness and depth of knowledge surpassed our experiences with larger NetSuite consultancies. We particularly appreciated their approach of exhausting native functionality before customizing with code. Using the minimum amount of customization resulted in fewer bugs and less technical debt to maintain our solution." — COO

Ongoing Relationship

We continue to provide:

  • End-user onboarding for new team members
  • Ongoing support and troubleshooting
  • Resolution of edge-case issues
  • Strategic guidance for future NetSuite optimization

This partnership demonstrates our commitment to helping billion-dollar organizations maximize their NetSuite investment through expert implementation, minimal customization, and responsive support.

Why fight NetSuite when it should work for you?

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