Case Studies

Multi-division company with multiple products, publishing and services for the Music industry. Sales directly to consumers, school systems and professional musicians.

Engaged to take over existing NetSuite administration and custom scripts. Company is expanding accounting, customer support, sales and marketing with NetSuite across all divisions of the company.

• Quickly resolve immediate accounting questions and issues with how NetSuite and customizations should work
• Establish issue tracking and communications process
• Enhance custom scripts with user documentation and usage feedback
• Build custom integrations to consolidate data into NetSuite for analysis and reporting
• Engage sales and marketing teams for a clear vision of effective CRM and streamlined Order Processing
• Project management and phased implementation of sales and marketing automation in NetSuite
• Measurably improved operational effectiveness and sales cycles to increase revenue
• Prepare staff training documentation
• On-going support and administration
• Recommend and implement NetSuite best practices and tools

Start-up to secure on-line payment system, managing billions in international escrows and payments to private funds and individuals.

Manage entrepreneurial growth of NetSuite, web development and 3rd party integrations. Recruit, manage, and mentor team of 20+ engineers including IT support, NetSuite administration and customization, web and database developers, vendor management and cyber security. Put in place best practices for agile project management, quality assurance, accounting compliance, operational efficiency, training and support.

• Custom NetSuite applications implemented:
  • Legal case management
  • Escrow accounting with monthly reconciliations
  • Secure approval workflow of Bank payment instructions
  • Percent ownership per escrow accounting
  • Mass monthly email of account statements
  • PDF legal documents with eSignatures
  • Bank funds transfers
  • Automated CSV import of payee instructions
• Web Applications integrated with NetSuite: Online Individual account statement and investment summaries, Secure Online registration and payment system
• NetSuite Accounting reports, dashboards, revenue recognition and cyber security for compliance with SOC II
• Customize NetSuite CRM for efficient customer support operations (forms, automated workflows, dashboards and reports)
• Integrate Salesforce for sales and marketing teams
• Select and Manage external partners and vendors

Large and growing e-commerce consumer goods company that started out as a standing desk manufacturer and has grown to a suite of products that can accommodate full-office build-outs.

In the spirit of continuous improvement, identify needs, gather requirements, design, and implement solutions to assist with creating efficiencies across all departments that use NetSuite.

• Document Requirements and get things done in a timely manner
• Identify and craft solutions to automate tasks wherever possible
• Use NetSuite to elegantly solve user and business issues
• Support onsite NetSuite team with day-to-day assistance and training
• Meet with stakeholders and communicate progress
• Assist with Business Process Engineering
• Work with internal and external partners and development resources

200-user Influencer Marketing company with heavy CRM and Advanced Financials usage, homegrown systems that need to communicate with NetSuite.

Manage NetSuite implementation and multiple integration points for innovative organic advertising platform connecting global fashion influencers with global high-end retailers and brands.

• Map business processes
• Work closely with all internal stakeholders and coordinate functional requirements with consumers and producers
• Develop and maintain project plans, training, and phase plans
• Build, develop, and manage internal and external team to develop and deliver on functional and technical requirements
• Identify and deliver solutions for myriad business touch points
• Manage integrations, analyze and make recommendations for new functionality and integrations

Jawbone, world-leader in consumer technology and wearable devices, building hardware products and software platforms powered by data science.

I was brought on to help with an accelerated implementation of NetSuite ERP/CRM and Rootstock Manufacturing. I led a group of 20+ internal and contract employees, liaised with outside vendors, and kept the project on track. From analyzing and mapping business processes to final implementation and sign-off, the product was successfully launched, even given the aggressive timeframe.

• Build and maintain project plan, drive the schedule, communicate updates and milestones
• Manage project budget; Coordinate resources and lead meetings
• Ensure that business objectives were being met with proposed solutions
• Learn all aspects of the business, then analyze and map AS-IS and TO-BE business processes, policies, and procedures
• Develop processes for data cleansing and import via Saved CSV Imports
• Facilitate team collaboration across multiple departments and vendors
• Implement change control and pilot program to ensure that no operational downtime was incurred
• QA the implementation for long-term viability
• Train users in new functionality

Having completed several successful NetSuite implementations for automotive parts companies, Limebox has the experience to help other organizations get the most out of their ERP investments. By eliminating their data silos, disparate systems and spreadsheets, these companies can efficiently navigate their current supply chain challenges while also planning for future scale and success.

• Enhanced reporting capabilities to provide expanded decision support and sales reporting capabilities by consolidating data sources to a single database.
• Unified procurement systems by partnering with a supply chain vendor management solution provider that works to ensure reliable delivery promises and updates.
• Added layers of visibility to identify specific inventory challenges and provide timely alerts to vendors.
• Built a direct integration with ShipStation to optimize the importation, management and shipping of products.
• Provided enhanced NetSuite Returns Merchandise Authorization (RMA)
  functionality to automated that multi-step return process to save time and effort for the distributor.