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Commercial services

NetSuite cleanup for a commercial door services company

A PE-backed commercial door company’s NetSuite had slowed under years of patches and workarounds. We cleaned it up and moved it onto standard features, without starting over. We still support it today.

ERP Services
Hold period
Headline result
1+ day

faster month-end close

The challenge

A PE-backed commercial and industrial door services company with 80 users across four locations had run NetSuite for years, but the system had drifted a long way from best practice.

Layers of workflows and scripts made it slow and fragile, workarounds stood in for features NetSuite already had, organizational changes had broken reporting, and dormant subsidiaries and wrongly posted records undermined the data. The company was paying for a modern ERP while working around it.

Our approach

Instead of reimplementing, we brought the system back to a clean, standard state. We updated core processes to match the current organization, deployed new modules and modern approval workflows, cleaned up dormant subsidiaries and incorrectly posted records, and moved workaround processes onto standard NetSuite features, retiring fragile customizations.

The outcome

Month-end close is more than a day faster, the system performs better for all 80 users, and all four locations follow the same approval process. People spend less time fighting the system, and we still support the environment today.

Results
80

users on a cleaner, faster system

4

locations on one approval process

Work with operators who’ve done it before

Tell us about the deal or the portfolio company, and a senior partner will scope the work with you.