Powering Growth for Heavy Equipment Distributors: Insights from Closner’s Success Story
Before Bridgepoint:
- Reliance on siloed systems to manage critical business data.
- Difficulty gaining real-time insight into overall operational performance.
- Lack of centralized control over key processes, causing inefficiencies.
- Manual methods used for managing equipment rentals and field service offerings.
After Bridgepoint:
- Successful implementation of NetSuite as a unified platform, providing real-time data visibility across Closner’s operations.
- Enhanced operational management capabilities, allowing for streamlined workflows and control at Closner.
- Improved accuracy in data insights and reporting across all Closner’s business areas.
- Streamlined processes, replacing manual tasks, especially in Closner’s equipment rental and field service departments.
Project Overview:
Closner, an authorized distributor of construction equipment, rental fleets, parts stock, and field services, sought to modernize its operational processes and gain better visibility into its business. With a complex business model involving equipment sales, rentals, and service, Closner needed a robust system to consolidate operations and provide real-time insights.
After recognizing the limitations of their existing disparate systems, Closner aimed to implement NetSuite, a unified platform designed to integrate all core business functions. However, Closner’s internal teams required expertise in tailoring NetSuite to the specific needs of heavy equipment distribution, particularly in managing rentals and service.
Bridgepoint Consulting’s NetSuite experts were engaged to lead the implementation, leveraging their experience in complex system integrations and their understanding of the unique challenges faced by equipment distributors like Closner.
Business Challenge:
Although Closner recognized the need for a unified system, they encountered several challenges. Their reliance on separate, unconnected systems made it difficult to get a holistic view of their business performance.
As Closner attempted to manage their equipment rentals and field services using manual processes, they faced inefficiencies, errors, and a lack of real-time information. Tracking equipment value, costs, and depreciation, especially within their “Rent to Sell” model, was cumbersome and time-consuming.
Additionally, Closner needed a solution that could handle the specific financial requirements of their rental fleet, including depreciation that aligned with rental activity. The complexity of their operations demanded a partner with deep NetSuite knowledge and the ability to deliver custom solutions.
Bridgepoint Consulting was selected for the project due to our proven ability to implement complex NetSuite solutions and our understanding of the intricacies of the heavy equipment distribution industry, including businesses like Closner.
Approach:
Bridgepoint Consulting’s team followed a structured implementation process to ensure a seamless transition to a unified platform for Closner, including:
- Discovery and Planning: Our team conducted a thorough analysis of Closner’s existing systems and processes to understand their specific challenges and requirements.
- Solution Design: We designed a tailored NetSuite solution to address Closner’s needs, focusing on integrating all operational areas onto a single platform.
- Customization and Configuration: We implemented specific customizations for Closner, including automating depreciation for their rental fleet based on rental invoicing and creating custom financial tracking for equipment records.
- Data Migration and Testing: We migrated data from Closner’s legacy systems to NetSuite and conducted rigorous testing to ensure data accuracy and system functionality.
- Go-Live and Training: We oversaw the transition to the live NetSuite environment at Closner and provided comprehensive training to their team.
Results:
By partnering with Bridgepoint Consulting and leveraging the power of NetSuite, Closner successfully transitioned to a modern, integrated operational platform, ensuring greater accuracy, efficiency, and control over their business processes.
Closner also saw the following benefits:
- Improved Real-Time Insights: Gained comprehensive visibility into data across all departments, enabling better decision-making at Closner.
- Consolidated Operations: Eliminated siloed systems by managing all operational processes within a single NetSuite platform at Closner.
- Automated Rental Management: Replaced manual processes for managing their equipment rental fleet with automated workflows.
- Enhanced Field Service: Improved service job scheduling and execution processes, leading to greater efficiency in Closner’s field service operations.
- Streamlined Financial Tracking: Implemented custom financial tracking for equipment, providing real-time data on asset value, costs, and depreciation for Closner.
This transformative success story with Closner has been recognized by NetSuite, who awarded Bridgepoint Consulting the Winter 2025 Alliance Partner Spotlight Awards Winner in the Automotive Industry, highlighting the strength and impact of our partnership. Read more: Bridgepoint Consulting Recognized by NetSuite as Winter 2025 Alliance Partner Spotlight Awards Winner
Ready to move beyond manual processes? Contact Bridgepoint Consulting to see how NetSuite can help: Contact Us | Bridgepoint Consulting