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Construction Company Sees Operational Benefits & Efficiency Gains After NetSuite Reconfiguration 

Before Bridgepoint:

  • Misconfigured NetSuite environment 
  • Lack of visibility into finance & inventory management 
  • Lack of in-house resources and NetSuite expertise 
  • Issues integrating the POS system 

 

After Bridgepoint:

  • Comprehensive NetSuite solution 
  • More real-time visibility and efficiency 
  • Enhanced POS system integration 

 

 

Overview 

A prominent construction company faced significant issues with a prior NetSuite implementation and engaged Bridgepoint to optimize their configuration, streamline business processes, and enhance data accuracy. 

Challenge

Due to a poorly implemented NetSuite environment, the client was unable to obtain real-time visibility into financial and inventory management. In addition, they lacked a dedicated NetSuite resource and operated with a lean team, rendering them unable to successfully rework and optimize NetSuite. 

Approach

Our team began with a comprehensive assessment to identify gaps and areas for improvement within the client’s current NetSuite configuration and POS system. 

Next, we developed a detailed re-implementation plan with the following solutions: 

  • Configuration Adjustments: Updated the Chart of Accounts (COA) and revised vendor and customer records to better fit the client’s business processes. 
  • POS Integration: Implemented and integrated the POS system with NetSuite to enable seamless data flow. 
  • Data Migration: Corrected initial data imports and migrated opening transactions. 
  • Functionality Enhancements: Added new functionalities around Order to Cash (O2C), Banking, and Inventory Management. 
  • Training: Provided comprehensive training to staff on new processes and system functionalities. 

Lastly, we successfully executed the go-live process for the client’s new NetSuite environment and provided post-implementation support to ensure a smooth transition. 

Results

By addressing the gaps in the initial implementation and optimizing NetSuite, Bridgepoint’s FiT for NetSuite team has significantly improved the client’s operational efficiency and financial management capabilities. 

After a successful go-live, the client also experienced additional benefits, including: 

  • Enhanced Integration: The POS system was fully integrated, providing real-time financials and inventory balances within a unified system. 
  • Efficiency Gains: The streamlined processes reduced manual efforts, improved data accuracy, and facilitated smoother business operations. 
  • Operational Benefits: The client can now conduct business with enhanced efficiency and accuracy, benefiting from the full capabilities of NetSuite and its integration with the POS system.