Not-for-profit Company
The client is a nationwide nonprofit grassroots network dedicated to fighting Parkinson’s disease and works tirelessly to help the approximately one million with PD in the United States live life to the fullest in the face of this chronic neurological disorder. Founded in 1961, the client has invested more than $252 million to provide outstanding patient services and educational programs, elevate public awareness about the disease, and support research designed to unlock the mysteries of PD and ultimately put an end to this disease.
The Challenge:
Client decides to implement NetSuite to gain the organizational benefits that an ERP system can provide.
Post implementation, they encountered challenges which hindered day-to-day operations. The overall system configuration had a low level of usability, making it difficult for successful user adoption to occur. The system made it more difficult to execute processes and End Users needed significant training.
System Configuration: Manual Process: User Training: User Security: Lack of ERP Vendor Support:
The Approach:
Our approach to delivering solutions for the client was centered on optimizing their operational efficiency and enhancing financial management capabilities. We focus on streamlining approval workflows and procure-to-pay processes to ensure that transactions are handled smoothly and efficiently.
- Streamlined approval workflows and procure to pay processes
- Built custom dynamic dashboards
- Custom reports with tailored views
- Automated conversion of Excel budget to importable CSV file
- Integrated payroll provider with NetSuite
- Setup BAI2 file importing forinstant bank reconciliation
- Customized invoice from, aging report, and provide training on A/R
- Assisted with AMEX integration
- Created an import template for CRM data into NetSuite.
- Training for end users in system navigation, report building, import utilities, and managing financial periods
- Step by step documentation
- Built custom roles that only provide acess to information needed to perform job function
- Served as primary support contact for the client for all day-to-day issues or concerns
Project Timeline
Technology Support From Start to Finish
The Impact:
The impact of our solutions for the client has been transformative, streamlining processes, enhancing security, and driving efficiency across the organization.
- Multi-day data entry process reduced to minutes.
- Implemented role based user security and reduced organizational risk to sensitive company information.
- Faster bank reconciliation process utilizing NetSuite functionality and transaction imports.
- Improved employee confidence in NetSuite.
- Increased day-to-day efficiency of all processes.
- Integrations established for credit cards, payroll provider, CRM, and more.
- C-Suite, senior leaders, and general users can now access targeted data in real time via customized reports and dynamic dashboards.
- Added structure to month-end close process through utilizing built in system checklist and period management.
