Our client faced the problem of currently not having a customer support system and their Peachtree Accounting Software interconnected and talking to each other. A solution to this problem was to leverage SaaS so access to this data would be easy from anywhere. As a result, our client found Netsuite, an CRM/ERP application in the cloud. Netsuite reached out to us for our implementation expertise, this is how we connected with this client. Once we engaged with the customer, we realized the importance of taking time to understand our customer’s business needs and processes first. We interviewed their management team to understand the ways they serve their customers. This enabled us to design a implementation strategy for improving our client’s business.
Our team first brought in a CFO for hire that helped architect accounting system and create the chart of accounts. During the fact finding process we also realized the importance of revenue recognition. Therefore, we implemented Netsuite Module that allowed for this accounting functionality. Our team set up and trained our client on how to use the Netsuite. The net result was a hosted ERP/CRM application in the cloud, which overcame the challenge of not having customer and financial programs connected. Robust features enabled managing customers more effectively and displaying customer related information, including past orders and recent payments. This exceptional functionality has given our client’s employees the ability to work faster and smarter to serve their customers better. For example, if our client is providing customer support, their team can take a look at financials of their customer at the same time.
Netsuite also improved payroll processing. One of the challenges we encountered was that employees had their own way of doing expense reports that was very traditional and set in the company culture. Employees are often resistant to change, thus the transition from the old to new system might be a challenge. What we learned from our experience is that in order to bridge the gap between the old business processes and the actual implementation of new platform, it that it is not necessary to change the ways things are done; we just need to make sure that existing strategies work within the new platform. By taking this approach we improved our client’s payroll processing time, and overcame the resistance of change of our client’s employees.
Wednesday, May 26, 2010 at 10:11AM
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