Case Study

Software & Technology Company Reaches New Heights by Strategically Consolidating Multiple Acquisitions Into NetSuite

Software and technology company partnered with our NetSuite team to streamline financial system consolidation and support global expansion. By optimizing processes and data migration, the team helped integrate acquisitions into NetSuite in just 8–12 weeks.

The Challenge

As the company continued to acquire companies, it inherited a variety of disparate systems, spreadsheets, and legacy ERP platforms. While NetSuite provided a strong foundation, the company needed a repeatable process for integrating newly acquired businesses quickly and efficiently.

Key challenges included:

  • Consolidating data and processes from acquired companies
  • Migrating information from spreadsheets and disparate systems
  • Standardizing revenue recognition and billing processes
  • Eliminating redundant applications and workflows
  • Accelerating post-acquisition integrations to realize business value faster
  • Managing complex integration projects without a dedicated internal NetSuite integration team

The Solution

Development of a structured NetSuite M&A integration strategy, with ongoing support throughout each phase of the acquisition lifecycle. The engagement included:
  • Assessment and optimization of the existing NetSuite environment
  • Strategic planning and project management for acquisitions
  • Change management and stakeholder coordination
  • Data migration and testing
  • Integration of acquired businesses into a single NetSuite environment
  • Support for billing, revenue management, and financial processes
  • Ongoing NetSuite optimization and managed support services

The Result

The partnership enabled the company to create a scalable framework for integrating acquisitions while improving operational efficiency and visibility across the organization.

Results included:

  • Consolidation of multiple acquired businesses into a unified NetSuite environment
  • Faster integration timelines, typically completed within 8–12 weeks per acquisition
  • Improved visibility through consolidated financial and operational reporting
  • Reduced reliance on spreadsheets and disparate third-party systems
  • Standardized billing and revenue recognition processes across acquired entities
  • Greater efficiency in managing future acquisitions and ongoing growth initiatives

WM Services/Capabilities

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“I could not have made it through our initial public offering without the team from WilliamsMarston to field so many complicated issues. You have been fantastic, and it’s been a pleasure to reach this milestone with you!”Chief Financial Officer
IPO Company

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“I am sure we had one of the most complicated preferred stock conversions at our IPO than any other company. We appreciated your help. You made us look good, and we look forward to continuing to work with you.”Chief Financial Officer
IPO Company

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Private Company

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