Case Study

Manufacturing Company Transformed Into an Adaptable Organization Using NetSuite

A leading manufacturing company partnered with our NetSuite team to replace its legacy ERP systems with a scalable, cloud-based solution. The implementation streamlined processes, improved data accuracy, and introduced real-time reporting, enabling faster sales transactions, greater operational visibility, and more informed decision-making.

The Challenge

Legacy systems and increasing complexity limited the company’s ability to scale.

As the business grew, extensive system customizations, third-party applications and reliance on Excel created performance challenges and made future expansion increasingly difficult.

Key challenges included:

  • Outdated, heavily customized ERP systems
  • Reliance on Excel and third-party applications
  • Limited visibility into business performance
  • Need for a scalable, cloud-based ERP solution

The Solution

A tailored NetSuite implementation created a simpler, more connected operating environment.
  • WilliamsMarston provided hands-on support throughout the implementation, including:
    • Business and NetSuite needs assessment
    • Project planning and management
    • Data migration support
    • Third-party integrations and targeted customizations
    • Implementation and go-live support

The Result

Greater transparency and real-time data enabled faster, more informed decision-making.

The NetSuite implementation provided:

  • Improved data accuracy and reliability
  • Real-time dashboards and KPI visibility
  • Better inventory, demand planning and sales reporting
  • Faster quoting and order conversion
  • A more scalable and adaptable operating environment

WM Services/Capabilities

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  • Tax

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  • Valuation

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  • Private Equity

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CLEAR IMPACT

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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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“I wanted to share my thanks for all the work WilliamsMarston did. Thanks to your great work, I felt confident going into the audit prepared.”VP Finance
Private Company

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“I continue to be impressed and grateful with the level of attention and technical expertise your team consistently provides.”Senior Finance Director
Public Company

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