NetSuite Implementations
At WM, we don’t just implement NetSuite—we deliver outcomes. Our team combines NetSuite, finance, operational, project management, solution architecture, and technical experience with a flexible, agile approach to translate their ERP vision into a scalable and supportable NetSuite environment.
NetSuite & Business Experience
With years of experience across finance, operations, and IT, we help clients implement NetSuite in a way that supports their goals, not just their systems. We speak NetSuite fluently, so you don’t have to.
Hands On Project Management
Our experienced project managers are embedded in every project and keep everything on track. They proactively manage scope, timelines, and communications—so you don’t have to.
Agile Methodology
Every business is different—so every implementation should be too. We employ a flexible, agile methodology which allows us to adapt to your needs in real time, ensuring faster delivery, better alignment, and higher user satisfaction.
NetSuite Solution Architects
Every implementation project is led by a dedicated NetSuite solution architect who ensures your system is built to scale. From technical design to best practices, they guide the implementation to support long-term success.
Post-production NetSuite Support
Our commitment doesn’t end at go-live. We offer ongoing support to help you stabilize, optimize, and evolve your NetSuite environment as your business grows.
Commitment to Client Success
Our team is built on deep NetSuite expertise from its inception, and our continued commitment to excellence is what drives our 100% success rate across all NetSuite implementations. From configuration to compliance, our team knows how to make your ERP work for you.
Implementation FAQ’s
Why should I work with a NetSuite implementation partner?
An experienced partner reduces implementation risk, tailors the system to business needs, and helps keep the project on schedule.
What industries does WM specialize in for NetSuite implementations?
Biotech, life sciences, professional services, manufacturing, wholesale distribution, software, and technology.
Does WM offer new implementations, re-implementations, or optimization projects?
Yes, new implementations, re-implementations and optimization projects. WM also assists with troubled implementations and recovery projects.
How long does a typical NetSuite implementation take?
Typically 3–6 months, depending on scope, integrations, migration requirements, and organizational complexity.
What implementation methodology does WM use?
WM uses an implementation approach that emphasizes collaboration, flexibility, and efficiency. By prioritizing critical business processes, incorporating ongoing feedback, and delivering solutions in phases, our team helps minimize risk, accelerate implementation timelines, and ensure NetSuite solutions align with each client’s unique business needs.
Can WM support data migration from legacy systems?
Yes, including historical transactions and trial balances, depending on reporting requirements.
Does WM customize NetSuite to fit our business processes?
Yes, where standard NetSuite functionality does not fully address business requirements.
Can WM help configure workflows, roles, dashboards, and reports?
Yes, including SuiteFlow, saved searches, SuiteAnalytics, approval workflows, and custom scripting.
What level of automation can be built into the system during implementation?
Automation can include approvals, business processes, integrations, interfaces, records, and modules.
Does WM offer integrations with other systems (e.g., CRM, eCommerce, 3PL)?
Yes, through its technical services team and an integration strategy tailored to client requirements.
NetSuite Optimizations
Your NetSuite environment should evolve with your business. Our optimization services address inefficiencies, improve visibility, streamline processes, and adapt NetSuite to new operating requirements, transactions, products, entities, and growth priorities. Combining deep NetSuite expertise with a flexible, client-first approach, we deliver high-impact improvements that drive measurable results – aligned with your strategic goals.
Health Checks
Comprehensive NetSuite health checks uncover inefficiencies, risks, and missed opportunities. Our team evaluates your system’s configuration, performance, and usage to provide actionable insights that drive immediate and long-term value.
System Improvements
Get more out of your NetSuite investment by refining processes, enhancing usability, and aligning your system with evolving business needs. We focus on practical, high-impact improvements that boost efficiency and user adoption.
Integration & Customization Development
We build and maintain robust, scalable integrations, and customizations that extend NetSuite’s capabilities without compromising system integrity. Every solution developed by WM is upgrade-safe, well-documented, and aligned with your business goals.
Module Deployment
Whether you’re expanding into new functions or optimizing existing ones, we help you deploy NetSuite modules with precision and purpose. From Financials to Advanced Inventory, we ensure each module is configured to deliver maximum value.
M&A Integration
We help clients through mergers, acquisitions, and divestitures by aligning NetSuite environments quickly and effectively. Invest in business continuity while enabling future scalability and compliance.
Data Migration
Complex data migrations are managed with precision and care, ensuring accuracy with minimal disruption. Whether you’re onboarding new entities, cleaning legacy data, or transitioning from another system, we’ve got you covered.
Optimizations FAQ’s
When should a company consider optimizing its NetSuite instance?
When introducing new products, revenue streams, business units, or entities; undergoing organizational changes or M&A activity; or experiencing inefficient manual processes and system performance issues.
How are WM optimization services different from a new implementation?
Optimization improves or expands an existing NetSuite environment to meet business objectives. A new implementation establishes NetSuite for an organization that isn’t currently using it.
Can WM help us improve system performance and response times?
Yes. WM evaluates existing NetSuite environments, identifies performance issues, and recommends technical and functional improvements.
Does WM offer help with streamlining financial close and reporting?
Yes. NetSuite specialists and former accountants help shorten month-end close timelines through process improvements and automation.
Can WM optimize dashboards, saved searches, and KPIs?
Yes. WM develops reporting strategies and configures dashboards, KPIs, reports, and saved searches to improve real-time visibility and decision-making.
Can WM improve approval workflows and automation?
Yes. Solutions include NetSuite SuiteFlow and custom scripting, depending on business requirements.
Does WM help with fixing or reworking existing customizations?
Yes. Its technical team evaluates and simplifies complex customizations to improve automation and minimize operational disruption.
Can WM integrate NetSuite with other systems (CRM, WMS, eCommerce, etc.)?
Yes. Integrations can use custom APIs, middleware platforms such as Celigo, NetSuite integration technologies, and prebuilt connectors.
Do you help extend NetSuite for new business units, subsidiaries, or products?
Yes. WM can adapt NetSuite configurations to accommodate additional entities, subsidiaries, products, revenue streams, and business units.
Can WM assist with NetSuite OneWorld optimization?
Yes. WM supports multi-entity, multinational, and multicurrency environments, including intercompany processes, financial consolidations, and centralized operations.
NetSuite Managed Services
At WM, we understand that every business uses NetSuite differently, which is why our managed and support services are never one-size-fits-all. Whether you need proactive consulting to optimize your system or responsive troubleshooting and administrative support, we tailor our approach to solve problems, improve performance, and deliver measurable results.
Functional Assistance
Whether you need quick answers or strategic guidance, WM provides expert functional support designed for your NetSuite environment. From resolving day-to-day issues to advising on process improvements, we adapt our approach to meet each client’s goals and internal capabilities.
Configuration Adjustments
Fine-tune your NetSuite setup, and ensure you’re scaling in tandem, not breaking with every upgrade. Adjust workflows, forms, or fields, and ensure changes are made efficiently, with minimal disruption and maximum impact.
Best Practices
WM brings deep NetSuite expertise to every commitment, providing best-practice recommendations to improve performance, usability, and scalability. Our wide range of industry expertise will ensure your industry, size, and growth stage are reflected in our approach.
Reports & Dashboard Development
Dashboards and reports are designed to give clients the insights they need to make informed decisions. Whether reporting on KPIs or executive-level metrics, we tailor NetSuite analytics to meet your unique business goals and intended audiences.
Release Impact Assessments
Stay ahead of NetSuite releases with assessments to ensure potential impacts are accounted for ahead of time. Test critical processes and ensure new features are fully leveraged, instead of disruptive.
Managed Services FAQ’s
How is WM managed services different from standard NetSuite support?
WM provides personalized support through a dedicated, U.S.-based NetSuite consultant rather than a call center. Services are tailored to each client’s needs, with flexible meeting schedules, defined scopes of work, and ongoing adjustments as requirements evolve.
What types of issues are covered under the NetSuite Managed Services offered by WM?
Services cover a broad range of needs, from troubleshooting errors and resolving technical issues to implementing new functionality. Support is customized to each client’s specific requirements.
Do you offer dedicated support contacts for your NetSuite premium support or managed services?
Yes. Every client receives a dedicated, U.S.-based NetSuite support consultant.
Is support provided via phone, email, or in-app ticketing?
Yes. WM offers phone, email, and in-app support. Clients can work with their consultants to establish their preferred communication methods, including scheduled meetings, email correspondence, or support tickets.
Is WM NetSuite premium support available 24/7 or only during business hours?
Support is available during business hours only, not 24/7.
CASE STUDIES
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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.
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Technology company partnered with our NetSuite team to streamline billing, revenue recognition, and financial operations. The implementation improved efficiency, strengthened financial controls, and reduced month-end close time by 25% within two months of going live.
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Biotech company partnered with our NetSuite team to modernize its financial infrastructure ahead of going public. Completed in just four weeks, the implementation streamlined reporting, strengthened financial controls, and supported global growth.
Featured Insights
Connect with our NetSuite Services Team
Build a NetSuite environment that keeps pace with your business. Reach out to our team to discuss implementation, optimization, and managed services today.
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Scott Grillo
Managing Director – NetSuite Services
Scott brings more than 16 years of ERP consulting and business systems experience to WilliamsMarston, where he leads the firm’s NetSuite practice following WilliamsMarston’s acquisition of Charted.
Prior to WilliamsMarston, Scott ran the NetSuite consulting business at Charted, a NetSuite-focused consulting and software firm. Before Charted, Scott was a Director at RSM within their Business Applications practice, and at Oracle NetSuite where he spent over 12 years in various roles across Sales and Professional Services.
Scott holds a bachelor’s degree in business administration and psychology from Skidmore College.