Industry Details

Grow your business with NetSuite Experts @ SixLakes

Unlock the full potential of NetSuite with our expert consulting services!

Manufacturing

We provide professional NetSuite solutions tailored for manufacturing businesses. With a deep understanding of work orders, inventory management, production planning, and financial tracking, we ensure your manufacturing operations run smoothly and efficiently.

Manufacturing-Specific Modules

• Advanced Manufacturing (if enabled): Used for detailed work orders, scheduling, and shop floor control.
• Work Orders & Assemblies: Basic manufacturing feature for creating work orders and assembling finished goods.
• WIP & Routings (if enabled): Tracks work-in-progress (WIP) and manages manufacturing steps/routings.

Bill of Materials (BOM) & Assemblies

• Ensure the Bill of Materials (BOM) structure is correctly set up (single-level vs. multi-level).
• Use Revision Control if BOM changes frequently.
• Yield tracking: If material shrinkage or process losses occur, consider how to account for yield.
• Alternate Components: Some manufacturers need alternates/substitutes for raw materials.

Work Orders & Production Planning

• Work Order Types: Standard Work Orders, Work Order Close Variances, Work Orders with Backflushing.
• Production Scheduling: Does the client use a push-based (made-to-stock) or pull-based (made-to-order) model?
• Capacity Planning: Ensure work centers and resource availability are accounted for.

Inventory Management & Costing

• Inventory Costing Methods: Is the client using Standard, FIFO, LIFO, or Average Costing?
• Landed Costs: Ensure costs like shipping, duties, and handling are properly allocated.
• Multi-Location Inventory: If they have multiple warehouses, ensure proper transfer and fulfillment processes.
• Bin Management & Lot/Serial Tracking: Determine if they require lot or serial tracking for traceability.
• Backflushing: If they automate inventory deductions, ensure backflushing is set up correctly.

Financial Impacts & Reporting

• COGS and Variance Accounting: Ensure that Work-In-Progress (WIP) and Manufacturing Variance Accounts are properly set up.
• Revenue Recognition: If they are a contract manufacturer, they might need revenue recognition aligned with project completion.
• Profitability Reporting: Break down costs per product, location, and job.
• Segmentations: If using department, location, region, revenue type, ensure proper reporting alignment.

Demand Planning & Procurement

• MRP (Material Requirements Planning): If using NetSuite’s MRP, configure reorder points, lead times, and demand plans.
• Vendor Management: Ensure proper vendor pricing and lead time tracking.
• Purchase Orders & Blanket PO Agreements: For bulk purchasing agreements, consider setting up Blanket POs.

Custom Workflows & Automations

• Approval Workflows: Work orders, inventory adjustments, and purchase orders may need approvals.
• Barcode Scanning & WMS: If using scanners, ensure integration with NetSuite.
• Integrations: Look for MES (Manufacturing Execution System), PLM (Product Lifecycle Management), or other 3rd-party integrations.

Compliance & Quality Control

• Industry Regulations: Manufacturing industries may have compliance needs (e.g., FDA for food, ISO 9001 for general manufacturing).
• Quality Inspections: Some clients may require a Quality Management System (QMS) integration.
• Lot Expiry Tracking: If they deal with perishable goods, ensure proper expiration date tracking.

Our team pays close attention to the key manufacturing processes, including Bill of Materials (BOM) management, WIP tracking, demand planning, and cost control. We optimize your MRP, warehouse operations, and compliance needs, ensuring seamless automation and real-time visibility into production workflows. Whether it’s multi-location inventory, serial and lot tracking, or advanced financial reporting, we configure NetSuite to align with your unique business goals.

With a commitment to precision and best practices, we don’t just implement NetSuite—we ensure it works seamlessly for your manufacturing needs, enhancing productivity, reducing costs, and driving growth. Partner with us for a NetSuite solution that truly powers your manufacturing success.

Financial Services

We provide tailored NetSuite solutions for the financial services industry. With deep expertise in automating complex financial processes, streamlining reporting, and ensuring compliance, our team empowers firms to operate with greater agility and precision.

Regulatory Compliance & Audit Readiness

• GAAP, IFRS, and Local Compliance: Ensure NetSuite is configured to meet accounting standards.
• SOX (Sarbanes-Oxley) Compliance: Set up proper internal controls, approval workflows, and audit trails.
• Segregation of Duties (SoD): Restrict user roles to prevent fraud or conflicts of interest.
• Banking & Payment Compliance: If dealing with financial transactions, ensure compliance with PCI DSS, AML (Anti-Money Laundering), and KYC (Know Your Customer) regulations.

Multi-Entity & Consolidation

• Subsidiary & Intercompany Transactions: If the firm operates multiple entities, configure NetSuite OneWorld for seamless financial consolidation.
• Currency & Exchange Rates: Set up multi-currency management with real-time FX rate updates.
• Elimination Entries: Automate intercompany eliminations for accurate consolidated reporting.

Financial Planning & Analysis (FP&A)

• Budgeting & Forecasting: Ensure financial planning modules or integrations with Adaptive Insights, Anaplan, or Workday Adaptive Planning.
• Cash Flow & Liquidity Management: Set up real-time cash flow tracking and cash forecasting.
• KPI & Performance Metrics: Implement dashboards for AUM (Assets Under Management), ROE (Return on Equity), and Net Interest Margin.

Revenue Recognition & Compliance

• ASC 606 / IFRS 15 Compliance: Ensure proper handling of revenue contracts, deferrals, and allocations.
• Subscription & Recurring Revenue: Set up SuiteBilling or third-party billing solutions if applicable.
• Fee-Based Revenue & Asset Management Fees: Automate tiered pricing models, performance fees, and management fees.
• Deferred Revenue & Accruals: Configure automated journal entries for deferred income and expense amortization.

General Ledger (GL) Structure & Segmentation

• Segmented Reporting: Ensure the GL is structured for: Department, Region, Fund or Investment Type, Clinet Account etc.
• Chart of Accounts (CoA): Align with industry standards and regulatory needs.
• Flexible Financial Statements: Build reports that break down data by fund, investment class, client type, or advisor.

Risk Management & Compliance Monitoring

• Audit Trails & Role-Based Access: Set up permissions to maintain security.
• Operational Risk Tracking: If applicable, configure NetSuite for compliance risk, credit risk, and liquidity risk tracking.
• Fraud Prevention & Transaction Monitoring: Integrate with fraud detection tools if needed.

Investment & Asset Management

• Fund Accounting: Ensure tracking of investment income, NAV calculations, and fund allocations.
• Portfolio Management Integration: If applicable, integrate with investment management platforms for real-time tracking.
• Investor Reporting: Generate statements and custom reports for clients, shareholders, or board members.

Banking & Payment Processing

• Bank Feeds & Reconciliation: Automate reconciliation with NetSuite’s Bank Feeds SuiteApp.
• ACH, Wire Transfers, and Payments: Ensure smooth payment processing and approval workflows.
• Expense Management: Integrate with Expensify or Concur for streamlined approvals.

Custom Workflows & Automations

• Approval Hierarchies: Implement multi-tiered approvals for journal entries, payments, and investments.
• Client Onboarding & Contract Management: Automate onboarding workflows and ensure regulatory checks.
• Billing & Invoicing: If the firm has multiple revenue streams, ensure custom invoice generation.

We understand the industry's complex regulatory requirements, multi-entity structures, and sophisticated financial reporting needs. Our team ensures that your NetSuite implementation is fully optimized for compliance, risk management, and financial transparency, giving you complete confidence in your operations.

With precision, professionalism, and deep industry expertise, we don’t just implement NetSuite—we empower financial services firms to operate with greater efficiency, accuracy, and compliance. Partner with us for a NetSuite solution that truly drives financial success.

Professional Services

We are trusted NetSuite experts dedicated to optimizing professional services firms with precision, efficiency, and industry best practices. We understand the unique challenges of project-based businesses, from resource management and time tracking to complex billing models and profitability analysis.

Project & Resource Management

• Project Setup & Tracking: Use NetSuite Project Management to set up fixed-fee, time & materials (T&M), or milestone-based projects.
• Task Assignments & Timelines: Ensure proper project structuring, with clear phases, milestones, and deadlines.
• Resource Allocation: Optimize workforce allocation to prevent over/underutilization of resources.

Time & Expense Tracking

• Time Tracking: Ensure employees/contractors can log billable and non-billable hours accurately.
• Expense Reporting & Approvals: Configure workflows for employee reimbursements and project-related expenses.
• Automations: Integrate with time-tracking tools (e.g., OpenAir, Harvest, or Expensify) to streamline entry.

Billing & Revenue Recognition

• Billing Models: Ensure NetSuite supports time & materials, milestone-based, fixed-fee, and retainer billing models.
• Automated Invoicing: Configure billing schedules to auto-generate invoices based on project terms.
• ASC 606 / IFRS 15 Compliance: Implement deferred revenue recognition for multi-period contracts.
• Charge Rules: If applicable, set up different billing rates by role, client, or project type.

Profitability & Financial Reporting

• Project P&L Tracking: Ensure granular reporting on revenue, costs, and margins per project.
• Utilization Rate Monitoring: Track billable vs. non-billable hours to measure resource efficiency.
• Segmented Financial Reports: Structure reports by department, region, client, or service type.
• Custom KPIs: Implement dashboards to track gross margin, revenue per consultant, and backlog reporting.

Multi-Entity & Global Operations

• Multi-Subsidiary & Currency Handling: Use NetSuite OneWorld for firms operating in different regions or currencies.
• Intercompany Transactions: Automate cross-subsidiary billings for shared resources.
• Tax Compliance: Ensure correct VAT, GST, or Sales Tax configurations based on locations.

CRM & Client Engagement

• Client Onboarding & Relationship Management: Ensure a streamlined process for contract approvals, renewals, and project kick-offs.
• Integration with CRM: Align NetSuite with Salesforce or HubSpot for end-to-end visibility from sales to delivery.
• Proposal to Project Automation: Automate the conversion of sales orders into projects to avoid manual data entry.

Workflows & Approvals

• Project Budget Approvals: Configure multi-level approvals for budget changes, invoices, and expense reports.
• Contract Renewals & Change Orders: Automate tracking for renewals, amendments, and client scope changes.

Compliance & Security

• Data Security & Role Permissions: Restrict sensitive financial and project data access.
• Audit Trails: Ensure that all financial and project transactions are properly logged for compliance.
• GDPR & Data Protection: If handling EU-based clients, ensure compliance with data privacy regulations.

Our team pays close attention to critical areas such as ASC 606-compliant revenue recognition, automated invoicing, utilization tracking, and multi-entity financial consolidation. We ensure seamless project accounting, CRM integration, and approval workflows, so your firm can focus on delivering value while we handle the complexities of NetSuite.

With a commitment to accuracy, compliance, and automation, we don’t just implement NetSuite—we tailor it to drive your firm’s success, streamline operations, and maximize profitability. Partner with us for a NetSuite solution built for the way professional services firms work.

Retail

We are NetSuite experts committed to helping retail businesses thrive with seamless omnichannel integration, real-time inventory management, and automated financial workflows. We understand the complexities of multi-channel sales, order fulfillment, dynamic pricing, and customer loyalty programs, ensuring your business operates efficiently and profitably.

Omnichannel Sales & Order Management

• E-commerce Integration: Ensure smooth integration with Shopify, Magento, Amazon, or other e-commerce platforms.
• Point of Sale (POS) Systems: Connect with SuiteCommerce InStore or third-party POS systems for a unified sales experience.
• Order Orchestration: Automate order processing and fulfillment across brick-and-mortar, online, and marketplace sales.
• Click & Collect / BOPIS (Buy Online, Pick Up In-Store): Configure workflows to support in-store pickup options.

Inventory & Supply Chain Management

• Real-Time Inventory Tracking: Ensure accurate stock levels across multiple locations, warehouses, and sales channels.
• Multi-Location Inventory Management: Optimize inventory transfers and stock replenishment between stores.
• Demand Planning & Forecasting: Implement predictive analytics for seasonal demand fluctuations and restocking strategies.
• Barcode Scanning & RFID: Streamline warehouse and store operations with mobile inventory tracking.
• Landed Costs & Vendor Pricing: Configure cost tracking for imports, duties, and freight charges.

Customer Experience & Loyalty Programs

• CRM & Customer Insights: Integrate with NetSuite CRM or third-party platforms to track purchase history, preferences, and segmentation.
• Loyalty & Rewards Programs: Set up points-based rewards, discounts, or personalized promotions.
• Returns & Refunds: Automate return merchandise authorization (RMA) for efficient returns processing.
• Subscription-Based Sales: If applicable, configure SuiteBilling for recurring orders and memberships.

Pricing, Promotions & Discounts

• Dynamic Pricing Rules: Configure tiered pricing based on customer type, location, or promotions.
• Discount & Coupon Management: Automate percentage-based, fixed amount, or BOGO promotions.
• Tax Compliance: Set up automated tax calculations (e.g., Avalara integration) for international and local tax regulations.

Financials & Reporting

• Multi-Entity & Multi-Currency Support: If operating internationally, configure NetSuite OneWorld for consolidated financials.
• Profitability Analysis: Generate real-time reports on gross margins, sales trends, and product performance.
• Segmentation for Financial Reports: Ensure reports align with store location, product category, region, or customer type.

Fulfillment & Shipping

• Warehouse & Distribution Optimization: Integrate NetSuite WMS (Warehouse Management System) for efficient logistics.
• Shipping Carrier Integration: Automate order fulfillment with carriers like FedEx, UPS, and USPS.
• Dropshipping & Third-Party Logistics (3PL): Ensure smooth vendor coordination for outsourced fulfillment.

Compliance & Security

• PCI Compliance: Ensure secure credit card processing to meet industry standards.
• GDPR & Data Privacy: Configure customer data protection settings for regulatory compliance.
• Fraud Prevention: Integrate fraud detection tools to reduce chargebacks and fraudulent transactions.

We pay meticulous attention to critical areas like inventory accuracy, POS and e-commerce integration, shipping automation, and tax compliance, so you can deliver exceptional customer experiences while maintaining profitability and operational efficiency. Whether you need advanced demand forecasting, multi-location inventory tracking, or seamless returns processing, we tailor NetSuite to fit your unique retail needs.

With a deep understanding of the retail industry and a commitment to precision and automation, we don’t just implement NetSuite—we empower your business to scale, streamline, and succeed. Partner with us for a NetSuite solution built for modern retail.

Transportation and Logistics

We are dedicated to optimizing transportation and logistics businesses with seamless fleet management, real-time shipment tracking, and automated financial workflows. We understand the challenges of route optimization, fuel cost tracking, compliance, and warehouse efficiency, ensuring your operations run smoothly, cost-effectively, and in full regulatory compliance.

Fleet & Asset Management

• Vehicle Tracking & Maintenance: Ensure NetSuite integrates with GPS and fleet tracking systems to monitor vehicle location, fuel consumption, and maintenance schedules.
• Depreciation & Asset Management: Track fleet assets, calculate depreciation, and manage leasing vs. ownership costs.
• Driver Scheduling & Assignments: Optimize driver shifts and assign the right resources to the right routes.

Order & Shipment Management

• Freight & Cargo Tracking: Implement real-time tracking of shipments, including status updates, ETAs, and route changes.
• Multi-Carrier Shipping Integration: Connect NetSuite with FedEx, UPS, DHL, or local freight carriers for automated rate calculations and label generation.
• Dropshipping & Third-Party Logistics (3PL): Ensure smooth integration with third-party logistics providers.
• Proof of Delivery (POD): Automate digital signature collection and delivery confirmations.

Route & Dispatch Optimization

• Route Planning: Optimize deliveries by reducing fuel costs, avoiding congestion, and increasing efficiency.
• Real-Time GPS & Telematics Integration: Ensure live tracking of shipments and delivery fleets.
• DLoad Optimization: Maximize vehicle space utilization to reduce empty miles and improve efficiency.

Costing & Financial Management

• Fuel Cost Tracking: Automate fuel expense recording, reimbursements, and vendor payments.
• Toll & Compliance Fees: Ensure proper tracking of tolls, permits, and other road expenses.
• Multi-Entity & Currency Accounting: If operating internationally, set up NetSuite OneWorld for proper financial consolidation.
• Customer Profitability Analysis: Track revenue and costs by route, region, customer, or fleet.

Warehouse & Inventory Management

• Integrated Warehouse Management System (WMS): Enable real-time stock tracking across multiple locations.
• Cross-Docking & Just-in-Time (JIT) Logistics: Optimize inventory flow to reduce storage costs.
• Barcode Scanning & RFID Tracking: Automate scanning for faster fulfillment and reduced errors.

Compliance & Regulatory Tracking

• DOT, IFTA, and HOS Compliance: Ensure compliance with Department of Transportation (DOT), International Fuel Tax Agreement (IFTA), and Hours of Service (HOS) regulations.
• Safety & Risk Management: Track driver logs, incident reports, and vehicle inspections.
• Customs & Import/Export Documentation: Automate compliance for international shipping and customs clearance.

Customer Experience & Self-Service

• Real-Time Shipment Tracking for Customers: Provide shipment status updates via portals or email notifications.
• Automated Invoicing & Billing: Configure billing for contract-based, per-mile, weight-based, or flat-rate pricing.
• Dispute & Chargeback Management: Track and resolve disputes related to delays, damages, or incorrect deliveries.

We pay close attention to critical areas like multi-carrier shipping integration, AI-powered dispatching, cross-docking, and IFTA/DOT compliance, so you can deliver faster, reduce costs, and improve fleet performance. Whether you need automated invoicing, real-time GPS tracking, or optimized load planning, we tailor NetSuite to fit your unique logistics needs.

With a deep understanding of the transportation and logistics industry, we don’t just implement NetSuite—we transform operations, increase efficiency, and drive profitability. Partner with us for a NetSuite solution built for modern logistics and supply chain success.

Health and Beauty

We are NetSuite experts committed to helping health and beauty brands scale with seamless inventory management, omnichannel sales, and personalized customer experiences. We understand the unique challenges of product traceability, regulatory compliance, and high-demand fulfillment, ensuring your business operates smoothly, efficiently, and profitably.

Inventory & Product Management

• Batch & Lot Tracking: Ensure accurate tracking of expiration dates, lot numbers, and recalls for skincare, cosmetics, and supplements.
• Multi-Location Inventory: Optimize stock across warehouses, retail stores, and e-commerce channels.
• Product Kitting & Bundling: Support gift sets, sample kits, and subscription boxes with automated fulfillment.
• Demand Forecasting: Use historical sales data to predict seasonal spikes and trending products.

Compliance & Quality Control

• FDA & GMP Compliance: Track ingredient sourcing, manufacturing processes, and safety regulations.
• Labeling & Certifications: Ensure compliance with organic, cruelty-free, or clean beauty standards.
• Product Recalls & Traceability: Set up recall workflows to quickly identify and pull affected products.

Omnichannel Sales & Retail Integration

• E-commerce & Marketplace Sync: Seamless integration with Shopify, Amazon, WooCommerce, and other platforms.
• POS System Integration: Sync brick-and-mortar sales with SuiteCommerce InStore or third-party POS solutions.
• Wholesale & B2B Orders: Enable bulk order processing and custom pricing for distributors.
• Social Commerce: Track and manage sales from Instagram, TikTok, and Facebook Shops.

Customer Loyalty & Personalization

• Loyalty & Rewards Programs: Implement points-based rewards, exclusive discounts, and VIP tiers.
• Subscription & Auto-Replenishment: Automate recurring orders for skincare, supplements, and beauty boxes.
• CRM & Customer Insights: Use purchase history, skin/hair type preferences, and AI-driven recommendations to enhance marketing.

Order Fulfillment & Shipping

• Fast & Flexible Fulfillment: Automate same-day, 2-day, and standard shipping workflows.
• Dropshipping & 3PL Integration: Ensure seamless coordination with third-party fulfillment centers.
• Returns & Exchanges: Implement smooth return processes with automated approvals and store credits.

Financials & Profitability Analysis

• Multi-Currency & Multi-Entity Support: Manage international operations and global sales with NetSuite OneWorld.
• Profitability Tracking: Analyze margins by product line, location, and customer segment.
• Dynamic Pricing & Promotions: Set up automated BOGO deals, flash sales, and influencer discount codes.

Marketing & Brand Growth

• Influencer & Affiliate Sales Tracking: Integrate with influencer marketing platforms to track ROI.
• Email & SMS Marketing: Automate personalized campaigns based on customer behavior and purchase patterns.
• Customer Segmentation: Use AI-driven insights to target the right audience with the right products.

Sustainability & Ethical Sourcing

• Sustainable Supply Chain Tracking: Ensure ingredient and packaging sourcing align with eco-conscious brand values.
• Carbon Footprint Reporting: Integrate with sustainability platforms to track green initiatives.
• Packaging & Recycling Programs: Automate refillable product returns and sustainability incentives.

We pay meticulous attention to key areas such as batch and lot tracking, GMP/FDA compliance, subscription automation, and dynamic pricing strategies. Whether you're selling through e-commerce, retail, wholesale, or social commerce, we tailor NetSuite to support your fast-moving, trend-driven business.

With deep industry expertise and a focus on automation, we don’t just implement NetSuite—we transform your operations, optimize your supply chain, and elevate your customer experience. Partner with us for a NetSuite solution designed for the beauty and wellness industry.

Biology

We provide tailored NetSuite solutions tailored for biology-focused organizations, including biotech, life sciences, research labs, and pharmaceutical companies. We understand the complex regulatory landscape, inventory challenges, and financial intricacies unique to this industry, ensuring your operations remain compliant, efficient, and scalable.

Compliance & Regulatory Tracking

• FDA, ISO, GMP, HIPAA Compliance: Ensure processes align with strict regulatory standards for safety and data security.
• Audit Trails & Documentation: Maintain detailed logs of batch records, lab testing, and quality control checks.
• Clinical Trial & Research Compliance: Track study data and secure approvals for controlled substances.
• GDPR & Data Protection: If handling patient or research data, ensure secure access and proper consent management.

Inventory & Laboratory Management

• Lot & Serial Tracking: Enable traceability for biological samples, reagents, and pharmaceutical products.
• Expiration & Stability Monitoring: Ensure accurate tracking of perishable materials and temperature-sensitive goods.
• Lab Equipment & Maintenance Scheduling: Set up preventive maintenance alerts for high-value scientific instruments.
• Hazardous Materials & Safety Compliance: Automate handling workflows for chemicals and biohazards.

R&D & Grant Management

• Project Cost Tracking: Monitor funding, expenses, and time spent on research initiatives.
• Intellectual Property (IP) & Patent Tracking: Organize R&D milestones and patent development timelines.
• Grant Funding & Compliance: Track government and private funding sources, ensuring proper allocation.
• Collaboration & Workflow Automation: Streamline research approvals and multi-team coordination.

Manufacturing & Quality Control

• Batch Processing & Formulation Tracking: Monitor raw material usage and standardize production processes.
• Lab Sample Testing & QC: Ensure compliance with good manufacturing and laboratory practices (GMP & GLP).
• Yield & Variability Tracking: Analyze production efficiency and consistency across biological samples.

Multi-Entity & Global Operations

• Multi-Subsidiary & Currency Support: Manage international lab locations, research partnerships, and funding sources.
• Intercompany Transactions & Consolidations: Automate financial reporting across research institutions, biotech startups, and suppliers.

Financial & Profitability Reporting

• Cost Allocations for Research & Development: Ensure accurate budget tracking for grants, government contracts, and private funding.
• Deferred Revenue & Compliance: Align with ASC 606 revenue recognition standards for clinical trials and biotech services.
• Multi-Dimensional Reporting: Generate financial insights based on research phases, clinical trials, or product development cycles.

Procurement & Supply Chain Optimization

• Vendor & Supplier Qualification: Ensure sourcing meets ethical and regulatory requirements.
• Cold Chain Logistics & Storage: Set up alerts for temperature-sensitive shipments of biological materials.
• Automated Reordering & Demand Planning: Ensure continuous supply of lab reagents, DNA samples, and biotech materials.

Integration with Scientific & Lab Systems

• Electronic Lab Notebooks (ELN) & LIMS Integration: Sync experimental data with financial records.
• CRM & Clinical Trial Management: Track interactions with partners, patients, and research institutions.

We pay meticulous attention to critical areas such as FDA/GMP compliance, lot and serial tracking, grant and R&D cost management, and multi-entity financial reporting. Whether you need automated procurement for lab materials, real-time inventory monitoring for biological samples, or seamless integration with laboratory systems (LIMS & ELN), we configure NetSuite to support your scientific and business goals.

With a deep understanding of life sciences and a commitment to precision, we don’t just implement NetSuite—we optimize workflows, improve operational visibility, and accelerate innovation. Partner with us for a NetSuite solution built for the future of biology and scientific research.

Nonprofit

We provide NetSuite solutions tailored for nonprofit organizations, ensuring seamless fund accounting, donor management, grant tracking, and program impact reporting. We understand the unique financial and operational challenges nonprofits face, from managing restricted and unrestricted funds to ensuring compliance with FASB, GAAP, and IRS 990 reporting requirements.

Fund Accounting & Financial Management

• Restricted vs. Unrestricted Funds: Ensure proper tracking and reporting for donor-restricted, time-restricted, and unrestricted funds.
• Grant & Donation Tracking: Allocate funding to specific programs, initiatives, or projects.
• Multi-Entity & Global Financials: Use NetSuite OneWorld for multi-location and multi-currency nonprofits.
• Revenue Recognition (ASC 606/IFRS 15 Compliance): Ensure accurate recording of pledges, grants, and donations.

Donor & Fundraising Management

• CRM for Donor Engagement: Integrate NetSuite with Salesforce, Blackbaud, or other donor management systems.
• Recurring Donations & Memberships: Automate pledge tracking, installment payments, and membership renewals.
• Event Management & Fundraising Campaigns: Track ticket sales, sponsorships, and fundraising performance.
• Gift Processing & Acknowledgements: Automate donation receipts and customized donor thank-you letters.

Program & Impact Reporting

• Program Budgeting & Expense Tracking: Monitor costs across different projects, initiatives, and community programs.
• Outcome & Impact Measurement: Use KPIs to track effectiveness and mission-driven results.
• Segmented Financial Reporting: Generate reports by fund, grant, region, department, or program.

Compliance & Audit Readiness

• GAAP & FASB 117 Compliance: Ensure proper financial statement presentation for nonprofits.
• 990 Tax Reporting: Automate reporting for IRS Form 990 and other nonprofit tax requirements.
• Grant & Donor Compliance: Track fund usage to meet grant restrictions and donor agreements.
• Segregation of Duties (SoD): Establish role-based permissions to prevent fraud and ensure transparency.

Expense & Procurement Management

• Grant-Funded Expense Allocation: Automate expense tracking for grants and fund-specific disbursements.
• Volunteer & Employee Expense Reimbursements: Streamline approval workflows for program expenses.
• Procurement & Vendor Management: Ensure ethical sourcing and cost-effective purchasing for nonprofit needs.

Multi-Channel Revenue & Sustainability

• Grant & Government Funding: Track different funding sources and compliance requirements.
• Earned Income Strategies: Manage program fees, merchandise sales, and social enterprise initiatives.
• Endowments & Investment Tracking: Monitor long-term funds and investment returns.

Volunteer & Human Capital Management

• Volunteer Tracking & Engagement: Monitor volunteer hours, assignments, and contributions.
• Payroll & HR Compliance: Integrate NetSuite with HR and payroll systems for nonprofit employees.

We pay meticulous attention to critical areas such as automated grant tracking, donor CRM integration, multi-entity fund management, and outcome-based reporting. Whether you're managing recurring donations, volunteer programs, fundraising events, or government grants, we configure NetSuite to help you maximize efficiency and transparency while focusing on your mission.

With deep nonprofit expertise and a commitment to operational excellence, we don’t just implement NetSuite—we optimize workflows, improve financial oversight, and enhance donor engagement. Partner with us for a NetSuite solution built to empower your organization and amplify your impact.

Food and Beverage

We provide NetSuite solutions specifically designed to meet the unique needs of food and beverage businesses, ensuring seamless inventory management, production tracking, and multi-channel sales integration. We understand the unique challenges of perishable inventory, regulatory compliance, and supply chain efficiency, ensuring your operations remain optimized, compliant, and scalable.

Inventory & Supply Chain Management

• Lot & Expiration Date Tracking: Ensure accurate tracking of perishable goods, shelf life, and batch numbers.
• Multi-Location & Cold Storage Management: Optimize inventory across warehouses, retail stores, and distribution centers.
• Ingredient & Recipe Management (BOMs): Track raw materials and automate recipe/formula-based production.
• Demand Forecasting & Seasonal Planning: Use historical data and trends to predict inventory needs.

Food Safety & Regulatory Compliance

• FDA, USDA, and HACCP Compliance: Ensure processes meet food safety and quality control regulations.
• Product Recalls & Traceability: Implement rapid response workflows to track affected batches and notify suppliers.
• Labeling & Nutritional Info Management: Ensure compliance with packaging and ingredient disclosure requirements.
• Organic & Sustainable Sourcing Compliance: Track certifications like USDA Organic, Non-GMO, and Fair Trade.

Production & Manufacturing Efficiency

• Work Orders & Assemblies: Automate production processes for food processing, baking, brewing, or bottling.
• Yield & Waste Tracking: Optimize ingredient usage, reduce spoilage, and track production losses.
• Co-Packers & Contract Manufacturing: Ensure visibility into outsourced production processes.
• Quality Control & Lab Testing: Automate testing workflows to ensure food safety and consistency.

Sales & Distribution Channels

• E-commerce & Retail POS Integration: Sync sales across Shopify, Amazon, Walmart, and physical stores.
• Wholesale & B2B Orders: Support bulk sales with custom pricing, tiered discounts, and contract management.
• Grocery & Distributor Integration: Ensure smooth coordination with wholesale distributors and grocery chains.
• Direct-to-Consumer (DTC) & Subscription Models: Automate recurring orders and subscription box services.

Financials & Cost Management

• Landed Costs & COGS Tracking: Capture costs for shipping, customs, packaging, and processing.
• Multi-Entity & Multi-Currency Financials: Use NetSuite OneWorld for international distribution.
• Profitability Analysis by Product & Channel: Track margin performance for each SKU, region, or sales channel.
• Promotions & Dynamic Pricing: Automate seasonal discounts, bulk pricing, and loyalty rewards.

Order Fulfillment & Logistics

• Automated Shipping & Carrier Integrations: Connect with FedEx, UPS, and third-party logistics (3PL) providers.
• Route Optimization & Delivery Tracking: Improve efficiency for direct delivery or local distribution.
• Dropshipping & Warehouse Coordination: Streamline fulfillment from multiple storage locations.

Sustainability & Ethical Sourcing

• Sustainable Packaging Tracking: Monitor eco-friendly material usage and compliance.
• Food Waste Reduction Initiatives: Implement workflows for donations, composting, and waste tracking.
• Carbon Footprint Reporting: Analyze the environmental impact of shipping, sourcing, and production.

We place a strong emphasis on essential features like lot tracking and expiration date management, HACCP compliance, food recalls, and landed cost calculations. Whether you're managing direct-to-consumer sales, wholesale distribution, or subscription-based services, we configure NetSuite to support your fast-moving, high-demand business.

With deep industry expertise and a commitment to operational excellence, we don’t just implement NetSuite—we streamline workflows, optimize profitability, and enhance customer satisfaction. Partner with us for a NetSuite solution built to drive success in the food and beverage industry.

Software

We deliver NetSuite solutions tailored to the unique needs of software and SaaS companies, ensuring seamless subscription billing, revenue recognition, and financial automation. We understand the unique challenges of managing recurring revenue, contract modifications, global tax compliance, and SaaS profitability tracking, ensuring your company operates efficiently, accurately, and at scale.

Subscription & Recurring Billing

• SuiteBilling & ASC 606 Compliance: Ensure automated billing aligns with deferred revenue recognition standards.
• Multi-Tier & Usage-Based Pricing: Support subscription plans, metered billing, and per-user pricing models.
• Automatic Renewals & Upsells: Configure workflows to reduce churn and maximize customer lifetime value.

Revenue Recognition & Compliance

• ASC 606 / IFRS 15 Revenue Recognition: Automate deferred revenue schedules and contract-based revenue allocation.
• Multi-Element Arrangements (MEA): Properly allocate revenue for bundled software, services, and support.
• Deferred Revenue & Contract Modifications: Track changes in customer contracts, upgrades, and term extensions.

SaaS & Software Financial Metrics

• ARR/MRR Tracking: Automate calculations for Annual Recurring Revenue (ARR) and Monthly Recurring Revenue (MRR).
• Churn & Customer Lifetime Value (CLV): Generate reports on customer retention and revenue expansion.
• CAC & Gross Margin Tracking: Monitor Customer Acquisition Cost (CAC) and profitability across customer segments.

Multi-Entity & Global Operations

• Multi-Subsidiary & Currency Management: Use NetSuite OneWorld for global consolidations.
• Intercompany Transactions & Transfer Pricing: Automate financial workflows between subsidiaries.
• Tax Compliance for SaaS (VAT, GST, Sales Tax): Integrate with Avalara or other tax engines to manage international tax requirements.

Contract & Customer Management

• CRM & CPQ Integration: Sync NetSuite with Salesforce or HubSpot for lead-to-cash automation.
• Customer Support & SLAs: Track support contracts and automate renewals.
• License & User Management: Manage software entitlements and automate provisioning workflows.

Expense & Profitability Analysis

• Deferred Costs & Capitalized Software Development Costs: Ensure compliance with GAAP and IFRS standards.
• Cloud Hosting & Infrastructure Cost Allocation: Track AWS, Azure, and Google Cloud expenses.
• Profitability by Product & Customer Tier: Analyze financial performance across different software offerings.

Security & Compliance

• SOC 1, SOC 2, and GDPR Compliance: Ensure proper financial controls and data privacy protocols.
• Role-Based Access & Audit Trails: Restrict sensitive data access and maintain audit-ready financial records.

We focus carefully on key areas like ASC 606 revenue recognition, multi-tier subscription billing, MRR/ARR tracking, and deferred cost management. Whether you’re handling complex licensing models, multi-entity financials, or cloud infrastructure cost allocation, we configure NetSuite to support your growing software business.

With deep industry expertise and a focus on automation and compliance, we don’t just implement NetSuite—we streamline operations, optimize financial visibility, and enhance growth potential. Partner with us for a NetSuite solution built for the fast-paced software industry.

Healthcare

We provide NetSuite solutions specifically tailored to meet the operational and regulatory needs of healthcare organizations, ensuring seamless financial management, inventory tracking, patient engagement, and regulatory compliance. We understand the unique challenges of HIPAA compliance, multi-location healthcare operations, insurance billing, and medical inventory control, ensuring your organization operates efficiently, securely, and in full compliance.

Regulatory Compliance & Data Security

• HIPAA, FDA, and GDPR Compliance: Ensure data privacy, patient record security, and regulatory adherence.
• Audit Trails & Role-Based Access: Restrict sensitive patient, financial, and medical data to authorized users.
• Medical Device & Pharma Compliance: Track FDA-regulated inventory, expiration dates, and recalls.

Patient & Provider Management

• CRM & Patient Relationship Management: Integrate with EHR/EMR systems for seamless data flow.
• Billing & Insurance Processing: Automate medical claims, insurance reimbursements, and patient invoicing.
• Appointment Scheduling & Resource Allocation: Optimize scheduling for physicians, specialists, and medical facilities.

Inventory & Supply Chain Management

• Medical Supplies & Pharmaceutical Tracking: Implement lot, batch, and serial tracking for medical inventory.
• Cold Chain & Expiry Date Monitoring: Ensure safe storage of temperature-sensitive vaccines, medicines, and biologics.
• Automated Procurement & Vendor Management: Streamline ordering of hospital equipment, PPE, and consumables.

Multi-Entity & Financial Management

• Multi-Location & Subsidiary Reporting: Use NetSuite OneWorld to manage clinics, hospitals, and subsidiaries.
• Revenue Recognition & Deferred Billing: Automate contract-based, subscription, or insurance-based revenue streams.
• Expense & Grant Tracking: Monitor research funding, government grants, and operational costs.

Patient Experience & Engagement

• Online Portals & Self-Service Billing: Enable patients to manage payments, appointments, and insurance claims.
• Telehealth & Digital Healthcare Integration: Support remote consultations and digital health services.
• Loyalty & Wellness Programs: Offer preventative care packages and subscription-based wellness services.

Reporting & Analytics

• Financial & Operational Dashboards: Generate insights on patient volumes, treatment costs, and profitability.
• Regulatory & Compliance Reports: Automate reports for government agencies, insurance providers, and auditors.
• Risk & Fraud Detection: Implement controls for billing fraud prevention and claim verification.

We pay meticulous attention to critical areas such as patient billing automation, pharmaceutical and medical supply tracking, revenue cycle management, and financial reporting. Whether you’re managing hospitals, clinics, telehealth services, or medical research facilities, we configure NetSuite to support your growing healthcare business while maintaining patient safety and operational excellence.

With deep industry expertise and a commitment to precision, we don’t just implement NetSuite—we optimize workflows, enhance visibility, and improve financial efficiency. Partner with us for a NetSuite solution designed to drive success in the healthcare industry.

Construction

We provide in NetSuite solutions tailored for the construction industry, ensuring seamless job costing, project management, subcontractor tracking, and financial automation. We understand the complexities of managing multi-phase projects, tracking labor and material costs, and maintaining compliance with industry regulations, ensuring your operations remain efficient, profitable, and scalable.

Job Costing & Project Management

• Project Budgeting & Cost Tracking: Ensure real-time tracking of labor, materials, and subcontractor expenses.
• Work-in-Progress (WIP) Reporting: Automate percentage-of-completion accounting to manage ongoing projects.
• Multi-Phase & Change Order Management: Track project phases and automate approval workflows for scope changes.
• Retainage & Progress Billing: Set up holdbacks and milestone-based invoicing for construction projects.

Subcontractor & Vendor Management

• Contractor & Subcontractor Tracking: Manage agreements, payment schedules, and compliance documents.
• Vendor Billing & Purchase Orders: Automate POs, vendor payments, and material cost allocations.
• Lien Waivers & Compliance Docs: Ensure proper handling of certificates of insurance (COI) and regulatory requirements.

Procurement & Supply Chain Optimization

• Material & Equipment Procurement: Optimize sourcing for bulk material orders, equipment rentals, and vendor negotiations.
• Inventory & Warehouse Management: Ensure accurate tracking of building materials, tools, and job-site deliveries.
• Multi-Location Supply Chain Coordination: Sync inventory across job sites, warehouses, and suppliers.

Financial Management & Compliance

• Multi-Entity & Multi-Location Financials: Use NetSuite OneWorld to consolidate financials across subsidiaries and projects.
• Revenue Recognition (ASC 606 & GAAP Compliance): Automate progress-based revenue tracking and deferred revenue adjustments.
• Payroll & Union Labor Costing: Integrate time-tracking and payroll for unionized and non-unionized workers.
• Tax Compliance & Job Cost Allocations: Ensure proper sales tax, VAT, and state/local compliance.

Field Service & Mobile Workforce

• Time & Labor Tracking: Sync job-site time entries and payroll calculations.
• Mobile Work Order Management: Enable on-site project tracking, issue resolution, and approvals via mobile devices.
• Equipment Usage & Maintenance Tracking: Manage fleet and machinery lifecycle, scheduling preventive maintenance.

Reporting & Analytics

• Job Profitability & Variance Analysis: Track project budgets vs. actual costs in real time.
• Cash Flow & Forecasting: Optimize financial planning with cash flow projections and contract pipeline visibility.
• Project Risk & Compliance Monitoring: Identify risks related to delays, cost overruns, and regulatory compliance.

We pay meticulous attention to critical areas such as real-time job costing, WIP reporting, progress billing, subcontractor management, and procurement automation. Whether you're handling large-scale commercial projects, residential developments, or specialty contracting, we configure NetSuite to support your unique construction workflows and financial needs.

With deep industry expertise and a commitment to operational efficiency, we don’t just implement NetSuite—we streamline processes, optimize profitability, and enhance project visibility. Partner with us for a NetSuite solution built for the construction industry’s evolving demands.