Business Challenge

Our client is a cloud-based enterprise software company that provides a suite of products and services for the global insurance industry. Our client is replacing its current accounting system with NetSuite’s cloud based accounting solution with reporting and analytics to plan and manage the financial growth of the company.

The key issues that faced our client were:

  • Current on-premise accounting solution lacked scalability and accounting process workflow automation.
  • Current customer invoice process was manual with paper invoices sent through standard mail.
  • Current corporate financial reporting, analysis, forecasting and planning was performed using Microsoft Excel.

Client & Engagement Quick Facts

  • Nine month project duration.
  • Solution architecture included NetSuite integration with Salesforce and OpenAir.
  • Worked closely with client CFO and accounting team to develop business requirements documentation with NetSuite project team.
  • Led sessions with NetSuite team to identify and validate system enhancements and customizations to meet integration and functionality requirements.
  • Developed and managed project plan, schedule, issues and risks backlog, communicated and coordinated with the NetSuite team.
  • Supported data cleansing and migration, system administration, user access setup, and deployment of NetSuite ERP.
  • Developed user guides with process workflows for user training.

Our Solution

We successfully implemented NetSuite’s Cloud ERP with optimized and automated accounting workflows and processes.

Business Benefits

Our client replaced manual and spreadsheet-based processes with a robust and scalable enterprise accounting system with better visibility into corporate finances and improved cash flow through automated electronic invoice processing and delivery.

About Kenny & Company

Kenny & Company is an independent management consulting firm providing Strategy, Operations and Technology consulting services to our clients. Our management consulting practice, experience and insight also enable us to provide early stage venture capital investments to select startup companies, and through our philanthropic endeavors to give back to our communities.