Case Study: NetSuite Optimisation
NetSuite Optimisation - The platform was right. It just needed the right partner.
How C&J reconfigured an underperforming NetSuite setup into a single source of truth for 2i's fast-growing group, and became a long-term partner in the process
Client: 2i testing
Industry: Professional Services
NetSuite Optimisation Project
Overview.
Client
Where they were
2i came to us with NetSuite already implemented, but as a fast-growing company, the system simply hadn't been configured to keep pace with that growth. The platform itself was the right choice for the business, but several months after go live, the finance team found that day to day processes weren't running as smoothly as they should. Reports were taking longer to pull together than before, manual workarounds had crept back in, and the efficiency gains the business had budgeted for hadn't materialised. Staff were spending valuable time patching gaps in the system rather than relying on it, piling pressure on a finance function that was already stretched by rapid growth. Rather than start from scratch, 2i went looking for a partner who could get under the bonnet of what was already there and unlock the value of the system they had invested in. That search led them straight to C&J.
How we helped
We got straight to work with a thorough, hands on review of 2i's existing NetSuite setup, working closely with the finance team to pinpoint exactly where the system was falling short and why. From there, we transformed the implementation, reconfiguring processes and workflows so NetSuite finally worked for the team rather than against them. Training was central to that transformation: we made sure every single member of staff who needed to use NetSuite knew how to use it brilliantly, turning the whole team into confident, engaged users who could see the system genuinely helping their job rather than hindering it. As 2i's growth continued through acquisition, we onboarded each new business on to NetSuite seamlessly, giving the group one single source of truth across every entity rather than a patchwork of disconnected systems. On top of that, we advised on and implemented an AP solution, helping 2i land exactly the right software for their accounts payable needs and getting it running smoothly alongside NetSuite.
How are things now?
NetSuite now works exactly the way it should for 2i, configured to reflect how the business truly operates rather than how it operated back at go live. Our training has delivered outstanding buy in, with the team fully confident and empowered using the system, taking real pressure off the finance function and freeing up time that was previously lost to workarounds. Our advice and implementation expertise meant 2i landed the perfect accounts payable software, and onboarding new acquisitions means there's no chaos handling multiple entities, because everything now sits in one place. As 2i themselves put it, the work C&J has done to date has been invaluable to the finance function.
And the relationship keeps going from strength to strength. We're now working with 2i on exciting new projects, including their PM tool, extending our support well beyond finance into wider areas of the business such as delivery and account management. This track record of results has grown into a thriving MSA working relationship, and as 2i continues to grow and its needs for using NetSuite efficiently and effectively evolve, we'll be right there with them, as trusted partners, for the foreseeable future.
Need for disconnected systems or manual workarounds
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Single Source of Truth
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Trusted Partner in C&J
New Acquisitions Onboarded