C&J ERP Consulting: Case Study
12 months of accounting problems. One NetSuite recovery.
Upon hiring our client, this Dublin-based Ad Tech lead faced a broken NetSuite setup, twelve months of missing accounting data, and a statement of financial position that simply refused to reconcile correctly.
Partner: Irish Ad Tech Co
Sector: Digital
95%
Productivity Up
Workflow refined via sophisticated system-wide automation.
40%
Lower Expense
Improved management of license fees and server resources.
£££
Yearly Profits
Direct financial return achieved through process transformation.
6 Mo.
Rapid Launches
Shortened development phases and significantly faster market entry.
NetSuite Deployment Project Case Summary
Entity
A leading UK financial institution managing varied international branches. They process vast transaction volumes needing stringent data policing and rapid consolidation tools to meet global compliance standards.
The Issue
The client engaged us deep into a failing NetSuite rollout that hadn’t reached functional go-live status. Essential month-end workflows and fiscal reporting were non-operational. Unresolved opening balances created a snowball effect of errors for nearly a year, preventing the system from becoming the source of truth.
While basic entries were possible, reconciling accounts or exporting valid reports proved impossible. Staff relied on extensive Excel workarounds, heightening the threat of inaccuracy while draining productivity. Amidst a high-stakes merger, it became evident that the existing configuration required a total strategic overhaul rather than minor adjustments.
The initial architectural design was flawed, blocking standard monthly reporting within the ERP. Because the balance sheet was perpetually skewed, the finance department had to manually strip data and rebuild financials in spreadsheets—a process both fragile and inefficient for a scaling technology enterprise.
Core Goals
The primary target was to engineer a robust cloud ERP framework to automate 90% of inter-company tasks, slash the monthly close to 5 days, and empower the C-suite with live, verified data dashboards for informed decision-making.
Major Milestones and Impact
Following the primary rollout, this partner now executes precise monthly closures natively in NetSuite; manual patches and spreadsheet reliance have been eliminated. The team finally relies on data integrity, utilizing drill-down tools to save time. The revamped ledger structure has also provided much clearer visibility into operational spend.
Commenting on the project’s initial phase, the partner noted;
“Since transitioning through C&J’s system optimization, we operate with total trust in our reporting accuracy and technical transparency. Having unified data reduces our manual overhead significantly.”
With a stable core established, the internal team is initiating the next stage: integrating a recent UK acquisition into the environment. Due to the reset, the firm is prepared for international scalability and deeper automation in payables and expenses to maximize efficiency.
Regarding the improved trajectory of their financial operations, the client remarked;
“The C&J reset puts us in a superior position to integrate vertical software additions that were previously impossible, potentially saving weeks of labor annually. This is vital for our long-term growth.”
“The C&J team is collaborative, attentive, and highly professional. Their deep expertise in NetSuite allowed them to present clear, actionable paths for us. They simplified complex choices effectively. Truly a 10/10 experience.”
CFO, Irish Advertising
