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Client Case Study: Stabilizing and Optimizing NetSuite for a Multi-Location Natural Grocery Chain When a growing organic grocery retailer found itself running NetSuite with manual tax entries, brittle approval workflows, and a few too many “wait, why is this still here?” scripts, Salora ERP stepped in to help clean things up. Background Our client is…
Case Study: NetSuite Supply Chain for Pharmaceuticals Manufacturer Context and Background When this pharmaceutical manufacturer came to us, they were 18 months into their NetSuite go-live and running a supply chain that looked organized on the surface. The Netsuite data was largely stabilized. The modules were live. Purchase orders were moving through NetSuite. Work orders…
Client Case Study: Connecting a Direct-to-Patient Pharmacy’s Financial Systems in NetSuite Industry: Direct-to-Patient Pharmacy / Healthcare Commerce Platform: Oracle NetSuite Integrations: Cliq · MindCloud · DRX · Avalara · SFTP/BAI2 Engagement Type: NetSuite Implementation + Functional Support Direct-to-patient specialty pharmacy is one of the more operationally complex healthcare models to run on a financial system….
The Healthcare Merger That Left a Financial Systems Gap Improving Financial Systems in Employer-Sponsored Healthcare Post-Merger Industry: Healthcare Services · Employer-Sponsored Primary Care Scale & Footprint: Multi-entity, multi-state U.S. operations · Post-merger environment NetSuite Footprint: Multi-entity ERP · Custom Workflows · 3rd-Party Integrations (Paubox, Salesforce) Engagement Nature: Multi-Year Strategic Partnership · Functional & Developer Support…
Client Case Study: Financial Systems in Direct Primary Care Direct Primary Care is one of the fastest-growing models in American healthcare.Members pay a flat monthly fee and get direct, unlimited access to a primary care physician. “Good for patients, but honestly and genuinely complex to operate at scale.” A few years ago, a multi-state Direct…
CLIENT CASE STUDY: ALLOCATION AND AMORTIZATION CUSTOMIZATION FOR NETSUITE This particular Wealth Management and Advisory Firm needed a clean way to reclass and allocate transaction impacts across departments and partner teams inside NetSuite, without turning month-end into a spreadsheet endurance test. They wanted a workflow where finance could filter the right lines, select what to…
Operationalizing a Sales Process in NetSuite Most companies already have a sales “process.” It lives in a slide deck. Or a Notion page. Or the collective memory of three senior people who are always on a plane. Our client in this story was different (name redacted for privacy purposes!). They are a #B2B hardware and…
Thinking about NetSuite FSM? There are two ways to run Field Service: Just hope that the “first available”tech sticks the landing. Ooooor design a flow where the right certified person shows up with the right parts, proves the work on mobile, and finance invoices without drama. We like the second path a little bit more….
(The names, dates and entities have been changed/redacted to protect the privacy of the parties involved) Imagine implementing a powerful new accounting system …to modernize your business operations, only to find yourself facing unexpected challenges just months later. This was the reality for Retail Company, a leading name in the accessories and apparel industry, when…
