Work

Closed should mean closed.

Engagements from the sales one-pagers and the public case studies. More write-ups live in the library below.

Finance team reviewing the AP close on a shared screen

CSS Farms · Agriculture

Closed should mean closed

Stampli and NetSuite were both live. Vendor bills were still posting into locked AP periods, so month-end never quite finished.

Locked-period enforcement, automatic reassignment to the first open period, and Advanced Approvals that Stampli bills follow.

Clinic staff meeting in a healthcare office

Eastern Nephrology Associates · Healthcare

From printed checks to a bank-ready AP path

A nephrology group with 14 offices, 46 affiliated dialysis centers, and 68 physicians was running NetSuite on top of manual payments, Excel refunds, and printed checks.

Vendor and bank-detail approvals, native NACHA, First Citizens Link, and a refund path that no longer required re-keying Epic extracts.

Warehouse lead checking orders from a laptop on the floor

1st Phorm · Retail & ecommerce

A rescue that had to keep selling supplements

Another firm left a NetSuite implementation incomplete. Inventory, fulfillment, and payments were already in the way of a brand that still had to ship.

A rebuilt core ERP, demand planning, more than 130 technical issues closed, and channel integrations finance could close against.

Project team reviewing recovery work in a client meeting

Fleet Response · Professional services

A disaster-recovery network that could not close in 15 days

A health check found 22 custom scripts, 18 workflows, 21 half-baked integrations, and a month-end that took 15 days. Spreadsheets were holding the company up.

SuiteProjects, ARM, and OneWorld turned on for real. Close moved from 15 days to 5. Manual journals dropped about 75%.

Wholesale nursery inventory on the warehouse floor

Arbor Valley Nursery · Wholesale distribution

When ACS was too rigid for a wholesale nursery

Arbor Valley needed proactive NetSuite support, pricing control, and inventory tracking. Oracle ACS was not built for that kind of work.

An ACS takeover: custom PO/TO tools, price-level locks, sales and CRM approvals, and the EDI and tax stack the nursery runs.

Dental lab technician working at a clinical workstation

Multi-location dental group · Healthcare

A dental group’s revenue engine stopped running clean

Subscription dental, Salesforce, a payment processor, a bank feed, and NetSuite were all “live.” Recognition dates and payments were not.

SuiteBilling and rev-rec discovery before code, then date logic and payment infrastructure finance could defend.

More public work

Clinician meeting with a patient in a bright office

Employer-sponsored primary care

The merger that left a financial-systems gap

Salora was already in the acquired company’s NetSuite. After the merger, collections, AP, and integrations were still sized for the company that no longer existed.