Plative

Solution: After a year-long evaluation the company selected NetSuite and engaged Plative for the implementation, which connected NetSuite to a roughly 20-year-old warehouse management system and existing EDI tools while moving off on-premise servers. The migration included a data cleanup that reviewed about 38,000 part numbers, purged about 15,000 inactive items, and carried 12 months of transaction history into NetSuite Analytics Warehouse.

Results: Reports that once took minutes now run in seconds, and purchasing, sales and inventory data can be joined inside NetSuite rather than in spreadsheets. The cutover was completed midweek with the company entering, shipping and billing orders on the first day after go-live.

“In our old system, getting a clear picture of our inventory meant a lot of manual clicks and a long wait for the report. In NetSuite, that same insight takes five seconds.”

Solution: The company selected Oracle NetSuite and engaged Plative, which consolidated the California and Arizona facilities into a unified core financials and subsidiary structure. The build configured manufacturing and inventory features for date-based batch tracking (paver colors vary by production batch), added NetSuite OCR Bill Capture with automated approval routing for purchase orders and sales quotes, and deployed a warehouse management system with customized PDF templates.

Results: Customer service and finance saw the first gains: staff can give customers accurate answers on color variations and batch availability, and financial reports no longer require manually bridging separate facility databases. The scoped go-live kept production and invoicing running through the transition, and the company is moving on to KPI dashboards and executive reporting.

“Launch is not the end of the process—it's almost the beginning. You have to identify the processes that are truly essential; the things that, if they don't work, everything will shut down. You need to build a good foundation first, then you can build your dreams.”

Solution: Plative implemented NetSuite as a single OneWorld platform consolidating financials, inventory and field services, and deployed the NetSuite Field Service mobile app with offline data capture that syncs automatically when technicians regain signal. Custom work covered Legal Land Descriptions required for oil-industry invoicing, a time-entry engine for overtime and subsistence allowances, a core-exchange process and custom PDF invoice templates.

Results: Technicians now capture job data, parts usage and time entries offline on-site, and invoices no longer wait weeks for physical paperwork, improving cash flow. Leadership has real-time visibility of branch performance, and the company is progressing toward a paperless office while finalizing its US subsidiary with Plative under an ongoing program of work.

“Our biggest issue was getting information and documentation from the field to the office”

Solution: The company implemented Oracle NetSuite via the SuiteSuccess methodology with Plative, integrating a bi-directional Shopify sync for catalog, inventory and DTC orders into a single order-to-cash cycle. The build unified the chart of accounts with automated journal entries, configured multi-location item masters for fulfillment, and deployed the Enhanced Sales Center and Approvals Workflow bundles; data was extracted from both legacy systems into the single environment.

Results: The warehouse manager saves at least 3-4 hours a day on order fulfillment with duplicate tasks eliminated, and the CEO's KPI dashboard replaced several hours of daily manual data gathering. NetSuite's Customer Center now lets customers check backorders, order history and outstanding invoices at any time; barcoding, scanners and payroll/HR are planned next.

“I don't feel that there's anything it can't do. Just the functionality and the improved transparency on numbers and reports has been invaluable to me.”