CLIENT: MUSIC INDUSTRY TOOLS
Client Profile: Multi-division company with multiple products and services for the Music industry. Sales directly to consumers, school systems and professional musicians.
Project description: Engaged to take over existing NetSuite administration and custom scripts. Company is expanding NetSuite accounting, customer support, sales and marketing capabilities across all divisions of the company.
Quickly resolve immediate accounting questions and issues with how NetSuite and customizations should work
Establish issue tracking and communications process
Enhance custom scripts with user documentation and usage feedback
Build custom integrations to consolidate data into NetSuite for analysis and reporting
Engage sales and marketing teams for a clear vision of effective CRM and streamlined Order Processing
Project management and phased implementation of sales and marketing automation in NetSuite
Measurably improved operational effectiveness and sales cycles to increase revenue
Prepare staff training documentation
On-going support and administration
Recommend and implement NetSuite best practices and tools
CLIENT: FINANCIAL & LEGAL PAYMENT SYSTEM
Client Profile: Start-up to secure on-line payment system, managing billions in international escrows and payments to private funds and individuals.
Project description: Manage entrepreneurial growth of NetSuite, web development and 3rd party integrations. Recruit, manage, and mentor team of 20+ engineers including IT support, NetSuite administration and customization, web and database developers, vendor management and cyber security. Put in place best practices for agile project management, quality assurance, accounting compliance, operational efficiency, training and support.
Custom NetSuite applications implemented:
Legal case management
Escrow accounting with monthly reconciliations
Secure approval workflow of Bank payment instructions
Percent ownership per escrow accounting
Mass monthly email of account statements
PDF legal documents with eSignatures
Bank funds transfers
Automated CSV import of payee instructions
Web Applications integrated with NetSuite: Online Individual account statement and investment summaries, Secure Online registration and payment system
NetSuite Accounting reports, dashboards, revenue recognition and cyber security for compliance with SOC II
Customize NetSuite CRM for efficient customer support operations (forms, automated workflows, dashboards and reports)
Integrate Salesforce for sales and marketing teams
Select and Manage external partners and vendors
CLIENT: B2B AND B2C OFFICE FURNITURE MANUFACTURER
Client Profile: Large and growing e-commerce consumer goods company that started out as a standing desk manufacturer and has grown to a suite of products that can accommodate full-office buildouts.
Project description: In the spirit of continuous improvement, identify needs, gather requirements, design, and implement solutions to assist with creating efficiencies across all departments that use NetSuite.
Document Requirements and get things done in a timely manner
Identify and craft solutions to automate tasks wherever possible
Use NetSuite to elegantly solve user and business issues
Support onsite NetSuite team with day-to-day assistance and training
Meet with stakeholders and communicate progress
Assist with Business Process Engineering
Work with internal and external partners and development resources
Client: Influencer Marketing
Client Profile: 200-user Influencer Marketing company with heavy CRM and Advanced Financials usage, homegrown systems that need to communicate with NetSuite
Project description: Manage NetSuite implementation and multiple integration points for innovative organic advertising platform connecting global fashion influencers with global high-end retailers and brands.
Map business processes
Work closely with all internal stakeholders and coordinate functional requirements with consumers and producers
Develop and maintain project plans, training, and phase plans
Build, develop, and manage internal and external team to develop and deliver on functional and technical requirements
Identify and deliver solutions for myriad business touchpoints
Manage integrations, analyze and make recommendations for new functionality and integrations
Client: Wearable Consumer Goods
Client Profile: Jawbone, world-leader in consumer technology and wearable devices, building hardware products and software platforms powered by data science.
Project Description: I was brought on to help with an accelerated implementation of NetSuite ERP/CRM and Rootstock Manufacturing. I led a group of 20+ internal and contract employees, liaised with outside vendors, and kept the project on track. From analyzing and mapping business processes to final implementation and signoff, the product was successfully launched, even given the aggressive timeframe.
Build and maintain project plan, drive the schedule, communicate updates and milestones
Manage project budget; Coordinate resources and lead meetings
Ensure that business objectives were being met with proposed solutions
Learn all aspects of the business, then analyze and map AS-IS and TO-BE business processes, policies, and procedures
Develop processes for data cleansing and import via Saved CSV Imports
Facilitate team collaboration across multiple departments and vendors
Implement change control and pilot program to ensure that no operational downtime was incurred
QA the implementation for long-term viability
Train users in new functionality