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Closed should mean closed.

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

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CSS Farms client case study one-pager

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 actually follow.

Eastern Nephrology Associates client case study one-pager

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.

Retail and ecommerce operations team

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 actually close against.

Professional services team collaborating

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 distribution and manufacturing operations

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 actually runs.

Healthcare provider reviewing clinical paperwork

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.

Also named

Healthcare finance and operations environment

Employer-sponsored primary care · Healthcare

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.

Clinic finance team working at a computer

Pyramid Pharma Services · Life sciences

We came in to fix a banking integration. We stayed for seven months.

A focused banking integration became cash trust, process ownership, and a reason to stay until the instance behaved.

Multi-location retail operations team

Natural grocery chain · Retail

Stabilizing NetSuite for a multi-location natural grocery chain

Inventory and financials had drifted apart across locations. The work was optimization, not a greenfield implementation.

Life sciences research and manufacturing environment

Pharmaceuticals manufacturer · Life sciences

NetSuite supply chain for a pharmaceuticals manufacturer

Work orders, lot tracking, and costing configured for how product actually moves in a regulated plant.

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