$180M discrete manufacturer: 4 sites to NetSuite OneWorld in 5 months.

Anonymized engagement summary. Identifying details have been generalized. Pending written approval before naming the client.

The shape

  • Industry: Discrete manufacturing — industrial components
  • Revenue: $180M
  • Sites: 4 production sites in the US
  • Stack at start: Sage (financials, inventory) + significant spreadsheet apparatus for shop floor and demand planning
  • Stack at end: NetSuite OneWorld with Manufacturing Edition, SuiteBarcoding, EDI via SPS Commerce, intercompany automation

Why they moved

Three drivers, in order:

  1. Close cycle was 14 days and getting longer. Manual reconciliation between Sage entities and shop-floor spreadsheets was eating 5–7 days every month-end.
  2. EDI compliance for a Tier-1 retailer was failing. Chargebacks running 2.4% of shipped value. Each ASN being assembled by hand from spreadsheet exports.
  3. Acquisition pipeline. Two acquisitions on the horizon needed a consolidated multi-entity ERP that could absorb new sites without a full re-implementation.

Scope

OneWorld with 4 subsidiaries (parent + 3 production-site entities). NetSuite Manufacturing Edition with native Work Orders, Routings, Advanced Inventory, and SuiteBarcoding for shop-floor capture. EDI via SPS Commerce to both Tier-1 retailers. Intercompany automation. 3 integrations (banking, FedEx, expense). Data migration of open transactions + 18 months history.

Approach

We led with the 70/30 rule. SuiteSuccess defaults for chart of accounts, baseline procurement, vanilla revenue recognition, standard reporting. Custom configuration only for the differentiated 30% — costing methods (standard with monthly variance close), shop-floor capture flow, and EDI compliance.

Discovery was 3 weeks. The first week was shop-floor walks at all 4 sites. Operators, not just managers. We mapped where Sage was getting bypassed and why. The honest finding: 60% of the spreadsheet apparatus could be retired with SuiteBarcoding plus light SuiteScript on work-order completion. The other 40% was real business logic that needed to encode forward.

Build was 4 months with a single senior consultant lead from Discovery through go-live. UAT was 4 weeks with real users on real data. Cutover was a single weekend with day-one validation Sunday night.

Outcomes

MetricBeforeAfter (month 1)
Close cycle14 days6 days
EDI chargebacks2.4%0.3%
Shop-floor reconciliation5–7 days/monthContinuous
Sites live04

What worked

  • CFO + COO held scope tight. Discovery produced a customization disposition document with 28 candidate customizations. Together we cut it to 9 that actually shipped. Saved an estimated $80K and 5 weeks of build.
  • SuiteSuccess for the boring 70%. Did not customize chart of accounts. Did not customize baseline procurement. Did not customize standard rev rec. Saved months.
  • Operations in the design room from week 1. Shop floor scoped first; GL closed up to it. The system operations actually uses, not the system finance designed in isolation.

What we’d do differently

  • More aggressive SKU rationalization before cutover. We migrated ~9,200 SKUs of which ~2,400 had not shipped in 24 months. Cleaning that pre-migration would have saved ~3 weeks of post-go-live reporting cleanup.
FAQ

Frequently asked questions

01 Was 5 months realistic given the scope?
Yes — but only because Discovery surfaced clean masters and operations engaged early. Multi-site OneWorld with EDI typically runs 6–9 months. The compression came from a disciplined 70/30 SuiteSuccess split and a CFO + COO who held scope tight.
02 What did the data migration look like?
Open transactions, period balances, customer/vendor masters, item master with BOMs and routings, plus 18 months of transactional history. Older history stayed in Sage as read-only reference. Total data migration was ~3 weeks of focused work.
03 How was EDI scoped?
SPS Commerce for both Tier-1 retailers. ASN, 856, 850, 810, and chargeback workflows. Integration work was ~$60K of the total project. Both retailers live by week 2 of cutover with zero chargebacks in the first 60 days.