When a UK law firm outgrew Microsoft Dynamics and Excel, we delivered an end-to-end NetSuite implementation, unifying finance on one scalable platform.
Transitioning from Microsoft Dynamics and Disjointed Spreadsheets
The organisation managed its finance operations through Microsoft Dynamics alongside a series of Excel-based processes used to address functional gaps. Over time, this created disjointed workflows and limited visibility across finance and purchasing activities.
Certain processes, including aspects of VAT-related month-end journals, relied on manual intervention due to system limitations. As operational requirements evolved, the existing setup became increasingly difficult to scale efficiently.
To support future growth and improve process integration, the organisation decided to migrate to NetSuite through a full end-to-end implementation.
Spearheading an End-to-End NetSuite Implementation
Rather than replicating the existing setup, the implementation was used as an opportunity to review and redesign several finance processes as part of the move to NetSuite.
The project included a customised approach to handling partial VAT recovery requirements. Irrecoverable VAT was configured to post back to the originating expense account rather than a central holding account, reducing the need for manual month-end adjustments and improving consistency in financial reporting.
The chart of accounts was restructured to better support the organisation’s reporting requirements. This provided a clearer reporting framework and reduced reliance on manual Excel workarounds.
Following go-live, ongoing support was provided by our team to the finance and purchasing functions to assist with process adoption and operational stabilisation during the transition period.
A Connected, Integrated Finance System
The implementation we led replaced a largely spreadsheet-dependent setup with a more integrated finance platform. Key outcomes included:
- VAT reporting processes were automated, reducing the need for manual month-end adjustments and lowering the risk of error
- SORP-compliant reporting could be produced directly from the system with reduced reliance on offline processes
- Finance and purchasing functions had access to more consistent and centralised data across operational workflows
Overall, the implementation we conducted provided a single platform for managing finance processes and reporting, reduced fragmentation and manual intervention across the organisation, and ensured a single source of truth.
Could Your NetSuite Processes Be Improved?
If you are an existing NetSuite user and recognise some of the challenges described here, it may be beneficial to review your current configuration. Reach out and we can talk through potential changes that could benefit your organisation.