Case Studies

Real NetSuite engagements, described in enough detail to be useful. Each one covers what the business needed, what we built, and what changed as a result. Where a client is covered by a non-disclosure agreement or prefers not to be named, we describe the work and not the company.


A Pacific Northwest cattle feeding agribusiness — interest-based billing automation

Monthly invoices for hundreds of customers, each calculated from interest rates, geographic location, and live cattle counts. We implemented NetSuite and built a custom interest generation module to produce them automatically — replacing manual spreadsheet calculation with auditable, consistent billing. Four and a half months; saves the team weeks of work.

Full ERP implementation · custom billing module · subsidiary structure · data migration

A payment recovery firm — high-volume invoice generation

Hundreds of thousands of payment records processed each cycle through complex date-driven logic, producing invoices and partner payments delivered as Excel and PDF attachments to thousands of manufacturers across the United States. A manual, error-prone process replaced by an automated workflow inside the ERP.

Custom ERP module · high-volume billing logic · automated distribution

A wholesale chemical distributor — support and optimization

Already live on NetSuite and needing it to work better: inventory discrepancies resolved, custom financial and operational reporting built, subsidiary and accounting configuration supported, and integrations delivered to remove manual data entry.

Managed services · reporting · inventory accuracy · integrations


What clients say

Robert was easy to work with and was able to take the vision from our finance team and put it into practice. I hope that we can work together again some day if the opportunity arises.

Stream Companies

Robert is a great resource to use — always helpful with our advanced NetSuite needs so we don’t have to learn coding language ourselves.

Sunridge Nurseries


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