Case Studies

Complicated business problems. Practical NetSuite work. Results worth understanding.

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

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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


Have a problem that looks like one of these? Tell us what’s going on, a conversation will usually establish quickly whether it is a configuration problem, a data problem, or a project problem.

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