Live Webinar | The Step-by-Step Guide to Org Merges in Salesforce

Join Caravel on July 31st, as Kevin Dimond, our Director of Salesforce Practice discusses the planning, execution, and post-merge activities for organizations utilizing Salesforce and other CRMs.

He will discuss:

  • Pre-merge considerations
    • Assessment and evaluation of business processes, risk management and legal/compliance requirements
  • Planning the merge
    • Development of project plan
  • Data management and migration
    • Data audit and clean-up
  • Handling customizations and configurations
    • Inventory of existing customizations and configurations
  • User management and security
    • Planning for unexpected issues and downtime

Case Study | United Road Unifies Departments & Data with NetSuite Implementation

The Company

 

United Road is premier automotive transport expert, shipping more than 4 million vehicles annually for 10,000+ customers throughout North America. Established in 1997, the company offers unparalleled service to significant automakers, manufacturers, remarketers, financial institutions, leasing companies, and many more.

 

Prior to implementing NetSuite, United Road’s initial systems included the ERP Sage MAS500, SiSense, Paycom, Renovo Financial Reporting, Power BI, and more. Their implementation timeline was eleven months, with integration into various systems.

 
 

The Challenge

Before implementing NetSuite, United Road had been using an old accounting system that had been continuously patchworked in order to function for them. It had become unsupported and had many legacy custom scripts that only a few United Road employees had knowledge of.  They were in great need of a system that could grow along with them.

 

Many of United Road’s departments were working in silos before the implementation, plus they had a number of applications (including a leasing app, a fixed assets application, and more) that worked independently of their primary accounting system.

 

Another issue was that the accounting team, who was working on fixed assets, wasn’t “talking” to the AP team. Departments were siloed.

 

The company was also looking for something supportable and wanted to streamline workflows and processes, and NetSuite was able to provide this with its out-of-the-box elements, such as using AP vendor payment with bank integration as well as some of the more custom elements such as 1) Using Boomi as a gateway for automation for their Transportation Management System (TMS), Fleet Maintenance (TMT), and Origami Risk Management system, and 2) Caravel’s IP solution that allows a user to approve transactions via email.

The Solution

United Road had looked at many options in the ERP space, and NetSuite was a great fit that was able to grow along with them and consider their complexities. They wanted to partner with a progressive technology company that could integrate seamlessly with other systems. They were looking for something that could scale alongside their company growth.

 

To continue reading about the incredible results United Road experienced with their NetSuite implementation, download the full case study with results below. 

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