Inclusive Employers went live on NetSuite in four months, 10% under budget

TrueVantage delivered a NetSuite ERP and SuitePeople implementation for Inclusive Employers, an inclusion and diversity consultancy, replacing Sage 50 accounting and Excel-based HR. NetSuite Core Financials, Fixed Assets, SuiteProjects and SuitePeople now cover finance, projects and HR in one system. Discovery to Phase 1 go-live took four months, and the project was delivered 10% under the original budget.

How the Inclusive Employers NetSuite project ran

Before

Sage 50 accounting, no project management system and HR in Excel

Inclusive Employers are Inclusion and Diversity (I&D) experts. They offer a variety of I&D services to help organisations, employees and management understand the value of everyday inclusion, as well as to provide a deeper understanding of specific topics.

Before partnering with TrueVantage for their NetSuite implementation, Inclusive Employers faced several challenges stemming from their outdated Sage 50 accounting software:

  • Manual processes and limited functionality hindered financial management, leading to errors, delays and an inability to scale effectively.
  • There was no formal project management system, which meant disjointed workflows and difficulty tracking project costs and progress.
  • Human capital management (HCM) processes ran in Excel, making it hard to manage employee data, streamline HR processes and foster a cohesive organisational culture.

Solution design

One NetSuite platform for Finance, Operations and HR

TrueVantage recommended a NetSuite solution of Core Financials, Fixed Assets, SuiteProjects and SuitePeople to cover Inclusive Employers’ Finance, Operations and HR requirements.

  • NetSuite Core Financials
  • Fixed Assets
  • SuiteProjects
  • SuitePeople

Delivery

A customised SuiteSuccess implementation

TrueVantage used a customised version of the SuiteSuccess implementation approach. This let us deliver the Phase 1 go-live within four months, with a significant cost saving on the estimated budget.

Phase 1 go-live

Live four months after discovery started

4 months Discovery to Phase 1 go-live

10% Under the original budget

After

Real-time financial visibility, integrated project tracking and unified HR

Enhanced financial visibility Streamlined financial processes and real-time insights help Inclusive Employers make informed decisions and drive financial growth.

Integrated project management Seamless integration between financials and project management improved efficiency and enabled accurate tracking of project costs and progress.

Unified HR management SuitePeople provides a centralised platform for managing HR processes, fostering employee engagement and nurturing a positive workplace culture.

After, in the client’s words

What Ellie Poltorak said about working with TrueVantage

“The NetSuite implementation was a significant change in our business and a material element of our IT Transformation Roadmap. TrueVantage made what could have been a costly, timely and complex implementation, seamless, successful and within budget. Throughout the implementation, we had a supportive and engaging partner in TrueVantage who helped us navigate through the challenges of change effectively and ensured we ended up with a solution that was right for our business. I would highly recommend them as an implementation partner for NetSuite.”

Ellie Poltorak, CFO, Inclusive Employers

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