CorSearch NetSuite Implementation

A heavy NetSuite integration project made simple
The Client

CorSearch, Inc

Industry

Professional Services & Software

Service

NetSuite Assessment & Optimization

Timeframe

10 months

The Solution Partners

Trajectory, & West Monroe Partners, LLC

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Trajectory started our implementation with an assessment of business processes & systems. They didn’t treat it as a templated solution that ‘somehow’ fits into the ERP platform. They carefully reviewed our setup, business processes and identified realistic solutions that were executed on time, scope, and budget.

Satoru Ogawa | CFO, CorSearch
About the Client

CorSearch has been in the trademark clearance & protection business since 1949, spanning across 10 locations with 5,000 + customers, served by 350 seasoned account managers & research staff. The main services CorSearch provides include: Trademark; screening, searching, watching, brand protection and domain name services. Learn why the best brands rely on CorSearch.

A Need for a NetSuite Solution Provider

Coresearch Inc. began their ERP journey with NetSuite in order to have a centralized back-office system to manage their business operations. As part of the initial phase of the NetSuite implementation, core features were implemented to spec and made ready for go-live. However, the end-user team felt that too many manual workarounds were left to later phases, as CorSearch’s multiple business units had different ways of operating.

To ensure that the project launched with a centralized and less manual ERP system, Coresearch was recommended to work with Trajectory & West Monroe, an experienced NetSuite implementation partner. Trajectory streamlined advanced NetSuite configuration, and delivered several custom integrations between the different order management & procurement systems of CorSearch’s unique business units, to ensure ease of use at go-live.

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There was a specific task, timing & budget associated with every project activity. The project plan was followed closely, the weekly project reviews kept the team informed on project financials and kept the project executing at the right pace.

Keith Campbell | Transaction Advisory Services Director, West Monroe Partners
Project Highlights

Trajectory ran concurrent integration projects and NetSuite optimizations while supporting the Coresearch Inc. production environment and ensured smooth business operations.

Specific project highlights included:

  1. Manual Invoicing Automation: Trajectory created robust integrations, removing daily manual time consuming data import processes, which ultimately released valuable time from key business team members. These integrations ranged from daily invoices creation to synchronization of orders across three order management systems.
  2. Thorough NetSuite Implementation Approach: NetSuite configuration was optimized for CorSearch’s specific business needs, which allowed CorSearch to realize the operational benefits expected from a best-of-breed ERP (benefits that were not realized during the initial implementation). Trajectory delivered a detailed and traceable implementation project plan, and navigated the fact that NetSuite was already being used as the CorSearch production system.
  3. Reliable Analytics Automation: Trajectory created an automated process by which NetSuite reporting was integrated with a third party analytics system delivering critical AR & AP information.
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Trajectory’s business improvement practice and technical expertise allowed our team to deliver a robust solution for CorSearch. The team consisted of Business Analysts, NetSuite Consultants, Developers, and Boomi Integration specialists. CorSearch interacted with a single Trajectory ERP Project Manager at all times.

Alex Olano | President, Trajectory
ERP Lessons Learned
  • On Site Information Gathering Sessions: In-person meetings during requirements gathering are irreplaceable. West Monroe & Trajectory., organized subject matter expert (SME) sessions to understand how functional teams conduct business currently versus the desired state. This lead to fast and thorough requirements gathering, tailored to the unique business DNA of CorSearch.
  • Shortlist Business Critical Issues: When engaging in an optimization project, it is critical to shortlist all immediate vs nice-to-have process improvements. The Trajectory ERP consulting team helped prioritize bugs, enhancements and add-ons (like FloQast), based on desired budget and timeline. This resulted in a thorough understanding of the required scope, timeline and project KPIs to achieve.
  • Dedicated Project Management & Consulting Team: To run a successful ERP project takes years of experience & change management expertise, all of which the right consulting partner can provide. Although projects often have multiple vendors involved, ultimately a single point of contact must be responsible for overall project scope, budget, time, resourcing and quality updates.
  • Leverage the PE Firm Vendors and Expertise: Private Equity firms specialize in providing value for their portfolio companies. In this case, the West Monroe Operations Team was engaged in the project to oversee best-practices based on their experience with portfolio companies’ system implementations. Be sure to leverage the muscle backing of a PE firm.
What’s Next?

CorSearch is a valued client of Trajectory, Inc. with multiple ongoing ERP operational improvement & support projects in-flight. Their internal team works alongside Trajectory NetSuite consultants to continue the support of their ERP ecosystem.

Want to know more? Give us a shout!