Case Study

Optimizing Business Processes of a Multi-subsidiary US Firm

census-concept-photographed-city-building 1.png
Discover how Jobin & Jismi unified the ERP ecosystem of a U.S.-based investment firm with over 180 global subsidiaries. By implementing NetSuite across 30+ countries, we streamlined their business processes, ensured tax compliance, and helped overcome system resistance through expert guidance, training, and ongoing support.
About Project
Unifying Business Processes of a US Firm with Multiple Subsidiaries
Implemented NetSuite across 30+ countries, replacing disparate ERPs with unified workflows, customized tax systems, and seamless Salesforce integration—driving operational consistency and organizational efficiency.
Industries

Finance

Location

USA

Service

NetSuite Implementation

Client Portfolio

One of our US-based customers is a prominent investment company specializing in the takeover of tech firms. Through acquisitions, this firm focused on providing technology management to its diverse customers spread around the globe.

Problem Statement

The American firm had already carried out more than 100 acquisitions when they contacted us. Their numerous subsidiaries in several countries were using a diverse range of ERP solutions. They ranged from SAP, Odoo, and Infor Cloud Suite to Acumatica and Microsoft Dynamics 365. They were also using several other home-grown options.

In this scenario, the parent company faced great difficulty in managing them all. As a remedy, they decided to introduce Sales Force. They decided accordingly to take care of Customer Relationship Management (CRM). They also zeroed in on NetSuite to streamline all ERP-related activities and processes.

However, each subsidiary relied on a different business process. When they faced a roadblock, the parent company sought our help. They wanted us to unify all of them into a single process.

60%
Faster financial data consolidation
75%
Increase in reporting speed

What We Suggested

Jobin & Jismi took up the challenge of unifying the business process for the firm based in the United States. As the first step, our team of experts implemented NetSuite in the company. They then began systematically adding each subsidiary with well-calculated precision. While doing so, our experts faced a major hurdle. The subsidiaries in different countries had distinct tax systems in place. For each firm, our experts were able to implement the corresponding tax regime in NetSuite successfully. 

Another uphill task was sanitizing the financial open data from each subsidiary and implementing it in NetSuite. Our team was able to do so by pooling their resources and leveraging their expertise and experience. While the implementation was taking place, we faced stiff user reluctance. In many firms, the employees concerned were hesitant to shift. They were apprehensive about replacing their well-acquainted ERP solution with Oracle NetSuite. 

Our experts took it as a challenge. They were able to pacify the obstinate resource persons in each subsidiary. They also convinced them about the merits of NetSuite and how it became a big hit globally. We also imparted adequate training for the resource persons to make them well-equipped to handle the platform. Each time a subsidiary acquired new technology, we repeated the same process. While this was taking place, another firm was simultaneously taking care of Salesforce implementation. Our experts also took care of the integration of NetSuite with the above-mentioned software.

Custom Records Creation:
Lorem ipsum dolor sit amet consectetur. Ipsum integer tellus duis aliquam praesent consectetur dapibus aliquet etiam. Magna libero quam facilisis enim odio proin velit. Porttitor orci.
Automated Graphical Report
Lorem ipsum dolor sit amet consectetur. Malesuada placerat arcu consequat eget a duis. Fames aenean et condimentum sed ac. In elit lorem viverra mattis volutpat dui et fermentum.

Customer Success

Jobin & Jismi’s successful implementation of NetSuite transformed the client’s fragmented ERP landscape into a streamlined, unified system. With subsidiaries operating under varying tax laws and business processes, we ensured accurate localization while maintaining global standardization. By addressing user reluctance through continuous engagement and training, we secured high user adoption. The project enhanced visibility across subsidiaries, improved financial control, and empowered the parent company to manage its global operations more effectively.

Key Achievements:

  • Successfully implemented NetSuite across 180+ subsidiaries in over 30 countries.
  • Seamlessly replaced multiple ERP systems (SAP, Odoo, Infor, Acumatica, Dynamics 365, and others) with NetSuite.
  • Implemented localized tax systems tailored to each country's compliance requirements.
  • Migrated and sanitized financial open data from each subsidiary into NetSuite.
  • Overcame user resistance through proactive communication, demonstrations, and training.
  • Integrated NetSuite with Salesforce for unified CRM and ERP operations.
  • Enhanced visibility and control over global financial data and business performance.
  • A centralized ERP solution, increasing operational efficiency and consistency across all subsidiaries.
     

Way Forward

The successful completion of this mammoth project speaks volumes about our expertise and efficiency.

Jobin & Jismi ensures that our focus is on driving customer satisfaction. We do this by understanding client requirements and rolling out effective solutions for greater business growth.

Expert NetSuite Implementation with Jobin & Jismi
Optimize your business with our expert NetSuite solutions seamless integration, efficient workflows, and maximum potential.
Our Case Studies

Related case studies

Group 1597880888 2.png

Automate Financial Workflows with NetSuite-ICICI Bank Integration

65%Reduction in manual reconciliation
50%Faster financial data processing
image 8105 (1).png

Dynamic Graphical Reports for Customer Sales in NetSuite

80%Reduction in manual effort
100%Accuracy in sales data history
Group 1597880892 1 (1).png

All About Migration from QuickBooks & ZohoBooks to NetSuite ERP

85%Decrease in manual workload
70%Increase in business performance