Post M&A Integration
Financial integrations can be complex and require the necessary care and diligence to ensure that accounting and finance operations are transitioned successfully. Our comprehensive approach takes into consideration all of the people, process, and data requirements necessary to bring all financial operations onto a singular platform.
Why Bring Your Company Onto One ERP?
Streamline back-office functions and reduce IT spend
A unified ERP eliminates data silos, ensuring consistent and accurate information across the organization while automating workflows to minimize manual tasks. This consolidation simplifies IT infrastructure, reducing maintenance, integration, and licensing costs associated with managing multiple systems. As a result, businesses can operate more efficiently, enhance collaboration, and significantly cut IT spending.
Eliminate barriers between legacy businesses to improve efficieny
Moving to a single ERP system eliminates barriers between legacy businesses by integrating data, processes, and operations across the entire organization. This unified platform provides a comprehensive view of customers, products, and sales opportunities, enabling teams to access and share critical information seamlessly. By breaking down silos between previously disconnected systems, a single ERP empowers businesses to identify cross-selling opportunities, align sales strategies, and deliver a more cohesive customer experience.
Establish alignment for budgeting, forecasting, and financial reporting
Inetgarting your entities onto a single ERP establishes alignment for budgeting, forecasting, and financial reporting by consolidating financial data into a unified system, ensuring consistency and accuracy across all departments. This centralized platform standardizes processes, eliminates discrepancies caused by disparate systems, and provides real-time visibility into financial performance. By integrating budgeting and forecasting tools within the ERP, businesses can create more accurate and cohesive financial plans, enabling teams to collaborate effectively and align strategies.
Our Approach
Align
Align with parent firm on mission, approach, and acquired company stakeholders and sensitivities. This is where we strategize to understand where there may be synergies that were implied during the deal cycle and where we need to execute on cost reduction and optimization of the business.
Discover
Perform a comprehensive discovery for both entities. This is accompanied by a complete gap analysis for any additional design elements that would need to be layered into the host system in order to provide the target with key data points that may be specific to their business model.
Integrate
If you are in a position where you are looking for high quality support to handle all things NetSuite, we are here to help. We can manage all NetSuite tickets and work with your stakeholders to prioritize and execute enhancement developments.
Why Choose Equify As Your Trusted Partner?
Establish The Foundation
Expand Capabilities
Optimize
