Client and Need

  • International internet security company
  • Retire NetSuite and migrate to Salesforce
  • Standardize and streamline processes globally and
  • Implement and reduce the number of errors in downstream systems


  • Partnered with the company to gather requirements including definition of standard set of level 2 processes for marketing, sales and service, conduct iterative design sessions to prototype and build client-specific solution, and lead a user adoption program to gain buy-in from global stakeholders and train and support users
  • Designed integration of and Oracle ERP, a plan for data migration from NetSuite to, and a user adoption plan to ensure smooth transition by stakeholders
  • Executed Oracle ERP and integration, data migration from NetSuite to and user adoption plans including: stakeholder management, communications, training, and support

Value Added

  • Transitioned 200 global users to
  • Migrated data from NetSuite to
  • Integrated Oracle ERP and
  • Aligned processes between different regions and business lines
  • Integrated best practice and solution selling components