Readiness
Modernization roadmap, SuiteScript 1.0 to 2.1
National accounting, tax and advisory firm
- The problem
- Legacy custom modules need a defensible order of operations, not a big-bang rewrite.
- The work
- A four-tier plan (Urgent, Planned, Watch, Retire) that sequences rebuilds of custom modules on SuiteScript 2.1 and gives leadership one operating plan for CRM engineering investment.
Platform SuiteScript 1.0 and 2.1, NetSuite SDF
Readiness
Script registry and documentation framework
National accounting, tax and advisory firm
- The problem
- Custom scripts accumulate with no owner, purpose or usage record, which stalls every upgrade.
- The work
- The first firm-wide script registry and documentation framework, closing an ownership and continuity gap across every application built after 2014.
Platform NetSuite script records, usage logs
Readiness
Cross-project dependency mapping
National accounting, tax and advisory firm
- The problem
- Parallel projects collide on the same records, and nobody sees it until a release breaks.
- The work
- A record-level dependency map across projects that identifies Sales Order, Estimate and Opportunity as high-contention zones and drives safe change management.
Platform NetSuite record analysis, SuiteQL
Governance and delivery
SDLC governance and application lifecycle management
National accounting, tax and advisory firm
- The problem
- Many applications and a hybrid engineering team need one delivery lifecycle that stands up to audit.
- The work
- An overhauled, standardized end-to-end SDLC across a complex hybrid engineering organization. Governs the full application lifecycle for a large production application portfolio with zero-downtime deployments, and embeds automated testing, security compliance and code review guardrails in delivery. Strengthens compliance and delivery speed.
Platform Azure DevOps, Jira, Confluence
Governance and delivery
NetSuite SDF CLI development and QA flow
National accounting, tax and advisory firm
- The work
- The full NetSuite SuiteCloud Development Framework CLI flow: project structure, deploy and validate across environments, and a quality assurance flow before release.
Platform NetSuite SDF, SuiteCloud CLI
Governance and delivery
Engineering standards documentation
National accounting, tax and advisory firm
- The work
- Script development standards and procedures, and standards for synchronous and asynchronous integration data sync.
Platform Documentation standards
Governance and delivery
Hybrid vendor delivery
National accounting, tax and advisory firm
- The work
- Coordinated hybrid team delivery with vendor squads and NetSuite consultants using outcome-based performance frameworks.
Platform Agile and predictive delivery
Governance and delivery
CRM environment and integration architecture
National accounting, tax and advisory firm
- The work
- Oversight of NetSuite and CRM environment architecture and development, and design of the integration and application architecture across the engagement lifecycle, dashboards, marketing operations and integrations.
Platform NetSuite, enterprise integration
Interfaces and analytics
KPI Matrix and sales pipeline analytics
National accounting, tax and advisory firm
- The problem
- Partners need one shared view of the pipeline.
- The work
- Real-time practice performance and pipeline dashboards, the shared view partners use to run the pipeline conversation across service lines and industries.
Platform NetSuite dashboards, saved searches, SuiteScript 2.1
Interfaces and analytics
Portlet framework
National accounting, tax and advisory firm
- The work
- The original portlet framework, which became the foundation of the platform.
Platform SuiteScript, inline HTML portlets
Interfaces and analytics
Dashboards, portlets and catalogs
National accounting, tax and advisory firm
- The work
- Dashboards with custom portlets and components for users' daily work, a custom record creation module, a custom view for release updates and news, and a report and saved search catalog.
Platform SuiteScript 2.1, portlets, saved searches
Interfaces and analytics
Dynamic report management dashboard
National accounting, tax and advisory firm
- The work
- A custom dynamic report management dashboard.
Platform SuiteScript 2.1, Suitelets
Interfaces and analytics
Sales pipeline reporting and data quality
National accounting, tax and advisory firm
- The work
- Sales pipeline management reporting and data quality, including a self-service pipeline reporting module.
Platform NetSuite reporting, SuiteScript 2.1
Interfaces and analytics
Partner pipeline update interface
National accounting, tax and advisory firm
- The problem
- Busy senior users will not update a CRM that is hard to use.
- The work
- A custom interface that lets partners update the sales pipeline simply.
Platform SuiteScript 2.1, Suitelets
Interfaces and analytics
Partner-facing campaign contact interface
National accounting, tax and advisory firm
- The work
- A simple, partner-facing interface for managing marketing campaign contacts.
Platform SuiteScript 2.1, Suitelets
Interfaces and analytics
Project Work Package configuration interface
National accounting, tax and advisory firm
- The work
- An interface for configuring project work packages, tied to the engagement intake to ERP project flow.
Platform SuiteScript 2.1, custom records
Interfaces and analytics
Script error log monitoring dashboard
National accounting, tax and advisory firm
- The problem
- Script failures surface only when a user complains.
- The work
- A custom dashboard for monitoring script error logs.
Platform SuiteScript, execution logs
Interfaces and analytics
Custom print forms and reports
National accounting, tax and advisory firm
- The work
- Advanced custom print forms and reports for a range of records and transactions.
Platform Advanced PDF templates (Freemarker)
Interfaces and analytics
Custom emails, alerts and notifications
National accounting, tax and advisory firm
- The work
- Custom formatted emails, alerts and notifications.
Platform SuiteScript, email templates
AI
In-CRM AI research assistant
National accounting, tax and advisory firm
- The problem
- Client and prospect research happens outside the CRM, so it never reaches the record.
- The work
- An in-CRM, retrieval-augmented research assistant that surfaces LLM-driven client and prospect intelligence directly inside user workflows. The first production AI touchpoint for CRM users.
Platform LLM APIs, RAG, SuiteScript 2.1
AI
Claude to NetSuite connection and CRM Guide skill
National accounting, tax and advisory firm
- The problem
- An AI assistant that does not know your schema and vocabulary gives confident wrong answers.
- The work
- A Claude connection to NetSuite over MCP, with a CRM Guide skill that holds the full schema, the internal vocabulary and the native and custom record lists.
Platform Claude, MCP, NetSuite schema documentation
AI
LLM governance and cost tracking
National accounting, tax and advisory firm
- The problem
- AI use spreads faster than anyone can see what it costs or who is using it.
- The work
- A framework that tracks LLM usage and cost, the observability and accountability layer for scaling AI safely across a practice.
Platform LLM usage logging, cost reporting
AI
AI-enabled user training module
National accounting, tax and advisory firm
- The work
- An AI-enabled training module for CRM users.
Platform LLM APIs
Integrations
Bi-directional ERP and CRM integration
National accounting, tax and advisory firm
- The problem
- Client, engagement and product data must agree across two systems of record.
- The work
- RESTlet-based microservice endpoints and event-driven user-event scripts for outbound sync across client intake, engagement letters, employees, profit centers and product master data. Covers client record creation and update, engagement intake to ERP project with a workflow configuration module and reverse sync, profit center database integration, service and product alignment between CRM and ERP, and a project status accuracy system. A canonical data model with API lifecycle governance and bundle-based versioning.
Platform NetSuite RESTlets, user-event scripts, SAP
Integrations
Qualtrics integration
National accounting, tax and advisory firm
- The work
- Enterprise integration with the Qualtrics API, part of the CRM integration portfolio. Bidirectional.
Platform Qualtrics API, NetSuite RESTlets
Integrations
SharePoint document integration, V1 to V2 migration
National accounting, tax and advisory firm
- The work
- End-to-end ownership of the SharePoint document integration and the V1 to V2 platform migration, with RESTlets covering PDF upload, engagement letter modification and external automation intake. Brings engagement intake and letters into NetSuite.
Platform SharePoint, NetSuite RESTlets
Integrations
DocuSign e-signature integration
National accounting, tax and advisory firm
- The work
- E-signature integration for engagement letters. Moves the DocuSign for NetSuite integration from legacy SuiteBundles and Send-on-Behalf-of authentication to the SuiteApp platform with OAuth 2.0.
Platform DocuSign, OAuth 2.0, SuiteApp
Integrations
Workday integration
National accounting, tax and advisory firm
- The work
- A scheduled one-way integration from Workday to NetSuite that creates and updates employee records: name, employee ID, department, location, job title, service line, hire and termination dates, and status. User access is revoked automatically when an employee's status changes to Terminated.
Platform Workday, scheduled scripts
Integrations
iManage integration
National accounting, tax and advisory firm
- The work
- Automated export of engagement letter documents from NetSuite to iManage, sent with engagement metadata.
Platform iManage, NetSuite
Integrations
HubSpot integration
National accounting, tax and advisory firm
- The work
- A bidirectional integration between the CRM and HubSpot marketing automation.
Platform HubSpot, NetSuite
Integrations
NetSuite data transport to on-premises SQL Server
National accounting, tax and advisory firm
- The work
- NetSuite data moved to on-premises SQL Server through ODBC with SuiteAnalytics Connect for reporting, with advice to the BI team on the data schema.
Platform SuiteAnalytics Connect, ODBC, SQL Server
Integrations
Master data replication to Microsoft Fabric
National accounting, tax and advisory firm
- The problem
- Reporting teams need NetSuite master data in a warehouse, with a schema they can trust.
- The work
- SuiteAnalytics and NetSuite schema expertise for the BI team: advising on and documenting the schemas for replicating master data (employees, contacts, customers, opportunities, transactions, opportunity and transaction lines, items, industries, departments, locations and related lookup tables) into the Fabric data warehouse, through NetSuite's forced move from ODBC Data Source 1.0 to 2.0. Retires the on-premises SQL Server reporting pipeline.
Platform SuiteAnalytics Connect, ODBC, Microsoft Fabric, DBML
CRM and engagement
Custom CRM data model and entity lifecycle
National accounting, tax and advisory firm
- The work
- A custom CRM data model and entity lifecycle on NetSuite, giving client and prospect records a governed structure from first contact through engagement.
Platform NetSuite custom records, SuiteFlow
CRM and engagement
Customer 360 engagement data model
National accounting, tax and advisory firm
- The work
- The Engagement Work Package sub-entity system (a multi-application module), the Client Intake flow, the Engagement Letter approval workflow and Billing Table configuration, forming the connected data model for the end-to-end engagement lifecycle.
Platform SuiteFlow, custom records
CRM and engagement
Client lifecycle management, prospect to executed engagement
National accounting, tax and advisory firm
- The problem
- Prospect, intake, engagement and billing data lives in disconnected steps.
- The work
- Full client lifecycle management connecting opportunity, client intake with approval, engagement intake, engagement letter and ERP project creation in one governed flow.
Platform SuiteFlow, RESTlets
CRM and engagement
Client intake with approval workflow and audit setup
National accounting, tax and advisory firm
- The work
- A client intake process with an approval workflow and full audit setup, including a multi-entity intake module integrated into the lifecycle flow and independence screening built into intake.
Platform SuiteFlow, custom records
CRM and engagement
Engagement intake, document storage and engagement letter reporting
National accounting, tax and advisory firm
- The work
- Engagement intake with document storage, plus engagement letter storage and reporting.
Platform NetSuite, document integrations
CRM and engagement
Bulk automated engagement and project renewal
National accounting, tax and advisory firm
- The work
- Bulk automated renewal of engagements and projects, with a dedicated pipeline to the ERP and a renewal flow through opportunities and engagement intakes.
Platform SuiteScript 2.1, map/reduce, RESTlets
CRM and engagement
Client-to-partner relationship module
National accounting, tax and advisory firm
- The work
- An end-to-end client-to-partner relationship module and database.
Platform NetSuite custom records
CRM and engagement
NAICS classification model
National accounting, tax and advisory firm
- The work
- The NAICS-driven classification model for industry and niche taxonomy, which became the foundation of the platform and still drives reporting and go-to-market analysis.
Platform NetSuite custom lists and segments
CRM and engagement
Mass utility layer
National accounting, tax and advisory firm
- The work
- The mass utility layer for bulk updates, which became the foundation of the platform.
Platform SuiteScript
CRM and engagement
Marketing operations (MLCM)
National accounting, tax and advisory firm
- The work
- A Marketing List and Campaign Management module that coordinates segment-driven outreach, plus the Contact marketing-consent surface. The platform that enables outbound engagement and personalization.
Platform SuiteScript 2.1, custom records
CRM and engagement
Marketing campaign, event and contact list platform
National accounting, tax and advisory firm
- The work
- A platform for marketing campaign and event management and contact list management, with mass-management automation for campaigns.
Platform SuiteScript 2.1, custom records
CRM and engagement
NetSuite administration and application ownership
National accounting, tax and advisory firm
- The work
- NetSuite administration, implementation management and application ownership for the firm-wide CRM environment: roles, permissions, records, workflows and ongoing support, turning a sprawling environment into a governed, documented platform.
Platform NetSuite administration
Compliance and data
Independence screening and database system
National accounting, tax and advisory firm
- The problem
- Independence rules enforced by manual process fail under audit.
- The work
- An independence and regulatory compliance system. Restricted and reverse-restricted entity catalogs covering every attest parent and subsidiary, reverse-restricted databases tracking affiliations of non-client entities, full corporate hierarchy and ecosystem mapping, and service and client conflict clearance. Includes real-time violation alerts, an immutable audit trail and risk assessment. Compliance rules live in the data model rather than in manual process.
Platform NetSuite custom records, workflows, SuiteScript 2.1
Compliance and data
Conflict-of-interest screening and clearance
National accounting, tax and advisory firm
- The work
- Conflict-of-interest screening and clearance for new or expanded business opportunities.
Platform NetSuite workflows
Compliance and data
Legal advisory conflict search system
National accounting, tax and advisory firm
- The work
- A conflict search system for the legal advisory practice, so the firm does not engage with parties to ongoing legal matters handled by its legal advisory service team.
Platform NetSuite custom records, search
Compliance and data
Restricted foreign country check module
National accounting, tax and advisory firm
- The work
- A module that checks for restricted foreign countries.
Platform SuiteScript 2.1
Compliance and data
Compliance controls on contact records
National accounting, tax and advisory firm
- The work
- Restricted-countries screening, conflict-of-interest tracking, duplicate contact warnings and a marketing-consent surface on Contact records. The data-integrity and privacy layer covering the customer surface of the CRM.
Platform SuiteScript 2.1
Compliance and data
Login Audit by Role
National accounting, tax and advisory firm
- The work
- Visibility into who is accessing what and when across the CRM, segmenting and analyzing user activity by role, department, location and job title to show NetSuite usage patterns. An audit surface for access-controls compliance.
Platform SuiteScript 2.1, saved searches
Compliance and data
Data hygiene and governance automation
National accounting, tax and advisory firm
- The work
- Daily and scheduled scripts that update records for accuracy and eliminate redundancy, supporting data hygiene and data governance.
Platform Scheduled scripts, SuiteScript 2.1
Earlier work
NetSuite ERP implementation
Resource Furniture
- The work
- Sole program manager and technical decision-maker for the full-lifecycle NetSuite ERP implementation across CRM, sales, purchasing, inventory control, customer service and supply chain: requirements, process analysis, design, configuration, testing, cutover, user training and post-go-live support.
Platform NetSuite
Earlier work
Customer support process
Resource Furniture
- The work
- An end-to-end customer support function in NetSuite: case lifecycle (case types, statuses, priorities, assignment rules, escalation paths), email-to-case intake, customer center and portal, knowledge base, and support dashboards and reporting, from requirements through go-live and training.
Platform NetSuite case management
Earlier work
Post-implementation customization and administration
Resource Furniture
- The work
- The improvement backlog and admin standards: custom entry and transaction forms, transaction PDF layouts, custom and scheduled reports, saved searches, lists, custom records, dashboards, online entry forms, centers, tabs, subtabs and categories, client-side scripting, plus user, item, transaction, currency, unit of measure and accounting list standards and marketing campaigns.
Platform NetSuite, SuiteScript
Earlier work
Data migration
Resource Furniture
- The work
- Migration of data from the legacy applications to NetSuite as part of the ERP program.
Platform NetSuite
Earlier work
Cloud email migration
Resource Furniture
- The work
- The move from local email hosting to hosted Exchange (Intermedia) across remote locations.
Platform Intermedia, hosted Exchange
Earlier work
File-sharing infrastructure
Resource Furniture
- The work
- Selection and implementation of a file-sharing and storage service for uninterrupted access across several remote locations: requirements, product evaluation, rollout, user training and support.
Platform Egnyte
Earlier work
PR and marketing platform selection
Resource Furniture
- The work
- Software evaluation for the PR and Marketing department, selection of Vocus and management of its implementation.
Platform Vocus
Earlier work
NetSuite full-lifecycle implementations
Altico Advisors (now Sikich)
- The work
- Full-lifecycle NetSuite implementation, from requirements gathering and solution design through configuration, customization and go-live, across ERP and CRM.
Platform NetSuite
Earlier work
Advanced inventory, demand planning and procurement
Altico Advisors (now Sikich)
- The work
- Advanced inventory, demand planning and procurement on NetSuite.
Platform NetSuite
Earlier work
Order-to-cash and support case management
Altico Advisors (now Sikich)
- The work
- Order-to-cash and support case management on NetSuite.
Platform NetSuite
Earlier work
IT strategy, budget and infrastructure
Aviation Innovative Solutions Group
- The work
- Full IT strategy, budget, team and infrastructure ownership for a small enterprise technology company.
Platform IT management
Earlier work
ERP, CRM, accounting, procurement and inventory systems
Aviation Innovative Solutions Group
- The work
- Ownership of the ERP, CRM, accounting, procurement and inventory management systems, delivered against operating requirements in a regulated industry.
Platform ERP, CRM
Earlier work
Web development and operations
Qetia
- The work
- Web developer for the business, plus inventory control and supply-chain management.
Platform Web development
Earlier work
Bespoke ERP implementation
Trianon Collections
- The work
- The full lifecycle of a bespoke ERP implementation for the luxury jewelry market, designed and deployed as the core business system of a multi-brand firm.
Platform Custom ERP
Earlier work
Leadership BI intranet portal
Trianon Collections
- The work
- An intranet reporting portal, designed and built independently, that gave leadership real-time business intelligence.
Platform PHP, SQL, MSSQL
Earlier work
EDI wholesale and retail integration
Trianon Collections
- The work
- An EDI implementation, with the central technical and business liaison role between wholesale and retail partners.
Platform EDI
Earlier work
Order processing and inventory automation
Trianon Collections
- The work
- Automated order processing and high-value inventory control workflows, with the related business processes re-engineered while upholding brand standards.
Platform Custom ERP
Earlier work
Training and user adoption program
Trianon Collections
- The work
- Training programs and video tutorials to drive user adoption and self-sufficiency on the new systems.
Platform Training content
Earlier work
Sales division BI suite
Van Cleef & Arpels
- The work
- A BI suite for the sales division: interactive reporting and sales-trend visualization.
Platform BI
Earlier work
Secure employee sales portal
Van Cleef & Arpels
- The work
- A secure employee sales portal, built end to end.
Platform Web application
Earlier work
ERP module architecture
Van Cleef & Arpels
- The work
- Full-stack application development and ERP module architecture for materials tracking and production scheduling.
Platform ERP modules
Earlier work
SAP CRM migration support
Van Cleef & Arpels
- The work
- A contribution to the migration to SAP CRM: data-integrity management and system integration during the transition from legacy systems.
Platform SAP CRM