Full Back-Office Tech Stack
Implementation & Management
Enterprise Systems Transformation for a Scaling AgTech Spin-Off
From startup-level tools to a fully integrated enterprise-grade stack—BizVisory led a complete back-office transformation. We implemented, integrated, and managed systems including NetSuite, Salesforce, ADP, BILL, Avalara, and more to support global operations, multi-entity reporting, and rapid workforce growth.
Client Profile
Challenge
Previously operating with basic systems like Xero, our client lacked the tools needed for global accounting, consolidated financial reporting, scalable billing flows, and integration across teams. With expansion into multiple countries and a mandate to close the books in just three days for corporate reporting, the stakes were high.
They needed:
- A scalable ERP and CRM foundation.
- Consolidated global accounting capability.
- Real-time sync across finance, HR, and sales.
- Automated reporting to the parent company.
- Systems to manage global payroll, AP, travel, and taxes.
Our Solution
Implementation Approach
- Technology Strategy: Created detailed RFPs, ran vendor demos, and selected best-fit systems based on client-specific requirements.
- System Architecture: Mapped out integration flows and timelines to ensure smooth transitions with minimal disruption.
- Data Migration & Automation: Migrated historical data, implemented real-time automations, and enabled multi-channel billing and reporting.
- Training & Change Management: Conducted stakeholder training, defined new workflows, and built robust documentation.
- Post-Go-Live Support: Provided ongoing managed services and account management across NetSuite and Salesforce.
Results
- Successfully migrated from Xero to NetSuite with full global accounting functionality.
- Reduced month-end close from 10+ days to 3 days.
- Real-time integration between Salesforce and NetSuite with automated SDR and online order flows.
- Enabled global HR and payroll through ADP.
- Created parent-company compliant reports and automated delivery flows.
- Provided long-term managed services for seamless continuity.
Let’s Talk
If you're facing complex system challenges during periods of growth, acquisition, or international expansion