Case Studies
These case studies highlight how Finlyte helps organizations achieve clarity, efficiency, and scalability through tailored NetSuite Licensing, Implementation, and Optimization services.
Case Study 1 — Healthcare System Implementation
A mid-sized healthcare provider needed to migrate from fragmented financial tools to a unified ERP. Finlyte led a full NetSuite implementation, including:
- Solution Design workshops to map EMR/EDI integrations.
- Implementation of multi-entity consolidation and role-based dashboards for compliance.
- Optimization of workflows for faster month-end close.
Result: 40% reduction in manual reconciliations, faster reporting to leadership, and scalability to support acquisitions.
Case Study 2 — Private Equity Portfolio Optimization
A private equity firm managing 12 portfolio companies struggled with inconsistent reporting and license sprawl. Finlyte delivered a licensing and optimization program that included:
- Rationalizing NetSuite licenses and modules across entities.
- Standardizing reporting structures to provide board-ready dashboards.
- Automating consolidation and budgeting processes.
Result: Saved over $200K in license costs, cut reporting cycles by 50%, and created consistent metrics across the portfolio.
Case Study 3 — Family Office Licensing & Growth Enablement
A multi-family office faced challenges scaling financial operations and compliance. Finlyte advised on NetSuite licensing and designed a roadmap for implementation:
- Right-sizing user licenses and modules to reduce waste.
- Implementing tailored workflows for investment tracking and reporting.
- Ongoing optimization support to automate manual journal entries and improve forecasting.
Result: Streamlined financial oversight, improved compliance, and established a scalable foundation for future growth.
Case Study 1
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Case Study 2
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Case Study 3
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
