Digital transformation case study
From ERP to Agility
A NetSuite migration case study · Trades services
A full account of how a trades service company left NetSuite in two phases: a no-code bridge stack built to beat a renewal deadline, then a purpose-built platform shaped around dispatch, field work, pricing, and invoicing. The paper covers the pain points that made the ERP a constraint, the tools chosen for each phase, the data migration sequence, and the recommendations that came out of it.
What it covers
- When ERP becomes a constraint
- Phase 1: the bridge stack
- Phase 2: the bespoke platform
- Architecture and technology choices
- Data migration strategy
- Outcomes and business impact
- Lessons learned
- Conclusion and recommendations
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