Proven Solutions

Below are just a few of the clients T-Edward has helped to achieve measurable results.
Our deep understanding of business challenges coupled with our creative solutions can help to enhance your business as well.

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CFO Services
NetSuite Implementation
Corporate Governance
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FullContact is the most powerful fully-connected contact management platform for professionals and enterprises who need to master their contacts and be awesome with people. FullContact’s cross platform suite of Apps and APIs enhance contacts with 360-degree insights, while keeping them organized, insync, up-to-date, and safe. Getting started, FullContact needed a fractional CFO and the establishment of key company systems.

Solutions

CFO advisory to help raise capital, improve corporate governance, banking
relationships, insurance coverages and financial operations.

Implementation of NetSuite for all core financial, marketing and customer service
functions. Integrated Salesforce and Pardot with NetSuite.

Established corporate governance with Corporate Focus for cap table management,
option management, risk and compliance.

Implemented Expensify for travel and expense management.

Provided ongoing financial and NetSuite and financial management support.

Benefits

Streamlined operations by automating manual processes, and linking together
disparate information into core system (NetSuite).

Integration of sales and marketing systems to system of record to streamline and
reduce redundancies between systems.

Governance and reporting automated and streamlined to reduce effort and improve
compliance.

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NetSuite Implementation
SPS Commerce Implementation
UltiPro Optimization
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USMD Inc., is a physician led integrated healthcare system that serves the DFW Metroplex with more than 250 physicians and associate practitioners, and provides healthcare services to patients in nearly 20 different specialties at its hospitals, cancer treatment centers and physician clinics. As a publicly held national integrated healthcare delivery system, USMD was faced with managing growth and change in the constantly evolving and dynamic healthcare landscape.

Solutions

Advisory services were employed throughout the engagement including: Negotiating contract and contract renewal for NetSuite and other Cloud application pricing. Investigating and securing Cloud based allocations that supported the core NetSuite OneWorld platform. Review and recommendations of effective use of Ultimate Software’s UltiPro payroll and HRIS application. Change management. Implementation of NetSuite OneWorld for 80+ subsidiaries. Expensify to streamline travel and expense management. Nolan Advanced Bank Account Reconciliation to simplify the reconciliation process for 25+ bank accounts. Piracle Pay to simplify the check printing and distribution process. SPS Commerce to simplify a complicated order-to-cash process. UltiPro (HRIS) to ensure that the system was used, efficiency improved and compliance was assured. On-going support for all applications to ensure that a continuous improvement mindset was embraced.

Benefits

Gained improved understanding of operating performance across departments, divisions, subsidiaries and the company as a whole. Cost savings through reallocation of headcount, removal of non-value added systems, and improved efficiency across all processes. Improved ROI for the HRIS system for HR policies, procedures and processes.

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Financial Analysis and Analytics
NetSuite Implementation
Pardot Implementation
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WAND has pioneered innovations in Digital Menu Boards, Point of Sale and Back Office systems, all deployed through their cloud-based Total Restaurant Management (TRM) platform, allowing operators to manage their restaurant anytime, on any device, from anywhere in the world. WAND is the worldwide technology leader in the Fast Casual and Quick Service Restaurant industries. WAND wanted to embrace the Cloud for its business and needed financial advisory services is certain aspects of their business.

Solutions

Eliminated on premise, custom applications and replaced with cloud-based applications.

Implemented NetSuite OneWorld for all core financial, inventory, sales, and customer service functions.

Implemented Pardot for marketing automation.

Benefits

Streamlined operations by automating manual processes, and linking together disparate information into core system (NetSuite).

Better customer support – single system for customer information. Enabled more accurate financial reporting to gain true, ongoing picture of costs and margins.

Ongoing financial return through improved analyses and reporting.

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Fractional CFO Services
NetSuite Implementation
Growth Funding
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Feedlogic is a pioneer in the development of intelligent feeding and farm monitoring solutions which can provide producers with real-time monitoring and management of their farming operations. It offers a series of products which combine patented hardware and software to measure production processes and execute more precisely. Feedlogic needed a fractional CFO as well as support in securing capital and improving operations.

Solutions

CFO advisory services were provided to help develop a detailed business plan, raise capital and improve corporate governance.

Implemented NetSuite for all core financial, payroll, inventory, sales, marketing and customer service functions. Corporate Focus for corporate governance, risk and compliance.

Ongoing financial management was provided to ensure measured and consistent growth was achieved.

Benefits

Streamlined operations by automating manual processes, and linking together disparate information into core system (NetSuite). Enabled accurate financial reporting to gain true, ongoing picture of costs and margins.

Governance and reporting automated and streamlined to reduce effort and improve compliance.

Capital raise was achieved through a convertible bond instrument.

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Fractional CFO Services
NetSuite Implementation
ADP and Concur Implementation
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Push Pedal Pull is known as exercise equipment experts. An industry pioneer and a recognized leader in the sales and service of premium fitness equipment for both residential and commercial settings. Push Pedal Pull wanted to simplify and improve their IT environment, reduce costs, link together disparate systems and improve the productivity and growth in their business.

Solutions

Developed and executed a plan to improve financial management and overall business performance. Replace all systems with a cloud-based platform and specific cloud applications including store point of sale systems. Implemented NetSuite, Google Apps, Concur, ADP. Replaced MAS90 and SugarCRM

A unique leveraging of NetSuite’s order management allowed for point-of-sale to be native NetSuite at the retail store level.

Benefits

Streamlined operations, aligned performance and reduced cost. Linked together financial, operational, sales (point of sale) to expand and improve business measurements and performance.

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Fractional CFO Services
Migrated All Operations
to the Cloud
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2nd Wind Exercise Equipment is the largest Specialty Fitness Dealer in the United States. They provide the finest brands of exercise equipment from entry-level price points to full commercial gear and employ the best trained and motivated fitness industry experts. 2nd Wind needed to overhaul their infrastructure, bring rigor and acumen to financial processes, while reducing costs and improving efficiencies.

Solutions

Developed IT direction to eliminate on premise, custom applications and replace with cloud-based applications.

Implemented NetSuite for core financial, inventory, sales, marketing and customer service functions. Google Apps for email, calendaring. ADP for Payroll and HR.

Read the Inc. Magazine article on these accomplishments and others by clicking on
this link.

Benefits

Reduced annual IT expenditures by 150%.

Shifted overall IT from on premise/custom to cloud in 9 months.

Improved financial and operations by automating manual processes, and linking together disparate information into core system.

Scroll down to read about a 837% ROI by migrating to Google Apps.

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Fractional CFO Services
NetSuite Implementation
Growth Funding
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Headquartered in Omaha, Neb., AccuQuilt offers quilters, fabric crafters and retailers a premiere line of fabric cutters, dies, quilting patterns and other quilt and fabric cutting solutions that help quilters quickly and accurately cut shapes for quilting and fabric crafts. AccuQuilt needed to improve financial operating and reporting and wanted to embrace the Cloud to ensure scalability as the company continued to grow.

Solutions

Assessed financial management and reporting, provided recommendations to improve financial operations, and reporting. Hired key financial staff and devised key measurements to denote company operating performance.

Implemented NetSuite OneWorld for all core financial, inventory, sales, marketing and customer service functions. Integrated SPS Commerce for EDI capabilities.

Provided on-going financial management to ensure efficiencies and improvements were achieved and enabled a smooth transition to new finance personnel.

Benefits

Implemented NetSuite OneWorld in 22 days.

Improved financial and operations by automating manual processes, and linking together disparate information into core system.

Enabled more accurate financial reporting to gain true, ongoing picture of costs and margins.

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Fractional CFO Services
NetSuite Implementation
ADP and Concur Implementation
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Saddleback Leather is an online retailer of rugged and distinctive leather bags, luggage, wallets and accessories. Their distinctive accessories are backed by a 100-year guarantee. Saddleback Leather’s business was really taking off and needed systems that would work together to do the core aspects of the business ordering, supplying, and financial management.

Solutions

Assessed inventory management and financial operations, provided recommendations for overall supply chain management and reporting.

NetSuite OneWorld for all core financial, inventory, sales, marketing, customer service and SuiteCommerce. Valogix for integrated inventory planning and replenishment.

On-going NetSuite support to optimize overall business operations improvement.

Benefits

Gained improved understanding of operating performance across departments, divisions, subsidiaries and the company as a whole. Cost savings through reallocation of headcount, removal of non-value added systems, and improved efficiency across all processes. Improved ROI for the HRIS system for HR policies, procedures and processes.

Click here to see more information on the NetSuite case study.

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Fractional CFO Services
Migrated All Operations
to the Cloud
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ASGARD provides high availability, Private Cloud as a Service to companies seeking to outsource the running of enterprise and desktop applications. The Company provides services from a Tier IV-designed data center and works with third party channel partners to target small, medium, and enterprise end users. ASGARD wanted to simplify and improve their IT environment, reduce costs, link together disparate systems and improve the productivity and growth in their business.

Solutions

Developed IT direction to eliminate on-premise, custom applications and replace with cloud-based applications.

Implemented NetSuite for all core financial, sales, and customer service functions. Google Apps for email and office automation. Adaptive Insights for advanced planning and budgeting. Corporate Focus for company governance and regulatory compliance. Expensify for travel and expense management. Log Me In integrated to NetSuite customer support. Echo Sign for customer signatory document management.

Benefits

Streamlined back office operations by automating manual processes, and linking together disparate information into a core system (NetSuite). Simplified office management using Google Apps for email, documents, and storage.

Better customer support – linked key cloud applications together for a unified process for customers – single solution for customer information. Enabled better planning and more accurate financial reporting to gain true, ongoing picture of costs and margins.

Improved timeliness and over control over travel and employee expenses through an easy-to-use expense management system integrated into NetSuite.

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If you have any questions, would like to connect with us or want a free 1-hour consultation please contact us today.

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