Built for the outcomes, not just the go-live.
A NetSuite implementation can hit every project milestone and still miss the business goals behind it. CFGI runs ERP selection, implementation, and optimization with finance operators who design the operating model alongside the system, so the work creates sustainable value long after the cutover.
ERP decisions hinge on the right few questions.
All ERPs handle core financial functions well. The decisions that separate a costly re-implementation from a system that actually works for the business come down to fit, alignment, and total cost.
Focus on what makes you unique
All ERPs perform core financial functions well. Evaluate vendors against the business use cases that actually set the company apart, not the table-stakes capabilities every system covers.
Align with the long-term vision
What are the growth ambitions, and does the ERP meet them? Scale, geography, M&A, and capability roadmap should shape ERP requirements, not the other way around.
Bring every stakeholder to the table
ERP impacts Finance, Supply Chain, HR, IT, and Sales. Selection works only when all five sit at the table from the start, with representation and alignment across each group.
Total cost, not just license fees
Analyze internal and external implementation costs, maintenance, future functionalities, and infrastructure. Include assumptions for future growth. License fees rarely tell the full story.
Selection. Implementation. Optimization. Three phases, one team.
CFGI helps organizations leverage technology by aligning it with the needs of the business. The team blends digital and financial expertise, with a process-focused approach that drives and informs the strategic direction of the technology stack.
Technology Assessment & Strategy
Evaluate and optimize the current technology landscape. Tech budget optimization, M&A due diligence, infrastructure rationalization, cloud migration, application rationalization, BCDR planning.
ERP Selection & Vendor Management
Requirements definition, RFI and RFP management, vendor demos and scoring, vendor selection recommendation, contract negotiation, and partner alliance leverage.
Finance & Accounting Systems Implementation
Business process mapping, chart of accounts redesign, ERP end-to-end implementation, agile PM and phasing, system configuration, data migration, testing, change management, and training.
Automation & Intelligent Document Processing
Robotic process automation, intelligent document processing, automated source-system reconciliations, and process-led automation tied to measurable productivity gains.
NetSuite Managed Services & Support
NetSuite Admin, on-demand developer, support safety net, and ongoing optimization at a fraction of the cost of dedicated internal headcount.
Assess
- Technology Budget Optimization
- M&A Due Diligence
- Infrastructure Rationalization & Cloud Migration
- Software Application Rationalization
- Business Continuity & Disaster Recovery Planning
Select
- Business Requirements Definition
- RFI & RFP Management
- Vendor Demo Coordination & Scoring
- Vendor Selection Recommendation
- Vendor Contract Negotiation
Implement
- Business Process Mapping (Future & Current State)
- Chart of Accounts Redesign
- ERP End-to-End Implementation
- Data Migration Strategy & Execution
- Change Management & End User Training
Support
- Business Process Documentation
- Testing Lead & UAT Support
- Data Migration & Reconciliation
- Issue Escalation & Resolution
- Program & Project Governance
Implementation
From initial discovery through go-live, CFGI partners with finance teams to understand the business and collaboratively deliver end-to-end NetSuite implementation solutions.
The four-phase methodology covers Define (requirements and design), Build (configuration), Validate (UAT and training), and Deploy with hypercare through the first month-end close.
Optimization & Customization
Your ERP should elevate and evolve with the business. CFGI helps tailor the system to enhance performance and ensure it supports the team, not the other way around.
Typical work includes process re-design against NetSuite leading practices, configuration tuning, automation, and Phase II enhancements identified during initial implementation.
Managed Services & Support
The Support team can act as the client’s NetSuite Admin, on-demand developer, or support safety net, all for a fraction of the cost of adding dedicated internal headcount.
Scope flexes with the business and gets reviewed on a recurring cadence, with senior oversight from the ERP Practice leadership team.
More than implementation. We bring the operating model.
CFGI spends the upfront weeks of a project understanding the current state, then designs and maps an optimal future state built on the functionality and efficiencies of the tech stack. The system follows from the operating model, not the other way around.
Finance operators, not system integrators.
- Future-state operating modelWe design and map the operating model alongside the system, so the implementation enables the way the business wants to run, not the way the legacy process worked.
- Change management from kick-offFrom project kick-off CFGI identifies critical aspects of change management to minimize disruption and achieve end objectives, not as an afterthought before go-live.
- End-user training that landsTailored trainings go beyond generic user guides. CFGI supports Finance users and the rest of the organization based on identified use cases and impact.
- Former Big 4 plus industry depthThe firm is made up of former Big 4 professionals drawing on practical experience in audit, accounting, advisory, and industry Finance roles.
- No audit restrictionsIndependent advisory support without audit-firm independence constraints. We move at the speed of the business.
Six places implementations stall. We’ve fixed all of them.
Operating-model gaps no system fixes
Teams expect NetSuite to solve process problems that exist regardless of the system. We re-design the organization and processes to leverage NetSuite leading practices, considering end-to-end implications instead of replicating legacy workflows inside the new tool.
Customization creep
Customizing everything reproduces the old system inside the new one. We assess every customization requirement against business need, out-of-box capability, and third-party options, and push process transformation first.
Late starts on critical change dependencies
External dependencies need coordination from week one. We engage stakeholders early and regularly so dependencies don’t collapse the timeline.
Data design misaligned with future goals
Chart of accounts and data architecture have to serve broader stakeholders and management reporting. We build the data design with those needs in view.
Scope vs timeline tension
Without a decision framework, scope and timeline drift in opposite directions. We align on what is must-have, assess team capacity against changing scope, and establish governance for approving changes mid-flight.
Resource constraints and blackout windows
Period close, audit windows, and other blackout dates are easy to forget when laying out a timeline. We plan around them, identify critical resources, and build contingencies before resources get squeezed.
Numbers that show up months after the system does.
How a CFGI engagement unfolds.
ERP selection in 12 weeks
Discovery, RFP, demos, TCO, deployment roadmapScenario
A finance organization needs a new ERP. Multiple vendors are pitching. There is no structured scoring methodology and stakeholders across Finance, Supply Chain, IT, HR, and Sales are not aligned on requirements.
Action taken
CFGI runs the seven-step Phase 0 methodology over twelve weeks. Discovery (current state assessment, requirements documentation, RFP formulation) anchors weeks 1 to 4. RFP and ERP evaluation covers weeks 5 to 8. TCO and ERP finalization closes weeks 9 to 12, with stage gates at the requirements and scoring milestones.
Outcomes
- Vendor short-list and selection criteria confirmed by all key stakeholders at Stage Gate 1.
- Full Total Cost of Ownership modeled by vendor, with implementation parameters factored in.
- Final ERP recommendation delivered with executive presentation, implementation readiness assessment, and roadmap.
NetSuite implementation in five months
Define, Build, Validate, DeployScenario
A client has signed a NetSuite contract and needs to go live in five months. Stakeholders span multiple business units. The chart of accounts needs a redesign, integrations are in scope, and historical data has to migrate cleanly.
Action taken
CFGI runs the four-phase implementation methodology. Define confirms requirements, future state, COA design, and use cases. Build configures the ERP and runs walkthroughs with stakeholders. Validate covers UAT, training, and cutover preparation. Deploy and Hypercare finalizes deployment and supports the team through the first month-end close.
Outcomes
- On-time go-live with the revised chart of accounts and segment structure in place.
- Historical data migrated cleanly and reconciled to legacy systems.
- First month-end close in the new system completed with CFGI hypercare support.
Optimization and managed services
NetSuite admin, on-demand developer, support safety netScenario
The client is live on NetSuite but needs ongoing admin work, customization capacity, and a support safety net without standing up a dedicated internal team.
Action taken
CFGI provides a flexible Managed Services engagement covering NetSuite admin work, on-demand developer time, and senior advisory oversight. The scope tailors to the client’s evolving needs, including Phase II enhancements identified during initial implementation.
Outcomes
- Functional NetSuite admin coverage without the cost of dedicated internal headcount.
- Phase II enhancements delivered as the business matures, on the cadence the business needs.
- Optimization tied to measurable business goals, not feature-for-feature parity with the legacy system.
Talk to CFGI’s ERP Product Leader.
Shine Thomas
Partner, Business Transformation | ERP Product Leader
20+ years leading business-led technology transformations, with a focus on Cloud ERP implementations and finance operating model design.
Ready to make ERP earn its keep?
Let’s talk about selection, implementation, optimization, or managed services, whichever stage of the ERP lifecycle your team needs to move forward next.