Driving operational excellence and legacy innovation in workflow automation with NetSuite

To ensure data consistency, the client managed a complex accounting setup with a primary and secondary book. The secondary book was responsible for processing 120,000 sales orders, spanning 1.3 million periods since 2008 and reflecting over $3 billion in revenue—perfectly aligned with the primary book. 
This intricate system posed significant challenges during month-end closings, especially as NetSuite’s single-book customizations were adapted to support multi-book accounting.
Key efforts focused on synchronizing item fulfilment updates between the two books while maintaining accurate revenue arrangements. However, data discrepancies between Salesforce CPQ and NetSuite often caused missing or mismatched records, compromising compliance and financial accuracy. 
One recurring issue involved inconsistencies in Contract Start and End Dates as data transferred from Salesforce CPQ into NetSuite, disrupting revenue recognition mapping within NetSuite’s ARM module and causing errors. 

Nagarro configured NetSuite with a secondary accounting book mirroring the primary one, aligning revenue data across 1.3 million periods since 2008 using custom scripts. Phased rollouts in a controlled environment minimized disruptions, ensured data accuracy, and maintained smooth month-end operations.

To prevent incomplete entries, we developed an SOP with tailored scripts mandating key fields—like Contract Start/End Dates and Maintenance Attach Rate—be filled for transactions such as Sales Orders and Invoices. Automated alerts flagged omissions, reducing errors and improving financial reporting reliability.

We enforced a rule to ensure contract start dates precede end dates, preventing errors during Salesforce CPQ and NetSuite integrations. These improvements allow the client to maintain accurate, consistent revenue records and streamline data management.

The client's financial framework transformed through a robust foundation for informed decision-making and innovation in workflow automation. By addressing key financial challenges, we reinforced operational excellence and prepared them for sustained growth in a dynamic global market. 
The solution ensured 99.8% accuracy in synchronizing entries across 1.3 million periods, providing a compliant and consistent financial view. Data accuracy improved by 95%, significantly reducing manual checks and cutting correction time by 40%, giving Finance better control over revenue recognition. 
By streamlining processes, they reduced revenue recognition errors by 98% and processing time by 30%, ensuring seamless integration between Salesforce and NetSuite. Additionally, automated reporting reduced reporting time by 35%, enabling quick adaptation to regulatory changes and establishing a scalable foundation for future growth.