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Case study

NetSuite Rollout Unlocks Cross-Border Visibility for CPG Brand

QuantFi led a NetSuite implementation for a high-growth CPG brand, enabling streamlined warehouse operations, real-time inventory tracking, and scalable cross-border workflows.

100%
SKU-level inventory visibility across both warehouses

NetSuite enabled synchronized tracking of inventory movements, reducing stockouts and mis-shipments by automating replenishment and fulfillment logic.

3x
faster monthly close process

By integrating sales, COGS, and intercompany entries into NetSuite, the finance team cut close time from 15+ days to under 5.

Zero
operational downtime during rollout

QuantFi's phased implementation plan ensured the business stayed online, fulfilling orders daily while migrating backend processes in parallel.

The problem

A rapidly expanding CPG brand was struggling with fragmented systems and manual processes across its U.S. and Mexico warehouse operations. Inventory tracking lacked real-time accuracy, financial reporting was delayed and error-prone, and the team had no single source of truth to manage SKUs, purchase orders, or fulfillment workflows across borders. Leadership knew they needed an ERP solution but lacked internal bandwidth to drive implementation.

What we did

QuantFi led a full NetSuite deployment, including:

  • Designing and mapping workflows for purchasing, inventory, and order fulfillment across U.S. and Mexico warehouses.
  • Configuring multi-subsidiary, multi-currency, and intercompany transaction capabilities.
  • Integrating 3PLs, Shopify, and financial reporting into a unified NetSuite instance.
  • Training internal teams on daily operational use, exception handling, and month-end close processes.

The implementation was delivered in phases, ensuring minimal disruption while steadily increasing visibility and automation.

The results

The brand gained real-time visibility into cross-border inventory, automated fulfillment processes, and dramatically improved financial reporting accuracy. This operational foundation allowed the company to scale confidently while reducing manual overhead.

Next step

Let's talk about your finance function.

Tell us where you are and what you're trying to accomplish. We'll tell you whether QuantFi is the right fit.