Oracle NetSuite consulting and implementation

Improve financial and operational performance with the No.1 ERP

To scale business operations and position for growth, organizations may need more than a financial or accounting solution. By moving to a fully featured enterprise resource planning (ERP) solution, leadership teams can easily manage business processes and performance — from finances to human capital to customer service.

Oracle NetSuite is the world’s most deployed cloud-based ERP, offering industry-specific capabilities and robust features to automate and oversee enterprise operations. Wipfli brings years of experience implementing and customizing Oracle NetSuite, serving as a trusted partner to help ensure long-term adoption and value.

Experience Oracle NetSuite with Wipfli by your side

Our team helps your business harness the benefits of an ERP to increase agility and operational efficiency. Here is what you can expect with the support of Wipfli’s experienced NetSuite consultants:

ALL-IN-ONE

With embedded capabilities to modernize core functions like finance, sales, inventory, CRM and more, Oracle NetSuite allows organizations to bring together operations and data from across departments. The Wipfli team works with clients to understand their specific operational needs and goals to configure an ERP environment with the most-needed functions at your fingertips.

CUSTOMIZATION

With Oracle NetSuite, organizations have the flexibility to scale and customize the ERP experience as a business evolves. Wipfli helps add new functionalities over time, including industry-specific features and capabilities to manage more complex processes.

INTELLIGENCE

Oracle NetSuite generates real-time financial and accounting insights with easily accessible reports to track performance. By partnering with Wipfli, your organization can help ensure the right systems are in place for automated and ongoing analytics that support enterprise strategy and critical decision-making.

What our clients are saying

Shana Rowlette, CFO, Mann Lake

"We needed people who knew how to make NetSuite work for us. We needed someone who could think outside the box, and that’s what Wipfli provided. They know how to get creative and rework standard features in a way that works for our business."

Maggie Cox, General Manager, Cody Foster & Co.

"Our sales volume would not be sustainable without NetSuite, and we couldn’t have moved forward with NetSuite without Wipfli. I appreciate how solution-based they are and how we worked through problems with big-picture goals in mind."

Deb Taylor, CEO, Senior Community Services

"Wipfli did a lot of customization for us and really went the extra mile. They wanted to make sure we were going to be successful."

Lisa Munson, CFO, Milestone Inc.

"Wipfli was generous with their time, putting in extra hours to help us get up and running with a system that meets our unique needs."

Wipfli’s NetSuite accelerators

Wipfli’s custom-built accelerators are designed to address NetSuite gaps or enhance the efficiency of native processes with custom scripts, Suitelets and records. Our team has developed over 30 accelerators, including options for:

Advanced sales order invoicing

Users can select specific items and quantities to include on an invoice. This accelerator is helpful for clients managing lengthy sales orders, as it streamlines partial invoicing by letting users choose only the remaining items they need to invoice.

Advanced purchase order billing

Users can bill specific items from a purchase order, which is especially useful for lengthy orders with varying quantities where billing may not occur all at once. It provides flexibility by enabling item-level billing rather than requiring the entire order to be billed in full.

General ledger plugin

Users can add custom general ledger (GL) impacts to native NetSuite transactions. It creates two additional GL impact lines and enables the assignment of specific debit and credit accounts — along with line-level classifications — offering greater flexibility in financial reporting and control.

Bulk bin transfer

Users can view and transfer all inventory from one bin to another in bulk, streamlining bin-to-bin movements. It provides a clear overview of the unique items and their quantities within a selected bin, making large-scale inventory transfers faster and more efficient.

Work order bin management

Users can set a single bin at the header level of a work order, from which all components will be consumed. It streamlines the build process for workflows where all materials are stored in one bin by bypassing manual configuration for each component and eliminating the need for individual inventory detail entries.

Historical reporting

Users can add three custom fields to item records, automatically populated by advanced saved searches using complex formulas. It enables users to analyze key metrics like sales history, purchasing trends, inventory turnover and item build history over customizable date ranges — ideal for identifying seasonal patterns and year-over-year performance.

Parent/child consolidated invoicing

Users can select a parent customer and view all related open transactions, eliminating the need to manually invoice each sub-customer individually. It provides a consolidated view of open sales orders across sub-customers, enabling bulk invoicing and streamlined payment processing by a parent customer.

Innovation and recognition

Wipfli’s digital specialists go beyond implementing commercial software. We are committed to fostering active relationships within our technology ecosystem, investing in joint innovation and continually earning certifications that help expand what’s possible for clients.

Wipfli is proud to have a track record of experience that includes the following:

Five-star customer service rating from Oracle
Built cloud-based connectors to sync Oracle NetSuite with SAP Concur
Named to Accounting Today’s Top 100 VARs for 2024 (and 12+ prior years)

Our team

Thomas P. Schiesl, CISA

Tom focuses on helping clients develop and confirm their business strategies and turn them into implementation roadmaps with real performance metrics and a business case to drive short-term and long-term value. His mission is to help clients clearly articulate how they want to grow and not only help them identify solutions, but ensure that they adopt those solutions to achieve their maximum value.

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Shelly Worrel

Shelly is a technology consulting principal with strong business, process and communication skills. She leads the firm’s NetSuite team and focuses on building the team, as well as driving excellence through to clients. Shelly has extensive experience in distribution and manufacturing processes and how solutions such as NetSuite enable these processes.

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Zak Rozelle

Zak Rozelle has more than 20 years of experience in providing business and system consulting service in financial, government and manufacturing and distribution companies. His experience includes helping customers with IT to business strategy alignment, process analysis and optimization and system design and implementation.

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Zoey Majewski, CPA

Zoey Majewski is a manager with over 7 years of experience in providing NetSuite implementation and optimization services. As a CPA, Zoey focuses on understanding an individual company's overall business and financial processes to develop optimized solutions. She is responsible for analyzing business processes as well as designing and configuring best practice solutions within clients’ NetSuite environments.

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Reed Klinkhammer

Reed Klinkhammer is a senior consultant for the NetSuite implementation team in Wipfli’s technology consulting practice. He is responsible for analyzing business processes as well as designing and configuring best practice solutions within clients’ NetSuite environments using a variety of system setup, custom workflows, and custom scripting.