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CASE STUDIES

Swish Data

Swish Data

Swish Data

Finally Optimizing a Decade of NetSuite

Finally Optimizing a Decade of NetSuite

Finally Optimizing a Decade of NetSuite

Industry

Technology / Government IT Contractor

Technology / Government IT Contractor

Company Size

Established federal contractor

Established federal contractor

Engagement

System Optimization, Federal Compliance & CRM Enhancement

System Optimization, Federal Compliance & CRM Enhancement

Timeline

100% core module adoption within 60 days

100% core module adoption within 60 days

The Challenge

The Challenge

The Challenge

Swish Data had been on NetSuite for over a decade. They'd invested in consulting engagements over the years. But somehow, the system still wasn't delivering.

The situation:

Low user adoption

Despite years on the platform, usage lagged across departments. People had found workarounds and stuck with them.

Incomplete compliance processes

As a government contractor, Swish had specific federal compliance requirements. Key processes were either incomplete or still manual.

Operational bottlenecks

Manual processes created risk and slowed everything down. The system was supposed to solve these problems—but it hadn't.

Accumulated technical debt

Years of partial implementations and quick fixes had created a tangled environment that was hard to improve.

Previous consulting efforts had addressed symptoms without solving root causes. Swish needed someone to finally get it right.

The Solution

The Solution

The Solution

We took a systematic approach—understanding not just what was broken, but why previous efforts hadn't stuck.

What we delivered:

Structured Execution

Created a clear plan to close long-standing issues. No more ad-hoc fixes—every change was part of a coherent roadmap.

Federal Compliance Alignment

Implemented best practices specifically for government contractors. Processes that were manual or incomplete got the attention they needed.

CRM & Quoting Optimization

Built custom CRM workflows and quoting logic tailored to how Swish actually sells and delivers. Generic CRM setups don't work for federal contracting—so we didn't use one.

Compliance-Focused Reporting

Created dashboards and reports designed for federal compliance requirements, giving leadership visibility into the metrics that matter for their business.

The Results

The Results

The Results

The impact was immediate and measurable:

Before

10+ years finally optimized

10+ years finally optimized

10+ years finally optimized

Federal compliance

Full alignment with contractor standards

Full alignment with contractor standards

Full alignment with contractor standards

CRM & quoting

Custom workflows implemented

Custom workflows implemented

Custom workflows implemented

Core module adoption

100% within 60 days

100% within 60 days

100% within 60 days

For the first time in over a decade, Swish has a NetSuite environment that actually supports their business. Users adopted the system because it finally worked the way they needed it to. Compliance gaps got closed. And leadership can trust that the system reflects reality.

Key Takeaways

Key Takeaways

Key Takeaways

  • Time on platform doesn't equal optimization
    Ten years of NetSuite doesn't mean ten years of value. Without intentional optimization, systems drift.

  • Federal contractors have specific needs
    Generic implementations miss compliance requirements that are non-negotiable for government work. You need a partner who understands the space.

  • Adoption follows usefulness
    Users didn't resist NetSuite because they were stubborn—they resisted because it didn't work for them. Fix the system and adoption follows.

Services Provided

Services Provided

Services Provided

  • NetSuite System Optimization

  • Federal Compliance Configuration

  • CRM Workflow Development

  • Custom Quoting Logic

  • Compliance Reporting & Dashboards

  • User Training & Adoption Support

Read More

Read More

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Manual processes everywhere

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RedPeg Marketing

Full Admin Coverage Without the Headcount

Challenge:

RedPeg Marketing is a creative agency that moves fast. Their NetSuite instance needed to keep up—but without an in-house admin, they were stuck in a frustrating cycle.

No internal NetSuite expertise

When issues came up, there was no one to triage them, prioritize fixes, or implement improvements.

Growing backlog

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RedPeg Marketing

Full Admin Coverage Without the Headcount

Challenge:

RedPeg Marketing is a creative agency that moves fast. Their NetSuite instance needed to keep up—but without an in-house admin, they were stuck in a frustrating cycle.

No internal NetSuite expertise

When issues came up, there was no one to triage them, prioritize fixes, or implement improvements.

Growing backlog

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DiamondRock Hospitality

Stabilizing NetSuite for a Public Company

Challenge:

DiamondRock Hospitality is a publicly traded REIT with a $6B+ valuation. When your financial systems are subject to SOX and ITAC regulations, "good enough" isn't an option—but that's exactly where their NetSuite instance was stuck after a challenging initial rollout.

Adoption and performance problems

Users were struggling with the system, and confidence was low.

Unreliable financial reporting

Read Case Study →

Pixis Drones

From Spreadsheets to Scalable Operations

Challenge:

Pixis Drones had outgrown their QuickBooks and spreadsheet-based operations. As the company scaled its drone entertainment business—coordinating complex projects with multiple revenue streams, managing vendor relationships, and tracking profitability across shows—the limitations of their legacy systems became painfully clear.

Manual processes everywhere

Critical operations relied on spreadsheets that were error-prone and time-consuming to maintain.

No real-time visibility

Read Case Study →

RedPeg Marketing

Full Admin Coverage Without the Headcount

Challenge:

RedPeg Marketing is a creative agency that moves fast. Their NetSuite instance needed to keep up—but without an in-house admin, they were stuck in a frustrating cycle.

No internal NetSuite expertise

When issues came up, there was no one to triage them, prioritize fixes, or implement improvements.

Growing backlog

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WorldWide Sourcing Group

Scaling NetSuite for 6,000+ Employees

Challenge:

WorldWide Sourcing Group (WWSG) is a national provider of professional services supporting thousands of employees across multiple business divisions. Their NetSuite instance needed to work as hard as they do—but adoption was lagging and the system wasn't aligned with how the business actually operated.

6,000+ employees

depending on the system across multiple divisions

15+ external systems

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