Client: Gourmet foods distributor

Client's Goals: To scale business with a unified, efficient system that optimizes operations, controls costs, and drives growth.

Our Team's Role: Citrin Cooperman guided the company’s transition by implementing NetSuite, ensuring seamless integration, real-time insights, and operational efficiency for scalable growth.

Expanding from a boutique retail shop to a world-class manufacturer and distributor of gourmet peanut butter required a robust, scalable solution beyond what QuickBooks could offer. The company needed an integrated system to unify supply chain management, finance, sales, and business intelligence while controlling costs and maintaining headcount. By implementing NetSuite, the company gained real-time visibility into operations, eliminated data silos, and automated key processes. This transformation enabled seamless inventory management, efficient order fulfillment, and optimized logistics, ensuring the business could scale efficiently while maintaining operational excellence.

Challenges

• Operational challenges of transforming from a boutique retail business to a large-scale manufacturer and distributor.
• The need to expand while controlling costs and maintaining headcount.
• Data silos and inefficient processes hindered visibility across departments.
• Budget constraints required a cost-effective, reliable solution.

Citrin Cooperman's Approach

• Conducted a thorough evaluation to identify a unified, flexible, and easy-to-implement system for full business integration.
• Selected an ERP platform to enhance scalability, streamline operations, and provide real-time visibility.
• Ensured a smooth implementation, driving operational efficiency and competitiveness.

Results

• Created a unified system for real-time, accurate data access across all stakeholders.
• Optimized inventory management, order fulfillment, and logistics coordination.
• Integrated EDI and automated BOL generation to streamline order flow and reduce transportation costs.
• Improved revenue tracking, chargebacks, and commission management without manual workarounds.