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New name, same team: SquareWorks Consulting is now Charted! Learn more

Seamless NetSuite implementations, tailored to meet your business objectives

Trusted by leading organizations including:

A proven track record

Customer success story

Charted developed a comprehensive NetSuite implementation plan to overhaul MineralTree’s billing and revenue recognition process, supporting their growth ambitions.
“The solution design from Charted was beyond detailed and comprehensive. I was very comfortable early on that they appreciated our vision not only for NetSuite in general, but also specifically with our billing and revenue recognition needs.”
Chris Sands
CFO, MineralTree

Working with a NetSuite implementation partner like Charted mitigates risk and ensures your project is successful. Our experienced consultants provide white glove service to our clients, ensuring implementations are completed to satisfaction and on time. We work to develop a full understanding of each client’s unique needs and then tailor both our approach and NetSuite solutions to achieve their business objectives.

Charted specializes in biotech and life sciences, manufacturing, wholesale distribution, and software and technology, providing a nuanced approach based on specific industry requirements. We leverage our experience to help our clients determine the best ways to implement NetSuite for their particular needs.

Yes, Charted offers all types of implementations, re-implementations, and optimization projects. We also perform rescue projects, to help those with struggling NetSuite implementations and other projects stay on track. Charted has never had a failed implementation in a decade of providing NetSuite consulting services.

On average, a NetSuite implementation with Charted takes 3-6 months but varies based on several factors such as the size of organization and scope of the project (including modules or processes, integrations, data migration, etc.). We work with clients to develop a strategy and then execute the plan to achieve their go-live targets, no matter how aggressive.

The primary implementation methodology we use at Charted is called Elevate. Elevate is an agile methodology that enables us to rapidly implement clients, prioritize process areas, and mitigate risk associated with traditional waterfall approaches. Our implementation approach is always designed around the needs of the client and designed to achieve their business goals.

For clients who are looking to leverage NetSuite directly out-of-the box with leading practices, Charted leverages the SuiteSuccess methodology. Our client-first approach to all projects, including implementation, means we assess each job individually; whether our team uses SuiteSuccess or the Elevate methodology is entirely dependent on the needs of the individual project.

Yes, Charted helps organizations migrate data from legacy systems to ensure they can go-live successfully. We develop a data migration strategy based on our client’s needs. This can range from migrating multiple years of detailed transactions to simple Trial Balances to facilitate period-over-period reporting.

Yes, when NetSuite doesn’t meet our client’s requirements natively, we tailor NetSuite to improve usability and support our client’s business processes.

Definitely. Charted provides deep expertise with NetSuite workflows, configuring roles, dashboards, saved searches, and SuiteAnalytics. We can improve workflows via SuiteFlow, or implement Charted Approval Automation, which offers more robust capabilities than NetSuite’s native workflow engine. For advanced scenarios, we can also create custom scripting. We will always advise on the best solution based on our clients’ needs.

Charted can build extensive automation into NetSuite, including approvals, processes, integrating with third-party systems, developing custom interfaces, records, and modules.

Charted provides an in-house technical services team that can integrate NetSuite into any third-party system. We help our clients develop an integration strategy that aligns with their business objectives while minimizing disruptions.