Julia Wells

NetSuite Consultancy, Training and Support to CityFibre Limited

Principal Functional Consultant

• Working with Finance Team and Transformation Manager. 
• Running remote Training sessions to cover:
  • Fixed Assets
  • User Roles and Permissions
  • Amortization
  • Saved Searches and Reports
  • Automated Intercompany Management
  • IFRS 16 Leases
  • CSV Imports
• Providing ongoing support as required.

NetSuite Consultancy and Support to Disguise.one

Principal Functional Consultant

• Working directly with Systems Administrators alongside Finance Director and Finance team. 
• Working to streamline current onerous process by reviewing NetSuite configuration.
• Implementing Workflows to streamline daily operations.
• Training Systems Administration team on Custom Forms, Custom Fields, Custom Records, Custom Segments, Workflow and Saved Searches.
• Re-classification of Users/Roles/Permissions. 
• Testing bespoke solution for Intercompany Cross Subsidiary Fulfilment provided by NetSuite Technical team.
• Building role specific Dashboards.
• Providing ongoing support.

NetSuite Consultancy and Support to Retail Marketing Group

Principal Functional Consultant

• Working directly with Finance Director and Finance team, who have changed since the implementation in 2020 due to the Pandemic.
• Configuration and roll out of additional Subsidiary.
• Re-classification of Users/Roles/Permissions for data segregation. 
• Resolving issues with VAT Return and Purchase reports not matching.
• Re-visiting End User Training after high turnover of staff during the Pandemic.
• Building role specific Dashboards.
• Providing ongoing support.

NetSuite OneWorld “Find & Fix” Optimisation Project for Optimum Medical Limited

Principal Functional Consultant

• Working directly with Head of Finance, CFO and IT Director. 
• Configuration and implementation of additional NetSuite Subsidiaries.
• Creation of Custom Records to handle GP Prescription Database.
• Creation of Workflows to assist with core processes. 
• Providing assistance with Saved Searches and customised reporting.
• Providing ongoing customisation and configuration assistance.
• Providing specifications to and liaising with NetSuite Developers.
• Performing additional configuration and customisation as required.
• Undertaking User Acceptance Testing.
• Providing end user training and supporting documentation.
• Building role specific Dashboards.
• Implementation of Fixed Assets.
• Implementation of Automated Intercompany Management.
• Providing support to WMS consultant during implementation of NetSuite WMS.
• Liaising with NetSuite ACS team to transition OM to a different level of support on completion of project.

NetSuite OneWorld Implementation for Talon Outdoor

Principal Functional Consultant

• Working directly with IT Projects Manager. 
• Configuration and implementation of core NetSuite across UK and US Subsidiaries.
• Data Migration of all transactions for previous 3 years. 
• Creation of Custom Records to handle Campaigns and manage linked transactions.
• Creation of Workflows to assist with core processes. 
• Providing assistance with Saved Searches and customised reporting.
• Providing ongoing customisation and configuration assistance.
• Providing specifications to and liaising with NetSuite Developers.
• Performing additional configuration and customisation as required.
• Undertaking User Acceptance Testing.
• Providing end user training and supporting documentation.
• Building role specific Dashboards.
• Implementation of Fixed Assets.
• Providing ongoing support to UK and US entities.

NetSuite SuiteSuccess Implementation for Retail Marketing Group

Principal Functional Consultant

• Working directly with Finance Director and Finance team. 
• Configuration and implementation of Record to Report.
• Configuration and implementation of Procure to Pay.
• Configuration and implementation of Fixed Assets.
• Data Migration for opening TB, open POs, Vendor Bills and Expense Reports. 
• Advanced Approval Workflow for Procure to Pay processes. 
• Creation of Custom Records to handle delegation of approval.
• Providing assistance with Saved Searches and customised reporting.
• Providing ongoing customisation and configuration assistance.
• Performing additional configuration and customisation as required.
• Providing end user training and supporting documentation.
• Liaising with NetSuite project team to resolve post go live configuration issues.
• Building role specific Dashboards.
• Providing ongoing support.

NetSuite Case Management implementation for Zellis HR and Payroll Bureau

Principal Functional Consultant

• Providing NetSuite support to internal team for bespoke implementation of NetSuite Case Management.
• Liaising with NetSuite personnel to clarify requirements, test custom solutions and document processes.
• Providing end user training and supporting documentation.
• Providing ongoing support
• Designing custom forms, fields, and workflow to accommodate changing processes
• Creating custom record solutions to accommodate specific business requirements

NetSuite ERP implementation for GDS Group

Principal Functional Consultant

• Working closely with Finance Director and Group Finance Manager on Data Migration tasks and reconciliation against legacy system. 
• Providing assistance with creation of recurring Payroll journal to capture detail on Employee record.
• Providing assistance with Saved Searches and customised reporting.
• Providing ongoing customisation and configuration assistance.
• Performing additional configuration and customisation as required.
• Providing end user training and supporting documentation.
• Providing ongoing support.

NetSuite ERP implementation for Prezola Limited

Principal Functional Consultant

• Implementation of NetSuite single instance.
• Leading the Analyse phase by running onsite business mapping sessions to facilitate requirements gathering.
• Delivering detailed business requirements documentation (BRD) and GAP analysis in accordance with NetSuite One Methodology.
• Configuration of NetSuite ERP including: 
  • Record to Report
  • Design to Build
  • Procure to Pay
  • Order to Cash
• Delivering Configuration workshops for all core functionality.
• Liaising with third party integration providers throughout.
• Liaising with NetSuite Partner and client Technical teams in relation to re-development of Order Items.
• Liaising with WAERlinx WMS in relation to warehouse integration with NetSuite.
• Providing end user training and supporting documentation.
• Providing post go live support.

NetSuite ERP support for Kognity, a Swedish company providing Digital Textbooks

Principal Functional Consultant

• Implementing Fixed Asset module.
• Configuration of additional UK Subsidiaries.
• Implementing Contract Renewals.
• Implementing Advanced Revenue Management.
• Reviewing and reconfiguration of roles and permissions.
• Providing assistance with Saved Searches and customised reporting.
• Providing ongoing customisation and configuration assistance.
• Performing additional configuration and customisation as required.
• Configuration of Workflows to streamline current processes.
• Providing assistance with data imports.
• Integration with Stripe/SuiteSync.
• Implementing Dunning Procedures.
• Providing ongoing system and business solution advice and guidance.
• Running Workshops on Customised Reporting and Saved Searches via video link.
• End user training provided via video link.

NetSuite ERP support for Prodec Limited

Functional Consultant

• Redesigning Advanced PDF layouts across multiple Subsidiaries.
• Reviewing and reconfiguration of roles and permissions.
• Providing assistance with Saved Searches and customised reporting.
• Providing ongoing customisation and configuration assistance.
• Supporting Fixed Asset module.
• Supporting existing Advanced Revenue Management module.
• Performing additional configuration and customisation as required.
• Configuration of Workflows to streamline current processes.
• Providing assistance with data imports.
• Providing ongoing system and business solution advice and guidance.
• Providing end user training and workshops.
• Evaluating and providing guidance on the implementation of CRM functionality.
• Configuration of additional Subsidiary.

NetSuite ERP support for SuperAwesome Limited

Functional Consultant

• Support provided to Finance team who had been live with NetSuite for 18 months.
• Implementing BACS file generation and EFT payments for Vendors and Employees.
• Reviewing and reconfiguration of roles and permissions.
• Providing assistance with creation of recurring Payroll journal to capture detail on Employee record.
• Providing assistance with Saved Searches and customised reporting.
• Providing ongoing customisation and configuration assistance.
• Performing additional configuration and customisation as required.
• Setting up statistical accounts and corresponding saved searches and allocation schedules.
• Providing functional mapping documentation of processes.
• Providing end user training, both classroom style and one to one.
• Configuration of Workflows to streamline current processes.
• Testing scripted solutions provided by NetSuite Developer.
• Providing assistance with data imports.
• Providing support for Dunning roll out.
• Providing support for CRM development.
• Providing support for Advanced Revenue Management.

NetSuite ERP implementation for Ivy Park (part of Arcadia Group)

Functional Consultant and Trainer

• Greenfield implementation.
• Support provided to internal Project Manager.
• Assisting with set up of Matrix items and Grid Order Management.
• Setting up Landed Cost templates.
• Providing assistance with Saved Searches and customised reporting.
• Providing ongoing customisation and configuration assistance.
• Performing additional configuration and customisation as required.
• Providing full onsite end user training across all business areas.
• Providing end user training guides for future reference.
• Providing substantial assistance with User Acceptance Testing across all business areas.
• Testing scripted solutions provided by NetSuite Developer.
• Assistance with Data Migration.
• End user Go Live support, advice and guidance.

NetSuite ERP implementation for Lily’s Kitchen

Assistant Project Manager and Functional Consultant

• FMCG environment with lot numbered inventory.
• Support provided to internal Project Manager.
• Advising on best practices and process improvements.
• Providing assistance with Saved Searches and customised reporting.
• Providing ongoing customisation and configuration assistance.
• Performing additional configuration and customisation as required.
• Working closely with Finance team to reconcile data between Sage legacy Systems and NetSuite.
• Support provided to Finance team for month end and year end procedures.
• Assisting Finance team with online VAT and EC Sales reporting.
• Providing end user training.
• Providing end user training guides for future reference.
• Assisting with User Acceptance Testing for each department.
• Testing scripted solutions provided by NetSuite and documenting new processes.
• Substantial assistance with Data Migration.
• End user onsite Go Live support, advice and guidance.
• Onsite post Go Live assistance, support and further training.

NetSuite ERP greenfield implementation for startup organization within high profile Builders’ Merchant.

Lead consultant

• NetSuite ERP delivered in a phased approach.
• Leading the Analyse phase by running onsite business mapping sessions to facilitate requirements gathering.
• Delivering detailed business requirements documentation (BRD) and GAP analysis in accordance with NetSuite One Methodology.
• Configuration of initial phase of NetSuite ERP including: 
  • Record to Report
  • Design to Build
  • Procure to Pay
  • Order to Cash
• Delivering Configuration workshops for initial phase. 
• Delivering complex functional requirements documentation (FRD) to provide solutions for GAPs identified during the Analyse phase.
• Liaising with third party integration providers throughout.
• Liaising with NetSuite Technical consultants throughout.
• Configuration of second phase of NetSuite ERP including:
  • Marketing to ROI
  • Record to Report (Advanced Financials, Fixed Asset Management, Budgets)
  • Design to Build (Assemblies & Work Orders, Advanced Inventory Management)
  • Lead to Order
  • Order to Cash
  • Procure to Pay (3 Way Match)
  • Call to Resolution
  • CRM Task Management

NetSuite OneWorld ERP accelerated implementation for global manufacturer of heart rate monitors

Lead consultant

• NetSuite OneWorld for 6 subsidiaries in 4 countries.
• NetSuite ERP delivered using the accelerated approach.
• Leading remote requirements gathering sessions.
• Delivering business requirements documentation (BRD).
• Configuring core system in line with BRD:
  • Record to Report
  • Design to Build 
  • Procure to Pay
  • Order to Cash
  • Intercompany transaction management

NetSuite OneWorld ERP and SCIS accelerated implementation for London fashion retailer

Lead consultant

• NetSuite OneWorld ERP and SCIS (Suite Commerce In Store) delivered using the accelerated approach.
• Leading onsite requirements gathering sessions.
• Delivering business requirements documentation (BRD) for ERP and SCIS.
• Configuring core system in line with BRD:
  • Record to Report 
  • Design to Build (Matrix Items)
  • Procure to Pay
  • Order to Cash
  • SCIS
• Delivering onsite configuration workshops for ERP and SCIS.
• Defining user acceptance scenarios and test plan.
• Providing advice and guidance throughout user acceptance testing phase.
• Advising on best practices and process improvements.
• Assisting with Data Migration.
• Providing onsite Go Live assistance and delivering onsite workshops.
• Post Go Live support and onsite training of staff.

NetSuite ERP ongoing support to UK company providing mobility products and daily living aids

Principal consultant

• NetSuite ERP shared implementation, live in 13 stores across the UK and Head Office.
• Onsite post Go Live assistance.
• Advising on best practices and process improvements.
• Working closely with NetSuite Partner to implement additional functionality.
• Delivering onsite workshops to educate staff.
• Providing onsite assistance and advice and guidance during each new store roll-out.
• Providing assistance with Saved Searches and customised reporting.
• Providing ongoing customisation and configuration assistance.
• Performing additional configuration and customisation as required.
• Assisting Finance team with daily/monthly/yearly processes.
• Working closely with Finance team to reconcile data between two Sage legacy Systems and NetSuite.
• Assisting Finance team with online VAT and EC Sales reporting.
• Providing end user training notes for future reference.

Microsoft Dynamics NAV implementation to global fancy dress manufacturer

Assistant Project Manager & Functional Consultant

• Replacement of entire business system with a new implementation of Dynamics NAV throughout the whole organization.
• Carrying out system testing.
• Co-ordinating user acceptance testing.
• Providing written software documentation and guidance notes.
• Providing onsite end user training.
• Providing onsite Go Live support.
• Providing telephone and remote access support throughout.

MiraclePay and MiracleTime implementation to global fancy dress manufacturer

Project Manager & Principal Functional Consultant

• Replacement of SAGE payroll and third party time and attendance system with MiraclePay and MiracleTime.
• Providing assistance with Data Migration.
• Carrying out system testing.
• Co-ordinating user acceptance testing.
• Co-ordinating parallel run.
• Providing written software documentation and guidance notes.
• Providing onsite end user training.
• Providing onsite Go Live support.
• Providing telephone and remote access support throughout.

AccountView (now Visma Software) development and support of existing system to globally integrated design and manufacturing company

Project summary:

Ongoing support of long standing software application used throughout the organisation, including migration to latest version.  

Project roles:

• Project Manager for all ongoing development.
• Scoping each development project.
• Preparing technical specification.
• Software testing.
• Provision of accompanying software documentation/guidance notes.
• On-site end user training.
• On-site support.
• Telephone and remote access support.