Case Study: NetSuite Implementation for United California Glass and Door

Customer Success Story

Folio3 helped UCGD migrate from the legacy system of QuickBooks and implement the NetSuite SuiteSuccess Services Standard edition.

" The project was delivered on time & as expected, despite challenges with the payroll module's inflexibility. Communication was stellar, with Folio3 taking time to understand our needs & provide valuable technical feedback. The workmanship was impressive with well-maintained timelines & healthy project management. "

Amos Deering

Manager Information Technology, UCGD

Company

Company Size

10-15

Location

San Francisco, California

Services Deployed

Migration from QuickBooks

ERP Implementation

Job, Sector, Product & Location wise Reporting

NetSuite SuiteSuccess Services Standard

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About UCGD

United California Glass & Door is a family-owned business founded in 1991 in San Francisco.
They specialize in glass and door solutions for residential and commercial properties.
They offer services such as installation, repair, and maintenance.
They act as both a supplier and contractor for windows, doors, skylights, frames, and entrances.

UCGD & NetSuite

UCGD partnered with Folio3 to replace its legacy ERP so they could:

Migrate from QuickBooks to NetSuite for improved scalability.
Simplify and accelerate financial consolidations for 14 subsidiaries.
Reduce reliance on manual work in procurement, sales orders, billing, and reporting.
Customize invoice and bill PDFs for subsidiary-based customer and vendor structures.

Summary

UCGD strategically transitioned to NetSuite from QuickBooks

UCGD partnered with Folio3 to transition from a fragmented system of QuickBooks to NetSuite with the implementation of NetSuite SuiteSuccess Services Standard edition.

The primary goal of this partnership was to migrate historical financial data and simplify multi-subsidiary financial consolidations.

UCGD expected a solution with custom segments and automated tax handling based on job locations. Additionally, they have planned future enhancements such as implementing NetSuite Inventory Management and integrating NetSuite with Salesforce CRM to improve visibility and efficiency across departments.

The Challenge

It was difficult for them to integrate QuickBooks and Salesforce using MuleSoft.
They needed to migrate historical financial data from QuickBooks to NetSuite.
There was a lack of core financial functionalities like GL, AR, AP, and tax management in the existing setup.
They were facing difficulties with financial consolidation across 14 subsidiaries using QuickBooks Desktop.
They struggled with intercompany accounting limitations in QuickBooks.
The company was unable to perform project-based financial reporting.
UCGD relied heavily on manual processes for procurement, sales orders, and billing.

Solution

Folio3 implemented a comprehensive migration and NetSuite ERP setup, which included the following:

General Accounting, COA, Departments, Locations, Product, Job, Sector and Subsidiary Management.
Configuration of Job Custom Segments to track job-specific details across transactions.
Integrated Google Maps with Job Segment in order to define accurate Location of the Job with respect to City and Zip.
Configure journal entries, bank deposits, bank feeds, advanced financials, and standard reports.
Establish a Basic Item Master for non-inventory and service items.
Set up Vendor Master, Purchase Orders, Vendor Bills, Payments, Credits, and Prepayments.
Configure Customer Master, Sales Orders, Invoices, Payments, and Credit Memos.
Configuration of Invoice and Bill PDFs based on their subsidiary structure and billing structure with Customers and Vendors.
Automated solution for the Purchase Tax, which creates automatic Tax Liability based on the locality of jobs.
Configuration of NetSuite’s financial statements and reports, such as income statements, balance sheets, cash flows, ledgers, trial balances, transaction details, sales and purchase reports, vendor/payables, and customer/receivables with respect to their custom segments and requirements.

Result

A successful transition from QuickBooks to NetSuite ERP

Our solution helped UCGD:

Transition from fragmented data systems like QuickBooks and Salesforce to a unified NetSuite ERP.
Accelerate multi-subsidiary financial consolidations with NetSuite.
Strengthen controls across reporting, procurement, billing, and revenue management.
Enable project-specific reporting for better visibility into costs, revenue, and profitability.
Resolve tax accounting issues for vendor payments through customizations.
Simplify the creation of invoices and other customer-facing documents.
Lay the groundwork for future enhancements, including NetSuite Inventory Management and Salesforce CRM integration.

Folio3 is an award-winning NetSuite Alliance Partner with proven expertise in the Building Materials industry. We go beyond standard implementations and tailor NetSuite solutions that work in sync with the growth demands of the building material manufacturers and suppliers.

With our in-house NetSuite experts and personalized NetSuite deployments, we have helped numerous building material businesses to scale with confidence.