Challenge
US Surfaces had been on NetSuite for years and accumulated 36+ saved searches nobody fully understood, custom fields stacked on stock NetSuite that made every report fragile, a $10k+/month licensing bill (full users, sandbox, SuiteAnalytics), and workflows that almost fit the business but always required spreadsheets to bridge the gaps. Their factory data flow with overseas suppliers was, in practice, email + Excel + manual re-keying. They didn't need NetSuite's depth — they needed a system that mirrored their actual operation: containers in transit, slabs by gauge and grade, customer POs against drop-ship factory orders, shipment-to-SO linking, and a daily production view the warehouse team would actually open.