PE-Backed Commercial Services Company

Commercial Landscape & Construction • Post-Implementation Rescue

PE-Backed Multi-Subsidiary Integration Overhaul Fixed Assets 24 Subsidiaries

Cut consolidated close from 3 weeks to 6 days across 24 subsidiaries. Rebuilt integration architecture processing 26,000+ transactions monthly with hourly sync.

Timeline: 24 weeks (8-week assessment + 16-week implementation) Revenue: $400M+ Subsidiaries: 24

Results

6-day close • Real-time integration • Full executive visibility

6 days
Consolidated close (from 3 weeks)
Hourly
Integration sync (from 24 hours)
26,000+
Transactions/month processed automatically
1,000+
Assets now tracked and categorized
60 days
Acquisition integration (from 4-6 months)

The Situation

A PE-backed commercial construction and landscape services company had invested heavily in NetSuite to consolidate financials across their 24-company portfolio. The PE firm required margin visibility. Instead, they got chaos.

  • ✕ 24 subsidiaries (18 landscape + 6 construction)—essentially always in close
  • ✕ 3-week month-end close for consolidated financials
  • ✕ Fixed assets 100% broken across 1,000+ vehicles and equipment—no visibility into what they owned
  • ✕ PO integration: 24 hours per sync (6,000 POs monthly). Invoice integration equally broken (20,000 monthly)
  • ✕ Revenue import broke at 25,000 lines—manual process couldn't scale
  • ✕ Locations set up as subsidiaries creating false intercompany transactions
  • ✕ Annual audit taking 2 quarters to complete, delaying budgeting and bonus decisions
  • ✕ PE firm and lenders needing different reporting packages—Dir. of Finance building manually

What We Fixed

1

Extended Assessment

8 weeks
  • ✓ Complete fixed asset audit across all 24 entities
  • ✓ Integration architecture review (job costing, project management, banking)
  • ✓ Process mapping for each business unit
  • ✓ Stakeholder interviews from executives to field supervisors
2

Fixed Assets Rebuild

8 weeks
  • ✓ Asset categorization framework distinguishing purchases, replacements, and capital improvements
  • ✓ Multi-tier approval workflow with budget visibility
  • ✓ Executive dashboards for real-time asset status and upcoming replacements
  • ✓ Depreciation remediation—corrected schedules and asset class assignments
3

Integration Architecture

8 weeks
  • ✓ Rebuilt PO integration: hourly sync for 6,000 POs monthly (from 24-hour lag)
  • ✓ Rebuilt invoice integration: hourly sync for 20,000 invoices monthly
  • ✓ Built MapReduce API integration for revenue—handles 25,000+ lines nightly
  • ✓ Created automated reconciliation that self-corrects failures
  • ✓ Implemented Elastic server for full integration visibility and troubleshooting

Key Takeaways

  • → Multi-subsidiary environments need architecture—not just configuration.
  • → Integration reliability is non-negotiable for PE—they can't wait 24 hours for data.
  • → Acquisition integration can be systematized—templates, CoA standards, and enablement training.
  • → Executive visibility drives decisions—PE firms need real-time data, not quarterly reconstructions.
  • → Automated reconciliation prevents the 'it didn't sync' fire drills that consume finance teams.
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