Security firm cloud transformationVerity facilitated a carve out, company stand-up, merger, and an all-cloud ERP transformation simultaneously.

City building
Quick deployment schedule
to please private equity firm
Dramatic processes
New visibility into
real-time data & analytics


Verity was hired by a multi-tiered channel security software carve-out of a multi-billion dollar organization. The goal was to get operational on all major processes and systems required to operate and scale the company.

  • Quick deployment required
    This was a time and budget-constrained private equity-funded carve-out; the client needed to be operational on the platform within seven months of the initial application walkthrough.
  • Messy processes
    Prior to the carve-out, processes were complex and required dozens of integrations between different systems.
  • Lack of visibility
    Because of so many different systems prior to the carve-out, there was no access to helpful dashboards or real-time data. This was especially frustrating for the sales team that had requested real-time access to commission data.


We initially helped the company stand up their basic infrastructure that would support the operation. This was a complete cloud-based application infrastructure with four core applications, integration software, eight fit-for-function solutions, as well as single sign-on integrating into NetSuite. The NetSuite platform, which included advanced partner center, served as the single source of truth for all master and “long-live” data required to run the business.

The company was in the process of ramping up business owners so we architected the applications and processes to enable the NetSuite walkthrough leveraging a Waterfall Methodology. As the business owners on-boarded, we shifted to an Agile Methodology to rapidly integrate their specific functional requirements into the solution.

To maximize positive results, we designed and executed communication plans for internal and external stakeholders, implemented and facilitated a PMO structure which monitored risk, addressed security and compliance considerations, promoted communications, and escalated key issues.

Verity utilized waterfall & agile methodologies
Speed AND Safety: Verity used an optimized, hybrid planning and delivery model for the implementation of the NetSuite ERP.


We implemented standard processes and systems which enabled real-time reporting, time and expense tracking, procurement and payment functionality, and financial reporting including trend analytics (Birst) for over 120 users, 60 global partners, and 70,000 customer accounts. Overall, we helped a company migrate from disparate data sources and no processes/systems to a completely integrated end-to-end NetSuite Application environment with a closed-loop revenue process.

Verity led effort to simplify business processes using NetSuite
Before the carve out, business processes were complex, messy, and using many separate systems. After Verity's NetSuite implementation, processes were much simpler leading to more automation and efficiency.
Real-time sales visibility
Verity built a cloud solution that gave the sales team the real-time visibility they desperately craved.

"Verity helped us do the near impossible: stand up a new company with over ten thousand customers in about seven months. We couldn't have done it without their expertise and effort, and NetSuite has become a powerful backbone of our business."

how can we help you?

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I have used Verity on many strategic projects, including a NetSuite CRM/ERP implementation. For critical projects, I wouldn’t choose another firm.

Previous Client
SVP Operations, Network Security Company

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