Hawk Ridge Systems

March 26, 2017

NetSuite Customization By Folio3 Helps Hawk Ridge Systems Maximize Customer Retention, Enhance Sales Tracking & Pre-sales Operations

“Folio3 is an excellent partner as they take the time up front to understand the business flow, so that the implementation work they do is optimized to meet those needs. As with any 3rd party implementation partner, communication is critical to success. Good communication from the team at Folio3 makes them a valued partner”

Richard Cockrell – NetSuite Administrator, Hawk Ridge Systems

Summary

Hawk Ridge Systems is the leading SOLIDWORKS reseller for 3D design, CAD and analysis simulation solutions in the US and Canada with a customer base of over 24,000 customers. They wanted to customize their NetSuite instance by adding functionality to help streamline.

Customer

Hawk Ridge Systems is a US based company that specializes in engineering design and manufacturing solutions. The company provides innovative 3D software applications including SolidWorks 3D CAD design, CAMWorks manufacturing software and 3D Printing solutions to its clients along with services, support and training. They are the leading SOLIDWORKS reseller for 3D design, CAD, analysis, simulation, product data management, and technical communication, with a customer base of over 24,000 customers across the US and Canada.

Challenge

Hawk Ridge Systems uses NetSuite as its ERP system and was looking for a development partner to customize NetSuite, by developing custom functionality within NetSuite that would help them improve their business processes.

Solution

Folio3 developed and implemented multiple custom modules in NetSuite that were designed to streamline Hawk Ridge System’s sales tracking, customer retention and pre-sales operations. The custom functionality developed by Folio3 automated Hawk Ridge’s quote generation, user registration data capture and license renewal processes, while optimizing their data import and sales performance reporting operations.

Result

Thanks to the NetSuite customizations performed by Folio3, Hawk Ridge Systems has been able to enhance its operational efficiency and productivity by up to 16% while improving sales performance by over 18%. The automation of multiple time consuming and repetitive tasks has also freed up their staff, who can now focus on more high value activities. As a result, Hawk Ridge Systems continues to be valuable partner of Folio3 with the relationship now in its third year.