Case Study: D.L. Sales Redefines Business Operations and Practices with NetSuite

Digital Transformation Redefines Business Operations and Practices Propelling Company to New Heights

D.L. Sales Corporation

Company D.L. Sales Corporation	Annual Revenue More than $8 million
Location Phoenix, AZ	Employees 51 to 200
Industry Air Filter Services	NetSuite Modules Deployed NetSuite ERP system

Return On Investment

Transition from QuickBooks and Open Systems to NetSuite ERP D.L. Sales Corporation shifted from using QuickBooks and open systems to NetSuite ERP to address challenges such as manual data transfer and inconsistencies in financial information.	Revenue Growth D.L. Sales Corporation was able to double their sales in a few years without the need to hire one more administrative staff. The company would have needed to hire at least 10 people without an ERP.
Increased Efficiency Repricing a job took 30 minutes and now D.L. Sales Corporation has that down to 30 seconds thanks to their ERP.	Improved Business Processes Each month, D.L. Sales Corporation reprices about 800 jobs, with goVirtualOffice’s help and automating this process with the ERP, saving about 400 hours a month.

Objectives

With the team at goVirtualOffice and a new ERP, D.L. Sales Corporation can triple the amount of work without needing to add any administrative support positions.

D.L. Sales Corporation is a filter distribution business that primarily serves B2B customers. Before transitioning to an ERP, they were using QuickBooks for their financial operations and open systems software for other business functions.

Solution

The transition was prompted by several challenges and constraints they faced while using QuickBooks and open systems, leading them to explore a more comprehensive solution. Before NetSuite, D.L. Sales Corporation used open systems and QuickBooks, which led to manual data transfer and inconsistencies in financial information.

The team at goVirtualOffice helped streamline data flow and integrate various processes, ensuring that financial data flowed correctly, and eliminating the need for manual journal entries.

Given the data transparency that the ERP provided, it showed D.L. Sales Corporation the need to tighten its accounts payable and receivable processes, significantly reducing errors by restricting access and improving control. Thus, increasing operational efficiency, reducing manual work, and allowing the company to handle more recurring jobs with the same administrative resources.

D.L. Sales Corporation used to struggle with managing recurring service agreements and manually pricing jobs. Utilizing their ERP’s Service Agreement platform simplified and automated the process, reducing the time and effort required to manage recurring jobs and pricing updates.

Company Snapshot

A family of companies consisting of Dave Downing & Associates, Filtemp Sales, and Filtration Systems in Phoenix, Arizona.

Industry: Air Filter Services

Challenges

• Multiple nonintegrated systems and inaccurate data flow
• Poor data entry and employee habits and errors
• Lacked a centralized dashboard for real-time visibility into critical business metrics
• Manual pricing updates for service agreements
• Lack of inventory control and efficiency

Goals

• Ensure that financial information flows correctly, eliminating the need for manual data entry and reducing errors.
• Simplify inventory tracking and reduce the risk of errors.
• Increased operational efficiency by reducing manual work.
• De-risking from dependency on individuals.
• Provide a scalable platform that allowed for growth, transparency of data, and streamlined communication.

Enhanced Inventory Management Practices with NetSuite

In addition, inventory management was challenging, with issues related to bin labeling, tracking, and vendor management. Their ERP improved inventory control by allowing for the consolidation of inventory items, generic part numbers, and vendor tie-ins, simplifying the tracking and management of inventory across multiple branches.

Reduced Dependency on Individuals

D.L. Sales Corporation was previously heavily dependent on an individual who was their primary resource for managing their previous system. By switching to an ERP they reduced this dependency, ensuring that the system would continue to operate effectively even if key individuals were unavailable or left the company.

Continued Process Improvement Practices with NetSuite

goVirtualOffice provided predictable partners and a scalable platform that allowed the company to double its sales within a few years without the need to hire more administrative staff. Without NetSuite, D.L. Sales Corporation would have needed to hire at least 10 people. It also facilitated the management of multiple branches and improved communication between locations.

After their initial ERP implementation, D.L. Sales continued on with BOOST-managed services to allow for even further automation and process improvement for the team.

DL Sales Corporation Success Stories Series