CUSTOMER SUCCESS

From Manual to Mission Multiplier

How a global nonprofit built for impact modernized their operations -
and reclaimed their time - with NetSuite.

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Real stories. Real clients.

Discover how Techfino helped this organization reclaim time, accuracy, and impact.

Industry: Nonprofit | Engineering & Water Solutions
Location: Global (8+ subsidiaries)
Use Case: Cloud ERP Migration, Nonprofit Reporting

Services:

Implementation NetSuite Implementation
Configuration Custom Configuration
SuiteScript Integration & Data Digitalization

THE CHALLENGE

When Your Mission Runs Deeper Than Your Systems Can Handle

This organization doesn’t just manage donations, they engineer, build, and deliver innovative water purification systems to communities around the world. That means they operate like a complex global business:

  • Designing blueprints for custom water pumps
  • Sourcing and managing part inventory
  • Coordinating builds and installs across 8 countries
  • Managing international costs in multiple currencies

And on top of that? They’re a nonprofit.

Which means their accounting must handle:

  • Restricted fund management
  • In-kind donations
  • Project-based audit trails

Before Techfino, their ERP simply couldn’t keep up. So, they worked around it - country offices submitted spreadsheets, emailed receipts, and waited for the U.S. team to manually enter and reconcile everything.

Accounting happened in triplicate. Reporting took weeks. Mistakes were inevitable. And as inefficiencies mounted, so did stress. Overhead grew, team members burned out, and the mission - the very thing they existed to serve - was slowed by the very tools meant to back it.

 

“Techfino is our go-to resource for manufacturing and production-related NetSuite functionality. They have a large team of functional NetSuite experts covering most disciplines. We've engaged them for finance consultations, custom SuiteApp development, and the implementation of manufacturing and production enhancements.”

Shridhar-S

Shridhar S.
Executive Vice President,
Strategy Growth Initiatives

The Solution

A System That Works With the Mission, Not Against It

Techfino rolled out a fully customized NetSuite solution designed for complexity - from engineering operations to nonprofit-specific accounting.

Key enhancements:

  • Multi-subsidiary architecture: Each country now operates with localized access and currency while feeding into a unified global system.
  • Self-service portals: Local teams enter journals and expenses directly—no more waiting for U.S. re-entry.
  • Project-centric reporting: Operational data, financial data, and donor requirements now flow through one connected dashboard.
  • Custom workflows: In-kind donation values and restricted funds are now tied directly to projects—eliminating tracking confusion and improving audit readiness.

What once took a week across three spreadsheets now happens in real time, with confidence.

img-the-solution

Services

NetSuite Implementation

Techfino rolled out a fully customized NetSuite solution designed for complexity - from engineering operations to nonprofit-specific accounting.

NetSuite Implementation

KEY FEATURES

Multi-subsidiary architecture

Multi-subsidiary architecture

Each country now operates with localized access and currency while feeding into a unified global system.

Self-service portals

Self-service portals

 Local teams enter journals and expenses directly—no more waiting for U.S. re-entry.

service-key-feature-03

Project-centric reporting

Operational data, financial data, and donor requirements now flow through one connected dashboard.

Custom workflows

Custom workflows

In-kind donation values and restricted funds are now tied directly to projects—eliminating tracking confusion and improving audit readiness.

KEY BENEFITS

service-key-benefit-01

Mission-Aligned Functionality

Configured for restricted funds, in-kind gifts, donor tracking, and international reporting.

service-key-benefit-02

Reduced Overhead & Increased Efficiency

Saved hours of manual entry. Reporting now happens in real time, not after the fact.

service-key-benefit-03

Connected GlobalOperations

Teams in eight countries now contribute directly—and leadership finally sees the full picture.

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Get ready to
supercharge your ERP

From venture-backed start-ups to global enterprises, Techfino has a rich history of helping companies realize the full potential of NetSuite. Having implemented some of NetSuite’s largest accounts — in collaboration with Big 4 NetSuite Alliance Partners — we are uniquely positioned to lead your company to even greater levels of success.

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