Investing in the ERP platform for continued growth
Industry – Financial Services
Our Client Success
Built on the principle of creating a better future for us all
Since 1986, Australian Ethical (AE) has grown its customers’ finances while positively impacting people, animals, and the planet. The company does this by investing responsibly in ethical companies that are contributing to a more sustainable future. This approach also generates long-term value for its customers. The success of this ASX listed company (ASX: AEF) is built on the principle that money can be used to create a better future for us all.
“With our NetSuite ERP solution delivered by DWR, we’ve gained a tighter control environment with role-based access for separation of duties, automated process flows for accounts payables, fixed assets, prepayments, and approvals, and audit logs of everything from system access to general ledger entries, approvals, and postings.”
Kathy KungHead of Finance, Australian Ethical Investment
Partnering with DWR to deliver a robust NetSuite solution
AE has 80+ staff and manages over $6 billion for 70,000+ clients (managed fund investors and funded superannuation members). The company has experienced rapid growth.
AE recognised the critical role of business systems to amplify success and support growth goals. As a result, the company launched an internal project, “FIT 4 GROWTH”, to review its current systems capability and identify the technology framework needed to support faster growth. The company focused on cloud-based, mobile-native solutions that would also provide longevity in a fast-moving technology environment.
To understand how a NetSuite ERP system could support the company’s goals and drive tangible outcomes, AE invited DWR Consulting, an award-winning NetSuite ERP partner, to engage in an RFP (request for proposal) process. DWR demonstrated the robust financial and operational consolidation capabilities of NetSuite.
“DWR came highly recommended, and we are very happy we made the decision to partner with them. They really are subject matter experts when it comes to NetSuite implementation, configuration, and performance.”
Kathy KungHead of Finance, Australian Ethical Investment
The outcomes Australian Ethical achieved by partnering with DWR
Significantly reduced risk of manual errors through automated process flows for AP, Fixed Assets, Prepayments, and employee expense claims
Role-based access with separations of duties and complete audit logs of everything from system access to general ledger entries, approvals, and postings
Tighter accounts payable controls and exception reports have cut down manual, error-prone administration
Huge efficiency gains with consolidated group reporting and even secure self-service options for employees to manage their HR details
‘Memorised’ recurring transactions have even eliminated manual, repetitive journal entry work
Hours saved every month end close thanks to efficiencies with automation and group consolidation
ERP Requirements Planning Tool Kit
Simplify the complex task of selecting the right ERP solution for your business with our comprehensive Requirements Planner. Our expertly designed tool helps you identify, prioritise, and articulate your organisations specific ERP needs, ensuring that you find the perfect fit for your unique requirements.
Manage Your ERP Evaluation Team
Assign roles, track progress, and facilitate effective communication within the team, ensuring seamless collaboration and a well-coordinated evaluation process.
Define Your ERP Module Requirements
Streamline your ERP evaluation by defining and prioritising the vital modules for your organisation's success. Select the ideal ERP solution customised to meet your module requirements and optimise your business operations.
Refine Your ERP Functionality Requirements
Enhance your ERP evaluation process by fine-tuning your functionality requirements with our comprehensive feature list, organised by module. Simplify the task of identifying and prioritising the specific functionalities your business needs to streamline operations.
Create Your ERP Evaluation and Implementation Timeline With Your Target Milestones
Effortlessly outline your ERP evaluation and implementation journey with our customisable timeline feature. Set target milestones and track progress as you navigate through the process. Our intuitive tool empowers you to plan and visualise key stages, ensuring a structured and successful ERP evaluation and implementation within your desired timeframe.
Get a Visual Representation of Your ERP Project Implementation Progress
Gain a clear and visual representation of your ERP project implementation progress with our dynamic tracking feature. Our tool provides intuitive charts and graphs that showcase key milestones, tasks, and their completion status. Stay informed, monitor progress, and ensure a smooth and successful implementation of your ERP solution.
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DWR delivers the tools to amplify success; by bringing the right technology, process framework, and team of business experts together.
We're an award-winning NetSuite ERP partner based in Sydney and Melbourne.
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