Improving engagement and adoption of ERP through better configuration

Industry – Services

Our Client Success


A wealth of opportunity for improved ERP configuration and enhanced functionality

Omniwealth provides integrated strategic financial and business advice to small business owners and high net worth Australians. They implemented Salesforce but the uptake was poor and use across teams was limited. DWR was able to configure and update Salesforce to better align it with Omniwealths business processes.

“If we didn’t get Salesforce working, we will have had to look for alternatives. Now, staff can find the information they need and are no longer wasting time.”

James GrimaMD of Finance, Omniwealth
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Unlock the Power of NetSuite: Download the Buyer's Guide Today

Navigating the diverse landscape of ERP software solutions can be daunting. With the NetSuite Buyer's Guide, you'll gain access to insider knowledge that empowers you to make the best decisions for your company. Get detailed insights into NetSuite's capabilities from operations, financial management, customer relationship management, and more.

NetSuite Buyers Guide 2023

Why did Omniwealth choose to partner with the cloud ERP experts at DWR?

Omniwealth had implemented Salesforce, but the uptake from the team was poor. Of the 65 staff in the business, only 6 were actually licensed and using Salesforce.

The business was growing rapidly and needed a platform to worked for different teams and was embraced by the whole company.

DWR was able to introduce Omniwealth to the digital marketing capabilities of the platform and provide subject matter expertise on the potential to be gained from Salesforce.


“DWR were engaged to review system configuration and build a roadmap to improve engagement and adoption and upgrade functionality to meet the current and future needs of Omniwealth.”

James GrimaMD of Finance, Omniwealth

The outcomes Omniwealth achieved by partnering with DWR

Icon-Business-DealCompliance was improved through enhanced design and process alignment
Icon-Business-IntelligenceManagement has a single view of the business through personalised dashboards
Icon-ChallengeOpportunities for new, integrated digital marketing capabilities
Upgraded system functionality to meet the current and future needs of Omniwealth
The team are embracing Salesforce with excitement for the future
Icon-SolveFurther development of the company’s Salesforce roadmap in collaboration with DWR
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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.

ERP Requirements Planner
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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.

Build Your ERP Evaluation Team
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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.

Select Your ERP Module Requirements
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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.

Refine Your ERP Functionality Requirements
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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.

Create a Detailed ERP Implementation Project Plan
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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.

Visualise Your ERP Evaluation Project
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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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