Transforming Post-Merger Complexity Into a Scalable Global ERP Foundation

Recently, a global preclinical CRO came to us after a period of intense expansion. Multiple acquisitions had left them with disconnected tools, inconsistent processes, and limited visibility into key financial and operational data.

They weren’t looking for a vendor—they needed a partner who could guide them through a full ERP transformation and bring order to an increasingly fragmented environment.

We began by conducting a thorough discovery effort across all regions. This included detailed conversations with business unit leaders, a full review of current systems, and an assessment of their IT, CRM, and HRIS landscape. We also evaluated a custom-built order management application that would need to integrate seamlessly into the future-state architecture.

With clarity established, our team utilized the SDLC model to lead system design, configuration, CRM integration, data migration, training, and a phased rollout.

Throughout the engagement, CREO focused on enabling durable, scalable change by:

• Aligning stakeholders around a unified process model

• Establishing a clear roadmap for global rollout

• Creating interim solutions when full integration wasn’t yet feasible

• Supporting teams through training, adoption, and change management

• Ensuring data accuracy, consistency, and reliable reporting

The outcomes were significant. U.S. operations successfully transitioned onto NetSuite, resulting in faster processes, improved financial visibility, and more reliable reporting. In Europe, CREO built a stable integration pathway that supported the client’s existing accounting model while setting the stage for future consolidation.

What emerged was a stronger, more connected operational foundation—one capable of supporting ongoing growth, improving transparency across regions, and giving leadership the clarity needed to make confident decisions.