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Implementation of Scalable ERP and CRM Systems for Post-Divestiture SaaS Platform
  1. case
  2. Implementation of Scalable ERP and CRM Systems for Post-Divestiture SaaS Platform

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Implementation of Scalable ERP and CRM Systems for Post-Divestiture SaaS Platform

sphereinc.com
Information technology
Business services

Challenges in Post-Divestiture System Implementation

Post-acquisition separation from parent company systems left 1,000+ employees without operational infrastructure. Aggressive 6-month TSA deadline, knowledge drain from exiting experts, global complexity across multiple countries, and lack of existing systems documentation created critical operational risks.

About the Client

Private equity firm focused on transforming carved-out software divisions into standalone SaaS platforms for organic growth and acquisitions

Strategic Implementation Goals

  • Establish operational ERP/CRM systems globally within 6 months
  • Ensure zero downtime during system cutover
  • Implement multicurrency/multisubsidiary compliance framework
  • Accelerate internal adoption through change management
  • Prioritize risk-mitigated scope planning for critical systems

Core System Functionalities

  • Multicurrency financial processing
  • Multisubsidiary compliance management
  • Sales automation with customer segmentation
  • Cloud-first integration architecture
  • Real-time analytics dashboard

Technology Stack Requirements

NetSuite ERP
HubSpot CRM
Cloud-based integration middleware
Single sign-on (SSO) solutions
Data residency compliant infrastructure

Critical System Integrations

  • ERP-CRM data synchronization
  • Third-party analytics platforms
  • Global payment gateways
  • Legacy data migration tools
  • Security information and event management (SIEM)

Operational Requirements

  • 99.9% system uptime SLA
  • GDPR/CCPA compliance
  • Horizontal scalability for 200% growth
  • Disaster recovery with <4hr RTO
  • Role-based access control (RBAC)

Expected Business Outcomes

Enables immediate operational continuity post-TSA expiration, reduces future M&A integration timelines by 40%, achieves 80% faster user adoption through embedded change management, and establishes scalable infrastructure supporting 50% annual growth while maintaining compliance across 3+ international jurisdictions.

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