Case Studies
Valley Farm Transport
Valley Farm Transport operates in a high-volume, fast-moving agricultural logistics environment. Specializing in both short- and long-haul transportation, the company supports seasonal farming operations that require speed, accuracy, and operational flexibility. The business manages a substantial number of loads each year, resulting in significant monthly invoice volumes and a strong need for efficient financial processes.
Challenges
As Valley Farm Transport continued to scale operations, the organization faced increasing complexity across financial management, transaction processing, and reporting visibility. Seasonal agricultural logistics requires agility and accuracy, but several existing processes made it difficult to maintain efficiency and timely insight across the business.
These challenges highlighted opportunities to improve system integration, reporting consistency, and operational visibility as the company continued evolving its processes.
Reducing Operational Silos in a High-Volume Transportation Environment
Valley Farm Transport had been operating on Microsoft Dynamics GP (formerly Great Plains) for over a decade. Over time, several processes remained heavily manual, particularly within accounts receivable and reporting workflows. Some reporting functions also required duplicate data entry between reporting tools and the accounting system.
In addition, several critical business applications operated independently from the ERP environment, limiting data flow between systems and reducing real-time visibility across operations. As the business grew, these disconnected processes became increasingly difficult to manage efficiently.
Managing Complex Pricing and Driver Compensation Structures
The company operates with highly customized pricing and driver compensation models, where rates and pay calculations are influenced by multiple operational variables unique to customers and load activity.
Because the legacy ERP system was not designed to handle the complexity that came with the requirements of their payroll process, the team often relied on manual workarounds. This increased administrative effort and made it more difficult to maintain consistency and visibility across payroll activities.
Limited Planning, Forecasting, and Operational Visibility
Budgeting and forecasting processes relied heavily on Excel, with data manually imported into Microsoft Dynamics GP. Scenario planning for variables such as driver headcount, crop volume fluctuations, fuel costs, and interest rates was still largely manual.
In addition, Fixed Asset Management operated separately from revenue tracking, limiting the company’s ability to connect equipment performance directly to freight activity. Leadership wanted more centralized visibility into both operational and financial performance as the business continued growing.
The Solution: NetSuite Implemented by Appficiency
Building a Unified Multi-Entity ERP Foundation
Appficiency implemented NetSuite with a multi-entity structure designed to support Valley Farm Transport’s legal entities while improving consolidated reporting capabilities.
Because the implementation is still relatively new, the organization is continuing to refine workflows and reporting structures within the system. However, the centralized ERP environment is already helping improve visibility across intercompany activity and financial operations.
Streamlining High-Volume Financial Workflows
To better support the company’s transaction volume, NetSuite was configured to help streamline billing and financial workflows. Early automation efforts are beginning to reduce manual data handling and improve consistency in transaction processing.
While many processes are still evolving, the system is creating a stronger operational foundation for monthly reporting and financial management during peak seasonal periods.
Supporting Transportation-Specific Rate and Driver Pay Processes
To better manage the company’s complex pricing and compensation structure, Appficiency implemented customized rate management and driver pay functionality tailored to transportation and logistics operations.
The goal of the solution is to reduce manual calculations and improve consistency in how customer pricing and driver compensation are managed within the ERP system. As the organization continues using NetSuite, these processes are expected to become more streamlined and scalable over time.
Improving Visibility and Reporting Capabilities
The implementation introduced more centralized reporting capabilities that are beginning to provide leadership with improved access to operational and financial information.
Because the organization is still early in its NetSuite adoption journey, reporting and analytics continue to be refined. However, consolidating data into a single platform is already helping create better visibility into load activity, cost structures, and overall business performance.
The Results
Although Valley Farm Transport is still in the early stages of its NetSuite journey, the organization has established a centralized ERP foundation capable of supporting its multi-entity operations more effectively than before.
Financial information is now being consolidated within a single system, helping improve reporting consistency and visibility across revenue, payroll, and equipment-related costs. Automation efforts are also beginning to reduce reliance on manual processing in invoicing and financial workflows.
Leadership is starting to gain improved visibility into operational performance, which is helping support more informed planning and decision-making. As the company continues refining processes within NetSuite, the organization expects to further improve efficiency, reporting capabilities, and scalability over time.
Testimonials
“Appficiency has been a good partner. Their communication and responsiveness throughout the project made a real difference.”
“Even with an aggressive timeline, the team stayed aligned and delivered a smooth implementation experience”
Kaytlyn J.
CFO at Valley Farm Transport, Inc.
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