Client Overview
Summer Discovery is a global leader in pre-college academic programs, delivering transformational summer experiences for high school students at top universities worldwide. Following their acquisition of Oxford Summer Courses, the organization needed to unify its financial operations across multiple countries and systems.
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Client Voice
“TechFarben helped us create a single source of truth across countries, tools, and teams. Their ability to align systems and people post-acquisition was game-changing.”
— Jae Lee, Global Head of Finance, Summer Discovery
The Challenge
Business Challenge:
- Post-Acquisition Complexity: Two institutions with separate financial systems and reporting structures had to be integrated quickly to ensure business continuity.
- Manual Reconciliations: Bank feeds and payment approvals were fragmented across different banks and platforms, leading to inefficiencies.
- Need for Automation: Growing volume of international transactions demanded automation in payments, reconciliations, and approval workflows.
TechFarben’s Solution
NetSuite Implementation & Global Change Management:
- Designed and rolled out a centralized NetSuite ERP architecture for Summer Discovery and Oxford Summer Courses to consolidate reporting and controls.
- Conducted change management workshops across US and UK teams to align processes, controls, and culture post-acquisition.
Key Integrations Deployed:
- Pleo: NetSuite for expense management and real-time syncing.
- HSBC: NetSuite Bank Feed for automated reconciliation.
- Wise & Santander: NetSuite integration for multi-currency payment tracking.
- ApprovalMax: NetSuite to streamline approval workflows.
- ACH: Vendor Payments (BACH File format) for US-specific batch payments.
impact & results
With TechFarben’s expertise in ERP, integration, and automation, Adwoosh successfully transitioned from manual operations to a scalable, intelligent finance system. As they continue to grow across the US, Adwoosh is now equipped with the digital infrastructure to automate, comply, and lead in the experiential marketing space.