Doceree Scales Global Growth with Oracle NetSuite Cloud ERP

Overview

Doceree is a global healthcare messaging platform that connects life sciences brands with healthcare professionals (HCPs) through an extensive network of digital and point-of-care platforms. With operations expanding rapidly across India, the United States, and the United Kingdom, Doceree has become a trusted partner for driving personalized,

data-driven communication in the healthcare ecosystem.

As the company grew, so did the complexity of its financial operations. Relying on legacy systems like QuickBooks limited Doceree’s ability to manage multi-country financials efficiently. Fragmented reporting, manual reconciliations, and limited automation slowed decision-making and created barriers to scalability. Without a unified system, the finance team faced challenges in maintaining accuracy, visibility, and compliance across global operations.

Challenges

Doceree’s financial processes were spread across multiple systems and manual workflows, creating inefficiencies that impacted both performance and growth. The key pain points included:

• Manual management of purchase orders, invoices, and expenses, leading to delays and errors.

• Limited visibility into real-time financial performance across regions.

• Fragmented financial reporting, requiring manual consolidation of data.

• Lack of automation in accounts receivable (AR) and accounts payable (AP) tracking.

• Difficulty in maintaining compliance across multiple geographies.

As operations scaled, these challenges made it harder for leadership to make timely, data-backed decisions and prepare the company for its next phase of growth.

The SaasWorx Solution

To build a scalable and future-ready financial backbone, Doceree partnered with SaasWorx to implement Oracle NetSuite Cloud ERP — transforming its financial and operational infrastructure from fragmented to unified.

The implementation, completed in just three months, replaced manual, spreadsheet-driven processes with automated, cloud-based workflows that enhanced speed, accuracy, and visibility.

Key highlights of the transformation included:

• End-to-end automation of finance operations across Order-to-Cash, Procure-to-Pay, and Fixed Assets.

• Deployment of automated reporting across subsidiaries and financial segments, covering the General Ledger, Balance Sheet, and Cash Flow.

• Integration of GST-compliant e-invoicing via a certified GSP (GST Suvidha Provider) to streamline invoicing and ensure tax compliance.

• Creation of document and email templates for consistent, efficient communication with customers and vendors.

• Implementation of real-time dashboards for management to monitor financial health and operational performance across geographies.
  

By unifying all financial processes within NetSuite, SaasWorx helped Doceree gain a single source of truth for financial data — empowering leadership with visibility and control across all global entities.

Results & Impact

The transformation delivered immediate and measurable benefits:

• Real-time visibility into global financial data for smarter, faster decision-making.

• Shorter month-end cycles through automation of reconciliations and reporting.

• Improved compliance with country-specific tax and accounting standards.

• Reduced manual effort in financial consolidation and reporting.

• Stronger collaboration across finance teams in different geographies.

Doceree’s finance team now spends less time on manual reconciliations and more time on strategic financial planning — supporting the company’s mission of enabling impactful healthcare communication globally.

Ready for What’s Next

For Doceree, the move to Oracle NetSuite wasn’t just a system upgrade — it was a strategic finance transformation. With a cloud-native ERP, built-in automation, and scalability at its core, Doceree is now equipped to support its next wave of international growth.

With SaasWorx’s implementation expertise, the company has unlocked a stronger, smarter, and more agile financial ecosystem — one that empowers its teams to focus on innovation, growth, and delivering value to the global healthcare community.

We really feel NetSuite will gives us an enterprise-grade back office that can scale, improves the efficiency, functionality, and flexibility that we needed. Thank you, SaasWorx Team, for your efforts in making this implementation successful.

‍— Rahul Jain, Assistant Director, Doceere

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