All case studies Bose Professional

Separate the company. Keep the visibility.

A carveout from the parent company meant leaving legacy systems behind, and reporting held through the transition.

The carveout had a deadline, and reporting couldn’t stop.

Data and analytics had to be fully standing by the time the separation completed.

Separating from the parent organization meant standing up an independent operating model while leaving inherited enterprise systems behind. Reporting disruption during the transition was a named risk. Day-to-day business insight and financial visibility had to hold through the gap, on a defined decommission schedule.

The trigger
A carveout deadline — independence from parent-company systems on a fixed schedule.
The core problem
Legacy Sage on its way out, NetSuite on its way in, and leadership reporting that couldn’t skip a month.
What leadership needed
Consistent numbers across old and new systems for the entire transition.

The engagement

The old numbers held while the new system came online.

Allveri supported the business through each phase of the carveout, starting with mission-critical pipelines and core financial and operational reporting to guarantee continuity.

  1. 01

    The transition

    As NetSuite came online, the platform extended to preserve consistency between legacy Sage numbers and go-forward reporting — leadership was never comparing apples to unknowns.

  2. 02

    Standing on their own

    As the transition matured, the engagement expanded toward internal self-sufficiency, including guidance through analytics hiring. The Allveri platform remains the central home for the company’s analytical data.

From The Client

“…crucial to our ability to extract, pipeline, and model data across every system in our business.”

Jared Mittleman, VP of IT, Bose Professional

Where this work lives

What was built

Pipelines and core reporting that ran through the carveout, extended to NetSuite as it came online so legacy Sage and go-forward numbers reconciled, in a dedicated Snowflake environment.

ERP & finance
  • Sage
  • NetSuite
Reporting
  • Power BI
Platform
  • Dedicated Snowflake environment
See how Enterprise Intelligence works

The outcome

Through the carveout with the numbers intact.

The platform remains the central home for the company’s analytical data — with internal capability built to sustain and extend it independently.

Bose Professional came through a complex carveout and ERP transition with stable, reliable insight the entire way. Reporting stayed consistent from Sage to NetSuite, and legacy systems retired on time.

Held
Financial and operational reporting through the carveout
Consistent
The same numbers across legacy and new systems, all transition long
On schedule
Legacy systems decommissioned to the plan
Independent
Internal capability built to sustain and extend the platform

A situation like yours?

Carveout, ERP change, or system retirement ahead

Transitions are where reporting usually breaks. The pattern here is continuity — old and new reconciled until the old is safely gone.

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