Cold Sun Enterprise deployed a complete Salesforce team, a dedicated NetSuite ERP team, and a Tableau and Snowflake data analytics program — serving as First Legal's trusted platform partner across all three initiatives simultaneously.
First Legal needed to modernize their technology stack across three dimensions simultaneously — CRM for client and case management, ERP for financial operations, and a modern data analytics platform to replace disconnected reporting.
Managing three separate implementation partners across three critical programs created coordination risk, integration complexity, and accountability gaps. First Legal needed a single partner capable of delivering across all three — with teams that could work together and an architecture that connected the platforms from day one.
Cold Sun provided dedicated embedded teams for each program — a Salesforce team, a NetSuite team, and a data platform team — all coordinated under a single delivery governance model.
Salesforce CRM, financial operations, and reporting tools operated in silos with no automated data flow between them.
Reporting was fragmented across spreadsheets and legacy tools — with no single source of truth for operational or financial performance.
NetSuite was underutilized — financial processes relied on manual data entry, delayed reporting, and disconnected billing workflows.
Managing multiple implementation vendors created integration gaps, unclear accountability, and coordination overhead.
First Legal's growth required a scalable, connected platform — their existing technology couldn't support the operational complexity ahead.
Full Salesforce CRM deployment for sales, service, and case management — configured for legal services workflows.
NetSuite financial management fully configured and connected to Salesforce for automated billing and revenue reporting.
A modern data warehouse (Snowflake) and analytics layer (Tableau) replacing fragmented reporting with a single source of truth.
Salesforce, NetSuite, and Snowflake connected — so data flows automatically between CRM, ERP, and analytics.
One delivery partner responsible for all three programs — with coordinated governance and integrated architecture.
Cold Sun deployed three dedicated teams simultaneously — a Salesforce implementation team, a NetSuite team, and a data platform team — all operating under a unified delivery governance model with shared architecture standards.
The Salesforce team delivered a complete CRM deployment covering sales pipeline, client relationship management, and service case management. The NetSuite team optimized financial operations, billing automation, and revenue reporting. The data team built the Snowflake data warehouse and Tableau analytics layer that unified data from both platforms.
Cross-platform integration was designed from the start — not retrofitted — ensuring Salesforce, NetSuite, and Snowflake operated as a connected system from day one of each go-live.
Complete Salesforce implementation covering sales, service, and case management — configured for First Legal's specific workflows and reporting requirements.
NetSuite configured for legal services financial management — billing, revenue recognition, and management reporting.
Snowflake data warehouse built to consolidate data from Salesforce, NetSuite, and operational systems into a single governed data layer.
Executive and operational Tableau dashboards built on Snowflake — replacing fragmented reporting with live, accurate analytics.
Having one partner across Salesforce, NetSuite, and our data platform changed everything — the integration worked from day one because the same team designed all three.
Cold Sun Enterprise delivers visible impact within 10 days of every engagement. Let's talk about what that looks like for your organization.
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