Beginning in September 2024, Halyard Solutions partnered with Heath Ceramics to address both foundational system issues and strategic priorities. Our work included:

• NetSuite Remediation & Manufacturing Reconfiguration
  We fundamentally reworked the item master and manufacturing configurations to accurately reflect Heath’s production processes, enabling cleaner data, better scalability, and more reliable reporting.

• Costing Model & Variance Analysis
  We analyzed Heath Ceramics’ costing methodology and helped true up cost accounting variances. This work improved confidence in product margins and financial reporting while aligning costing practices with manufacturing reality.

• Lead-to-Quote Enablement
  We deployed and configured Lead-to-Quote functionality within NetSuite, creating a more seamless and controlled flow from customer inquiry through quoting and order execution.

• Business Process Reengineering
  We led cross-functional process redesign efforts to standardize workflows across operations, finance, and manufacturing, reducing friction and improving accountability.

• IT Strategy & Roadmap Development
  We developed a clear IT strategy and phased roadmap to guide future technology investments and support long-term growth.

• Trade Management System Selection
  We conducted a structured evaluation and selection process for a Trade Management solution, ensuring alignment with Heath Ceramics’ compliance, operational, and integration requirements.

Halyard Solutions began working with Pivotal Aero in July 2024, serving as Fractional CIO, reporting to the CFO and executive leadership team. Our role has focused on strategic leadership, structured assessment, and pragmatic execution.

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Key areas of engagement include:

• Fractional CIO Leadership & IT Governance
  Providing ongoing CIO-level leadership and advisory support, helping establish IT governance, decision-making frameworks, and operating principles appropriate for a pre-production aerospace manufacturer.

• IT Capability Assessment & Planning
  Reviewing the current IT landscape to understand how existing technology and processes can best support near- and long-term business objectives, and identifying opportunities for optimization where appropriate.

• Enterprise Application Ecosystem Blueprint
  Developing a future-state “to-be” enterprise application ecosystem that defines how Epicor and supporting systems will integrate to support manufacturing, engineering, finance, and supply chain operations.

• Epicor Optimization & Application Rationalization
  Assessing Pivotal Aero’s current use of Epicor and developing a plan to optimize utilization over time. In parallel, reviewing ancillary applications integrated with Epicor to ensure alignment, clarity of purpose, and operational stability.

• Master Data Management (MDM) Roadmap
  Identifying master data management as a strategic capability required for future scale and defining a phased roadmap—targeted for remediation in FY26—to establish data ownership, governance, and consistency across systems.

• IT Documentation & Operating Model
  Reviewing and enhancing IT documentation across key areas, including:

  • Enterprise application ecosystem

  • Infrastructure topology

  • IT policies and procedures
    This work supports operational clarity, audit readiness, and cross-functional alignment.

• Cybersecurity & Compliance Readiness
  Overseeing a cybersecurity assessment aligned to NIST-800-171, including formal scoring and gap analysis. This effort established a clear, phased path toward CMMC 2.0 compliance, while strengthening overall security posture.

• Audit & Executive Support
  Supporting executive leadership and finance during audits and assessments by translating technical details into clear, defensible narratives aligned with regulatory and stakeholder expectations.

Halyard Solutions partnered with Meristem as a program leader and strategic advisor, working collaboratively with Meristem’s executive management team and NetSuite Professional Services to ensure both delivery excellence and long-term strategic alignment.

Our work included:

• NetSuite ERP Program Management & Ecosystem Coordination
  We provided program-level project management and oversight for Meristem’s NetSuite ERP implementation, serving as the central point of coordination between Meristem, Halyard, and NetSuite Professional Services. This ensured clear accountability, aligned priorities, and consistent execution across all teams.

• Successful NetSuite ERP Go-Live
  The program successfully went live in November 2025, delivering a stable ERP foundation and meeting Meristem’s operational and financial objectives.

• ERP Roadmap Development
  We worked with Meristem and NetSuite to define and refine an ongoing ERP roadmap, aligning post-go-live initiatives with business priorities and NetSuite’s evolving capabilities.

• ERP Capability Expansion
  In close collaboration with NetSuite Professional Services, we continue to assist Meristem with the deployment and integration of key ERP-related capabilities, including:

  • CRM

  • MRP

  • NetSuite Analytics Warehouse

  • Human Resources

  • Enterprise Performance Management

  • Budgeting and Planning

• Applied AI Enablement within NetSuite ERP
  Working hand-in-glove with Meristem’s executive team and NetSuite, we are helping the organization make practical use of NetSuite’s artificial intelligence capabilities - leveraging Ask Oracle today and preparing for NetSuite Next. The focus remains on applying AI in ways that improve insight, efficiency, and competitive advantage within the ERP environment.