From Junk Excel to Healthy Growth: The Case of Don’t Worry and NetSuite

Growing fast is good... but growing with control is better.

When your company starts closing deals with supermarkets, raising capital, and looking toward new markets, one inevitable question arises: Is your operation ready to grow with you?

That’s exactly what Don’t Worry asked itself—a Mexican food company that produces healthy snacks and is now present in over 1,000 points of sale across the country.

Here’s how they went from an Excel sheet that just wasn’t cutting it to EASY control with the help of Efficientix and Oracle NetSuite.

From Excel to ERP: How Don’t Worry Prepared Its Operation to Grow Without Losing Control

In 2019, Don’t Worry was celebrating its tenth anniversary while in the midst of a capital-raising process. The company—specializing in healthy snacks for people with diabetes—already had national presence and was aiming to strengthen its position in major retail chains, as well as expand into new markets.

But there was a serious problem: the operation wasn’t ready to support that growth.

They were using spreadsheets for almost everything: sales, inventory, purchase orders. Each department had its own system, some processes were still manual, and there was no single reliable source of information.

• Difficulty controlling production costs and manufacturing processes.
• Slow and unreliable financial reports, just when investors were asking for clarity.
• Losses due to waste with no traceability.
• Risks in planning and executing contracts with major retail chains.

Decision made: implement an ERP in the food industry

High inventory turnover, compliance with health regulations, and the need to respond quickly to demand make the food industry one that requires integrated, flexible, and robust systems. Don’t Worry understood this in time: continuing to rely on Excel meant risking not just growth, but the company’s very survival in an increasingly demanding market.

The solution to face the future: NetSuite SuiteSuccess and making it EASY with Efficientix

After evaluating multiple options, Don’t Worry’s management team made a strategic decision: to entrust their digital transformation to Efficientix and Oracle NetSuite.

The reason? The SuiteSuccess methodology, combined with Efficientix’s EASY approach — Flexible, Agile, Committed, Innovative, and focused on Shared Achievements — offered a proven formula to implement an ERP smoothly, in the shortest possible time, and with best practices specific to the food and beverage industry.

This implementation process was carried out in two stages that together lasted approximately 9 months:

Laying the foundations of the business

During the first phase, the implementation focused on the most critical processes for an expanding operation:

• Finance: Accounting was automated, and reliable real-time financial reporting was enabled, allowing the finance team to focus on strategic analysis rather than operational tasks.

• CRM and Sales: The entire sales cycle was managed comprehensively, including capturing opportunities, following up with current and potential clients, and monitoring sales performance, with full visibility at every stage.

• Purchasing: A more robust supplier control was implemented, automating purchase order creation, delivery tracking, and cost optimization associated with each acquisition.
  
  
• Tax compliance: Key processes related to regulatory compliance were automated, ensuring timely and accurate generation of valid tax documents before the SAT, reducing risks of manual errors.
  
  
• Inventory management: Full real-time inventory visibility was achieved, which helped reduce record errors, avoid stockouts, and substantially improve replenishment planning.

Scale with control and precision

With the operational foundations covered, Don’t Worry expanded its management system to integrate more complex processes:

• Manufacturing: Total control of production processes was integrated, with precise product costing, work order tracking, and consumption visibility, which helped reduce waste and improve plant efficiency.
  
  
• WMS (Multi-warehouse management): Logistics flows were optimized and advanced warehouse management was enabled with batch traceability, dynamic locations, and reduced order preparation times.

Results that speak for themselves: a company with vision and exponential growth

Five years after starting its digital transformation—including challenges posed by the pandemic—Don’t Worry’s results reflect the real impact of having a robust ERP solution and an implementation aligned with business growth, including these key elements:

• International expansion: The company successfully entered the U.S. market, which involved expanding the ERP system (multinational roll-out) to operate with multiple currencies, regulations, and logistics chains.
  
  
• Retail growth: Their presence in points of sale doubled, going from 500 to over 1,000 shelves, highlighting their entry into Grupo Walmart, one of the largest retailers in the world.
  
  
• Waste reduction: Thanks to real-time inventory and production control, the company cut its waste rate in half, directly improving its operating margin.
  
  
• Full financial visibility: Automated dashboards and financial reports were implemented, allowing the company’s actual status to be known in seconds, facilitating informed decision-making by management.
  
  
• Stress-free audits: Don’t Worry has successfully passed tax authority audits thanks to automated reports and real-time validations. Additionally, the rate of invoice cancellations due to human errors dropped by 75%.

An important lesson for growing companies

As a financial and operations leader, you know it well: things need to be EASY.

Frequently Asked Questions: What You Need to Know Before Transforming Your Company

Do I need to be a large company to implement an ERP system?

No. NetSuite is designed for growing companies. Cases like Don’t Worry (with fewer than 50 users) demonstrate how a robust ERP can help mid-sized companies scale with control.

What costs should my company consider when implementing an ERP system?

Costs depend on the complexity of your operation, the number of users, and required modules. You can request a free, personalized quote for Oracle NetSuite here.

What are the benefits of implementing an ERP in my company?

By implementing an ERP like Oracle NetSuite, you gain total operational control, real-time financial reporting, automation of key processes, and centralized data for strategic decision-making. A tangible benefit is reducing the accounting close time from 5 days to just 1, thanks to full integration of operations and finance.

Contact us to learn how we can help you achieve this.

Does NetSuite comply with Mexican tax regulations?

Yes. Through a localization add-on developed by Efficientix, Oracle NetSuite fully adapts to the Mexican tax framework. This includes CFDI 4.0, electronic accounting, SAT complements, Carta Porte, DIOT reports, and more.

From day one, your company can synchronize financial, accounting, and tax operations to comply with SAT requirements smoothly and without risks of manual errors.

Why choose Efficientix to implement an ERP for the food industry?

Because we have 15 years of experience, our own methodology (EASY), and a specialized focus on industries such as food, beverage, and manufacturing. Learn in detail how we benefit your industry here.