G2

Dany C.

CEO

Small-Business (50 or fewer emp.)

7/10/2026

"Easy Access to Technical Resources That Builds Client Confidence"

5/5

What do you like best about OptimalData Consulting?

Easy access to technical resources, accounting and CPA background instills confidence in clients their finance data will be handled correctly by someone who knows the business. Review collected by and hosted on G2.com.

What do you dislike about OptimalData Consulting?

Nothing to add here. I would recommend OptimalData Consulting for any company needing to move data from their legacy system to NetSuite. Review collected by and hosted on G2.com.

Recommendations to others considering OptimalData Consulting:

I was a NetSuite customer as a sales manager years ago helping a company go live from QuickBooks to NetSuite. We never had a dedicated data migration specialist and used an internal resource and NetSuite's professional services. While the data did make it to NetSuite, the team never took the time to understand our internal data structure. Many key data points were missed that was necessary for the sales team. We had to take many many passes at importing data in order to get a useable customer history. After meeting Paul and OptimalData Consulting, I wish we had a resource like him back then. I recommend at least having a short conversation with OptimalData Consulting to see what insight he can offer for your data migration to NetSuite. Review collected by and hosted on G2.com.

What problems is OptimalData Consulting solving and how is that benefiting you?

I worked with Paul for a client project when I was the SVP of Sales at a NetSuite Solution Provider Partner. We brought in OptimalData Consulting to handle the data migration for an AED reseller client moving from QuickBooks to NetSuite. Paul was quick to respond, hopped on sales meetings with us and the client, and overall made the process a smooth experience. Review collected by and hosted on G2.com.