Case Studies of Our Creative Problem Solving
Our on-staff consultants and developers take a creative approach to solving business challenges using software. We enjoy finding and eliminating excess steps and processes that slow your team down, so they can do what you hired them to.
Every project featured represents carefully crafted solution designs to match each client’s business requirements with customized scripting running from custom recoreds.
Custom Commission Module
Our client needed help driving behavior with their sales team and technicians. Their management team got together and created a generous commission model, allowing their top-performing employees to benefit while simultaneously offering more complete solutions to their customers. The only problem was that it created more manual work for their accounting and operations departments. The commission rules were complex and had to be manually calculated outside of NetSuite for payroll purposes.
This project required complex commissions calculations for multi-subsidiary and multi-currency inputs using Advanced Revenue Management. Our development team created custom records to store calculation and commission rules that could be changed on specific dates. In addition, we wrote all the scripting to automatically calculate the commissions and store them long term so they could be paid out based on consistent rules. Lastly, we integrated this model with the Deferred labor section of ARM.
Configure Price Quote
Providing accurate quotes is the lifeblood of any business, and can make or break your accounting department. If sales forgot to include a key component in their quote, which happened frequently with this client, their customers became less likely to repeat business with them. Repeated instances of this human error hurt the business and resulted in incomplete solutions and money left on the table.
We built a CPQ tool that allowed each NetSuite user on their sales team to select an item from a Sales Order and a pop-up appeared recommending predetermined Add-Ons. We also built functionality requiring configurations that would change the pricing depending on customer choice, thus solving their number one pain point and automating a previously manual process.
One of our business clients found themselves stuck on old scripting in their NetSuite system. They needed support in moving to a newer version and updating their system for the future.
Our team re-wrote the Lot Traceability script that NetSuite packages with Advanced Manufacturing specifically for their needs. At its default, it’s in 2.0 and has usage limitations for some of our larger customers. We re-wrote the entire script in 1.0 to get around usage limitations, and used supported techniques that added more export functionality they’d been missing.
After implementing NetSuite, the operations team found a ton of manual effort being spent attaching expense reports to invoices. Accounting needed this information to accurately tie out expenses. Time was wasted by employees having to manually go in, PDF expense reports, download invoices and then combine the files together. There had to be a better way.
A customer wanted to tie receipts from Expense Reports to Invoices. We created a button on the sales order page which printed using the standard Advanced PDF template and then added all the receipts from Expense Report lines tied to Sales Order lines.
The business was having a duplication of work issue. Now they were on a cloud system that was accessible to everyone, employees were actively checking their fulfillment orders and being more productive. An unforeseen problem arose. Employee’s were having an issue with others trying to grab the same item fulfillment and creating duplicate fulfillments. This caused confusion between employees, internal system issues, and system rework to remove the duplicate fulfillments.
Adding a button to a native saved search to assign specific employees to perform an item fulfillment. (Communication between team members through system, manager assignment or a rep flags a “grabbed” order.
NetSuite Implementation After Outgrowing QuickBooks
VintageView had repeatedly “massaged” the QuickBooks Enterprise system they used for much of the company’s existence to meet their needs. That meant grappling with problems like corrupted files, a lack of an integrated customer relationship management (CRM) system, and no inventory management or reporting tools. “We just kind of dealt with all of that,” said Malek, whose team began experiencing even bigger QuickBooks related pain points over the last four to five years.
Are you currently utilizing HubSpot and NetSuite? StratusGreen can help!
Never heard of HubSpot before? No worries! Hubspot is a leading platform that includes marketing, sales, service, and website management products that start free and scale to meet customers needs at any stage of growth.
Having your NetSuite instance in sync with your CRM platform is a must-have for any business hoping to effectively scale. By utilizing the StratusGreen HubSpot Connector, your sales will be automatically streamlined with real-time results: meaning less time spent on data-entry and more time spent on D2C sales processes!
Our HubSpot Connector was built to help get HubSpot users the most out of their CRM investment. Take a look to see how you and your team can use this integration to your advantage.
- Easy to use custom field mapping between both solutions
- Sync Options
- Unlimited record syncs
- Custom sync schedules
- Dedicated service
- Sync on-demand option available
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The vision of Celigo is to make automation as simple as possible by enabling anyone in the enterprise to build or deploy integrations. We chose to work with this powerful tool because it functions as a leading iPaaS for NetSuite and any other software integration you could wish for. Are you worried about integrating Shopify with NetSuite? Fear not! Celigo acts as a middlepass that can move large amounts of data between different platforms that don’t offer joint functionality on their own. In short, it’s everything you need to build the simple or complex integrations of your wildest dreams.
With Celigo, you can eliminate manual data entry, data exports, costly errors, delays, and processes managed with spreadsheets and email. We love them because their platform enables visibility across the entire organization, all while utilizing fewer technical resources.
Focus on improving your business instead of maintaining integrations.
As your company grows and processes multiple changes, Celigo’s integrator.io iPaaS can help you automate, customize, and expand integrations as needed — so you can focus on your core business needs.
- Visual Design Interface
- Advanced Developer Tools
- Prebuilt Integrations
- Actionable Dashboard
- Complex Orchestrations
- Universal Connectors
Let’s talk about utilizing Celigo’s iPaaS for your next NetSuite integration today.