Professional NetSuite Consulting

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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.

Every project featured represents a minimum of 50 custom records and 30 scripts.

Project

Custom Commission Module

Challenge

Our client needed help driving behavior with their sales team and technicians. Management got together and created a generous commission model to allow their top-performing employees to benefit and ultimately offer more complete solutions to their customers. They tested the new commission model and it became wildly successful. The only problem was management created more manual work for accounting and operations. The commission rules were complex and had to be manually calculated outside of NetSuite for payroll.

Solution

The project required complex commissions calculations for multi-subsidiary, multi-currency using Advanced Revenue Management. We created custom records to store calculation and commission rules that could be changed on specific dates. We wrote all the scripting to automatically calculate the commissions and store them long term so they could be paid out based on rules. We also integrated this with the Deferred labor section of ARM.

Project

Configure Price Quote

Challenge

Providing accurate quotes is the lifeblood of any business. If sales forgot to include a key component in their quote, which happened frequently, their customers felt the pinch and so did customer satisfaction. This in turn hurt the business and resulted in incomplete solutions and money left on the table that clients were happy to pay. Everyone wants a complete solution, the first time.

Solution

We built a CPQ tool that allowed the user to select an item from a Sales Order and a pop-up appeared recommending Add-Ons and in certain cases requiring configurations that would change the pricing depending on customer choice.

Project

Lot Traceability

Challenge

A business found themselves stuck on old scripting in their system and needed support to move to a newer version.

Solution

We re-wrote the Lot Traceability script that NetSuite packages with Advanced Manufacturing. It is in 2.0 and has usage limitations for some of the larger customers. We re-wrote the entire thing in 1.0 to get around usage limitations using supported techniques and added more export functionality.

Project

Advanced Templates

Challenge

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.

Solution

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.

Project

Custom Button

Challenge

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.

Solution

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.

Project

NetSuite Implementation After Outgrowing QuickBooks

Challenge

VintageView had repeatedly “massaged” the QuickBooks Enterprise system it used for much of its existence to meet its needs. That meant grappling with problems like corrupted files, the 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.

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