Case Studies

Welcome to our curated collection of success stories. We share real examples of how we've helped clients succeed with NetSuite, Analytics, and AI solutions.

◈ AIFinance Nonprofit

NetSuite AI Connector (MCP Assistant)

Secure Q&A + actions over NetSuite and internal documentation using Claude/Cursor integration.

PythonClaude APIMCP Protocol+2

◈ NSAW/BIHealthcare Services Company

Worker/Admin KPI Analytics

Incremental loads, status logic, and seasonality analytics for workforce insights.

NSAWPower BIDAX+1

◈ NSAW/BIInternational Nonprofit

AWF Finance Reporting

Restricted awards check report with revenue and indirect tie-outs for compliance.

Power BINSAWExcel

◈ EPM/PlanningManufacturing Firm

Budget vs Actuals Encumbrance Model

Proper encumbrance logic eliminating double-counting across requisition to invoice lifecycle.

NetSuiteNSPBExcel+1

◈ Data WarehouseEnterprise Finance Organization

BigQuery Finance Data Warehouse

Medallion architecture with compliance segregation for enterprise finance data.

BigQuerydbtFivetran+1

◈ IntegrationFinancial Services Firm

NetSuite File Cabinet → SharePoint Migration

Metadata-aware migration with transaction linking for document governance.

NetSuite REST APISharePoint APIPython+1

◈ AutomationProfessional Services Firm

OpenAir ↔ Smartsheet Sync

Automated project setup and time forecasting workflow integration.

OpenAir APISmartsheet APIn8n+1

◈ MigrationStaffing Marketplace

Great Plains → Sage Intacct Migration

COA mapping, dimension cleanup, and historical load for ERP modernization.

Great PlainsSage IntacctPython+1