Services

1. NetSuite Solutions

• Implementation & Configuration

  • Order to Cash, Procure to Pay, and Record to Report workflows

  • Grant Management and Non-Profit SuiteSuccess implementations

  • Asset management and SuiteBilling module setup

• Custom Workflows & Automations

  • Automate business processes with tailored scripts and workflows

  • Month-end close process automation with real-time consolidated reporting

  • Create advanced HTML/PDF templates for transactions and reports

• Integrations & SOX Compliance

  • Integrate NetSuite with third-party tools like ServiceNow, Power BI, and Tableau

  • Configure Strongpoint with NetSuite for change management and audit compliance

  • Role-based permissions setup to ensure SOX-compliant access

2. Business Intelligence & Analytics

• Power BI, Tableau & NetSuite Analytics Warehouse (NSAW)

  • Build real-time dashboards to display KPIs and performance metrics

  • Develop custom Power BI dashboards integrated with NetSuite and other ERP systems

  • Enable Tableau dashboards with row-level security (RLS) for secure insights

• Advanced Data Visualization & Reporting

  • Visualize complex financial data with tailored reports and charts

  • Create ad-hoc reports and saved searches for real-time decision-making

  • Manage Tableau Server administration and Alteryx data workflows

• Predictive Analytics & Forecasting

  • Leverage NSAW for predictive modeling and forecasting

  • Provide strategic insights with advanced reporting and data modeling tools

  • Identify trends and business opportunities through BI dashboards

3. Data Migration & Process Automation

• Seamless Data Migration Services

  • Transfer data from legacy systems to modern BI platforms

  • Handle large data sets with tools like Snowflake and Incorta

  • Ensure data integrity and security throughout the migration process

• Process Automation for Operational Efficiency

  • Automate recurring processes for finance, audit, and operations teams

  • Develop workflows to streamline approval processes and notifications

  • Enable real-time data sync between NetSuite and NSPB (Planning & Budgeting)

• End-to-End ERP & BI Integration

  • Integrate NetSuite with other ERP platforms (Acumatica, Sage Intacct, Microsoft Dynamics)

  • Build data pipelines for consistent data flow across systems

  • Provide training and support for staff to maximize productivity