We've helped our clients utilize untapped abilities in NetSuite in various ways. Whether it's through custom development, user role and dashboard optimization, task automation, collaborating with business process planners, or user training, we produce quality work by analyzing your company's needs and problems and coming up with the best solutions. Below you will find some examples of the projects we've done in the past.


Artwork / Design Management

The Problem

CDI Corp has to create many new items every day based on designs submitted by customers on their sales orders. At the end of the day the designs can end up on decals, magnets, or various other physical media types. There can be up to ten designs associated with any sales order, and the status of the sales order must advance along as the design work is completed. Each design must be approved internally, by the customer, and by the licensing department before going into production.

The Solution

We implemented a highly-automated design management process that is 100% in NetSuite in order to optimize the entire process for CDI Corp. First, we created a "Design" custom record type to manage all the information associated with each design. Second, we created a "Design Manager" Suitelet that allows employees in the process to see and take action upon the design records that are in their lane. When it's time for a customer to approve the design, an email is automatically generated containing a PDF of the design and a hyperlink to an online approval page where they can enter comments and approve/deny the design. When the process is complete, the resulting item record is automatically created and added back onto the original sales order.

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Elephants

The Problem

Customer relationships are complex and unique. Each customer can have its own way it needs to be dealt with and it's common for companies to not document these differences, but instead to rely internally on people that "know" the customer and their needs. For example, a repeat customer may be entitled special pricing (but may not mention it every time) and/or they prefer to receive their shipments in a special way.

The Solution

We created this module and named the records "Elephants" because elephants are known to have very good memory. The elephants module is set up so that a user can "train" an elephant record to remember something about a customer for them - be it always adding an additional item to a quote, adding a special processing note, offering a particular price level, or any other of a range of actions. Elephants are aware of particular conditions that may be present on a quote, and based on those conditions perform a set of actions on behalf of the operator.

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Advanced Forecast Manager

The Problem

Sales reps are required to perform weekly updates on their projected sales for the next 12 months. With the built-in NetSuite Forecast system, sales reps were only updating one month's worth of information at a time. The sales reps found it to be excessively time-consuming to update transactions for a month, save, and repeat eleven more times. Also, they wanted to be able to see all their transactions on one screen, without having to go back and forth for each month.

The Solution

Sales reps now manage an entire fiscal year's worth of opportunities and quotes in one interface. One tab shows the transactions in a parent-child view sorted by expected ship date where quotes are the "children" of their opportunities. The second tab has a graphical display depicting how the opportunities are broken up into sales funnel stages. The third tab shows them open sales and invoices for the period. The fourth tab has a dynamic "Overrides" entry form that shows actual sales number for past months and the sales rep's Override values for future months.

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