Excelym has been providing industry-leading NetSuite consulting & advisory services since 2014.
Our NetSuite consultants have been helping organizations across a wide range of industries, from retail and manufacturing to professional services and e-commerce.
We take an individualized and holistic approach to NetSuite consulting, working closely with each client in order to design a tailored solution that meets their unique needs. We provide advisory services for both short-term projects as well as long-term engagements, and have the flexibility to scale our services as needed.
What to expect from our engagement
Mapping of Your Current and Future States
We will map the current and future states of your organization and develop a plan to get you where you need to be. This includes understanding your current business processes, identifying areas for improvement, and developing a roadmap for implementing NetSuite solutions.
Below is an example of how we acknowledge the current state of a home furnishing products client:
The Situation:
- A more robust Order to Cash process is needed.
- Current process presents challenges for financial reporting.
- Revenue reconciliation at the SKU level is difficult.
- Order amendments require manual adjustments at month-end.
- Data reconciliation is necessary to assess profitability.
- Increased transaction volume has extended reconciliation activities.
The Challenge:
- A more robust Order to Cash process is needed.
- Current process presents challenges for financial reporting.
- Revenue reconciliation at the SKU level is difficult.
- Order amendments require manual adjustments at month-end.
- Data reconciliation is necessary to assess profitability.
- Increased transaction volume has extended reconciliation activities.
2. Guidance on Your NetSuite Journey
- We plan out all the stages in your NetSuite Journey leveraging our years of experience in the implementation field. We have the experience and expertise to guide you through every step of your NetSuite journey:
- Needs assessment and selection
- Implementation proper
- Customization
- Ongoing support
- System Integration
We don’t stop at just providing you with the right solution – we ensure that you understand how to use it effectively and efficiently. Our team will be there to answer any questions you may have and ensure that your NetSuite solution is fully optimized for your organization.
3. Tailor Solutions for Your Specific or Unique Needs
- We will identify what solutions will best address your needs from our portfolio of services. Here is an excerpt of a tailored recommendation for a client in manufacturing and retail:
Pain Point:
- Revenue and COGS recognition occur in different periods, forcing the team to identify these transactions and make manual adjustments to entries.
Recommendation:
- Generate invoices simultaneously with dispatch during the Item Fulfillment at In Transit state. This will ensure that Revenue and COGS are updated concurrently for each SKU. By doing this, the team will no longer need to search for these transactions externally in Excel or reverse early COGS recognition, streamlining the process significantly.
NetSuite Consulting and Advisory Subject Areas
You can trust that your pain points are discussed with our experienced NetSuite consultants who can help you across all these areas:
- Best Practices
- Process Re-engineering
- Fields and Forms
- Custom Reports
- Saved Searches
- Workflows and Approvals
- KPIs and Dashboards
- Customizations (i.e. SuiteScripting)
- Systems Integrations (Conneting NetSuite to Other Apps and Data Warehouses)
We have years of experience with all products on every crucial aspect of NetSuite’s module, such as Processes, Fields and Forms, Reports, Saved Searches, and Workflows.
What our clients trust us for
Our clients typically come to us for help with the following:
NetSuite technology planning
We help clients plan their technology infrastructure and choose the right NetSuite configuration for their business.
Agile NetSuite implementation strategy
We help clients adopt NetSuite rapidly and at lower risk through our experience with agile methodology and tools.
Business process optimization
We advise on the best practices for business workflows, providing recommendations for improvement and optimization.
NetSuite implementation project management
We have the experience and expertise to manage your NetSuite implementation project from kickoff and initial project milestones to go-live and post go-live support.
NetSuite system integration and custom design
NetSuite integration is our ultimate bread and butter. We have extensive experience integrating NetSuite with other systems such as CRMs, ERPs, cloud platforms, and more. We are confident in meeting your specific business requirements through our own iPaaS (integration-Platform-as-a-Service)- “Excleym.IO”.
NetSuite training and user adoption
We provide tailored training programs addressing the unique needs of your organization. We help ensure users understand how to use NetSuite and leverage its features to work more efficiently and effectively.
We understand and speak NetSuite
Our NetSuite consultants can help with everything from initial setup and configuration to customizing reports, enhancing existing business processes, and developing integrations with third-party applications. We also provide training and support for new users so that they can get up to speed quickly.
We have deep expertise in the NetSuite platform and are committed to providing our clients with the highest level of service. These value adds complement the functionality of NetSuite to create an enterprise-wide solution for our clients’ unique business requirements.
NetSuite Health Check
For existing NetSuite customers, we also offer a Health Check service to assess the current state of your NetSuite account and provide recommendations for improvement. Our team of experts will analyze your system’s performance, configuration and security settings, workflows, and integrations to identify any potential issues or areas for optimization.
For a flat rate of $3K, plus travel expenses, our NetSuite Health Check is a comprehensive review of your NetSuite environment.
For pricing and additional information, please contact us via the form below and we will respond to you immediately.
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