About the Client
The client is a Massachusetts based Gourmet Pasta brand with a more than 3 decades legacy. The brand serves across 35 states and has been a major supplier to restaurants in New England. The company has a boastful network of distribution partners and is steadily growing in its reach.
Requirements Overview
The client needed a more data-driven approach to their reports. The visibility offered in the as-is ERP environment was insufficient for them to gain insights into their business performance and growth.
Some concerns, like the need to filter reports in a specific order, time period-based performance comparison, and crucial data points were not being catered to through the standard reports. This called for custom reports to be built.
Technology
Report Builder, Suitelet Script, Saved Searches
ennVee Solution
ennVee started off with a detailed NetSuite Health Check to identify the concern areas or the impediments to the optimum utilization of their NetSuite ERP.
NetSuite is equipped with a range of reporting capabilities for analyzing business results in real-time. All users with access rights will be able to access all applicable standard and ad hoc reports. Though these standard reports served the purpose of surface-level data reporting for our client, they needed a provision for further insights from these reports.
The project involved a total of 19 reports across functions being customized to the Client’s needs.
Some of the Custom Reports delivered were as follows.
Some of the Saved Search Reports delivered were as follows.
Functional Areas Covered:
General Ledger, Payables, Inventory, Receivables, Cash Management, Production
Benefits to the Custome
Enhanced Visibility into business performance: With these added custom reports, the customer has better visibility into the company’s financial performance, business, and sales-based activities.
Insights for Decision Making: The customer can now make faster and more informed business decisions regarding assortment, sales team, sales, and future expansion.