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    • What is NetSuite SuiteSuccess?

      Time for A Change: Many of our clients come to us at a point where they are quickly outgrowing their entry-level accounting or ERP system. In most cases, the catalyst for the change consists of one or many of the following: Manual processes that are operationally inefficient and impossible to scale Challenges with compliance and…

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    • Salesforce or NetSuite: Which Platform is Best for Contract Management?

      Contract Management is available in both Salesforce and NetSuite. When customers work with both solutions, it is important to understand the overlap of Contract and Contract Items that will activate, renew, upsell, and down-sell contracts. There is no silver bullet solution because the result will largely depend on the client’s specific scenario, however, we can…

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    • Oracle NetSuite vs. Microsoft Dynamics

      If you saw our recent blog comparing Oracle NetSuite to Sage Intacct, you know our strong feelings towards NetSuite as a platform and why we chose to join the Oracle NetSuite Alliance Partner Network. By popular demand, here we are again, showcasing why we recommend Oracle NetSuite over Microsoft Dynamics.  Home field advantage in the…

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    • Using a Summary Saved Search to Trigger a Workflow in NetSuite

      The Problem Anyone who’s ever created a NetSuite Workflow has probably encountered a scenario where you need to use a Saved Search to trigger a workflow action or initiate a workflow, and this works very well. At times, the business logic may require you to look at a summary result of the search (for example:…

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