Featured Success Transformations
Detailed case studies showcasing real NetSuite implementations and their measurable business impact
Shipping Cost in Sales Order Report
Challenge: Shipping handling amount returned empty in exports (saved search and Analytics workbook), causing inaccurate revenue and cost reports.
NetSuite Solution: Corrected the saved search formula to pull "Shipping Cost (amount)" and adjusted export mapping for reliable Analytics/CSV output.
Results: "The SuiteIntelligence team demonstrated real expertise in NetSuite Accounting. They resolved the issue promptly and are highly recommended!" — Client S
Auto-Set Checkbox for Emailed Invoices
Challenge: No reliable field to mark sent invoices, leading to manual tracking and missed follow-ups.
NetSuite Solution: Implemented a workflow and User Event script to set a custom boolean field on email action, with audit notes for traceability.
Results: "The SuiteIntelligence team did a fantastic job. Deliverables were quick and communication was excellent throughout — A+++" — Client C
Complex Sales & Purchase Order Workflows
Challenge: Manual approval queues caused delays and errors, with specific customers needing special handling.
NetSuite Solution: Designed workflows for Sales Order approvals with exception rules and PO revalidation on key field changes.
Results: "Very competent and very professional! Thank you!" — Client W
Monthly Balance Sheet Saved Search
Challenge: Standard reports lacked monthly roll-up and class/location filters for finance team needs.
NetSuite Solution: Built a saved search with period grouping, custom formula columns, and class/location filters, plus team training.
Results: "Client rated the work 5/5 across skills, quality, availability, deadlines, communication and cooperation." — Client B
Sales Orders & RMA Transaction Lists
Challenge: No consolidated report for Sales Orders and RMAs, slowing root-cause analysis.
NetSuite Solution: Created a saved search/Analytics workbook with class-based filters and custom columns, plus scheduled CSV exports.
Results: "The SuiteIntelligence team's proposal was ahead of the curve — most of the solution was already mapped out from day one. Exactly what we needed." — Client J
Purchase Rate Increase Alerts
Challenge: No automated alerts for vendor price spikes, leading to late discovery and unexpected costs.
NetSuite Solution: Implemented threshold-based alerts and Analytics charts for price trends, integrated with Slack/email.
Results: "Client praised the analytics and alerting implementation for its usefulness and accuracy." — Client P
Printing Button Consolidation
Challenge: Multiple print templates and buttons caused errors and inconsistent branding.
NetSuite Solution: Consolidated printing actions, created a default "Print Invoice" action, and preserved legacy A4 template with role permissions.
Results: "Excellent work and time management." — Client E
Ongoing NetSuite Improvements
Challenge: Backlog of enhancements and inconsistent maintenance slowed productivity and increased technical debt.
NetSuite Solution: Delivered recurring improvements (scripts, workflows, saved searches) on a retainer model with CI-style deployment.
Results: "The SuiteIntelligence team is exceptional... They have brought our NetSuite ERP forward in quality ten-fold." — Client K
