We have a client in the United States who is specializing in revolutionary low-cost energy solutions. Their primary goal is to deliver affordable and sustainable energy solutions around the globe.  

Energy generation has become relatively economical, but energy storage remains expensive. The high cost of batteries prevents widespread adoption of sustainable and renewable energy options.  

The client's objective wants to supply the highest quality batteries at the lowest possible cost. They wanted to help in the widespread adoption of today's green energy solutions.

As the configuration was improper, the client experienced certain pain points. The system roles were also not uniquely defined. The users also did not have the right roles.

They were ignorant of NetSuite’s ready-to-use shipping method integration and ready to use reports. NetSuite’s overall strengths were unknown to the client.  

When it came to migration, they had disparate legacy systems to convert. They included QuickBooks, HubSpot, Tally, and Ship Station, and there were manual interventions between the systems.

This caused a mix-up, and one landed the revenues in the wrong Chart of Accounts.

The team of experts at Jobin & Jismi researched the requirements and created a business requirement document. They mapped the system gaps against the business requirements.  

The experts plunged into action upon customer approval, starting with the basics. They aimed at leveraging NetSuite’s strengths to meet the requirements of the customer. We set the role name and tagged the users with the right roles according to the definition.  

Our team of specialists defined the roles and assigned users to the right positions as per the definitions. We cleansed the Chart of Accounts with the right definitions for clarity and deployed NetSuite standard integration.

They redesigned the workflows and implemented them as per the customer’s current needs. We worked with the customer to remove incorrect chart of accounts entries from the legacy system. The customer provided the rightfully cleansed quality data for us to migrate to the new NetSuite system.

We were able to effectively meet the client’s requirement. Jobin & Jismi could bring in a clear return on their investments. Some noteworthy points are listed below.  

• Customer could leverage on the NetSuite product investments to the fullest with minimum customizations loaded.
• Our experts established the basics of Chart of Accounts and People roles / responsibilities clearly in the system. By doing so they were able to bring in agility.
• Deployed standard integrations from NetSuite and avoided any unnecessary custom connections.
• We helped the client to go live with the required data to run the business entirely on NetSuite.
• We could simplify and standardize their business operations.

Jobin & Jismi was able to bring value to customer’s business by making the most of their NetSuite investments. We were able to simplify business procedures and help the client become an agile organization.

Key Achievements:

• Corrected system misconfigurations and clearly defined user roles and responsibilities.
• Cleaned up and realigned the Chart of Accounts for accurate financial reporting.
• Eliminated redundant customizations by using NetSuite’s standard integrations.
• Successfully migrated quality data from legacy systems into NetSuite.
• Enabled smooth go-live with a fully functional, simplified NetSuite environment.
• Improved operational agility and transparency across departments.

With NetSuite now properly configured and optimized, the client enjoys streamlined business processes, accurate financials, and efficient role-based operations. They no longer struggle with legacy data issues or manual interventions across systems.

Next, they can enhance inventory and supply chain visibility while exploring automation opportunities across departments to boost operational agility.

Is your business stuck under the weight of mismatched data and underutilized ERP features? Let us help you unlock the full potential of NetSuite—connect with us to get started on your transformation journey.