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CoreSuccess NetSuite Solutions
Blu Banyan is a leading NetSuite Solution Provider specializing in solutioning, implementing and supporting NetSuite across a wide range of industries including Wholesale Distribution, Manufacturing and Retail.
Our Focus on Success
Our focus is on delivering business value to our customers through the successful adoption of NetSuite. Our team of experienced and certified NetSuite professionals will work with you to understand your business requirements and map them to the capabilities of NetSuite. We will also provide you with best practices and guidance on how to leverage NetSuite to achieve your desired business outcomes.
Solution Centered
Every business is different, each having its own strengths and weakness, pain points and gain points. We focus on developing a solution centered on the specific processes and approaches of your company.
Metrics Driven
If you can measure it, you can improve it. Being able to track performance of departments and teams in real-time is critical to improving operational productivity, accelerated growth, and greater profitability.
Optimized Visibility
NetSuite’s cloud ERP solutions provide unmatched visibility into daily operations across the company, with customizable Dashboards for every user providing fast and accurate status updates.
CoreSuccess by Industry
NetSuite is the leading cloud ERP solution for businesses of all sizes. It offers a complete suite of modules that enable you to run your business in the cloud. With NetSuite, you can have real-time visibility into your business operations and make informed decisions that drive growth.
We leverage the power and flexibility of NetSuite’s cloud ERP solutions to transform your business using our deep experience, leading industry practices, and expert system approaches.
NetSuite for Manufacturing
NetSuite for Wholesale Distribution
NetSuite for Retail
Manufacturing
NetSuite provides manufacturers with the functionality needed to manage complex manufacturing processes, from design and development through to commercial production and distribution. NetSuite also helps manufacturers to streamline their production processes and ensure quality control procedures are followed.
The manufacturing industry is rapidly changing, with new competitors, plant automations, and market demands, requiring operating solutions that can scale and adapt to stay ahead of competitors.
Challenges
- Dealing with incompatible applications
- Inability to see projects and timelines
- Accounting, CRM, Project Management, Inventory, and Team Collaboration functionality not integrated
- Documents are paper and difficult to track through one purchase order
Solutions
- A dynamically Build-and-Maintain BOM solution for manufacturing
- Migration from incompatible applications to integrated NetSuite solution
- FreightView integration to support LTL shipping integration with eMerchant solutions for credit card processing
Wholesale Distribution
If you are a Wholesale Distributor, NetSuite provides you with real-time visibility into your procurement, supply chain and warehouse operations. You can also automate key processes such as order management, inventory management and financial reporting.
Supply chain logistics are under constant pressure to become more efficient. Ensure that your own procurement and inventory processes enable you to meet your retail customers changing needs.
Challenges
- Unable to see the supply chain portals for vendors, customers, and sales partners
- Complicated and time-consuming inventory reconciliation processes
- Overstocking to ensure product is available when needed
- Having to manually change physical counts to reflect actual product in stock
Solutions
- Use one system to manage inventory and accounting
- Manage sales through an integrated ecommerce platform
- Manage supply chain expectations and forecasting capabilities
- Optimize inventory management in real-time
Retail
If you are a Retailer, NetSuite provides you with a complete view of your customers, inventory, orders and finances, both online and in-store, in one integrated system. NetSuite also gives you the flexibility to manage multiple brands, locations and channels from a single platform.
To meet your growth goals, move to an integrated business management suite based on a single data source that unifies financials, CRM, inventory forecasting, budgeting and team collaboration to deliver on expectations.
Challenges
- Financial reporting at the end of the month or quarter
- Difficulty seeing what is happening across the organization in real-time
- Trying to reconcile accounting with purchases and inventory in spreadsheets
- Difficulty adding new sales channels, product lines, or revenue streams domestically or internationally
Solutions
- Automation between projects and analysis for scalability
- Credit check & backorder management solution
- Custom commissions solutions
- Integrations with B2B applications, Handshake and NuORDER
The Benefits of NetSuite
There are many benefits of moving to NetSuite, including:
Improved visibility into business operations
NetSuite provides instant and accurate reporting giving your team the information they need to work efficiently and effectively across all departments.
Increased productivity
NetSuite automates key business processes, giving your team more time to focus on value-added activities that drive growth.
Improved customer experience
NetSuite’s ability to provide transparent visibility into inventory levels and order status enables you to manage customer expectations and deliver a superior customer experience.
Reduced IT costs
NetSuite is a cloud-based solution that eliminates the need for costly on-premise hardware and software. It also reduces the IT resources required to maintain and support your ERP system.
Products Built for Success
NetSuite: One unified business management suite for all your productivity and growth needs
Enterprise Resource Planning / Business Management
Customer Relationship Management
Project Management
Accounting
Inventory
3rd Party Integrations
SolarSuccess
bluChat
NetSuite Licensing
Enterprise Resource Planning / Business Management
Enterprise Resource Planning / Business Management
Cloud ERP Solutions or Enterprise Resource Planning solutions, provide a company with real-time visibility and management over all major company operations. These include minimizing IT costs, optimizing accounting productivity, streamlining order management, procurement and inventory, and eliminating manually intensive and error prone spreadsheet based reporting and conflicting data from incompatible applications. NetSuite’s ERP/business management suite covers all the basics – accounting, CRM, project management, and inventory – and Blu Banyan can guide an implementation tailored to your company’s needs.
Customer Relationship Management
Customer Relationship Management (CRM)
Customer Relationship Management is a key component of any business management solution, focused on increasing customer service levels, evaluating marketing and brand campaigns, and improving sales generation. NetSuite CRM provides automated marketing and sales functionality, real-time dashboards with visual metrics, and strong customer support, including features such as routing and tracking numbers, renewals, escalations, and case submissions – all based on a single source of truth for customers, vendors, leads, prospects and contacts.
Project Management
NetSuite Project Management
Effective project management is critical to the success of any business, by providing tighter control over project accounting and the true costs of delivering a product or service. NetSuite’s Project Management module seamlessly integrates with the NetSuite accounting system, so that project expenses can automatically trigger accounting alerts and events, without having to do endless, error-prone manual updates. In addition to time and expense tracking, you can generate and issue invoices, compare project performance to budget, and manage revenue recognition, expenses, unbilled balances and other project-related financial metrics. The Project Dashboard gives project managers a visual, graphical analysis of the status of specific projects., enabling them to see important KPIs at a glance, and which projects are on time and on budget.
Accounting
Accounting
Accurate and current accounting is at the center of any business’ success, and accounting is the foundation of NetSuite’s unified management suite, with its “single source of data truth”. NetSuite seamlessly couples core finance and accounting functions with strong compliance management, to improve business performance and improve financial close efficiency while reducing back-office costs. Improve business performance with access to live financial data that supports real-time oversight of accounts receivable, payable, and asset management. Access to live financial data enables you to drill into details to quickly resolve issues, understand the impact on your business, and to generate statements and disclosures that comply multiple regulatory financial compliance requirements such as ASC 606, GAAP, SOX and others.
Inventory
Inventory Management
NetSuite Inventory Management is a powerful tool focused on stock management, optimization, and fulfillment. Accurately assess inventory levels at all times to meet your customer’s demands and expectations. Automatically know where to replenish, track and manage inventory across multiple locations. Users can input their inventory using just about any means, including bar code scanning, data entry, database querying and importing, and cross-referencing from inbound order confirmation.
3rd Party Integrations
3rd Party Integrations
Because NetSuite is the #1 cloud ERP solutions platform and business management suite, there are a wide variety of 3rd Party specialty applications to enhance NetSuite for your specific business model. Blu Banyan has extensive experience with integrating 3rd Party applications for a range of industries and market segments, to leverage the benefits of having NetSuite’s single data source driving and tracking all your business decisions.
SolarSuccess
SolarSuccess
SolarSuccess is Blu Banyan’s award-winning native NetSuite application designed from the ground up to meet the specific operational needs of Solar Installers. Grounded in over a decade of Blu Banyan experience in the solar industry, and developed in association with some of the industry’s largest installers, SolarSuccess provides an unmatched feature set, coupled with superior implementation know-how. Key features include solar specific project workflows, task queues, pipelines, and KPIs, plus visual timelines, Milestone Completion triggers, and on-record chat.
bluChat
bluChat
Powerful native chat and collaboration tool that enables your team to work easily and efficiently across all departments and company records, including with partners, vendors, and customers, for rapid issue resolution.
NetSuite Licensing
NetSuite Licensing
As an award-winning NetSuite Solution Provider and SuiteApp developer, Blu Banyan is always at the forefront of all NetSuite’s cloud ERP solutions, from module selection and product updates, to pricing and support options, and we can represent your company in all its dealings with NetSuite. There are a wide range of NetSuite modules to fit the needs of different industries and company sizes, and Blu Banyan can advise you on the pros and cons of different software configurations, as well as on the financing options available from Oracle.
“We had a project management system, a file storage system, an accounting system, and others. Sharing data across these systems was difficult, and in most cases our only way to ‘patch the holes’ was by adding labor. Solar installation has many moving parts, all generating soft costs, and there is no single application that solves them all, because you have to address inefficiencies across all functions of the entire company. We looked at other solutions, but NetSuite worked out best for us because it handles accounting and operational logistics items in tandem with project management really well. SolarSuccess streamlined things even further and allowed us to add our own customizations on top of NetSuite. Blu Banyan’s wide breadth of expertise was a critical resource for us. Our strategic partnership with Blu Banyan enables us to identify and prioritize specific features for development that will increase our productivity.”
Aaron CasillasTechnology & Infrastructure Director 
"Finding a strong NetSuite expert was a challenge for us. We’ve been working with Blu Banyan going on two years and have found their approach to providing solutions to be thorough, practical, and savvy. A great combination of technical know-how with a business mindset, they have been professional, reliable and available whenever needed. Dao and Jan have proven to be truly a valuable resource to us as our business continues to evolve and grow."
“We’ve been able to automate most of our residential invoices.
When a deal moves to a particular stage of construction, for example, SolarSuccess generates invoices based on that specific milestone.
That has been the biggest advantage and has definitely helped us out a lot. We’re doing more with the same number of people and we have a system that’s more reliable and less stressful than tracking a million different spreadsheets. Blu Banyan was very flexible. Whether we wanted to integrate systems or take advantage of out-of-the-box automation, Blu Banyan handled it for us. I think their MO is ‘basically anything is possible.'"
Joe MarhamatiCo-Founder & VP 
"Our financial close was incredibly
complicated and fraught with
errors because we have so
many subsidiaries consolidating
together. That problem has
almost gone away completely. We can look at all of our subsidiaries as standalones or consolidate
them into our main financials. That’s been incredibly useful from a
financial planning standpoint.
The Blu Banyan team is smart, easy to talk to and very upfront about everything. The company’s CEO follows up with me regularly, just to check in and see how things are going, which I really appreciate."
Spencer NewmanCFO The Blu Banyan team is smart, easy to talk to and very upfront about everything. The company’s CEO follows up with me regularly, just to check in and see how things are going, which I really appreciate."
"Every once in a while, you come across a business that truly exceeds your expectations. Blu Banyan has been that company for us over the last couple of months. We asked Blu Banyan for help on an integration project that we had been working on for more than half a year, and we just couldn't crack the code on how to make it work.
After our partners at Celigo recommended Blu Banyan, it only took one meeting to determine they would be the answer to our long, drawn-out questions on this project. Within a few weeks, Blu Banyan not only delivered a cohesive plan for how to integration our ERP/CRM with our Marketing Automation Platform, but they completed the integration for us. We couldn't be happier, and I would definitely recommend Blu Banyan to anyone who needs help (big or small) on integration projects in the future."
Dan BurkeMarketing Automation Manager After our partners at Celigo recommended Blu Banyan, it only took one meeting to determine they would be the answer to our long, drawn-out questions on this project. Within a few weeks, Blu Banyan not only delivered a cohesive plan for how to integration our ERP/CRM with our Marketing Automation Platform, but they completed the integration for us. We couldn't be happier, and I would definitely recommend Blu Banyan to anyone who needs help (big or small) on integration projects in the future."
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Implementation of NetSuite's Cloud ERP Solutions
Blu Banyan has a systematic process for designing and building business solutions that fit the needs and budgets of companies from early stage to enterprise scale, across a range of industries and markets.
Exploration
See the power of a single data source
- See a live demo environment
- Easy to generate Dashboards for every function and user
- Discovery discussion identifies any specialty application integrations you need
- Ask us questions!
Assessment
Walk us through your day to day, and we’ll optimize
- We work with you to compile an in-depth review of your business process
- Next we perform a technical assessment and inventory
- Then we identify bottlenecks and areas for optimization
- We discuss modules, budgets and phased approaches
Implementation
Improve profitability and ROI in less than a year
- Implementation is a partnership with shared commitments
- Company priorities and budget determine schedule
- We use multi-phased approaches to manage operational changes
- Go-live date is decided by mutual review
