Case Studies

“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.”

"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.'"

"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."