Personalización avanzada y potenciación del conocimiento: el éxito de NetSuite de One Health Capital con MindStream Analytics
One Health Capital se especializa en brindar apoyo de capital y una plataforma escalable de sistemas y servicios administrativos centralizados. Esto permite a las empresas aprovechar herramientas escalables, operar más allá su tamaño y centrarse en el crecimiento operativo sin verse agobiados por desafíos administrativos y de capital.
Desafío
One Health Capital enfrentó distintos desafíos en su proceso de presentación de informes utilizando NetSuite:
- Inclusión de Subsidiaria Adicional: La necesidad de informar utilizando una subsidiaria adicional que no estaba incluida originalmente en NetSuite planteó un desafío importante, ya que los metadatos básicos eran insuficientes para sus requisitos de presentación de informes.
- Funcionalidad básica de informes inadecuada: Sus necesidades de generación de informes superaron las funcionalidades básicas de SmartView, especialmente en términos de capacidades adicionales de formato y gráficos.
- Solicitudes de clientes altamente técnicas: El punto de contacto de One Health Capital poseía un conocimiento avanzado del sistema, lo que generó solicitudes de soluciones técnicamente específicas y consultas sobre funcionalidades más allá de lo estándar. Implementación de NetSuite Planificación y Presupuesto (NSPB).
Solución
MindStream Analytics implementó una serie de soluciones personalizadas:
- Capacitación personalizada en manipulación de metadatos: Proporcioné capacitación sobre cómo manipular metadatos y crear jerarquías alternativas para informar sobre subsidiarias adicionales.
- Creación de artefactos personalizados: Asistí en el desarrollo de formularios e informes específicamente diseñados para las necesidades de One Health Capital.
- Capacitación en creación de informes personalizados: Permitió al cliente utilizar la funcionalidad Nuevos informes para crear informes personalizados, incluidos gráficos y formatos avanzados.
- Transferencia de conocimientos de personalización avanzada: Realicé sesiones de transferencia de conocimientos para equipar al cliente con las habilidades para crear personalizaciones más avanzadas de forma independiente.
Resultado
El proyecto se completó con éxito con la entrega de:
- Funcionalidades e integraciones acordadas: Satisfizo las necesidades específicas de One Health Capital, particularmente en lo que respecta a la inclusión de subsidiarias adicionales en los informes.
- Alto Grado de Transferencia de Conocimiento: Empoderó al cliente para optimizar eficazmente el rendimiento y los resultados del software mediante el uso de funciones avanzadas.
- Uso de aplicaciones personalizadas: Permitió a One Health Capital adaptar NetSuite a sus requisitos de informes específicos, especialmente para las subsidiarias que inicialmente no formaban parte de la estructura de NetSuite.
Este estudio de caso demuestra la eficacia de un enfoque personalizado para la implementación de software. A través de la orientación experta y la capacitación avanzada de MindStream Analytics, One Health Capital no solo fue capaz de superar desafíos complejos de generación de informes, pero también adquirió la capacidad de desarrollar de forma independiente personalizaciones sofisticadas, mejorando significativamente su eficiencia operativa y capacidades de generación de informes.
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Case Studies
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Alterra
Alterra sought the expertise of MindStream to address the challenges they faced in their Capital Planning process.
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Avalon
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Bayer Health Care
Bayer Healthcare implemented Hyperion Planning and Workforce Planning in 10 weeks to dramatically streamline their Income Statement budget and Workforce Planning process..
BluEarth
MindStream Analytics' partnership with BluEarth Renewables epitomizes the power of technology and collaboration.
Celgene
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Cleaver Brooks
OneStream XF was chosen as the platform that would transform Cleaver-Brooks' Finance processes.
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Flanders
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Foley Products
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Harte Hanks
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Interface
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Kymera International
Thanks to Mindstream Analytics' assistance, Kymera was able to load all of their data into OneStream and validate it successfully.
MacLean Fogg
MacLean-Fogg partnered with MindStream, a leading implementor specializing in modernizing and optimizing enterprise systems.
MEPPI
MindStream's expertise and experience were sought to conduct a vendor selection initiative focusing on MEPPI's F2023 planning process.
OUAI
MindStream Analytics and OUAI's collaboration showcases the transformative power of strategic technological intervention.
Plaskolite
By migrating to OneStream, Plaskolite has achieved a material reduction in consolidation time and overall Financial Close cycle, eliminated the hours spent compiling and verifying data in Excel, streamlined its Planning, Budgeting and Forecasting model and delivered flexible and timely reporting that enables more strategic analysis of their financial data.
Redwire
Understanding the nuances of Redwire's challenges, MindStream Analytics devised a holistic approach to overcome them. The implementation of NetSuite was just the beginning.
Simon
Simon's existing corporate Hyperion Financial Management (HFM) production application was consolidating at a rate of seven hours, a performance issue causing great headache to corporate Accounting.
Source Code
The successful transition to OneStream revolutionized Source Code's financial reporting.
Subway
Subway collaborated with MindStream Analytics for the NetSuite Analytics Warehouse implementation.
UPenn
MindStream Consulting and AppCare team members are proud be working side by side with UPenn university in accomplishing this implementation and along with continuing our AppCare services after go-live.
USG
USG was an Oracle Hyperion customer realizing that it needed more specialized support for its various Oracle Hyperion applications.
Vantiv
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Versant Health
Versant Health engaged MindStream to help resolve the challenges they were experiencing with their consolidation, close, and financial reporting processes.
Virginia Spaceport Authority
The MindStream team implemented the Standard + Workforce NetSuite Planning & Budgeting.
WeWork
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WindStream
Innovative use of essbase to streamline and connect hyperion financial management for enhanced financial analysis.
XY Planning
MindStream Analytics, well-versed in addressing such challenges, presented a comprehensive Netsuite solution for XY Planning.