NetSuite PB
Oracle NetSuite Planning and Budgeting (NetSuite PB) is used by companies worldwide to meet organization-wide business planning needs. It is designed to address a wide variety of financial, sales, contractual, and operational planning and is accessible through Web or Microsoft Office interfaces. It is designed for a variety of industries including Software, Agencies, Services, Nonprofit, Wholesale Distribution, Manufacturing, and Retail.
Key Benefits of NetSuite PB include:
- No hardware or IT investments
- Fully customizable and owned by Lines of Business
- Migrate from disconnected planning tools and spreadsheets
- Work with the latest version of the software
- Multiple environments and global data centers for deployment
- Low cost and time to implement.
As a part of SuiteSuccess , NetSuite PB offers two versions, Starter and Premium, providing a solution that best suits your business needs and budget. It features tools for operational expense planning, capital expense planning, personnel planning, revenue planning, and financial statements, along with interactive dashboards and multi-currency support.
STREAMLINE COMPREHENSIVE CAPEX PLANNING
NetSuite PB CapEx planning enables the management, prioritization, and planning for capital expenses and its impact on overall expenses and financial statements. You can create a model of your organization's capital expenses and provide an effective way for decision-makers and managers to communicate throughout the request, justification, review and approval process.
SIMPLIFY TRAVEL AND EXPENSE PLANNING
NetSuite PB Travel and Expense Planning provides a friendly, structured set of processes to help you easily build and maintain travel and expense plans keeping your business strategy aligned with your implementation plans by using built-in intelligence and analytic power.
AUTOMATE ALLOCATIONS OF INDIRECT EXPENSES
NetSuite PB provides the ability to automate indirect expense allocations giving you the added insight needed in your planning process, understand true profitability, and help you more effectively map financial and operational data together by provides a central hub for automating all allocation-based business processes.
SIMPLIFY COMPLEX OPEX PLANNING
NetSuite PB enables flexible driver-based planning to help connect your operational assumptions to financial outcomes and supports a hierarchical planning process that encompasses both corporate finance and lines of business within your organization.
STRATEGIC WORKFORCE PLANNING
NetSuite PB simplifies workforce planning and related expenses, such as headcount, salary, and compensation planning by aligning the needs and priorities of your organization with those of the workforce to ensure organizational objectives are met.
INTEGRATE FINANCIAL STATEMENT PLANNING
NetSuite PB integrated Financial Statement Planning for SuiteSuccess gives you the ability to plan, budget and forecast Revenue, Expense, Balance Sheet and Cash Flow faster, in more detail, with more accuracy and insight.
ENABLE DYNAMIC MODELING, ANALYSIS AND BI-DIRECTIONAL INTEGRATION WITH SMART VIEW
NetSuite PB provides comprehensive integration, including single-click refresh, with Microsoft Office tools such as Microsoft Outlook, Excel, Word and PowerPoint with Smart View for Office. You can use Excel as the environment for slicing and dicing data and ad-hoc modeling. Common planning actions, such as spreading and allocation, are available within Microsoft Excel.IMPROVE FORECAST ACCURACY WITH PREDICTIVE PLANNING
NetSuite PB Predictive Planning allows users to optimize planning and forecasting estimates with a rigorous, pre-built statistical modeling engine. With a few clicks, Predictive Planning will collect historical data, match it to industry-standard statistical models and generate a dashboard, offering predictions for future results and enabling users to apply predicted values directly into their plan or forecast.
EMPOWER EFFECTIVE DECISION-MAKING WITH POWERFUL REPORTING CAPABILITIES
NetSuite PB provides comprehensive reporting and analytics for management, narrative and regulatory reporting. The drag-and-drop report builder puts powerful, yet easy-to-use, web-based reporting into the hands of finance and business managers providing a secure, collaborative, process-driven approach for defining, authoring, reviewing and publishing financial and management reports.
Partner SpotLight
NetSuite SuiteSuccess offers a pathway for businesses to succeed by engaging with them continuously throughout their lifecycle. NetSuite delivers a unique set of processes, activities, and systems designed to deliver rapid value. Customers are equipped to make the most of their NetSuite investment quickly and are able to expand towards next-generation solutions to meet changing business needs.
Our Company
MindStream Analytics' senior staff was there at the birth of Business Intelligence. We have been part of building Business Intelligence nationally from its humble niche product status to the ubiquitous analytic tool that it is today. MindStream consultants are well versed in reporting and information management and are ready to help you leverage the power of multiple tier-1vendors. From Oracle Hyperion to IBM Cognos, we can help you select and integrate the right tools for you to better understand your information. MindStream Analytics has experience across a wide variety of industries: Business Services, Consumer Products, Energy, Financial Services, Healthcare, Manufacturing, Transportation , and Telecommunication. We have the depth and breadth of experience to help you deliver actionable information to users.
Case Studies
Accumen
Thanks to the intervention of MindStream Analytics, Accumen's Finance department can now model their business with a new, more organized structure that isn't conventionally available in NetSuite.
Acme Brick
Acme Brick turned to MindStream Analytics for help implementing OneStream to replace their outdated TM1 solution.
Alterra
Alterra sought the expertise of MindStream to address the challenges they faced in their Capital Planning process.
ATCO Group
Energy conglomerate ATCO operates worldwide in utilities, power generation, and related services.
Avalon
Working with MindStream Analytics, Avalon Healthcare Solutions adopts NetSuite Planning and Budgeting to accelerate budgeting and forecasting processes.
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
An Oracle Hyperion Planning Upgrade provides multi-national organization Hyperion Application optimization and stabilization.
Cleaver Brooks
OneStream XF was chosen as the platform that would transform Cleaver-Brooks' Finance processes.
CoorsTek
The collaboration between CoorsTek and MindStream resulted in significant improvements in CoorsTek's financial consolidation and reporting processes.
Elite Body Sculpture
MindStream Analytics' collaboration with Elite Body Sculpture encapsulates the transformative potential of targeted tech solutions in streamlining administrative processes.
Enlyte
Enlyte, a merger of Mitchell, Genex, and Coventry, faced challenges with disparate financial solutions and the need for combined reporting.
Flanders
MindStream Analytics collaborated with Flanders to implement OneStream Consolidation and Reporting solution.
Foley Products
Foley Products was facing a significant challenge with its Excel-based actual management reporting system.
Harte Hanks
The collaboration between MindStream Analytics and Harte Hanks culminated in a highly customized, user-friendly NetSuite implementation.
Interface
Interface used a complex, manual, excel-based FP&A process for monthly review, and the summary data was loaded in OneStream.
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
Dividing a hyperion planning application, expanding the hyperion footprint to forecast on the business? Customer categories.
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
MindStream Analytics determined that the best solution was to implement Oracle Essbase Cloud as part of the Oracle Analytics Cloud (OAC) platform-as-a-service
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.