What exactly is a “Deep Dive Discovery Call” and why can't I simply skip it? Good question!

Using NetSuite’s saved searches feature is one of the easiest and most effective ways to segment data and create custom reporting without requiring a technical background.  Not only can you harness both standard and custom field values as search criteria and in search results, but you can also use formulas and SQL statements to include calculated values within your searches.  In this post, I’ll share five of my favorite ways to use formulas to make your searches even more powerful – including tricks for generating dynamic links within searches, adding custom highlighting on individual text values, consolidating values into a single column, and more.

The other day I was scrolling through my news feed and an article by ZD Net caught my eye - Under Armour cites change management woes with SAP implementation as digital transformation stumbles. It covered the financial shortfall and some of the reasons Under Armour is in the position they are in today. One of the larger issues that lead to Under Armour’s current business challenges was the lack of change management planning and execution as they moved to a new enterprise resource planning (ERP) system.

There are a number of reasons for attending conventions, expos, trade shows and so forth, but one thing is for certain - you are there with a purpose. Whether you are there to learn, looking for partnerships, searching for a solution, etc., you should have some questions ready for vendors that you encounter. This way, you can get the most of our your time and money. Keep in mind that their answers are not always what you seek.

Any program (system, application, service, etc.) that has ever existed, big or small, was created with a purpose - to solve a problem. But, as your company grows, evolves, and adapts to industry changes, your needs change. And as your needs change, so do your problems.

What value is your project manager (PM) bringing to your projects? 

All Dressed up and Nowhere to go?

Sometimes running a business can feel like that. Especially if you’ve got a good one.

You’ve got a Solid Mission, Product, Team, and Systems to deliver an amazing customer experience, but not enough customers to impact. What’s worse is they don’t seem to understand the difference between you and your lower-priced, lower-quality competitors.

If you’re in the wholesale and distribution industry, you’ve probably come across the need to track warranty claims against a product or part that has been sold.  But this process can be complicated and be even more so depending on the unique ways your company and perhaps, product line, requires.

NetSuite’s saved search feature is a powerful tool that allows you to create customized reports based on your unique criteria.  Saved searches can be created for standard record types as well as custom records, and can even use formulas and SQL statements to accommodate more complex criteria or display more dynamic results. 

CFO’S, Controllers and managers have a lot on their plate.  Managing a business is a challenge on its own.   Imagine running a business without data or information that helps provide a basis for change.  Not having a solid financial reporting structure in your business will prevent you from making the necessary changes, or in some cases, from preventing significant losses.  The same can be said with too much data or “information overload” when that information is not meaningful to your business.