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NetSuite CaseStudies

Success StoryAutomated Workflow Process & Enhanced User/Customer ExperienceEnterprise Resource Planning (ERP)& Inventory Management TransformationFor a Leading rategy & ObjectivesSolutionsSolutions Implement a reliable, more scalablesolution with rapid deployment thanthe current QuickBooks, Expandablesystem, ERP roll-outs. Implementation of Netsuitemodules (Order to Cash,Procure to Pay, BasicManufacturing) End-to-end capabilities in ERP System should auto validatetransactions like sales orders basedon business validation rules and autoprocess return orders. All 3rd party systems likeCoupa, SFDC, SPSCommerce etc. have beenintegrated with Netsuite usingMule soft. Streamlined tracking process Data migration utilities fromExpandable to Netsuite NetSuite integrations have resolved theproductivity issues of client, whichproves to be highly beneficial for theorganization Custom Approval Routing processfor SO, PO Reporting and consolidation acrossSubsidiaries & locations used to be achallenge and often had severalmanual interventions. Multi-book accountingsystem Facilitating intercompany transactionsEnablers Middle ware was introduced to takecare of all integration aspects. Real time reports to identifyshipments, delays, StationActivations and Assembly of Items2Digital Capital DeliveredConsolidated and monitoredinternational subsidiary locations andfacilitated multi-currency transactionsGreater Visibility and control over Salesprocess & Finance reporting.Effortlessly managed internationalsubsidiary financesImprovement in visibility andSarbanes-Oxley (SOX) ActcomplianceBilling and tracking transparencyof sales process2Confidential – www.happiestminds.com

Success StoryEnterprise Resource Planning (ERP) &Inventory Management TransformationStrategy & Objectives Strong inventory management andcore operational modules Data migration from expensive BaanERP solution to NetSuite Salesforce integration with NetSuite Integration of payment with thethird-party application Tracking of shipping and billingprocess Seamless integration with currentdesign and production system Happiest Minds customized solutionfor implementing Goods and ServicesTax (GST)/Tax Deducted at Source(TDS)Solutions Implementation of NetSuite OneWorld Existing BAAN accounts are mappedto Netsuite cloud ERP solution Salesforce integration with Netsuite Configuration of GST along withharmonized sales tax (HTS)/servicesaccounting code (SAC) at the itemlevel Integration of third-party paymentgateway (Bellin) Seamless billing and paymentprocess Multi-book accounting systemFacilitating inter-companytransactionsFor a leading solar panelinstaller and provider ofadvanced single-axissolar trackersDigital Capital DeliveredConsolidated and monitoredinternational subsidiary locations andfacilitated multi-currencytransactionsSalespeople received exact details ascustomer relationship management(CRM) and ERP was integratedEnablers End-to-end capabilities inERP A well-defined migrationstrategy without any userdisruption Multi-subsidiary and multicurrency management All financials in NetSuiterolled-up to the parentcompanyPayment process integrationenabled better visibility ofpayment processingStreamlined order management,including shippingEffortlessly managed internationalsubsidiary financesFacilitated financial reportingand tax compliance in localcurrencies, including GST Data consistency acrossmultiple systems33Confidential – www.happiestminds.com

Automated Workflow Process & Enhanced User/Customer ExperienceSuccess StoryOperation & InventoryManagementFor a LeadingLuxurious furnitureproduct sellerDigital Capital DeliveredEasy management and notificationprocesses resulted in customer/vendorsatisfactionStrategy & ObjectivesSolutionsSolutions Automating workflow processes forlead management, applicationconversion, and contract update andstorage Regular updates/notifications forsales orders to customers/vendorsbased on order placing, fulfillment,and invoicing Order shipping notification forfulfilled order Multi-carrier tracking information NetSuite’s online customerforms to create leads andconvert them intocustomers/partners/vendors Mulesoft as middleware forinteracting with the userinterface (UI) and NetSuite Pacejet shipping and RFSMART fulfillment processintegration with NetSuite Narvar’s multi-carriertracking integration withNetSuite to place and trackthe fulfilled ordersReduced the number of customer carecontacts resulting in an increased focuson proactive selling/design adviceEnablers Online catalog request, order creation,and billing process NSPOS Integration Enhanced user interface Streamlined tracking process Transparent pre-purchase and postpurchase experiences4Simultaneous notification systems fordifferent stakeholders (salesrepresentative, customer relations andvendors)High fulfillment of sales ordersBilling and trackingtransparency of sales process4Confidential – www.happiestminds.com

Success StoryFor an informationand communicationsolutions providerEnterprise Resource Planning (ERP)& Inventory ManagementTransformationStrategy & ObjectivesSolutionsSolutions Implement a reliable, more scalablesolution with rapid deployment thanthe current ERP system Consolidate across subsidiaries, whilemanaging 10,000 customers Integrate Electronic Data Exchange(EDI) system with Netsuite application Migrate data to NetSuite for astandard process to be followed in thesales team across multiple regions(USA, EMEA, and APAC) Seamless reporting andconsolidation acrosssubsidiaries/sales Region/locations Create a pricing solution based onsubsidiary/location/region Implementation of coreoperational modules inNetsuite Integration of EDI systemswith Netsuite using MuleSoft Seamless data migration fromBaan to Netsuite Logical inventory solutionfor faster shipping anddeliveries Instant inventory updates tofacilitate quickordering/shipment processes Customized solution tosuggest prices based onsubsidiary/location/regionDigital Capital DeliveredReal-time consolidation across threesubsidiariesBuilt-in support for over 10currencies, 10 payment formats,20 languages, and financialconsolidationEnablers Core modules for all back-end businessprocesses such as accounts receivables,accounts payable, invoicing, bills’reconciliation, accounting, and financialreporting Seamless data migration from multiplelegacy systems into Netsuite to providehistorical records NetSuite customization capabilitiesenabled the system to suggest pricingbased on subsidiary/regions/locationsand facilitated corporate advantage Logical solution enabled the companyto maintain inventory, ship assembliesquickly Middleware (MuleSoft) was introducedto take care of all integration aspects5End-to-End process visibility acrossmultiple subsidiaries/departments/locations, in conjunction withanalytics deploymentGreater visibility and control oversales process and pricingManaged EDI mapping andsignals across Netsuite5Confidential – www.happiestminds.com

Success StoryBusiness Process Modernization & CustomizationScalable Solution &End-to-End CapabilitiesStrategy & ObjectivesSolutionsSolutions Scalable single system to cater tocurrent and future needs withcustomization capabilities formodeling software to client’s businessneeds Seamless and consistent data acrosssystems Tracking of customer relationshipmanagement (CRM) activities,covering aspects such as campaignmanagement, lead, prospect,opportunity, and quote to order Tracking of customer contract,billing schedule, and projectsaccounting seamlessly Oracle NetSuite offered a unifiedplatform for end-to-end visibilityacross the business Happiest Minds implemented anend-to-end Enterprise ResourcePlanning (ERP) solution in recordtime for business functionalities,including CRM, order management,procurement, inventory andfinancials Creation of multiple fiscal calendarsfor multiple subsidiaries Creation of multiple keyperformance indicators (KPIs) anddashboards to gauge performanceover timeFor a Global Manufacturerof Industrial LightingSolutionsEnablers End-to-end capabilities inERP Web-based agency detailsalong with their commissionswere integrated withaccounting, inventory andother key business processes Data consistency acrossmultiple systems KPIs provided a broader viewof business performance andhelped make informeddecisions6Digital Capital DeliveredBusiness operations streamlinedonto NetSuite’s unified platform,integrating CRM, ERP andEcommerce processesOracle NetSuite’s modern Cloudsolution aligned well with client’sfocus on IT innovation andmodernizationEasy customization allowed theclient to shape Netsuite to best fittheir needsAutomatic shipments andautomatic fulfillments replacedmanual entry with scriptingNetSuite, MuleSoft and Okta todevelop single sign-on (SSO)for the partner to create quotesand ordersImprovement in visibility andSarbanes-Oxley (SOX) Actcompliance6Confidential – www.happiestminds.com

Success StoryAutomated Lead Management & Online Order ProcessingLead, Order and BillingCycle ManagementFor a Leading SolarHome SolutionsProviderDigital Capital DeliveredSmooth, automated partner onboardingprocess resulted in over 1000 partnersonboardingStrategy & Objectives Online automated workflow process forlead management, applicationconversion, and contract update as wellas storage Online order creation and billing process Regular updates/notifications for salesorders to partners/customers based onorder placing, fulfillment, and invoicingSolutionsSolutions NetSuite’s online customerforms for creating leads andconverting them intopartners/customers MuleSoft as middleware forinteracting with user interface(UI) and NetSuite NetSuite, MuleSoft, and Okta todevelop single sign-on (SSO)for the partner to create quotesand orders Magento and NetSuite to place,track and bill sales orders VOIP(8by8) for cloud basedvoice and unifiedcommunications for businessesEnablers DocuSign for transaction managementservices (contracts)High fulfillment of sales orders, as well astheir billing and tracking Enhanced user interface Automated partner onboarding Automated workflow process7Organized maintenance of contractdocuments (contracts)Simultaneous notification systems fordifferent stakeholders (salesrepresentative, customer relationsand partners)7Confidential – www.happiestminds.com

Success StorySupport and Maintenance for Inventory, Order Management and RoleManagementEnterprise Resource Planning (ERP)& Inventory ManagementTransformationFor a Largest E-commerceMerchandiser ofconsumer electronics andgamingBetter User Roles and PermissionmanagementStrategy & ObjectivesSolutions Scalable approach to resolveinventory and Finance on demandtransactions Configure custom field andrecords Compliance for user accessmanagement Configure user roles andpermission set up andtraining. Inventory transactions andreconciliation b/w multiple application Maintenance of User credentials andsystem administration for roles andpermission and email alerts Reporting and consolidation acrossSubsidiaries & locations Automating Approval workflow,Order Fulfillment and Cash sales Streamline messages/script exchangesacross multiple application Save Search and reports forAP, AR and Procurement Month End Activities andsupport for fallouts if any Inventory transaction andreconciliation betweenWarehouse and NetSuiteDigital Capital DeliveredEnablers Automated Bank Reconciliationreporting across applications Real time reports to identify fallouts ofmissing SO, Cash Sales and Fulfillments UAT testing streamlined with othercloud applications for upgradesGreater Visibility and controlover Transactional issue viareport Management.Consolidation of SubsidiariesFinance & inventorytransaction across locationsAutomated Bank Recon,Inventory Count saves more timeand effort Automated SuiteFlow Approval8Confidential – www.happiestminds.com