Our Suggested Solution

Challenges

• Shipments, orders, inventory, and pricing were previously distributed within different NetSuite reports, which were the key customer lifecycle information.
• Data was to be consolidated manually in spreadsheets which required hours of effort by teams.
• It was error-prone, reactive, and slow which gave unequivocal insights.
• There was no real time visibility hence it was not easy to respond to customer queries in time.
• The sales and service teams were not used to a single source of truth, which influenced the decision-making and productivity.

Solution

• Custom NetSuite Report: Created a customer dashboard in NetSuite.
• Four-in-One Data View containing interactive tabs of:
  • Shipments – live tracking of purchase orders.
  • Open Orders – very specific sales orders that include pricing, terms and parts.
  • Inventory – fine detail description of stock, lot number, age and quantity.
  • Quarterly Pricing – centralized item pricing in order to be quoted correctly.
• Real-Time Intelligence: Dashboard is updated in real-time upon a customer being selected.
• Easy to Use Interface: Non-technical users can sort and search tables.
• One-Click Export: The whole data can be exported into a single excel to share or analyze it.

Results

• Better Customer Service: They will respond to order and inventory questions more quickly and more precisely.
• Operational Efficiency: Minimized manual reporting, and created time to work on strategies.
• Increased Sales Productivity: Sales reps get up to date data to handle deals and pricing.
• Accuracy and Rapidity of Data: Teams are based on one, automated source of truth, rather than inaccurate spreadsheets.

Conclusion

With the implementation of a dynamic NetSuite customer dashboard in place of disjointed reports and manual spreadsheet, TechlyCodes provided a consolidated real-time perspective of business-specific key data. Not only it made operations easier, but it also allowed sales and service employees to make quicker decisions and build more robust customer relationships, as they could get instant insight. The project shows how TechlyCodes transforms NetSuite into a highly effective business enabler – which helps to generate efficiency, accuracy, and a competitive edge.