CloudExtend’s Excel application for data management has allowed Access Intelligence to reduce the amount of time spent on manual CSV uploads by up to 20%
Marketing & Communications
CloudExtend Excel for NetSuite
We needed a better solution than manual CSV uploads. Now a few hours’ job with CloudExtend becomes 10 minutes or so. Annually, we’ve reduced the amount of time we spend on these tasks by up to 20%.
Headquartered in the United Kingdom, the Access Intelligence Group provides high-quality SaaS products for the marketing and communications industries. By combining AI technologies with human expertise, Access Intelligence analyzes data and creates insights into what impacts organizations and their key audiences. Their product portfolio includes Isnetia, Pulsar, Vuelio, and ResponseSource.
A long-time NetSuite user, Access Intelligence continually looks for ways to improve their many financial and accounting processes. After several years of finance spending the bulk of their time on highly repetitive reconciliation tasks using CSV uploads their team asked for a better solution.
Despite being primarily a SaaS product provider, Access Intelligence also serves a group of customers who purchase one-off products. This necessitated manually creating a list of all these customers each month, including how much each had spent, which products they purchased, and in what month. The report could be hundreds of lines. Following the manual report creation, the team then had to upload the information to NetSuite via CSV, a process that inevitably failed multiple times. Once the upload was finally complete, more manual work was required to split out sales orders and invoices and update individualized due dates based on direct debit payments.
[There’s] a lot less time spent doing quite repetitive, mundane tasks within NetSuite … which is empowering. It means less boring work, and hopefully, more time doing the more interesting stuff.
Finance’s main request was that the solution be something incredibly simple to leverage. If a solution looked good on paper but was too complicated to integrate or learn, they knew the team would not use it. Simplicity was key, which prompted the team to look at CloudExtend. With an intuitive set-up that was easy to learn, the team began running processes through CloudExtend right away, adding the ability to bulk approve supplier bills and make adjustments at year-end, in addition to skipping CSV uploads in favor of using CloudExtend to create sales orders and invoices. Monthly reconciliation processes have been reduced from a multi-hour process to a 10-minute task, with other process times halved, resulting in an annual time savings of 10 – 20 percent.
The Bottom Line
With enthusiastic approval from the finance team, Access Intelligence selected CloudExtend Data Management for NetSuite as their solution for updating NetSuite records. Using CloudExtend, the team is now able to take data from NetSuite and transform it into new reports and different ways of visualizing data that are not otherwise natively supported. CloudExtend empowers the team with an additional understanding of how data is stored and how it can be used in other programs for ultimate usability and insight.
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