BluEarth Renewables Case Study

Case Study

Client Name:

BluEarth Renewables

Industry

Energy

Solution

NetSuite
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BluEarth Renewables Streamlines Budget Management with NetSuite and MindStream Analytics

BluEarth Renewables

BluEarth Renewables is a growing renewable energy company with multiple sites and subsidiaries. As the business expanded, the finance team needed a better way to manage budgeting, consolidate results, and improve reporting across the organization.

BluEarth Renewables needed a planning and reporting framework that could keep pace with how the organization actually operated. That required clearer structure, stronger automation, and a process that people across the business could use with confidence.

MindStream Analytics focused on building a solution that improved everyday usability while also creating a better long-term finance foundation for budgeting, forecasting, and analysis.

The Challenge:

BluEarth faced increasing complexity in budget management as multiple subsidiaries, sites, budget owners, and reviewers created delays and inconsistencies in reporting.

Difficulty consolidating and reporting budget results across multiple subsidiaries and sites. This made it harder for the team to move quickly and consistently from raw inputs to useful reporting and planning outcomes.

Fragmented review and approval processes created inconsistencies and delays. This made it harder for the team to move quickly and consistently from raw inputs to useful reporting and planning outcomes.

The finance team needed stronger automation and real-time reporting to support faster decisions. This made it harder for the team to move quickly and consistently from raw inputs to useful reporting and planning outcomes.

As the business evolved, BluEarth Renewables needed a more dependable process that could support better visibility, cleaner workflows, and faster decision-making.

Difficulty consolidating and reporting budget results across multiple subsidiaries and sites.
Fragmented review and approval processes created inconsistencies and delays.
The finance team needed stronger automation and real-time reporting to support faster decisions.

The Solution

NetSuite

MindStream Analytics implemented a structured budgeting solution with NetSuite integration, security by subsidiary, and immediate post-approval reporting.

Implemented automated NetSuite integration to bring in actual data in real time. This step helped align the solution more closely with the business and reduced the reliance on fragmented or manual workarounds.

Set up workflow and security by subsidiary so budget owners could manage responsibilities more effectively. This step helped align the solution more closely with the business and reduced the reliance on fragmented or manual workarounds.

Enabled immediate reporting once budget submissions were approved. This step helped align the solution more closely with the business and reduced the reliance on fragmented or manual workarounds.

Trained BluEarth’s team to independently manage settings, forms, reports, hierarchies, and valid intersections. This step helped align the solution more closely with the business and reduced the reliance on fragmented or manual workarounds.

By designing the solution around how BluEarth Renewables needed to operate, MindStream delivered more than a technical implementation. The engagement created a planning environment that was easier to manage, easier to trust, and better suited for future growth.

Key solution components included:

Implemented automated NetSuite integration to bring in actual data in real time.
Set up workflow and security by subsidiary so budget owners could manage responsibilities more effectively.
Enabled immediate reporting once budget submissions were approved.
Trained BluEarth's team to independently manage settings, forms, reports, hierarchies, and valid intersections.

The Result

The new process improved budget management and gave BluEarth’s team more autonomy, while also laying the groundwork for a broader Phase II expansion.

Reduced lag time in budget reporting and approvals. In day-to-day use, that meant stronger visibility, more timely analysis, and better support for financial decision-making.

Improved control and visibility across multiple subsidiaries and sites. In day-to-day use, that meant stronger visibility, more timely analysis, and better support for financial decision-making.

Enabled the internal team to manage important configuration changes independently. In day-to-day use, that meant stronger visibility, more timely analysis, and better support for financial decision-making.

Created a foundation for future enhancements, including balance sheet reporting by site. In day-to-day use, that meant stronger visibility, more timely analysis, and better support for financial decision-making.

Overall, the project helped BluEarth Renewables move from a more limited or manual process to a stronger operating model for planning, reporting, and finance collaboration.

Reduced lag time in budget reporting and approvals.
Improved control and visibility across multiple subsidiaries and sites.
Enabled the internal team to manage important configuration changes independently.
Created a foundation for future enhancements, including balance sheet reporting by site.

Why integrate NetSuite with budgeting?

Integrating NetSuite with budgeting helps finance teams work from current actuals, reduce manual updates, and improve reporting accuracy.

What is subsidiary-level security?

Subsidiary-level security restricts access based on organizational structure so users only see and manage the data relevant to their responsibilities.

What are valid intersections in planning?

Valid intersections define which combinations of dimensions are allowed in a planning model so data entry and reporting stay clean and accurate.

Why is immediate reporting useful?

Immediate reporting helps decision-makers review approved budget data faster and act on changes without waiting for manual report generation.