Case Study
Enlyte Unifies Reporting Across Merged Companies with OneStream and NetSuite
Enlyte, formed through the merger of Mitchell, Genex, and Coventry, needed a more unified reporting environment across companies using different financial solutions. MindStream Analytics helped Enlyte bring data together with OneStream and NetSuite integration.
The Challenge:
Enlyte needed combined reporting across three merged companies that were using different CPM and planning solutions, creating fragmentation in management reporting.
The merged companies relied on different financial planning and reporting platforms.
Management reporting needed to be unified across the combined organization.
The business needed a reliable way to integrate both metadata and data from NetSuite into OneStream.
The Solution
MindStream proposed a phased OneStream rollout that started with management reporting and included a direct integration between NetSuite ERP and OneStream.
Key solution components included:
Implemented a phased adoption and rollout of OneStream for management reporting.
Built a direct connect integration between NetSuite ERP and OneStream.
Used NetSuite saved searches to support metadata and data integrations across companies.
Expanded the solution with additional features such as Books and Parcel Service for batch reporting.
The Result
Enlyte successfully established a more unified reporting framework and created a solid foundation for future phases focused on planning and consolidations.
Rolled out OneStream successfully for management reporting.
Consolidated financial information from three merged companies.
Established a reliable NetSuite Direct Connect for data and metadata feeds.
Created momentum for future planning and consolidation phases.
What is a phased OneStream rollout?
A phased OneStream rollout introduces capabilities step by step, helping organizations reduce risk while delivering value earlier.
Why unify reporting after a merger?
Unified reporting after a merger helps leadership see consolidated performance, reduce fragmentation, and improve decision-making across the combined business.
What are NetSuite saved searches?
NetSuite saved searches are reusable queries that help extract filtered business data for reporting, automation, and integrations.
What is management reporting?
Management reporting provides internal stakeholders with financial and operational insights used to guide planning and business decisions.