Harte Hanks Case Study

Case Study

Client Name:

Harte Hanks

Industry

Services

Solution

NetSuite

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Harte Hanks Translates Complex Requirements into NetSuite with MindStream Analytics

Harte Hanks, a global marketing and customer care agency, needed a NetSuite solution that could handle complex reporting needs and a consultant transition mid-project. MindStream Analytics stepped in to stabilize the engagement and deliver a more customized, usable implementation.

The Challenge:

The project involved missing segment identifiers in transactions, shifting ownership from another consultant, and expectations that the new platform would replicate all legacy local budgeting processes.

Some transactions needed to be mapped to structures that did not exist in NetSuite.

MindStream had to take over the project midstream from another consultant.

Client expectations around replacing all legacy local budgeting behavior needed to be managed carefully.

The Solution

MindStream addressed the project with a structured approach focused on data accessibility, consultant transition planning, and prioritization of agreed deliverables.

Key solution components included:

Found ways to extract necessary data through saved searches and transaction field updates.

Worked closely with Harte Hanks' development team to align NetSuite outputs with desired results.

Managed a smooth transition from the prior consultant without disrupting operations.

Prioritized original deliverables while leaving room for future refinements and expansion.

The Result

The engagement resulted in a highly customized and more user-friendly NetSuite implementation that improved confidence, usability, and alignment with the client’s operational needs.

Integrated the agreed-upon data into the NetSuite solution more cleanly.

Improved the overall daily usability and navigation experience for users.

Maintained a positive implementation relationship despite mid-project transition complexity.

Created a workable foundation for future expansion beyond the original scope.

What are NetSuite saved searches?

NetSuite saved searches are reusable queries that help users extract and analyze business data for reporting, workflows, and integrations.

Why is consultant transition important in ERP projects?

A smooth consultant transition helps preserve project continuity, reduce disruption, and protect business knowledge built during implementation.

What does customization in NetSuite mean?

Customization in NetSuite means adapting fields, reports, searches, workflows, or logic so the system better fits business requirements.

Why prioritize agreed deliverables first?

Prioritizing agreed deliverables first helps teams maintain momentum, reduce scope risk, and ensure the project delivers core value before expanding further.