One Health Capital Case Study

Case Study

Client Name:

One Health Capital

Industry

Health Care

Solution

NetSuite Planning and Budgeting
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Find out more about One Health Capital's NetSuite Planning and Budgeting project?

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One Health Capital Expands NetSuite Reporting Flexibility with Advanced Customization

One Health Capital wanted reporting in NetSuite to support structures and presentation needs beyond the standard configuration. MindStream Analytics delivered tailored reporting enhancements and hands-on knowledge transfer to help the team extend NetSuite Planning and Budgeting more effectively.

The Challenge:

Basic metadata and out-of-the-box reporting tools were not enough to support One Health Capital’s subsidiary reporting and formatting requirements.

The organization needed to report on an additional subsidiary not originally included in NetSuite's structure.
Standard Smart View functionality did not fully meet advanced formatting and graphing needs.
The client requested highly technical solutions and deeper customization enablement.

The Solution

MindStream combined customization support with training so One Health Capital could solve immediate reporting needs and independently build on the platform over time.

Key solution components included:

Provided training on metadata manipulation and alternative hierarchy creation for expanded subsidiary reporting.
Built custom forms and reports tailored to the client's requirements.
Enabled use of New Reports functionality for advanced graphs and formatting.
Delivered knowledge transfer sessions focused on deeper NetSuite Planning and Budgeting customization.

The Result

The engagement gave One Health Capital both the reporting outputs it needed and the internal knowledge to keep evolving the solution independently.

Delivered the agreed reporting functionality and integration outcomes.
Enabled reporting for subsidiaries outside the original basic NetSuite structure.
Increased internal capability through advanced customization knowledge transfer.
Improved flexibility in how the organization adapts NSPB to specific reporting needs.

What was the main goal?

The main goal was to extend NetSuite reporting beyond standard structures and formatting.

Why were alternative hierarchies useful?

They made it possible to report on added subsidiaries more effectively.

Was training part of the project?

Yes, knowledge transfer was a major deliverable.

What improved most?

Reporting flexibility and the client's ability to self-serve advanced customizations improved most.