Case Study
Empowering Sonex Health’s Finance Department with Automated Solutions by MindStream Analytics
As a prominent player in the healthcare industry, Sonex Health operates at the intersection of innovation and patient care. Its finance department plays a central role in supporting that mission, yet key financial processes had long relied on manual work centered around Excel workbooks.
That spreadsheet-heavy approach made reporting more time-consuming than it needed to be and limited the team’s ability to scale insight efficiently. Sonex Health partnered with MindStream Analytics to modernize the finance function with automated planning, stronger reporting, and more advanced analytical capabilities.
The goal was not simply to save time, but to create a more capable and data-driven finance environment that could support better decisions across the organization.
The Challenge:
Before the engagement, Sonex Health’s finance team faced several challenges tied to manual reporting and limited analytical infrastructure. Heavy reliance on Excel slowed reporting cycles, increased effort, and made it harder for the team to shift focus toward higher-value analysis.
At the same time, the organization wanted to expand its use of KPIs and analytics so it could better understand business performance and support strategic decision-making with greater confidence.
The Solution
MindStream Analytics responded with a multifaceted solution centered on NetSuite Planning and Budgeting. By implementing NSPB, MindStream introduced the automation Sonex Health was seeking, reducing manual effort and improving process efficiency throughout reporting and planning activities.
The engagement also included standard reporting, KPI development, and analytics capabilities that gave the finance team a stronger framework for business analysis. Just as importantly, MindStream trained the Sonex Health team to develop and customize additional KPIs and analytics reports, helping the organization build long-term self-sufficiency rather than depending solely on outside support.
This combination of technology, reporting design, and enablement positioned the finance department to work faster while also extracting more value from its data.
Key solution components included:
The Result
The results were transformative for Sonex Health. Reporting became significantly more streamlined, reducing the time and effort previously required to complete manual finance processes. That efficiency gain gave the team more capacity to focus on analysis instead of repetitive preparation work.
Beyond reporting efficiency, the organization gained enhanced analytical capabilities through new KPIs and stronger visibility into financial and operational performance. With better access to timely, structured information, the finance team could make more informed, data-driven decisions and contribute more strategically to the business.
Sonex Health responded positively to both the reporting improvements and the development of its analytics capabilities. The project demonstrated the value of moving from traditional manual processes to a more automated and insight-driven planning model.