PBCS NetSuite

What is PBCS NetSuite?

PBCS NetSuite is an enterprise performance management (EPM) solution used by organizations globally to meet corporate-wide business planning needs. It was created by Oracle to address a wide variety of financial, sales, contractual, and operational planning use cases across multiple industries, and is accessible via rich interfaces through Web or Microsoft Office.

Some key business advantages of migrating to PBCS NetSuite include:

  • No hardware or IT investments
  • Fully customizable and owned by Lines of Business
  • Migrate from disconnected planning tools and spreadsheets
  • Work with the latest version of the software
  • Multiple environments and global data centers for deployment
  • Low cost and time to implement
  • Customizable to your specific business need

In most organizations, planning and budgeting using spreadsheets results in less collaboration, more inefficiency, and is highly error-prone. PBCS NetSuite facilitates both company-wide and departmental planning with modeling capabilities, approval workflows, and reporting within one collaborative scalable solution. Sales and operationally driven strategic plans can be linked to long-term and near-term financial plans. The solution uses a powerful calculation engine that can accommodate a wide range of business logic with fast in-memory aggregation and instant analysis and reporting.

The essential features of PBCS NetSuite for Financial teams are:

  • Intuitive, role-based web and MS Office interfaces
  • Flexible driver-based what-if modeling capabilities
  • Built-in financial intelligence and spreading logic
  • Built-in commentary and annotation capabilities
  • Flexible workflow and plan management capabilities
  • Robust reporting and ad-hoc analysis with formatting and charting support

Today, demand can be volatile, costs can fluctuate, and your business landscape can change often. NetSuite PBCS enables the ability to stay ahead of your competition by understanding volatility and modeling financial and operational changes quickly using flexible assumptions. It uses sophisticated modeling techniques, predictive analytics , multiple what-if scenarios, and rolling forecasts to minimize business uncertainty.

The PBCS NetSuite interface allows users easy access to view plans and reports on the web or their mobile devices. Robust dashboard and report creation capabilities are built-in for streamlined access to information. PBCS NetSuite also offers comprehensive integration with Microsoft Office tools such as Microsoft Outlook, Excel, Word, and PowerPoint with Smart View for Office.

The benefits of Smart View include:

  • Quickly navigate plan versions and details in Excel
  • Full ad-hoc and free form analysis capabilities
  • Report creation in Excel, Word, and PowerPoint
  • Data access from multi-dimensional sources
  • Create unique data perspectives for users
  • Dynamically refresh Office documents with a single click
  • Support for highly formatted grids in Microsoft Excel

You can use Excel as the environment for adding custom members on the fly, slicing and dicing data, and ad-hoc modeling. Users can also create data grids incorporating Excel formulas and formats. Common planning actions, such as spreading and allocation, are available within planning data grids rendered within Microsoft Excel. Finally, reports and dashboards that display plan, forecast, and actual data can be created in minutes, and any change made to versions are instantaneously reflected.

MindStream Analytics is a NetSuite preferred implementation partner that has worked with over 100 clients of various sizes and industries. Our success is built on long-term trusted relationships because we emphasize value, integrity, transparency, and communication.

Our team of consultants offers functional and technical knowledge and expertise in performance management and analytics solutions including planning, budgeting, and forecasting; cloud migration; application customization ( PBCS NetSuite Premium Edition ); and follow-the-sun application support with our award-winning AppCare Managed Services .

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