As a NetSuite Alliance Partner, Allied Cloud Solutions provides assistance with implementation, customization, support, training and third-party platform integrations. The process of migrating multiple or even a single system to NetSuite requires careful and diligent planning, thorough analysis, and documentation of the current business processes. With deep experience on the NetSuite platform, ACS can assist in all areas.

ACS provides all of the services required for a full implementation of NetSuite and migration from virtually any other system. Services included analysis of your current system, design of your NetSuite account, and the “go live” process.
CORE FEATURES

  • Financials
  • Client Relationship Management
  • Inventory
  • Retail, eCommerce
  • Customer/Donor Management
  • Cash/Gift Management
  • Sales Prospecting and Fund Raising
  • Marketing
HOW DOES THE PROCESS WORK?

Migrating from existing systems requires planning, preparation and patience. In short, we will prepare your NetSuite account for migration, set up your Chart of Accounts, and capture your financials and other data (customers, vendors, inventory etc.,) from your current financial system and others you are migrating.

The go-live process entails setting your Balance Sheet and entering all transactions in NetSuite and your current system for at least one month. We provide all of the necessary services and training to ensure the process is a painless and successful for you and your team as possible.

ACS has migrated millions of records, including financial data, inventory, and customer and vendor details. Over the years we’ve developed advanced expertise, dealing with the most complex data migration scenarios.
DATA SOURCES

  • QuickBooks Online, Desktop and Enterprise
  • MAS 90
  • Microsoft Dynamics
  • SAGE
  • eTapestry, GiftWorks, Abila, Salesforce
  • ZenCart
  • Microsoft Access
  • Constant Contact
DOES ALLIED CLOUD MIGRATE FINANCIAL HISTORY?

In short, yes. We do. However, the process can be extremely time-consuming and problematic depending on how “clean” the source data is and how many transactions are needed.

In most cases, we have a great work around for bringing financial history into NetSuite without affecting the GL. However, if your company requires financial history, Allied Cloud will migrate it for you.

NetSuite is an open platform that can be connected to virtually any other open platform . Using NetSuite and third-party API, web services and other means, ACS can connect our NetSuite account for real-time, two-way integration.
PLATFORMS

  • Shopify
  • Stripe
  • Square
  • FluidReview
  • Handshake
  • Drupal
  • Payment Platforms
HOW DO INTEGRATIONS WORK?

NetSuite is a highly extensible platform, capable of connecting to virtually any other system that offers a modern API.

NetSuite’s SuiteTalk Web Services tool features a full complement of SOAP Web Services across the suite and a framework that supports lightweight REST-based integration. This makes it easy for NetSuite to integrate with existing on-premise investments and third-party cloud applications.

With our extensive background in business management, accounting, and commerce, ACS will work with you to determine how NetSuite can improve and optimize virtually every element of your business. With your goals and objectives in mind, we’ll review and discuss how to achieve better efficiency in your key operating areas.
SYSTEMS

  • Accounting
  • Financial reporting
  • Sales prospecting and forecasting
  • Budgeting
  • Inventory management
  • Marketing and CRM
  • eCommerce
  • Fundraising
  • Grant Management
HOW DOES CONSULTING WORK?

The most common scenario in which we are called in for pure consulting is around analysis and  troubleshooting of current financial systems. It is quite common for some financial systems to accumulate “issues” over the years. In many cases, the issues were noted and determined to be dealt with later. If your company is thinking about migrating to NetSuite, the time to clean up the older financials is now.

The process generally involves reviewing reports, spending the time necessary to understand your concerns, and then digging into your transaction details so that we can find the issues. Once the issues are identified, we will provide you with an overview of your options for resolving them prior to or as part of your migration to NetSuite. In many cases, the issues are relatively easy to resolve.

In addition to third-party integrations, NetSuite can be customized and tailored to fit your business to a T. Customizations can be anything from simple fields and forms, to special record types and reports. record in to help our customers cut down on manual processes.
CUSTOMIZATIONS

  • Web-to-lead forms
  • Approval workflows
  • Ecommerce Forms/Processing
  • Billing/invoicing automations
  • Custom transaction, statement and other forms
WHEN WOULD WE NEED CUSTOMIZATION?

One of the most common customizations involve forms. For example, you may want to replace the existing “Contact Us” page on your website with a NetSuite form so that, when the page is submitted, a record is automatically created in your account.

Another frequent request is custom approval workflows. While NetSuite has standard workflows built in, in many cases, customers require more granular “rules” around who approves what, for how much and when.

Lastly, custom records, forms and reports can be created when very specific data needs to be tracked and reported where no native functionality exists for it.

We’ll provide your staff with the training they need to learn how to use NetSuite for the most impact and efficiency. Training focuses on your processes related to entering and accessing data, customizing dashboards, and developing reports and metrics that can help everyone in your company make more informed business decisions.

Allied Cloud is a Shopify partner with experience integrating the Shopify platform with NetSuite. Shopify provides an easy-to-use and manage platform any business can use to sell online. The integration with NetSuite provides a real-time connection to your inventory and financials.

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