As a NetSuite Alliance Partner, Allied Cloud provides assistance with implementations, customizations, 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 platform, Allied Cloud can migrate virtually any business to NetSuite.

Allied Cloud 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/Manufacturing
  • Project Management
  • Retail, eCommerce
  • Customer/Donor Management
  • Cash/Gift Management
  • Sales Prospecting and Fund Raising
  • Marketing
HOW THE PROCESS WORKS

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 more than 50 million customer records, including financial history, inventory, customers, vendors and CRM. 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
  • Excel (lots of Excel)
MIGRATING FINANCIALS

We offer several options for the migration of financials. The most cost-effective option is to migrate open transactions at the cutover date, and Trial Balances for historical comparisons.

While the migration of historical transactions is an option and something we have years of experience doing, from platforms such as QuickBooks, Microsoft Dynamics and SAGE, the process can be extremely time-consuming and expensive depending on how “clean” the source data is and how many transactions are needed. Talk to your implementation lead if you require historical transaction detail.

DATA LIMITS

NetSuite does not have a limit on the number of records that can be migrated or stored in their system. Allied Cloud migrated more than 10 million records for one customer, with no limits on the migration and no noticeable impact on account performance. Keep in mind that mass data migrations often require unique strategies and connectivity between NetSuite and the source system or system. The majority of data migrations are performed using CSV exports.

DATA TYPES

NetSuite allows for the import of a wide variety of data types, including:

  • Chart of Accounts
  • Customers and Contacts
  • Vendors
  • Transactions
  • Inventory/Items
  • Communication/Notes
  • Departments
  • Locations
  • Lists
  • Custom Records
NetSuite is an open platform that can be connected to virtually any other open platform. Using the NetSuite and third-party APIs, web services and other means, Allied Cloud can connect your NetSuite account to other platforms for real-time, two-way integration.
PLATFORMS

  • Shopify
  • Stripe
  • Square
  • Salesforce
  • ClickUp
  • Google Cloud
  • EDI Platforms
  • 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.

Our highly-qualified technical staff can integrate your NetSuite account with virtually any application that has an API available, either directly or through third-party subscriptions.

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

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

The most common customizations involve forms. In most cases, clients require fields, dropdowns, checkboxes and other types for data they store that has nowhere to live in NetSuite. Forms can be screen forms for data entry, print forms such as quotes, or both.

Another example may be a “Contact Us” page you may want on your website that integrates with NetSuite form. When a prospective customer or job applicant submits the form on your page, for example, the record you need is automatically created in your account.

Another common customization 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, and no native functionality in NetSuite exists for it.

Allied Cloud can provide the end-to-end services your company needs. Once the system is up and running and your staff is trained and using NetSuite, we can act as your outsourced NetSuite Administrator. As your business partner, we can provide all of the maintenance, support and ongoing training your business needs to optimize your NetSuite account.
SERVICES

  • Adding Users
  • Updating Roles and Permissions
  • Customizing Forms
  • Introducing Features
  • Technical Support
OVERVIEW

Simply put, Allied Cloud can be your go-to NetSuite Administrator. Many of our clients do not have, nor do they want or even need, a full-time administrator for the NetSuite account. In most cases, they need a go-to partner who can help with various technical tasks such as updating role permissions, personalizing dashboards, writing scripts and workflows, and creating one-time, scripted forms.