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New Ways To Improve Your NetSuite Experience

  • NetSuite "Know-How"

The common misconception is that IT Consultants always know best when it comes ERP, CRM or similar enterprise software; truth is, in most instances, internal System Admins are more knowledgeable.

Why is that?

Simply put, limits of these applications have been put to test with real life business challenges that weren’t part of the scope when initially implemented. They have managed to find creative ways to draw every piece of value they can get from the software out-of-the-box.

I am extremely proud to join Josh Meiri (Director Business Systems at Zscaler) in his passion for bringing NetSuite customers together to hangout for a few drinks and bites, creating a fun environment in which everyone is free to share their latest tips, tricks and discoveries about the NetSuite platform.

For those who are unfamiliar, NetSuite is a scalable cloud-based Enterprise Resource Planning (ERP) software designed for medium and large companies. It can be used to track inventory, keep track of financials, host eCommerce, and more.

In the last NetSuite User Group meetup in our offices in San Francisco, I presented the NetSuite dashboard we built for Customer Service Supervisors at NutriBullet, as well as some creative ways to leverage this out-of-the-box solution.

I co-presented with Dean Dighe (Business Analyst/ NetSuite Admin at NutriBullet). Dean discovered the power of NetSuite dashboard during the Customer Service NetSuite implementation, which led him to take another project on his own to create the product’s 360 degree dashboards — a formulation of imagination and creativity.

In addition, Josh joined us to present a proof of concept on how to send SMS’s from NetSuite Workflows (using Twilio). In our next meetup, we will touch base on the email plugin from NetSuite, commonly used to allow users to approve (or reject) a purchase order or vendor bill by replying to an email notification.

As you can see, we showed quite a few ways to optimize NetSuite ERP very quickly and effectively.

Subscribe to our blog to learn more about upcoming sessions.

Cheers!

Osar

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Trek Travel Streamlines Travel Protection Integration with OdeCloud’s experts

Looking to streamline your operations with more automations? Keith shares an OdeCloud project.

#netsuite

#integrations

Project Outcomes

This new integration system transformed our travel protection service.

  1. Efficiency Gains: Completely automated the process, eliminating the need for monthly roster reconciliation.
  2. Enhanced Guest Experience: Guests benefited from a smoother booking process with transparent travel protection options tailored to their needs.
  3. Accuracy in Pricing: The integration ensured precise calculations based on complex variables.
  4. Scalability: The system can easily accommodate future growth and changes in travel protection offerings.

Background

Our company offers guests the option to protect their travel investments through a travel protection plan. This service is crucial, as it provides coverage in cases where guests need to cancel their trips due to unforeseen circumstances such as illness or emergencies. However, the process for managing this service was previously cumbersome and inefficient, requiring manual coordination and reconciliation with the travel protection partner.

Challenge

We needed a seamless integration within NetSuite to handle complex calculations for travel protection costs. The solution needed to account for multiple variables, including:
Guest-specific factors such as age and location.
Travel details like destination, total cost, and type of coverage (e.g., pre-trip hotels, post-trip hotels, flights).
Dynamic pricing calculations based on these variables.

Before partnering with OdeCloud, the process was manual and error-prone, involving monthly exchanges of rosters between our team and the travel protection provider. This created inefficiencies and delayed customer service.

Solution

OdeCloud worked with us to design and implement a fully integrated travel protection solution within NetSuite. Key features of the solution included:


1. API Integration: OdeCloud enabled real-time communication with the travel protection partner’s API. This allowed us to dynamically calculate the cost of travel protection based on the guest’s specific details.
2. Seamless Booking Experience: The integration allowed the travel protection cost to be automatically added as a line item to guest bookings within NetSuite.
3. Flexible Adjustments: Guests could easily add or cancel travel protection directly through NetSuite without requiring interaction with third-party systems.
4. Eliminating Manual Processes: The previously manual reconciliation process was replaced with automated inline API transactions, eliminating errors and saving significant time.

Conclusion

This integration is one of the most impactful projects we’ve undertaken, and it holds a special place in our transformation journey. With OdeCloud’s expertise, we achieved a solution that not only streamlined operations but also elevated the guest experience. This project exemplifies the power of technology in solving complex business challenges and enhancing customer service.

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