Business & Financial Management Guides
View our collection of educational guides on operations efficiency, business strategy, and financial management.
The Ultimate Guide to Scenario Planning
By building organizational awareness of what could happen, leaders may spot warning signs of brewing challenges so they can respond proactively. When a worst-case event arises, scenario planning documents add tremendous value by playing out multiple outcomes and listing immediate steps to contain damage.
17 Growth Levers CFOs Can Pull Now
In tough times, finance tends to have a common gut reaction: Cut deep and cut soon. But over correcting can hobble growth for years to come. Learn how to position your business to take off running when economic recovery comes.
6 Tools to Optimize the Performance of Your NetSuite Account
Like visiting the doctor for an annual checkup, it’s important to regularly assess the health of your business systems. Luckily, NetSuite offers several tools to allow users to proactively review and optimize the performance and health of their NetSuite instances.
More Tips for Enhancing Your NetSuite Saved Searches
NetSuite Saved Search is a customizable tool that enables you to search all records in NetSuite. With its advanced features, you can create powerful saved searches to easily retrieve the data you need for your business. Define criteria, use complex logic, access custom tools, and more.
See Why Customers are Switching from Microsoft Dynamics to NetSuite
Executives expressed the need for a cloud-based ERP system that allows them to respond to market dynamics through rapid scalability and gives employees access from any location. They desire a full view of the customer to equip employees with real-time data to support intelligent decision making.
Making Metrics Matter
Learn how companies can go beyond KPIs and also use Objectives and Key Results (OKRs) to create a data-centric culture, track progress, and encourage a quantified approach across departments. OKRs provide a data-based framework to allow businesses to easily define measurable goals and establish structured tracking.
Inventory Management Made Easy
As a company grows and/or starts adding sales channels, entering inventory manually and syncing QuickBooks with external inventory management systems becomes time consuming and more prone to errors.
Easing the Pain of Physical Inventory Counts
While physical inventory counts are a necessary evil, they needn’t be such a burden. This guide explores inventory count challenges, shows the benefits of regular, scheduled cycle counting, and discusses how a cloud ERP solution enables high inventory accuracy year-round.
The CFOs Guide to AI and Machine Learning
Whether you’re considering adopting AI and machine learning tech or not, having tools that your team can leverage to be more efficient is critical — as finance leaders continue to prioritize solutions that provide added visibility and control into their operations.
How ERP Can Help PE Firms Standardize Their Portfolio Operations
Private equity firms need the best possible data on the financial health of their portfolio companies for compliance, growth, and exit strategies. Deploying one cloud-based, scalable ERP platform across a portfolio can provide cost benefits and data consistency to the entire operation.
How to Track Key Metrics with NetSuite KPI Scorecards
Dashboards and KPIs provide a real-time view of your business and are critical components of the NetSuite user experience. NetSuite KPI Scorecards provide even more opportunity for comparisons and calculations than standard KPIs and portlets.
How to Build and Customize NetSuite Workflows
By mastering the fundamentals of creating and customizing NetSuite workflows, you can quickly adapt and evolve NetSuite to support the unique operational processes of your business.
NetSuite Shortcuts That Will Save You Time
With a few quick clicks, you can navigate NetSuite dashboards, reports, and searches faster and more efficiently. Here are some simple NetSuite shortcuts that can help your team be more productive every day.
Ensure Your NetSuite Account Has the Capacity to Scale
As businesses grow, they need to consider the usage limits of critical business systems. Neglecting to do so could have a negative impact on employee efficiency and customer service.
Understand Which ERP Modules Your Business Needs — And When
You may know you need an ERP solution but knowing which modules will best support your business is a more difficult problem to tackle. Learn more about key ERP modules and how to use them for your business.
Reasons a Cloud Data Warehouse Maximizes the Value of Your Data
A cloud-based data warehouse can be a game-changer for businesses ready to extract data insights that help boost productivity, improve the customer experience, and control costs.
How to Drive Companywide Continuous Planning Initiatives
Perhaps the biggest lesson to come out of 2020 for businesses was the value of constantly assessing operating conditions and adjusting plans in response to changing market realities, but how do you take that knowledge to assess and reassess plans at any time.
The Data-Driven CFO
Businesses have experienced seismic operational shifts over the past few years. Supply chain issues, talent shortages and demand fluctuations now look increasingly like ongoing, long-term challenges. In 2019, history was a reasonable indicator of future success. That’s no longer true, so how do you reimagine your KPIs?
8 Actions to Manage Inflation
As consumer prices and global energy costs edge ever higher, it’s become clear that this bout of inflation isn’t transitory. We’ve assembled eight steps for business leaders looking to not only weather this inflation surge, but set themselves up for success in the new normal of costs.
8 Signs QuickBooks is Holding Your Business Back
As an entry-level accounting system, QuickBooks is a logical choice for small businesses and entrepreneurs looking for an easy way to track basic finances. And it works—until it doesn’t.
The Hidden Cost of QuickBooks
For most businesses, QuickBooks offers a functional, entry-level accounting system that can meet their early needs. But with growth comes the need for a more sophisticated accounting system and stronger financial and inventory controls.
Empowering Growing Companies to Reach Beyond the Limitations of QuickBooks
For most businesses, the key to growth and success lies in greater transaction volumes and speed. But with that volume also comes a need for more complex accounting systems and stronger financial controls.