Consulting Packages

Technical support packages

Case Management Bundle

Case Management Bundle

Online customer case form, case routing, escalation rules, and up to 3 service level agreements for case workflow, task, and resolution reporting. Custom PDFs, forms, scripts, workflows, saved searches, reports, dashboards, and/or analytics workbooks are included with this package.

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Financials Plus Bundle

Financials Plus Bundle

Streamline your financial operations with our core financial implementation package. Optimize processes from Record to Report, Procure to Pay, and Order to Cash. Includes custom PDFs, forms, scripts, workflows, saved searches, reports, dashboards, and analytics workbooks, along with role-based dashboard optimization for enhanced decision-making.

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Project Assessment

Project Assessment

Kickstart your business transformation with our quick engagement service. Our team collaborates with yours to understand key business processes, NetSuite configuration, system challenges, and automation goals. Receive a tailored proposal with options to achieve your desired outcomes within seven days of completing initial discovery sessions.

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Sales CRM Solution Bundle

Sales CRM Solution Bundle

Enhance your sales process with our comprehensive CRM implementation package. Optimize leads, quotes, prospects, pipelines, and get role-based dashboards. Includes custom PDFs, forms, scripts, workflows, saved searches, reports, dashboards, and analytics workbooks to boost your business efficiency.

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