VERSICH
Case Studies
From ERP transformation to enterprise automation and integration, Versich has delivered measurable results across industries. Explore our NetSuite, Power BI, Power Platform, and Integration case studies below.
From ERP transformation to enterprise automation and integration, Versich has delivered measurable results across industries. Explore our NetSuite, Power BI, Power Platform, and Integration case studies below.

Versich led a full NetSuite implementation designed around the way a project based consulting firm actually operates. The goal was not only to move accounting into NetSuite. The goal was to give the firm a practical project management and financial reporting foundation that could show budget, actuals, time, expenses, and billing from one system. Configured the core NetSuite financial environment to replace QuickBooks as the system of record. Set up the financial structure needed for da...

Centralized all operational, clinical, and financial data from the client's practice management system into a single MS SQL Server warehouse Loaded the full available historical record first, so trend analysis could start immediately rather than waiting months for data to accumulate Set up incremental pipelines to keep the warehouse current automatically as new facility, order, and clinical records come in Built validation checks into the load process to catch inconsistencies before t...

Started with the bank's own cybersecurity engineers, who knew exactly what they wanted but lacked the tooling and design skills to build it Audited three years of incident logs, activity records, traffic data, and patch history sitting in SharePoint Recommended Power BI given the bank's existing Microsoft environment, keeping integration simple and licensing costs low Built automated pipelines pulling data straight from SharePoint into Power BI, so reports stay current without manual ...

Pulled together every Excel and flat file covering two years of sales and production records into one structured dataset Cleaned up inconsistencies along the way mismatched product codes, inconsistent customer labels, varying date formats so everything could be compared on the same basis Built a single pivot table model bringing revenue, product line, customer type, and production volume together in one place Checked the consolidated dataset for completeness before any analysis began ...

Mapped the file formats and submission patterns used by each of the 12 retail partners to understand what the ingestion process needed to handle Designed a structure built around three core measures retailers actually report what's shipped into a store, what sells out to consumers, and what's left sitting on the shelf so every retailer's numbers could be compared on equal footing regardless of their original format Built a browser based portal, hosted on the company's own IIS server, wh...

Conducted structured discovery workshops with HR directors, regional operations managers, finance leads, and IT stakeholders to define reporting requirements across all business functions Audited all four source systems HRIS, payroll platform, field service management tool, and contract management system to assess data structure, field naming conventions, and data quality Identified key data discrepancies between systems including mismatched employee IDs, inconsistent job title abbrevia...

Put together a small, focused delivery team spanning project management, business analysis, data engineering, and DevOps Surveyed every regional database, the data flows feeding into them, and the gaps in the client's existing reporting Gathered detailed sales analytics requirements covering every region the client operates in Confirmed Azure as the right fit, building on the client's existing Microsoft footprint Laid out an end to end architecture covering ingestion, storage, trans...

Ran discovery sessions with stakeholders across finance, sales, operations, and e commerce to capture pain points and reporting needs Audited the legacy reporting setup end to end, mapping every existing data source and how data actually moved between systems, to inform the new architecture Designed a cloud based Azure architecture able to take in data from every existing source, store it centrally, and serve it back out through reporting Laid out a phased delivery plan covering effor...

Ran workshops across sales, production, procurement, quality, logistics, and finance to capture what each department actually needed visibility into Assessed all five existing systems for data quality and integration readiness Prioritized 25+ must have reports for initial delivery, with a longer term analytics roadmap behind them Designed a three tier Azure architecture ingestion, central warehousing, and reporting sized for the company's growth plans Stood up an Azure SQL Server w...

Versich assigned a business analyst, two data engineers, and a project manager to the engagement. The team worked closely with the university's research leads and statisticians to elicit requirements and design a solution that would serve both technical and non technical research staff. Ran structured interviews with research leads, statisticians, and university IT staff to scope requirements for the new system Audited the full file archive hundreds of Excel and CSV files spanning all 30 ...

Catalogued every CSV export currently produced across test types, noting column counts, header conventions, and metadata fields that varied from rig to rig Grouped the recurring file layouts into a small library of reusable templates, so new test types could be onboarded by matching against an existing pattern rather than custom coding each one from scratch Modeled the target database around three logical groupings test run details, raw measurement results, and derived statistics such a...

Assembled a dedicated project team Project Manager, Business Analyst, Data Engineer, Solution Architect, and DevOps Engineer. Ran discovery workshops and observation sessions with key stakeholders across all reporting departments. Mapped all eight data sources and documented the role each played across the 45+ existing reports. Identified root causes of KPI inconsistencies and data duplication across the reporting layer. Produced a solution vision document and full architecture de...

Conducted detailed stakeholder interviews across all business departments Audited existing SAP BW reports to document enhancement requirements for each Identified required visuals, filters, drill downs, and data exploration capabilities Mapped report requirements to business areas: finance, HR, CRM, service delivery, and parts distribution Reviewed SQL queries used in existing reporting and assessed reusability in Power BI Connected Power BI Desktop to SAP Business Warehouse v...

Integration of all disjoint data sources including the registered entities upload portal Multi source analysis to support informed decision making and proactive regulation Comprehensive financial analysis covering trend analysis, compliance checks, and multidimensional statements Custom dashboards and reports aligned to different user needs across departments Scheduled and ad hoc reporting capabilities Role based data access and permissions Data staging layer for extracting, transforming, and...

Data warehouse built on Microsoft SQL Server Full ETL pipeline developed using Python Data integrated from 40 disparate sources Data cleaning and merging for accuracy and consistency Analytical cube with 15 dimensions and 30 measures Income and operating expenses Net operating income and net profit Operating cash flow and change in cash Current and fixed assets Current and long term liabilities Balance Sheet Cash at end of period Current assets and liabilities Income and expenses Cash flow an...

We implemented a hybrid integration architecture combining Shopify's standard flows with a robust Celigo driven custom flow designed to handle every POS scenario automatically, accurately, and without manual intervention. Standard Flow manages unfulfilled POS orders through NetSuite Sales Order processing. Custom Flow handles fulfilled POS orders with instant Cash Sale creation. Every transaction type is handled correctly from the moment it occurs. Validates stock availability in real time an...

The client had built a sophisticated multi channel manufacturing operation, but its decision making infrastructure had not kept pace. Data lived in silos, forecasting was manual and reactive, and production scheduling relied on institutional knowledge rather than intelligent systems. Leadership recognised that AI was not just an operational upgrade but an existential necessity. The mandate was unambiguous: make AI the central nervous system of the entire business. Demand planning was manual a...

We implemented a NetSuite based omnichannel retail solution to unify inventory, order management, and fulfillment. Enabled real time inventory visibility across all stores, warehouses, and online channels. Configured demand based replenishment and inter store transfers. Integrated in store and ecommerce orders into a single order management flow. Implemented intelligent order routing to fulfil orders from the optimal location. Connected POS and ecommerce systems directly with NetSuite. Ensure...

We designed a custom NetSuite rebate management system with the following components. Stored rule details for both Direct and Threshold types. For threshold rebates, a sub record held threshold levels and corresponding percentages. A validation script prevented overlapping rule scopes. Direct rebate: calculated by multiplying the VB/VC net amount by the rule percentage. Threshold rebate: calculated by summing running totals of qualifying VBs/VCs and applying the correct threshold percentage. ...

We implemented a flexible, fully editable NETMAP model in NetSuite. Created custom records for NETMAP components and the overall model. Allowed administrators to edit weights, questions, answers, and scoring rules without scripting changes. On creation/edit of an opportunity: Implemented an inline HTML field to display the scoring breakdown in a matrix format. Shows previous answers and computation history for transparency.

We designed a SuiteScript driven automation for seamless PDF generation and storage. Added a custom button on the customer record. Clicking the button triggers a redirect to a SuiteLet script that handles report generation. Runs multiple Saved Searches to gather excluded items, additional items from the Item Pricing tab, all items purchased by the customer, and current stock levels. Generates three separate PDFs with conditional column visibility based on the report type. Saves all generated ...

We developed a fully native NetSuite automation using coordinated scripts that eliminated manual updates while preserving flexibility. Identifies subscriptions due for an increase based on pre defined logic. Updates a custom 'Next Price Increase Date' field that acts as the trigger for notifications and pricing changes. Allows manual adjustments for special exceptions. Runs one month before the increase date. Sends a consolidated email to each customer listing all impacted subscriptions. Give...

We proposed a lightweight, cost effective integration using. Generated a custom HTML page displaying the required records. Included real time inventory, invoice, and fulfillment data. Embedded the SuiteLet page directly into Salesforce. Linked it to Order and Product objects so sales reps could view data instantly. Allowed printing of NetSuite invoices directly from Salesforce without switching systems.

We implemented a Scheduled Script that runs daily after the MRP process completes. Runs a Saved Search to pull all MRP generated Planned Orders for items requiring purchasing. For each Planned Order, the script loads item and vendor details. Creates a new Purchase Order (record.Type.PURCHASE_ORDER). Populates fields such as item, quantity, location, and vendor directly from the Planned Order. Sets the approver dynamically based on department, PO amount, or item category. Routes the PO through...

Defined exactly what would be migrated and locked data to prevent late changes. Mapped every legacy field to a NetSuite equivalent, or eliminated it if unnecessary. Used Python scripts to pull data into structured staging databases and clean Excel files. Normalised record formats Merged duplicates in master data Converted balances and transactions into NetSuite ready formats 100% Trial Balance match AR/AP aging variance = $0 Inventory variance within 0.3% Reference data first (COA, Vendors, I...