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

Built a centralised MS SQL Server data warehouse as the single source of truth consolidating all operational, clinical, and financial data from the client's existing practice management system Designed and delivered full historical ETL loading all available historical performance data into the data warehouse to enable trend analysis from day one Configured incremental ETL pipelines for ongoing automated data loading ensuring the data warehouse stays current as new facility, order, and c...

Conducted structured interviews with the bank's cybersecurity engineers to document requirements the engineers knew what reports were needed but lacked the skills to build them Audited all available security data in the bank's SharePoint intranet including incident logs, user activity records, network traffic patterns, and patch history covering three years of cybersecurity management Recommended Microsoft Power BI as the reporting platform given the bank's existing Microsoft environmen...

Audited and consolidated all Excel and flat files covering two full years of sales and production data into a single structured dataset Applied thorough data cleansing resolving inconsistencies in product codes, customer classifications, and date formats across all source files Built a unified pivot table model consolidating all revenue, product group, customer segment, and production volume data into a single analytics ready structure Validated the full dataset for completeness and a...

A web based tool installed on the application server (IIS) enabling sales and operations users to upload, view, and edit sales data files submitted by retail partners Roll back functionality allowing users to revert previously uploaded files when errors are identified Upload log visibility users can review the full history of all file uploads and identify any processing issues Manual trigger to initiate the processing of data from the Data Warehouse into OLAP cubes when required outsi...

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...

Assembled a five member team: Project Manager, Senior Business Analyst, Lead Data Engineer, Senior Data Engineer, and Senior DevOps Engineer. Explored all six source databases, existing data flows, and current reporting gaps. Elicited detailed requirements for sales analytics across all geographies. Confirmed Azure as the preferred stack aligned with the client's existing Microsoft subscriptions. Designed an end to end BI architecture covering ingestion, storage, transformation, and...

Conducted in depth discovery sessions with key stakeholders across finance, sales, operations, and e commerce to document current pain points, reporting requirements, and future analytics needs Performed reverse engineering of the legacy reporting system producing a full inventory of existing data sources, data flows, and transformation logic to inform the new architecture design Designed a scalable, cloud based five layer BI architecture data source layer, ingestion layer, data lake, d...

Versich assigned a business analyst, a solution architect, and two senior BI developers to the engagement. The project was structured in four phases from requirements gathering and architecture design through to report development, user training, and go live. Conducted structured workshops with stakeholders across sales, production, procurement, quality management, logistics, and finance to document reporting requirements for each department Reviewed all five existing source systems ERP, ...

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. Conducted structured interviews with research team leads, statisticians, and IT staff to document requirements for the centralized data system Audited all provided research files hundreds of Excel and CSV ...

Audited all existing testing result files (CSV tables) to understand data structure, volume, and format variations Identified structural differences across test types column counts, header row variations, and metadata fields Defined a standardised database schema covering tests metadata, test results, and calculated metrics (e.g. averages and standard deviations) Created setup file format templates reflecting the most frequent CSV structures to automate data distribution without manua...

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...