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.

QuickBooks and Nexonia to NetSuite Implementation for a California Architecture Firm
NetSuite

QuickBooks and Nexonia to NetSuite Implementation for a California Architecture Firm

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...

Power BI Reporting Solution for Diagnostic Imaging Services Across 600+ Facilities
Power BI

Power BI Reporting Solution for Diagnostic Imaging Services Across 600+ Facilities

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...

Executive Power BI Security Reports for a Bank in 2 Days
Power BI

Executive Power BI Security Reports for a Bank in 2 Days

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 ...

Power BI & Data Analytics Solution for a $500M UK Manufacturer
Power BI

Power BI & Data Analytics Solution for a $500M UK Manufacturer

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 ...

Real-Time Retail Sales Analytics Across 12,000+ Stores
Power BI

Real-Time Retail Sales Analytics Across 12,000+ Stores

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...

Power BI Solution for HR and Workforce Performance Management in Facilities Services
Power BI

Power BI Solution for HR and Workforce Performance Management in Facilities Services

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...

Power BI Solution for Enterprise-Wide Sales Visibility Delivered in 7 weeks
Power BI

Power BI Solution for Enterprise-Wide Sales Visibility Delivered in 7 weeks

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...

Scalable Power BI and Data Warehouse Solution for a Beverage Manufacturer
Power BI

Scalable Power BI and Data Warehouse Solution for a Beverage Manufacturer

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...

Power BI Business Intelligence Platform for a Wellness Products Manufacturer with 25+ Reports
Power BI

Power BI Business Intelligence Platform for a Wellness Products Manufacturer with 25+ Reports

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...

Power BI Data Management Platform for Long-Term Research Studies
Power BI

Power BI Data Management Platform for Long-Term Research Studies

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 ...

Data Analytics Platform for Heavy Equipment Testing
Power BI

Data Analytics Platform for Heavy Equipment Testing

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...

Building a Centralized Data Warehouse to Unify Reporting and Boost Power BI Performance
Power BI

Building a Centralized Data Warehouse to Unify Reporting and Boost Power BI Performance

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...

Power BI Adoption for a Leading Automotive Company
Power BI

Power BI Adoption for a Leading Automotive Company

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...

Investment Compliance Analytics Solution Smoothly Handling 500+ Concurrent Reports
Power BI

Investment Compliance Analytics Solution Smoothly Handling 500+ Concurrent Reports

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...

Power BI Solution for Multidimensional Financial Analytics across 30 Parameters
Power BI

Power BI Solution for Multidimensional Financial Analytics across 30 Parameters

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...

Shopify POS to NetSuite Integration for a Fast-Growing Pet Retail Brand
NetSuite

Shopify POS to NetSuite Integration for a Fast-Growing Pet Retail Brand

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...

Making AI the Central Nervous System of a Manufacturer NetSuite ERP
NetSuite

Making AI the Central Nervous System of a Manufacturer NetSuite ERP

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...

Omnichannel Inventory and Order Visibility for a Retail Business
NetSuite

Omnichannel Inventory and Order Visibility for a Retail Business

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...

Automating Vendor Rebates in NetSuite
NetSuite

Automating Vendor Rebates in NetSuite

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. ...

Customized Probability Computation on Opportunities (NETMAP Model)
NetSuite

Customized Probability Computation on Opportunities (NETMAP Model)

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.

Automated Customer Item Stock Listing Generation in NetSuite
NetSuite

Automated Customer Item Stock Listing Generation in NetSuite

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 ...

Subscription Price Automation Increases Revenue by 15% YoY
NetSuite

Subscription Price Automation Increases Revenue by 15% YoY

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...

Displaying NetSuite Data Access in Salesforce Without Expensive Integration
NetSuite

Displaying NetSuite Data Access in Salesforce Without Expensive Integration

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.

Auto-Creation of POs from MRP Planned Orders with Custom Approval Routing
NetSuite

Auto-Creation of POs from MRP Planned Orders with Custom Approval Routing

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...

From Chaos to Clean - How 180 Lines of Python Cut 120 Hours from a NetSuite Data Migration
NetSuite

From Chaos to Clean - How 180 Lines of Python Cut 120 Hours from a NetSuite Data Migration

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...

What Our Clients Say

5.0
Full starFull starFull starFull starFull star

The API-led architecture they designed in phase one saved us three months of rework when we added our third ERP system six months later. That's the value of doing MuleSoft properly

James Williams

Head of Enterprise Architecture, Financial Services Firm
5.0
Full starFull starFull starFull starFull star

Managed ops retainer has been reliable for 18 months. They handle monitoring, error triage, and quarterly flow improvements with no drama. Response times are fast and the monthly reporting is concise and useful.

Sofia Brennan

Director of Digital, Retail Enterprise
5.0
Full starFull starFull starFull starFull star

We needed Workday and ServiceNow integrated with strict data governance requirements. They understood the compliance constraints from day one and built the appropriate controls into the Mulesoft Anypoint layer without overcomplicating the flows.

James Thornton

VP Operations, Healthcare Group
5.0
Full starFull starFull starFull starFull star

Brought in to rescue a stalled MuleSoft migration from TIBCO. They assessed the existing work quickly, identified what to salvage, and delivered the remaining flows in six weeks. Clear communication throughout.

Priya Wolfmann

Enterprise Architect, Financial Services
5.0
Full starFull starFull starFull starFull star

Strong MuleSoft practice. They designed a clean API-led architecture that our internal team can now maintain. The DataWeave work was solid and the MUnit test coverage gave us real confidence before go-live.

Daniel Marsh

CTO, Mid-market SaaS Company
5.0
Full starFull starFull starFull starFull star

Delivered a SAP–Salesforce integration via MuleSoft that two previous vendors had failed to complete. On time, well-documented, and handed over properly. The architecture has scaled without issues since go-live.

Rachel Kim

Head of IT, Global Logistics Firm
5.0
Full starFull starFull starFull starFull star

We hired Versich to rebuild our analytics stack after an internal project stalled. They came in, assessed the situation quickly, and delivered production-ready Power BI dashboards within weeks. Their DAX knowledge and data modelling skills are exceptional.

Marcus Webb

CTO
5.0
Full starFull starFull starFull starFull star

Versich understood our finance workflows from day one. They built dashboards that connected directly to our ERP and gave our leadership team real-time visibility into cash flow, margins, and budget vs actuals. The quality of the work and the speed of delivery were both outstanding

Priya Nair

Finance Director
5.0
Full starFull starFull starFull starFull star

Before Versich, our reporting was scattered across spreadsheets with no single source of truth. They built us a Power BI environment that connects our warehouse, finance, and sales data in one place. Our operations team now makes decisions in hours instead of days

Daniel Okonkwo

Head of Operations

BLOGS & NEWS

Our Latest Blogs

10 Jul, 2026 by Daksh

Row-Level Security in Power BI: Restric…

Introduction We had a client come to us a few years ago convinced their Power BI rollout was finished. The dashboards looked sharp, the numbers were r
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09 Jul, 2026 by Versich Consultants

Top n8n Workflow Automation Companies i…

Businesses across the United States are under growing pressure to do more with less. Manual processes, disconnected systems, and repetitive operationa
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09 Jul, 2026 by Shantanu

What is Suitelet in NetSuite?

Introduction If you've spent any significant time working with NetSuite, you've likely encountered situations where the out-of-the-box features-Saved
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