Services
As a NetSuite Alliance Partner, Social Data Systems can provide customers with the entire package: software, professional implementation, customization, support and training. The process of migrating multiple or even a single system to NetSuite requires careful and diligent planning, thorough analysis, and documentation of the current business processes. With deep experience on the NetSuite platform, Social Data Systems can assist in all areas.
System Design
With our extensive background in business management, accounting, and commerce, Social Data Systems will work with you to determine how NetSuite can improve and optimize virtually every element of your business. With your goals and objectives in mind, we’ll review and discuss how to achieve better efficiency in the following areas:
- Accounting and financial reporting
- Inventory management
- Marketing and CRM
- eCommerce
- Fundraising
- Grant Management
Implementation
The core service Social Data Systems provides is the full implementation of NetSuite, from system analysis and design, to data migration and the “go live” process. Implementation involves moving your customers, vendors, donors, grant history and more from your current systems to NetSuite for any or all of these core uses:
- Financials
- Client Relationship Management
- Inventory
- Retail Point-of-Sale
- eCommerce
- Donor Management
- Grant/Gift Management
- Sales Prospecting and Fund Raising
- Marketing
Data Migration
Data migration can often be the biggest challenge to a software migration. The SDS team has experience migrating customers to NetSuite from a multitude of applications, including:
- QuickBooks Online, Desktop and Enterprise
- MAS 90
- Microsoft Dynamics
- SAGE
- eTapestry
- GiftWorks
- Abila
- Salesforce
- ZenCart
- Microsoft Access
- Constant Contact
- Others
Training
We’ll provide your staff with the training they need to learn how to use NetSuite for the best impact and efficiency. Training focuses on your processes related to entering and accessing data, customizing dashboards, and developing reports and metrics used that can help everyone in your organization make more informed business decisions.
Customization
NetSuite is a highly-customizable platform that can be tailored to very specific business needs. A company operating services will have different data, transaction and tracking requirements than one in manufacturing. Using the NetSuite and third-party API, web services and other means, SDS has integrated the following platforms and others:
- Shopify
- Stripe
- Square
- FluidReview
- Handshake
- Drupal
- Payment Platforms
In addition to third-party integrations, we customize NetSuite in to help our customers cut down on manual processes. Examples include:
- Web-to-lead forms
- Approval workflows
- Ecommerce Forms/Processing
- Billing/invoicing automations
- Custom transaction, statement and other forms