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How Surescripts Scaled with NetSuite Planning and Budgeting (NSPB)
March 18 @ 1:00 pm – 2:00 pm EDT
Join us for a case-study discussion on how Surescripts modernized its financial planning and reporting environment through the implementation of NetSuite Planning and Budgeting (NSPB) within a unified NetSuite ecosystem.
Confronted with legacy consolidation tools that required significant maintenance and limited planning agility, Surescripts transitioned to an integrated platform connecting ERP, planning, forecasting, workforce modeling, and reporting. The initiative improved scalability, forecast accuracy, and financial transparency while reducing system complexity.
During this session, we will highlight the NSPB implementation journey, including integration with NetSuite Core Financials, development of driver-based forecasting models enhanced by predictive analytics, automation of month-end reporting, workforce planning integration with Workday, and the deployment of real-time dashboards with ERP drill-back capabilities.
Attendees will gain practical insight into how an integrated planning architecture can strengthen performance, enhance visibility, and drive sustainable user adoption.
By attending this webinar, participants will be able to:
- Evaluate the limitations of legacy planning and consolidation systems and assess modernization strategies within an integrated ERP environment.
- Explain the operational and architectural benefits of integrating NetSuite Core Financials with NetSuite Planning and Budgeting, including governance and change-management considerations.
- Analyze how driver-based forecasting models and predictive planning techniques improve forecast accuracy, scalability, and strategic decision support.
- Assess best practices for automating month-end reporting and deploying real-time variance dashboards with ERP drill-back to enhance financial transparency and oversight.
This webinar will qualify for 1 CPE credit.
