Cloud ERP Educational Resources

View our collection of educational resources to help you improve operational & process efficiency, streamline accounting functions, automate manual tasks, and consolidate company data.

NetSuite HIPAA Compliance ERP Solution

NetSuite Unveils Groundbreaking HIPAA-Compliant Solution for the Healthcare Sector

NetSuite’s new HIPAA-compliant solution represents a game-changing development for healthcare organizations seeking to harness advanced ERP capabilities while maintaining the highest standards of patient data protection.

Oracle moves headquaters to Nashville for Healthcare

Oracle and KES: A Nashville Healthcare Meet-Up

Oracle made a bombshell announcement to move its headquarters to Nashville, and it’s gotten many of the city’s healthcare executives talking. Oracle’s decision to relocate its headquarters to Nashville underscores the city’s reputation as a healthcare hub. And it’s not just great news for Oracle – but for KES and our clients as well.

Priscilla Goines, NetSuite Product Manager | Employee Spotlight

Using KES Extensions, we customize NetSuite to meet clients’ unique business needs

Meet Priscilla Goines – In my role as a NetSuite Product Manager, I help clients customize their NetSuite instance to meet their unique business needs through our KES Extensions that expand NetSuite’s capabilities.

Benefit from NetSuite and AI

How Your Business Can Benefit From NetSuite & AI

As a unified suite of solutions, NetSuite stores, secures, and structures your business’s data. When AI technologies are used with this data, it finds new ways to simplify tasks and empower better decision-making. Businesses that have data spread across many silos will need to first gather, organize, and transform that data before AI can make use of it.

ERP Reporting Strategy with NetSuite

How to Build a Successful ERP Reporting Strategy Step by Step

ERP systems collect and store data from throughout an organization, giving decision-makers real-time insights into business performance. However, simply collecting data is not enough to stay competitive in today’s fast-paced market. To truly benefit from an ERP system, companies must be able to analyze and report on the data in a meaningful way.

NetSuite Case Study: Triple Whale

Client Case Study: Triple Whale

Learn how Triple Whale used NetSuite to consolidate financial data with their international subsidiary and reduce monthly closing time. Since switching from QuickBooks to NetSuite, they have more time to focus on higher-level items and eliminated the need to hire additional staff.

ERP Customizations vs Personalizations | NetSuite ERP

ERP Customization vs Personalization

ERP “customizations” alter the system’s core code and can cause problems during upgrades. Choosing a true-cloud ERP that promotes “personalizations,” that will automatically carry over during system upgrades, will save you time and money in the future.

Compare ERP Solutions: NetSuite, Microsoft, SAP, Intacct, Delek, Epicor

2024 ERP Software Comparison

ERP solutions can help tame the technology beast that often accompanies growth, but finding a solution that suits a company’s specific needs is no small endeavor. To help you with your ERP search, we compared six leading vendors: NetSuite, Microsoft, SAP, Sage Intacct, Deltek and Epicor.

How to Avoid Margin Leakage | NetSuite Cloud ERP

How to Avoid Margin Leakage

There are lots of ways that profit margins can leak away throughout the entire sales and fulfillment cycle. The trick is to identify and seal those leaks while finding ways to serve customers better.

NetSuite vs. Microsoft: A Comparison of ERP Systems

Netsuite vs. Microsoft – A Consultant’s Comparison

Having implemented and supported Microsoft solutions for half of my career and NetSuite for the other half, I thought I’d sit down and pull together a comparison of the two platforms to serve as a guide for businesses looking to implement a new ERP solution in their business.

NetSuite 2024.1 Release Update

What’s New With NetSuite 2024.1

As the world’s leading provider of cloud-based business management software for growing and changing businesses, NetSuite is constantly enhancing their product, issuing semi-annual releases with important updates and new features. See what’s new with NetSuite and KES Extensions.

Chrystal Chambers NetSuite Consultant, KES Spotlight

As I celebrate 20 years with KES, I’m proud of my transition to a proactive advisor

Meet Chrystal Chambers, senior NetSuite consultant with KES. Chrystal reflects on her 20 years at KES and her career transition from a reactive role with clients to providing proactive advice on business efficiency.

ERP Automation Benefits & Trends | NetSuite

ERP Automation Benefits and Trends

An ERP system automates business processes and provides insights, drawing on a central database that collects inputs from traditionally siloed departments such as accounting, manufacturing, sales and human resources. The benefits are nothing to sneeze at, including reduced manual labor, improved productivity, lower costs and more accurate reporting.

Keep up with CFO Trends for 2024

The CFO Agenda: 24 Ideas for 2024

CFOs have a lot on their plate. That makes it even more challenging to keep up with ever-changing regulations, technologies, and trends that are reshaping the finance world. Whether it’s planning for impending regulations, deriving value from AI or automating finance processes, having the right tools in place can help your finance teams prepare for whatever comes your way.

NetSuite ERP Case Study: Mental Health Cooperative

Client Case Study: Mental Health Cooperative

Learn how Mental Health Cooperative transformed organizational efficiency and decreased operating costs by switching from Microsoft Dynamics GP to NetSuite.

NetSuite ERP Maintaining Momentum in 2024

Maintaining Momentum in 2024

As we wind down 2023 and talk to our clients about business concerns, we’re seeing a common focus around the need for increased efficiency and insights into cash. You can start the new year off right by implementing solutions within NetSuite to address these focus areas in your business for 2024.

NetSuite ERP Scenario Financial Planning

The Ultimate Guide to Scenario Planning

By building organizational awareness of what could happen, leaders may spot warning signs of brewing challenges so they can respond proactively. When a worst-case event arises, scenario planning documents add tremendous value by playing out multiple outcomes and listing immediate steps to contain damage.

New NetSuite ERP products and AI

New Products and AI Bring More ‘Suiteness’ for NetSuite Customers

Today’s wave of AI innovation makes NetSuite’s “Suiteness” even more relevant and powerful. NetSuite understands what data actually represents for your business in the relationships across your business. So with that data, and insight about your whole business, NetSuite can leverage AI in more powerful ways than point solutions can.

Anthony Cerone Senior NetSuite Consultant

My Goal is to Make our Clients’ Lives Easier

Meet Anthony Cerone – In my role as a NetSuite Consultant, my main objective is to ensure that our clients have a top-notch experience with KES and their NetSuite environment. My goal is to help clients spend their time thinking and analyzing data in NetSuite to solve problems rather than mechanically clicking buttons to do tasks.

CFO growth ideas during an economic recession

17 Growth Levers CFOs Can Pull Now

In tough times, finance tends to have a common gut reaction: Cut deep and cut soon. But over correcting can hobble growth for years to come. Learn how to position your business to take off running when economic recovery comes.

NetSuite and AI - SuiteWorld 2023

NetSuite’s Evan Goldberg Looks to ‘Quantum Leap’ from AI

Advances in AI portend a “quantum leap” in the NetSuite’s ability to help customers do more with less, founder Evan Goldberg said in his kickoff keynote at SuiteWorld 2023.

Moving to a New ERP Doesn't Have to be Scary | NetSuite ERP

Moving to a New ERP Doesn’t Have to be Scary

Are you considering a new ERP but haven’t made the move because you’re afraid the project will be expensive, the system will be complicated, or the implementation will be overwhelming? Don’t get spooked! With the KES True-Partner Approach, we can make moving to a new ERP a treat!

Making your ERP Implementation a Treat | NetSuite

7 Tips to Make Your ERP Implementation a Treat

Implementing a new ERP system can be a scary process. You know you want the latest features, controls, and insights included in a new system, but getting from “here-to-there” can be daunting. Don’t get too spooked; there are ways to significantly increase the odds that your ERP implementation will be successful.

NetSuite SuiteWorld 2023 - Day 2

SuiteWorld 2023 Day Two

Glenn Hofmann, managing director of KES, walks you through the product highlights of NetSuite’s SuiteWorld 2023 in this short video. Highlights include using AI to do more with less, and using continuous close to monitor and respond to activities throughout the month, making closing easier.

NetSuite SuiteWorld 2023 - Day 1

SuiteWorld 2023 Day One

Glenn Hofmann, managing director of KES, walks you through the highlights of NetSuite’s SuiteWorld 2023 in this short video. He talks about taking NetSuite to the next level through advanced tools that provide predictability and give you insight into your business and NetSuite’s recent focus on AI and machine learning.

NetSuite Continuous Planning

What is Continuous Planning?

Every business must be able to quickly respond to external factors and adapt to shifting priorities. One way to stay ahead of the game is through continuous planning. This approach eschews the traditionally siloed and static plans of the past in favor of constant, collaborative decision-making that drives innovation.

Choosing the Right ERP | NetSuite Solution Provider

10 Tips for Choosing the Right ERP

From finance and accounting, to inventory management and professional service automation, ERP improves efficiency and cross-departmental coordination by connecting core business functions, eliminating redundancies and manual tasks, and providing a single source of data to ensure that the entire business is working from the same script.

Prepare for budget season | NetSuite Solution Provider

3 Ways to Prepare for Budgeting Season

It’s that time of year again – budgeting season has arrived. The budget is crucial for companies to plan for the future and uncover opportunities to enhance profitability. To ensure a smoother process, organizations can take proactive measures to improve collaboration and efficiency.

NetSuite ERP Client Case Study: FinThrive

Client Case Study: FinThrive

Learn how FinThrive seamlessly integrated acquired companies with NetSuite and increased efficiency and productivity with personalized solutions developed by KES.

Switch from Microsoft Dynamics to NetSuite

See Why Customers are Switching from Microsoft Dynamics to NetSuite

Executives expressed the need for a cloud-based ERP system that allows them to respond to market dynamics through rapid scalability and gives employees access from any location. They desire a full view of the customer to equip employees with real-time data to support intelligent decision making.

NetSuite has a better way to handle intercompany accounting

3 Steps to Taming Intercompany Accounting

Disparate systems, lack of visibility across business units, inconsistent intercompany policies and procedures, and dependence on spreadsheets can make performing intercompany reconciliation and elimination a time-consuming and labor-intensive process. NetSuite has a better way.

Use KPIs and OKRs to become a data-driven organization. NetSuite can help.

Making Metrics Matter

Learn how companies can go beyond KPIs and also use Objectives and Key Results (OKRs) to create a data-centric culture, track progress, and encourage a quantified approach across departments. OKRs provide a data-based framework to allow businesses to easily define measurable goals and establish structured tracking.

Move from QuickBooks to NetSuite for Inventory Management

Inventory Management Made Easy

As a company grows and/or starts adding sales channels, entering inventory manually and syncing QuickBooks with external inventory management systems becomes time consuming and more prone to errors.

NetSuite Inventory Counts & Warehouse Management

Easing the Pain of Physical Inventory Counts

While physical inventory counts are a necessary evil, they needn’t be such a burden. This guide explores inventory count challenges, shows the benefits of regular, scheduled cycle counting, and discusses how a cloud ERP solution enables high inventory accuracy year-round.

AI and Machine Learning for CFOs | NetSuite ERP Solution Provider

The CFOs Guide to AI and Machine Learning

Whether you’re considering adopting AI and machine learning tech or not, having tools that your team can leverage to be more efficient is critical — as finance leaders continue to prioritize solutions that provide added visibility and control into their operations.

NetSuite ERP Health Check

The Importance of an ERP Health Check

While it might be second nature for us to maintain our health and vehicles, businesses often overlook health checks for their ERP system and related processes. An ERP system health check can prevent little problems from turning into major issues and help you proactively plan for future business changes. Schedule yours today.

ERP Business Process Review | NetSuite Solution Providers

The Importance of a Business Process Review

An ERP business process review can help you evaluate your processes, analyze metrics, KPIs, and reporting, and plan for upcoming company changes that could impact your ERP configuration or processes in the future. Schedule yours today.

NetSuite ERP Client Case Study: Strong Systems International

Client Case Study: Strong Systems International

Learn how Strong Systems International gained better insight into company-wide results with NetSuite, allowing them to make informed business decisions faster.

Business Process Automation | NetSuite Solution Provider

10 Best Practices to Automate Business Processes

Business process automation (BPA) can deliver many benefits, including increased efficiency, enhanced productivity, fewer errors and improved process consistency. But not every process is an ideal candidate for automation and not every BPA effort goes smoothly.

NetSuite Financial Analytics & Reporting Tools

5 Signs It’s Time to Up Your Financial Analytics and Reporting Game

To take full advantage of corporate data, companies need good analytics, including tools for producing reports, tracking key performance indicators (KPIs) and creating dashboards

Kate Spikula, NetSuite Consultant, Denver

We Strive to Add Value and Set our Clients up for Long-Term Success

Meet Kate Spikula, senior NetSuite consultant with KES. Kate provides long-term, effective solutions for clients to set them up for the utmost success.

NetSuite Cloud ERP | Spreadsheets

3 Signs It’s Time to Adopt a Cloud ERP System

If you are a fast-growing company relying on spreadsheets and/or email as a system of record, it might be time to consider a full-scale business management or cloud ERP system.

Accounting Team Efficiency | NetSuite

7 Tips to Improve Your Accounting Team Efficiency

Working with many clients over the years, we have consistently seen several common areas where leveraging tools brought considerable improvements in efficiencies. Learn our top six efficiency improvement areas for your accounting team.

Can your ERP system scale as you grow?

Can Your Business Systems Scale As You Grow?

As businesses grow, they need to adjust their processes to handle increased demand. Often, their business systems can’t keep up, resulting in inefficiency, customer service issues, and potentially lost revenue. A robust ERP system can grow and scale with you.

ERP Modules | NetSuite Solution Provider

Understand Which ERP Modules Your Business Needs — And When

You may know you need an ERP solution but knowing which modules will best support your business is a more difficult problem to tackle. Learn more about key ERP modules and how to use them for your business.

NetSuite ERP Case Study: Alloy Wheel Repair Specialists

Client Case Study: Alloy Wheel Repair Specialists

Learn how Alloy Wheel extended NetSuite’s functionality and improved their financial management processes through KES NetSuite Extensions.

NetSuite Grows With Your Business

How NetSuite Scales as Your Business Grows

If your business is rapidly growing and you’re approaching or surpassing your service parameters, you need to ensure your business applications can handle the added demand requirements for optimal performance.

Cloud Data Warehouse | NetSuite Solution Providers | Nashville, Atlanta

Reasons a Cloud Data Warehouse Maximizes the Value of Your Data

A cloud-based data warehouse can be a game-changer for businesses ready to extract data insights that help boost productivity, improve the customer experience, and control costs.

NetSuite ERP Case Study: Uncommon James

Client Case Study: Uncommon James

Learn how jewelry retailer, Uncommon James, used NetSuite to manage their rapid growth and how the KES True Partner Approach helped them pull all the pieces of their ERP system together.

Financial Planning with your ERP System

How to Drive Companywide Continuous Planning Initiatives

Perhaps the biggest lesson to come out of 2020 for businesses was the value of constantly assessing operating conditions and adjusting plans in response to changing market realities, but how do you take that knowledge to assess and reassess plans at any time.