Case Study
How a Cloud Storage Company Achieved 70% Higher Data Accuracy Through NetSuite Automation
Download Case StudyClient: Leading Cloud Storage & Data Backup Provider
Industry: Software – Cloud Storage & Online Backup
Key Technologies/Platforms: Oracle NetSuite, NetSuite WMS (Warehouse Management System), SuiteScript, Task-Based Automation, Excel Integration
About the Client
The client is a leading provider of cloud storage and data backup solutions, serving both businesses and individual users. Its portfolio includes cloud-based object storage and automated computer backup services designed to securely store, protect, and manage critical data at scale.
Business Requirements
The client required automation to improve operational efficiency and scalability across key business processes:
- Automate email distribution of large inventory reports without being constrained by NetSuite's attachment limitations.
- Streamline and automate WMS cycle counting based on predefined bins, zones, and locations.
- Automate customer contract creation and associated details with minimal user intervention.
- Reduce manual data entry and improve the accuracy and consistency of operational data.
Our Approach and Solutions
- Automated Inventory Report Distribution: Jade Global implemented task-based automation to generate and overwrite file contents, enabling large consolidated reports to be distributed without being constrained by NetSuite's 10MB email attachment limitation. This eliminated the need to manually split reports and streamlined report sharing.
- Automated WMS Cycle Counting: Jade Global developed an end-to-end NetSuite WMS cycle-counting automation that runs on a predefined schedule. The solution autonomously selects cycle count plans and identifies inventory items by bin, zone, and location, ensuring consistent, timely execution with far less manual intervention.
- Automated Contract Generation: A custom SuiteScript-based solution automates customer contract record creation and populates associated details. Users can initiate the process through a simple Excel file upload, eliminating repetitive manual calculations and data entry while improving contract data accuracy
Impact and Business Benefits
- 50%+ Reduction in Manual Inventory Effort: Automated WMS cycle counting reduced manual effort by more than 50%, while ensuring accurate item selection based on bins, zones, and locations.
- ~1 Hours Saved per Consolidated Report: Automated report generation and distribution eliminated the need to split large reports, saving approximately one hour of consolidation effort per report.
- 70% Improvement in Contract Data Accuracy: Automated contract creation minimized manual calculations and data entry, reducing errors and improving contract data accuracy by 70%.
- Faster Contract Management: Excel-driven contract automation accelerated customer agreement processing while requiring minimal user intervention.
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