• Why Choose GURUS
    • About Us
    • Clients
    • Events
    • Gurus Partner Program
    • Reference Program
    • GURUS for GOOD
  • Careers
    • Job Openings
    • Working at GURUS
    • GURUS Academy
  • Contact
Free Business Intelligence Demo   1.877.664.1023
  • Solutions
    • NetSuite
      • NetSuite OneWorld
      • NetSuite PSA & SRP
      • NetSuite OpenAir
      • NetSuite Sandbox
    • Data Toolkit
      • GURUS Business Intelligence (BI)
        • BI by Role
        • NetSuite Data Warehousing
        • BI Templates for NetSuite
      • GURUS NetSuite Data Exporter
        • Financial Planning & Analysis Edition
    • Custom Solutions
      • Container Management
      • Engineer-To-Order (ETO)
      • Dynamic Special Order
      • Marketplace Reconciliation
      • Bulk Transaction Emailer
    • NetSuite Modules
      • Financials and Management
        • Dunning Letters
        • Financials
        • Fixed Assets
        • Incentive Compensation
      • Manufacturing
        • WIP & Routing
        • Work Orders & Assemblies
      • Retail and Distribution
        • Demand Planning
        • Grid Order Management
        • Inventory Management
        • Procurement
        • WMS Lite
      • Services
        • Job Costing
        • Project Management
        • Resource Allocation
        • Revenue Management
      • Software
        • Contract Renewals
        • Software Management
    • Boomi
    • NetSuite Add Ons Solutions
    • NetSuite for Private Equity Firms

    FREE BUSINESS INTELLIGENCE DEMO

    Request your Free Business Intelligence Demo & Discovery Call Today. Have our resident BI expert guide you through the solution’s features.

    Learn More

  • Industries
    • Industry Solutions
      • Food and Beverage
        • NetSuite’s Top 5 for Food and Beverage
        • Top Software For Food and Beverage Industry
        • Food and Beverage Industry Trends
      • Life Sciences
        • Biotherapeutics
        • Clinical Trials
        • Genomics
        • Laboratories
        • Medical Devices
        • Medical Distribution & eCommerce
        • Medical Practices
        • Medical Software
      • Professional Services
      • Software & Internet Providers
      • eCommerce
      • Media & Publishing
      • Non-Profits
      • Engineering
      • Construction
      • Manufacturing
        • Cloud-Based ERP for Manufacturing
        • Complete Manufacturing Workflow with NetSuite
        • How to Increase Profits with NetSuite ERP
      • Cannabis & CBD
      • Wholesale Distribution
        • The Benefits of an ERP For Wholesalers
        • Top Wholesale Distribution Software
        • Wholesale Distributors vs. Direct-To-Consumer
      • Healthcare
        • 5 ERP Features For Healthcare Suppliers
        • Healthcare ERP for Clinics
        • NetSuite FAQ for the Healthcare Industry
      • Energy
      • Retail

    FIND THE NETSUITE BUNDLE FOR YOUR INDUSTRY

     

    Our team of specialists can customize your NetSuite with the right features to meet the needs of your business. Find the right solution for your industry.

    Learn More

  • Services
    • NetSuite Services
      • NetSuite Implementation & Configuration
      • NetSuite Project Rescue
      • NetSuite Training
      • NetSuite Data Migration
      • Business Process Review
      • NetSuite Integration
      • NetSuite Upgrade Readiness Review
      • Customization & Development
      • Assessment & Architecture
      • NetSuite Optimization
      • NetSuite Support
      • Staff a Project
      • NetSuite Admin Services
    • Integrations and Connectors
      • NetSuite Integrations
        • NetSuite to Salesforce Integration
        • NetSuite to Shopify Integration
        • NetSuite to HubSpot Integration
        • NetSuite to Procore Integration
        • NetSuite EDI Integration
        • NetSuite eCommerce Integration
      • Salesforce Integrations
        • Salesforce To HubSpot
        • Salesforce To NetSuite
        • Salesforce To Outlook
        • Salesforce To QuickBooks
        • Salesforce To Slack
        • Salesforce To Call Center Software

    FIND THE RIGHT CUSTOM SOLUTION TAILORED TO YOUR INDUSTRY

    Custom ERP solutions to connect your company’s needs with NetSuite functionalities using custom script. Learn more to find a solution that meets your company’s needs.

    Learn More

  • Pricing
  • Resources
    • Browse resources
      • FAQ
        • NetSuite Data Exporter
        • GURUS Business Intelligence
        • NetSuite FAQs
      • Blog
      • Video
      • Press Releases
      • ERP Comparison Hub
    • Filter resources
      • All
      • Demos
      • Podcasts
      • White Papers
      • Data Sheets
      • Webinars
      • Glossary

    GURUS CLOUD CONNECT

    Webinars as short as your coffee break. Register now to hear industry experts answer your tech-questions in snack-sized episodes.

    Learn More

Breadcrumb

  • Home
  • Blog
  • How GURUS BI for NetSuite Met Cloudli’s Need For Automation

How GURUS BI for NetSuite Met Cloudli’s Need For Automation

Profile picture for user GURUS Solutions
By: GURUS Solutions 15.12.2022
Copied to clipboard

 

From startups and small businesses, to large companies or residences, Cloudli offers Cloud-based telecom solutions that enable better business and lead to secure and efficient customer service.

Formerly babyTEL, Cloudli has been a longstanding and loyal GURUS client since 2007. As part of our commitment to continuously assess our clients’ changing needs, our Internal Consultant noticed the evolution of Cloudli’s work and reporting, which included lengthy monthly financial reports and saved searches, among other things, and suggested they learn more about GURUS Business Intelligence for NetSuite.

Request More Info From an Expert

The Product, Right At Their Doorstep

Every month, a financial package is created and prepared to present to the Board at Cloudli; this includes profit/loss statements for revenue tracking, and must be formatted so it can be viewed in groups, such as across subsidiaries, all under the company’s visual branding. 

While Cloudli also used Vertica and Tableau, they were hesitant to go with these data visualization platforms as they did not offer the security that was needed - that is, only allow access to select departments within the company.

The tools they had weren’t generating these reports as efficiently as Cloudli would have liked and, at this point, the NetSuite capabilities also began to max themselves; GURUS Business Intelligence became the natural choice for them.

Thanks to our trusted relationship and background, Cloudli did not see the need to shop around for what was clearly already available to them with GURUS.

Reporting 2.0

With this pending need, the GURUS Internal Consultant handling Cloudli’s case reached out to their Product and Sales colleagues and a Business Intelligence demo was set up shortly thereafter. 

Within two months, Cloudli started using GURUS BI for customer churn reporting and it quickly became one of the main uses for their team, helping them keep track of their customer base and turnover.

As they continued to use GURUS BI, it grew into their output method for the monthly financial packages. That is, rather than having Cloudli employees spend numerous hours creating and then breaking down the financial reports for the various uses and areas, these reports were now automatically generated.

How Has GURUS BI Helped Cloudli?

Several Cloudli financial reports are automatically generated on a monthly basis - all with less risk for errors, correct breakdown and branding - and they can be sent out via email to internal and external stakeholders, whether or not they’re NetSuite users!

As with any client, our GURUS team provided insight based on Cloudli’s growing and evolving needs. By understanding their business and its activities, we were able to offer a timely solution with in-house expertise already available. This speaks to our customized approach and ongoing support that goes beyond the implementation phase.

Request More Info From an Expert

About GURUS Solutions

GURUS boasts a dynamic team of business and technical experts who set the standard for best practices in the implementation, customization and integration of Oracle NetSuite ERP solutions. We work closely with our clientele to bring their business processes into the cloud – resulting in an unmatched level of productivity and efficiency.  Contact Us Now!

Recent posts

  • Profile picture for user Victoria Sapsford
    By : Victoria Sapsford 23.01.2023

    Third-Party Logistics (3PL) with NetSuite

    • NetSuite ERP
    Keep track of shipment, inventory and management processes by integrating your third-party logistics with NetSuite.
    Read this post
  • Profile picture for user GURUS Solutions
    By : GURUS Solutions 15.12.2022

    How GURUS BI for NetSuite Met Cloudli’s Need For Automation

    • NetSuite Client Success Stories
    A look back on how GURUS Business Intelligence for NetSuite helped Cloudli streamline their financial reporting over the course of a year
    Read this post
  • Profile picture for user GURUS Solutions
    By : GURUS Solutions 12.12.2022

    Cloud CRM for Growing Businesses

    • NetSuite CRM
    Here Are 7 Good Reasons Why a Cloud-Based CRM like Oracle NetSuite is a Smart Idea for Your Business.
    Read this post
Related tags
  • ERP Implementation

News & Events

  • Press releases

    GURUS Solutions named to the Bob Scott Top 100 VARS for 2023

    Montreal, Quebec - June 28th 2022 On June 9th, 2022, GURUS Solutions was named to The Bob Scott Top 100 VARS for 2022. The
    Read more
    Published 30 January 2023
  • Press releases

    GURUS Solutions Unveils Partnership with Mavenlink

    GURUS Solutions is proud to announce its latest partnership with Mavenlink, the industry cloud for professional services
    Read more
    Published 10 March 2022
  • Press releases

    Dell sells Boomi to Francisco Partners and TPG Capital

    [Chesterbrook, PA, Round Rock, Texas, San Francisco - May 2, 2021] As of May 2nd, 2021, Dell Technologies has officially reached
    Read more
    Published 20 May 2021

Blog

  • Third-Party Logistics (3PL) with NetSuite
    Victoria Sapsford, 23.01.2023
     As more and more companies find themselves growing at an unprecedented rate, certain business
  • Cloudli and GURUS BI for NetSuite
    GURUS Solutions, 15.12.2022
     From startups and small businesses, to large companies or residences, Cloudli offers Cloud-based
  • 7 Reasons Your Business Needs a Cloud CRM
    GURUS Solutions, 12.12.2022
     Start by asking yourself what customer relationship management (CRM) means for your company. Basically
All posts

Contact

TOLL-FREE: 1.877.664.1023
info@gurussolutions.com

Head Office

9880 Clark Street, Suite 101
Montreal, QC
H3L 2R3 Canada

Tel: 514.664.1023

Join the Team

We are always on the 'lookout' for new talent. Are you The One we are looking for?

Careers

 

Regional offices

Boston, MA: 617.807.0903
Chicago, IL: 312.588.7295
Cleveland, OH: 216.202.0264
Dallas, TX: 214.377.1221
Manchester, NH: 603.657.9458
Miami, FL:786.453.9063
Oklahoma City, OK: 405.896.8422
Ottawa, ON: 613.454.6013
Rochester, NY: 585.666.0574
San Francisco, CA: 415.449.8611

 

SEE ALL LOCATIONS

100% MONEY BACK GUARANTEE

Follow us in social media

Copyright © 2023 Gurus Solutions

All rights reserved

  • Privacy policy