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Oracle NetSuite Planning
and Budgeting

Reduce planning and budgeting cycle times, improve forecast accuracy

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Our Customers

Planning and budgeting using spreadsheets results in less collaboration among teams, it is also inefficiency and is error prone. Oracle NetSuite Planning and Budgeting facilitates both company-wide and departmental planning with modeling capabilities, approval workflows and reporting within one collaborative scalable solution. Sales and operationally-driven strategic plans can be linked to long-term and near-term financial plans.

Oracle NetSuite Planning and Budgeting solution uses a powerful calculation engine which can accommodate a wide range of business logic with fast in-memory aggregation and instant financial analysis and reporting.

Benefits of Implementing
Oracle NetSuite Planning and Budgeting

  • Reduce planning and forecasting cycle times by making it simpler to collect inputs and assumptions
  • Gain greater control and visibility over your plans, budgets and forecasts
  • Increase collaboration with business stakeholders and drive better decision-making
  • Drill across budget, forecast and actuals to see the impact on business performance
  • Improve forecast accuracy with predictive planning, allowing users to run multiple scenarios on the fly for management meetings

Features of
Oracle NetSuite Planning and Budgeting

Oracle NetSuite Inventory Management minimizes manual processes by automatically tracking inventory levels, orders and sales throughout the inventory life cycle, and provides clear visibility into any inventory liabilities.

Robust Financial Modeling with Predictive Analytics

Oracle NetSuite offers a set of robust financial capabilities that presents data in highly detailed dashboards. Features such as predictive analysis ensures you stay ahead of the game in highly disruptive and volatile times.

Revenue Planning

Ensure that your revenue plans are in sync with sales forecasts and corporate objectives. Oracle NetSuite allows you to then monitor actual performance with the objectives that have been set, and also keep track of the resulting impact on cash flows and balance sheet.

Workforce Planning

Workforce Planning aligns HR needs with business needs to ensure a company can execute its business strategy. HR, finance and hiring managers establish budgets, roles and priorities across the organisation by examining total headcount costs to make sure adequate number of people are hired at the without going over budget.

Microsoft Office Integration

Smart View Oracle NetSuite Planning and Budgeting offers comprehensive integration with Microsoft Office tools such as Microsoft Outlook, Excel, Word and PowerPoint with Smart View for Office. Users can add what-if analyses in Excel for customers, items or expenses categories on the fly and create data grids incorporating Excel formulas and formats.

Customer Success Story

Why Choose Shearwater Taiwan

Shearwater Taiwan is your trusted, Chinese, English, Korean, and French consulting partner for implementing cloud technologies in your Asian business. Our multilingual team (Japanese) offers top-notch customer support to resolve any issues and provide actionable solutions promptly.

Our experienced consultants have a proven track record of over 200 successful financial planning and analysis implementations, providing tailored solutions to meet clients’ specific needs and objectives. 

Talk to Our Oracle NetSuite Experts

斯沃特台灣 | 財務數位轉型諮詢

斯沃特台灣是亞洲領先的一站式財務數位化轉型諮詢公司，在實施財務自動化項目和其他幫助企業實現工作流程自動化的雲端解決方案方面擁有超過 14 年的經驗。我們是 2023 年度解決方案提供商獎 – Workday 新星合作夥伴，與該地區最大的雲端顧問團隊之一合作。 Shearwater 台灣提供一套雲端解決方案，包括雲端企業資源規劃 (ERP)、企業績效管理 (EPM)、賬戶對賬和財務結算流程自動化、公司間財務整合、整合和工作流程自動化平台。

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