In today’s fast-paced business world, companies looking for ways to optimize their workflows and minimize errors to stay competitive. One task that is prime for optimization is reporting, which can be time-consuming and prone to mistakes if manual processes are involved.
The fastest way to eliminate data-entry errors is by creating an integrated system where your data flow is seamlessly and instantly shared across your platforms. Read on to learn how your organization can reduce errors and save time by using Boomi to integrate a data analytics and visualization solution like Microsoft Power BI with an enterprise resource planning (ERP) solution like Oracle NetSuite.
The Evolution of Report Generation
One of the biggest frustrations in reporting is when data resides in systems that only offer limited reporting options. There are several workarounds to this problem, with varying degrees of success. Let’s take a look at a typical evolution of reporting capabilities.
Manual Data Entry
In some companies, generating reports involves manually transferring data from an ERP or a customer relationship management (CRM) system into a Google Sheet. Even though this solution allows for greater flexibility in report generation, every manual data entry reporting process creates a risk for data-entry errors.
CRM/ERP Integration With a Spreadsheet Solution
The next level of reporting involves integrating a CRM or ERP like NetSuite with a spreadsheet solution like Google Sheets so data flows seamlessly between the two platforms.
While integrating NetSuite with Google Sheets to create an analytics dashboard is a step up from the manual process, it may not provide the flexibility and comprehensiveness needed to drive organizational growth.
CRM/ERP Integration With a Data Visualization Solution
Organizations require flexible and comprehensive analytics tools to harness the power of analytics and drive growth. While a Google Sheets dashboard can be a good start, more is needed for growing organizations. A more powerful data visualization and analytics platform, such as Power BI, is the next stage in report customization. These platforms can help you combine and manipulate data from multiple sources, providing you with accurate business intelligence to help you make data-informed decisions and drive growth.
NetSuite and Power BI
NetSuite: Where Data Originates
NetSuite is a cloud-based enterprise resource planning (ERP) software that allows businesses to manage financials, inventory, customer relationship management (CRM), and more in one system. These data-rich functions are essential to the reporting process. As a cloud-native ERP solution, NetSuite is also designed to be scalable, so as your business grows, it continues to meet your changing organizational needs.
Power BI: Give Life To Your Data
Power BI enables the creation of visually rich, interactive reports that make the data you’re sharing easier to understand. With complete customization of dashboards, reports, and charts, your teams can meet the changing needs of business reporting head-on.
Because it’s another cloud-native software, Power BI is easy to integrate with the solutions that hold your data.
How NetSuite and Power BI Work Together
Integrating NetSuite with Power BI allows users to create customized dashboards and reports that combine data from multiple sources, enabling them to gain insights into their business operations and identify areas for improvement.
With this integration, users can also set up automated data refreshes and notifications, enabling them to stay up-to-date with the latest information without manually gathering and compiling data. Users can share reports and dashboards with others in the company, promoting collaboration and keeping everyone on the same page.
Integrating NetSuite and Power BI can help a company gain better insights into its business operations, improve decision-making, and enhance overall efficiency and collaboration.
Enabling NetSuite and Power BI Connections With Boomi
Boomi’s cloud-based integration platform provides pre-built connectors for both NetSuite and Power BI, making it easy for businesses to optimize their reporting processes. Boomi’s universe of connectors enable users to integrate data from various sources, automate the data transfer process, and create custom reports and dashboards in Power BI. Boomi’s integration platform allows users to map data between systems, transform data formats, and manage data flows.
Say Goodbye To Data Entry Errors
NetSuite and Power BI integration powered by Boomi connectors provides significant benefits to businesses by streamlining workflows, reducing manual labor, and improving data accuracy and reporting. Boomi’s cloud integration service easily connects these and other applications.
See how your ERP, analytics, and customer experience tools can work in sync to improve your business by minimizing manual processes in “Modern ERPs Allow Organizations to Integrate and Accelerate.”