VanBuren Advisory
NetSuite Planning & Budgeting

When an NSPB customer isn't getting value from the application.

Independent specialist support for NetSuite Planning & Budgeting: assessment of underperforming applications, targeted remediation, integration and data model work, and modernization onto current platform capability. No rip and replace, and no attempt to relitigate the original project.

01Helped bring NSPB to market
02Led NetSuite's EPM Solution Consulting organization
03Every engagement delivered by the SME, not a bench

Signals this is the right referral

  • The customer went live but the team still budgets and forecasts in Excel.
  • The revenue forecast can't see unfulfilled sales orders or revenue schedules.
  • The integration fails, runs long, or needs monthly hand holding.
  • Reporting hierarchies and attributes don't match how leadership reviews the business.
  • A generic template was delivered where the business needed a real model.
  • The customer is interested in EPM expansion but is not referenceable today.
  • Renewal conversation is coming and satisfaction is soft.

What the work usually looks like

Assess Review the existing application, integration, data model, and reporting against how the business is actually managed. Findings the customer can act on, in plain language.
Remediate Fix the integration and dimensionality that limit value: NetSuite detail beyond the GL, attributes, alternate and multi-tier hierarchies, drivers, allocations, workforce.
Modernize Put current platform capability to work where it earns its keep: Advanced Predictions, IPM Insights, Ask Oracle, automation, and AI grounded in the customer's own application.

How I work with account teams

  • Scoped to EPM. I do not pursue ERP work or license conversations.
  • The account team stays the account team. I do not position around you.
  • Small, defined engagements with transparent pricing and one senior resource.
  • Status the customer will repeat back to you accurately.
  • Comfortable in TEST first, under whatever confidentiality and access terms apply.

The opening conversation

Thirty minutes with the customer's finance team. What is working, what is frustrating them, and what they wish NSPB did. For qualified environments I will review the TEST application first.

Five meaningful opportunities for improvement, and where practical, one quick win at no consulting charge.