In the ever-evolving landscape of business technology, NetSuite stands out as a powerful ERP solution. In a recent conversation between Todd and Jim, two industry experts, the discussion revolved around the practical applications of NetSuite, particularly in the realms of eCommerce, automation, and the challenges and opportunities faced by businesses in the current market.
Getting to Know Jim:
Jim Winisorfer's journey began on a farm in Stratford, Wisconsin. With a background in industrial arts, he started as a teacher before transitioning into the business world. Throughout his career, Jim has always been closely tied to sales and marketing, eventually becoming the President of DOIG Corporation in Cedarburg, Wisconsin.
The NetSuite Implementation Journey:
Jim shares that his first day at DOIG Corporation coincided with the company's decision to switch from the Tribute ERP system to NetSuite. The transition involved a meticulous process, with the installation and go-live taking about nine to ten months. Jim highlights the strategic move to involve salespeople early in the process, ensuring they were well-versed in the new system before the official go-live date.
The Power of NetSuite CRM:
As a distributor, DOIG Corporation relies heavily on NetSuite CRM for contact management, event tracking, and opportunity management. Jim emphasizes the importance of recording face-to-face visits, supplier interactions, and opportunities worth over five grand. This meticulous data recording ensures transparency and facilitates reporting to both internal teams and external suppliers.
Efficient Dashboards and Portlets:
DOIG Corporation has customized dashboards for different roles within the company, providing tailored views based on individual responsibilities. Custom portlets offer quick access to vital information, such as sales performance, customer profitability, and supplier relationships. These dashboards and portlets empower employees to make informed decisions without having to sift through multiple spreadsheets.
Achieving Clean Data:
Jim stresses the significance of having a single point of truth for all data within the company. By fully integrating their ERP system, DOIG Corporation avoids data replication issues and ensures that everyone in the organization is working with reliable, up-to-date information. This approach has helped maintain clean and accurate data, a crucial aspect for effective decision-making.
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SuiteCommerce: A Gateway to Efficiency:
The conversation shifted to SuiteCommerce, NetSuite's eCommerce solution, where Jim detailed their journey from Site Builder to SuiteCommerce. The switch significantly improved their online sales process, catering to one-and-done transactions efficiently. Jim emphasized the importance of constant adaptation, cautioning against excessive customization that may hinder future updates and theme changes.
eCommerce as a Lead Generator:
Jim shed light on the pivotal role of their eCommerce platform as a lead generator. While one-and-done transactions form a substantial part of their online sales, the platform serves as a gateway for potential customers to inquire and engage with their products. This nuanced approach to eCommerce, focusing on both direct sales and lead generation, showcases the versatility of Sweet Commerce in addressing diverse business needs.
Automation in Manufacturing:
The conversation took a turn toward the broader landscape of manufacturing. Jim discussed the challenges posed by a shrinking workforce and the urgent need for automation. With an aging demographic, factories are compelled to automate processes to stay competitive. The discussion touched on the intersection of AI and automation, highlighting the role of 3D vision and data automation in enhancing efficiency.
Opportunities in 2024:
Looking ahead to 2024, the dialogue centered on the opportunities arising in a changing market. Jim emphasized the need for factories to invest in automation, whether through robotics or AI, to address the workforce shortage and stay globally competitive. The discussion highlighted the importance of adapting to market conditions and exploring new technologies to drive growth.
Advice for NetSuite Users:
In offering advice to businesses navigating the NetSuite ecosystem, Jim stressed the value of seeking external expertise. Whether through NetSuite user groups, consultants, or forums, gaining insights from others' experiences can provide valuable solutions to common challenges. The conversation seamlessly segued into the importance of collaboration within the NetSuite community. As businesses look towards 2024, the key takeaway is clear – adaptability and collaboration will be crucial in unlocking the full potential of NetSuite.
Jim Winisorfer's experience with NetSuite ERP at DOIG Corporation serves as a testament to the power of strategic implementation, involving key stakeholders early in the process, and maintaining a commitment to clean and integrated data. As the ERP landscape evolves, businesses like DOIG Corporation continue to adapt and leverage new features to enhance their operational efficiency and drive success.
Want to hear the whole conversation? Check out the full podcast here: