Episodes

  • How NetSuite Helps OPIE Software Improve Patient Care

    How NetSuite Helps OPIE Software Improve Patient Care
    Jun 16 2025
    Learn more about NetSuite for software companies: https://tinyurl.com/47pfsx78 In this episode of the NetSuite Podcast, cohost Ian McCue sits down with Pate Henderson, executive director of finance and administration at OPIE Software, a practice management software provider for prosthetics and orthotics clinics. They start the episode by discussing OPIE Software and its mission [1:55]. Pate then dives into the company’s adoption of NetSuite and why it was the “Goldilocks” system for them [14:14]. Ian and Pate conclude the podcast episode by discussing what’s next for OPIE Software [31:31]. Follow Us Here: Pate Henderson: https://www.linkedin.com/in/patricia-henderson-mba-894603108/ OPIE Software: https://www.opiesoftware.com/ Contact NetSuite Sales - https://social.ora.cl/6009wKalv Learn More about NetSuite ERP - https://social.ora.cl/6003wKaxv Learn More about NetSuite HCM - https://social.ora.cl/6007c4Kih Learn More about NetSuite Analytics & Reporting - https://social.ora.cl/6007c4znL NetSuite Customer Success Stories - https://social.ora.cl/6005c4zt9 Follow us here: LinkedIn: https://social.ora.cl/6000wKFhC X (Twitter): https://social.ora.cl/6007wK2zD Instagram: https://social.ora.cl/6003wK2Hv Facebook: https://social.ora.cl/6005wK2Dv #OPIESoftware #FinancialExecutives #NetSuiteERP #NetSuiteSuiteBilling #NetSuiteACS #NetSuiteCRM #MedicalSoftware #ERPforSoftwareCompanies
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    33 mins
  • How Social Selling Company Bomb Party Uses NetSuite to Navigate Tariffs

    How Social Selling Company Bomb Party Uses NetSuite to Navigate Tariffs
    May 27 2025
    Learn more about NetSuite Planning and Budgeting: https://tinyurl.com/ra6wa79k In this episode of the NetSuite Podcast, cohost Megan O’Brien sits down with Jonny Holmes, director of finance at Bomb Party, a direct-to-consumer jewelry company that offers surprise jewelry reveals through live online parties. Megan and Jonny start by discussing Bomb Party, its growth and how Jonny ended up the company [1:43]. They then cover the impact of tariffs on Bomb Party and how the company is using NetSuite Planning and Budgeting to help navigate them [4:08]. Jonny concludes the podcast episode by giving some advice to business leaders trying to navigate global trade variability [17:29]. Follow Us Here: Bomb Party: https://www.bombparty.com/ Contact NetSuite Sales - https://social.ora.cl/6009wKalv Learn More about NetSuite ERP - https://social.ora.cl/6003wKaxv Learn More about NetSuite HCM - https://social.ora.cl/6007c4Kih Learn More about NetSuite Analytics & Reporting - https://social.ora.cl/6007c4znL NetSuite Customer Success Stories - https://social.ora.cl/6005c4zt9 Follow us here: LinkedIn: https://social.ora.cl/6000wKFhC X (Twitter): https://social.ora.cl/6007wK2zD Instagram: https://social.ora.cl/6003wK2Hv Facebook: https://social.ora.cl/6005wK2Dv --------------------------------------------------------------- Episode Transcript: How Social Selling Company Bomb Party Uses NetSuite to Navigate Tariffs 00:00:00:00 - 00:00:36:20 Unknown Hello, NetSuite listeners. Thank you so much for tuning in to the NetSuite Podcast. I'm Megan O'Brien, co-host of the podcast. We have an extra special episode in store for you all today. We know tariffs are top of mind for many businesses right now, and companies are figuring out the best way to handle them. So we invited Jonny Holmes, director of finance at Bomb Party, which is a direct-to-consumer jewelry company that offers surprise jewelry reveals through live online parties. 00:00:36:22 - 00:01:10:04 Unknown If you haven't seen it, I highly recommend checking them out. Customers purchase mystery items such as rings, necklaces or earrings, which are unveiled during these events, adding an element of excitement to the shopping experience. We discuss how Bomb Party has been using that sweet specifically, and that's what planning and budgeting and that sweet analytics warehouse to address tariffs, plan for addressing possible future trade policy changes, and the advice he has for business leaders trying to navigate global trade variability. 00:01:10:05 - 00:01:43:12 Unknown So stay tuned. You're not going to want to miss this episode. You're listening to the NetSuite Podcast where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'lldive into the details about the software and the people at NetSuite who are behind all the moving parts. We'llalso feature customer growth stories discussing the ups and downs of running a company, and how one integrated system can help your business continue to scale. 00:01:43:14 - 00:02:09:19 Unknown Let's just jump right in. So to kick us off, could you tell our audience a bit about Bomb Party and what you do at the company? Yeah. Bomb Party is a network marketing company. We started about eight years ago. I've been here for the last two years. So what we do is we the company, it really thrives on this surprise and delight type of marketing. 00:02:09:21 - 00:02:36:15 Unknown And so what that means is it is kind of like, well, you're just ordering products or jewelry in our case, and you don't really know what you're getting. So it could be one of maybe 30 different rings or earrings or necklaces or something, whichever one you order. And so that is like the driving force around. Everything that we sell, and especially from our owners, is that they want to surprise and delight customers. 00:02:36:15 - 00:03:00:08 Unknown And so everything that we sell drives that. So we sell rings, earrings, necklaces, bracelets, all sorts of things. And they all are sold in that type of thing where we sell to our wholesale reps that buy in bulk from us, and then they turn around and sell it to the end consumer. Most of it, they do it online. 00:03:00:10 - 00:03:20:14 Unknown A lot of it's through TikTok, you know, so maybe use other social media platforms. But for the most part, they'reusing TikTok and they sell these pieces of jewelry, on what we call a party. And it's just a live party. So they get on and customers join their party on TikTok. They place an order for whatever it is and then, live on TikTok, 00:03:20:14 - 00:03:43:19 Unknown The rep reveals what they have. And so it could be one of many different styles that we have for that collection. And then there is a chance that you could win, like a genuine diamond. So it's just ...
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    22 mins
  • NetSuite Change Management: Listen and Learn

    NetSuite Change Management: Listen and Learn
    Apr 14 2025
    Learn more about NetSuite Customer Success: https://tinyurl.com/kyuapfmn In this episode of the NetSuite Podcast, cohost Megan O’Brien is joined by NetSuite’s own Alexandra Wright, senior education and user adoption consultant, and Jessica Jennings, senior program manager, to discuss change management. They start by giving an overview of the change management topic [5:37] and how those implementing or expanding their NetSuite instance can incorporate it. Jessica and Alexandra then delve into NetSuite’s specific methodology for change management [11:35]. They discuss the role of learning in change management [29:04] and conclude the episode with advice on where listeners can learn more [33:03]. NetSuite Change Management Vlogs: https://tinyurl.com/296ah7r7 Free Learning and Change Management Content: https://tinyurl.com/bdcdsn7n Follow Us Here: Alexandra Wright: https://www.linkedin.com/in/alexandrawright4/ Jessica Jennings: https://www.linkedin.com/in/jessicahannusch/ Contact NetSuite Sales - https://social.ora.cl/6009wKalv Learn More about NetSuite ERP - https://social.ora.cl/6003wKaxv Learn More about NetSuite HCM - https://social.ora.cl/6007c4Kih Learn More about NetSuite Analytics & Reporting - https://social.ora.cl/6007c4znL NetSuite Customer Success Stories - https://social.ora.cl/6005c4zt9 Follow us here: LinkedIn: https://social.ora.cl/6000wKFhC X (Twitter): https://social.ora.cl/6007wK2zD Instagram: https://social.ora.cl/6003wK2Hv Facebook: https://social.ora.cl/6005wK2Dv #NetSuite #NetSuiteLCS #ChangeManagement #NetSuiteERP #ErpImplementation #SoftwareImplementation --------------------------------------------------------------- Episode Transcript: 00:00:00:00 - 00:00:36:14 Unknown Hey Suite listeners. Welcome to the NetSuite podcast. I'm Megan O'Brien, a co-host of the podcast, and today I'm excited to continue our Listen and Learn series. We started this podcast series with the goal of giving customers useful tips and tricks that will help them get more out of NetSuite. For part three of this series, we'retalking change management and how you can use it as a strategic lever to maximize your ERP software and create a more agile, responsive organization. 00:00:36:16 - 00:01:00:17 Unknown So today we have two guests joining us, Alexandra Wright, who is a senior education and user adoption consultant, and Jessica Jennings, a senior education program manager, both from NetSuite. You actually might remember Jessica from a network podcast episode about a year and a half ago. We're so excited that she came back on the show in this episode. 00:01:00:18 - 00:01:34:10 Unknown These two change gurus highlight the critical role of change management and aligning people and processes with new systems, ensuring sustained user adoption. They cover key factors like communication strategies, leadership engagement, and structured methodologies to drive success. So stay tuned. We're jumping into all this and more next. You are listening to the NetSuite Podcast, where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. 00:01:34:12 - 00:02:02:06 Unknown We'll dive into the details about the software and the people at NetSuite who are behind all the moving parts. We'll also feature customer growth stories discussing the ups and downs of running a company and how one integrated system can help your business continue to scale. And welcome Alexandra and Jessica. We're so excited to have you on today to talk about something we hear a lot about in the software world, change management. 00:02:02:08 - 00:02:25:16 Unknown We're excited to be here. So where are the two of you joining us from today? So I am joining you again from Austin, Texas. I had been on the podcast once before and loved it, so I'm glad to be back. But I'm still here in good old Austin, Texas. Yeah, and I'm joining from San Diego, California. Wow, look at you both in sunny, warm places. 00:02:25:17 - 00:02:54:12 Unknown That sounds great. It really is. It is. I can't complain. Well, to start out, can you tell us a little bit about yourselves and your role in that suite? Yeah, I'd be happy to jump in here. My name is Alexandra. As mentioned, I have been with NetSuite for going on four years. And my background is actually in organization psychology, which is a super niche area of psychology. 00:02:54:13 - 00:03:25:10 Unknown That's actually one of the fastest growing spaces in business, which is imaginable as we're in a point in time where it feels like everything is changing as rapidly as possible. So my job here at NetSuite is an education and user adoption consultant. And like I mentioned, I started here going on four years ago. And the business has evolved a lot and so has my role. 00:03:25:10 - 00:03:54:07 Unknown And so a lot of the work ...
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    35 mins
  • The CFO Agenda: Raw Sugar Living’s Jonathan Weiss

    The CFO Agenda: Raw Sugar Living’s Jonathan Weiss
    Mar 10 2025
    Learn more about NetSuite for health and beauty companies: https://tinyurl.com/2uesmbsr Tune in for the next installment of The CFO Agenda series featuring Jonathan Weiss, CFO of Raw Sugar Living, a health and beauty brand selling hair and body products with natural ingredients. Jonathan and cohost Megan O’Brien kick off the podcast episode by discussing Jonathan’s background and what brought him to the CFO role at Raw Sugar [1:39]. They then delve into Raw Sugar’s use of NetSuite and why having a strong tech stack is so important for the company [21:21]. Jonathan and Megan conclude the episode by discussing CFO priorities for 2025 [42:00]. Like what you learned? Subscribe Now! http://bit.ly/NetSuiteYouTube Follow Us Here: Jonathan Weiss: https://www.linkedin.com/in/jonathan-m-weiss/ Raw Sugar: https://rawsugarliving.com/ ------------------------------------------------------------------ Episode Transcript: The CFO Agenda: Raw Sugar Living’s Jonathan Weiss 00;00;05;07 - 00;00;37;18 Unknown Hello NetSuite listeners. Thank you so much for tuning in to the network podcast. I'm Megan O'Brien, a co-host of the podcast. Today we're continuing our CFO agenda series with Jonathan Weiss, CFO of Raw Sugar, a health and beauty brand selling premium hair and body products made of natural ingredients. You've probably seen their shampoos, conditioners and other products in their signature white bottles with bamboo tops around Target, Walmart, CVS, etc. 00;00;37;21 - 00;00;58;26 Unknown We discuss Jonathan's path to the role of the CFO. Hint as not necessarily what you would expect. His perspective on the future of the finance function, the company's tech stack, and some of Raw Sugar's goals over the next year. So stay tuned. You're not going to want to miss this episode. 00;00;58;28 - 00;01;25;15 Unknown You're listening to the NetSuite Podcast, where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'll dive into the details about the software and the people at NetSuite who are behind all the moving parts. We'll also feature customer growth stories discussing the ups and downs of running a company, and how one integrated system can help your business continue to scale. 00;01;25;18 - 00;01;59;04 Unknown Hi, how are you doing today? Afternoon. This is such a treat. Thanks a lot. Yeah. Well, thanks for coming on. I mean, let's go ahead and just jump right into the questions. So could you talk a bit about your past roles and your path to where you are now? Sure. Well, it's been a long road, but it started with UCLA, undergrad and had this awesome liberal arts education and yet was also able to take about 8 to 10 accounting classes. 00;01;59;04 - 00;02;25;08 Unknown And from that, I started out at KPMG in New York, working in the audit side, luckily got assigned into the manufacturing retail space, liked it, but didn't love it to be honest, and started kind of my journey to where I am now because, I jumped over to the consulting side and started kind of hoping different partners answer different problems for large corporations. 00;02;25;11 - 00;02;54;28 Unknown Went off to business school back at UCLA because I wanted to be back in the LA market and then had a great, lucky opportunity when I was about 30, where two founders who had created a fashionable scrubs business long before that was the thing. And I came on kind of as a consultant and would eventually became their partner, and for seven years grew this into a business that really I loved and enjoyed. 00;02;55;01 - 00;03;21;03 Unknown And for the last 20 years, I've pretty much been doing the same role of CFO CEOs. Sometimes it's been for founders, sometimes it's been for public companies like LVMH. And then for the last eight years it's been with different private equity firms, a liberal arts degree taking accounting classes. You don't hear that very often now, but, it's something I advise all the people I work with because, you know, we'll talk about this. 00;03;21;03 - 00;03;43;27 Unknown What is the role of finance and accounting now, and especially with outsourcing and big data? You know, at the end of the day, it's a value add. Understand what the information is telling you. And I don't think that's much different than reading a great novel or seeing a movie and trying to understand what it's trying to tell you who communication is. 00;03;43;28 - 00;04;06;20 Unknown Major me likes that. Okay, so you ended up joining Ross Sugar close to five years ago. Can you tell our listeners a little bit about what Ross Sugar does? Yeah, sure. Ross Sugar has been around for about ten years. It's usually a white bottle with a bamboo top, but it was created ten years ago by two founders, Ronnie and Donna. 00;04;06;...
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    1 hr and 1 min
  • NetSuite 2025.1: New GenAI, System Connectors, and Procurement Features

    NetSuite 2025.1: New GenAI, System Connectors, and Procurement Features
    Feb 10 2025
    Learn more about NetSuite 2025 Release 1: https://tinyurl.com/m5c87ud5 Cohost Megan O’Brien dives into NetSuite 2025 Release 1, with several guests joining to cover the latest and greatest features included. To start off, Lisa Schwarz, senior director of product marketing at NetSuite, gives an overview of the first release of 2025 [1:31]. She covers some of the most exciting updates in 2025.1 and what customers can expect. Erik Klein, outbound product manager at NetSuite, joins next to give a breakdown of new AI capabilities [8:30]. Andrew Klockers, a principal industry product manager for healthcare at NetSuite, covers HIPAA compliance in NetSuite, as well as enhancements to Compliance 360 [21:41]. Lastly, Eyal Amir, senior director of product management at NetSuite, goes over three new NetSuite Connectors [32:55]. Follow Us Here: NetSuite 2025.1 Homepage: https://tinyurl.com/m5c87ud5 NetSuite 2025.1 Release Notes: https://tinyurl.com/4ju3uj73 NetSuite 2025.1 Release Preview Test Account: https://tinyurl.com/7m3pkz78 Contact NetSuite Sales - https://social.ora.cl/6009wKalv Learn More about NetSuite ERP - https://social.ora.cl/6003wKaxv Learn More about NetSuite HCM - https://social.ora.cl/6007c4Kih Learn More about NetSuite Analytics & Reporting - https://social.ora.cl/6007c4znL NetSuite Customer Success Stories - https://social.ora.cl/6005c4zt9 Follow us here: LinkedIn: https://social.ora.cl/6000wKFhC X (Twitter): https://social.ora.cl/6007wK2zD Instagram: https://social.ora.cl/6003wK2Hv Facebook: https://social.ora.cl/6005wK2Dv #NetSuite, #NetSuiteERP, #NetSuiteConnector, #SuiteCloudPlatform, #AI, #GenAI, #HealthcareCompliance, #Compliance360 -------------------------------------------------------------- Episode Transcript: 00;00;04;07 - 00;00;28;27 Unknown Hey, listeners. Welcome to the NetSuite Podcast. I'm Megan O'Brien, a co-host of the podcast, and today I'm excited to dive into our latest product release. As many of our listeners know, we do two product releases per year. So this one is our first of 2025. NetSuite 2025 one is absolutely packed with a bunch of great new features and enhancements. 00;00;28;29 - 00;00;54;04 Unknown The latest release brings new functionality across NetSuite Connector, Bill Capture, Field Service management, and the Suite Cloud platform, just to name a few. There are also great new SuiteApps and AI capabilities in there. We have four different guests breaking down the latest capabilities in detail and explaining how they benefit you. And if you're looking for more info, our sneak peak release blogs are now live on. 00;00;54;04 - 00;01;19;11 Unknown NetSuite.com. See the links in the description on the app, so to check those out. Stay tuned, because we have a lot of exciting updates that you won't want to miss. You're listening to the NetSuite Podcast, where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'll dive into the details about the software and the people in next week who are behind all the moving parts. 00;01;19;13 - 00;01;32;05 Unknown We'll also feature customer growth stories discussing the ups and downs of running a company, and how one integrated system can help your business continue to scale. 00;01;32;07 - 00;01;56;02 Unknown Kicking us off is Lisa Schwarz, senior director of product marketing at NetSuite. Lisa will provide a quick preview of what's new in 2025 release one, including new AI-powered search capabilities and Suite Answers using NetSuite Expert. She also gives a refresher on how all our customers received the update, and what they can do to prepare for it. 00;01;56;05 - 00;02;23;23 Unknown We have a few guests joining us to dive deeper into the new functionality and the NetSuite 2025 release one, but could you give us a quick overview of what we'll be covering? I sure can. We've got a greatest hits coming up for everybody. We'll be diving into the world of connectors. There's a bunch of new connectors which will be available in this release, so that will be interesting to get that update and hear about that. 00;02;23;26 - 00;02;52;13 Unknown We'll be covering some great things around the SuiteCloud platform. That's always super interesting. And a lot of that includes some new AI developer tools and we'll also be exploring new things that are going around with necessary HIPAA compliance and some of our compliance. 360 solution. What's the one feature in this release that you're especially excited about or see as a big win for our customers? 00;02;52;15 - 00;03;26;14 Unknown Oh one I'm not sure if I could round it down to just one, but kind of my, you know, quick wins or what's getting me excited. I think I would, you know, shout out because some shout outs to, NetSuite Expert, which is a new capability that's bringing AI search powers to Suite Answers, Suite Procurement, which is, one of ...
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    41 mins
  • The CFO Agenda: Packer Fastener’s Brian Hogeland

    The CFO Agenda: Packer Fastener’s Brian Hogeland
    Jan 21 2025
    Learn more about NetSuite Analytics Warehouse: https://tinyurl.com/2pynh34j Tune in for the next installment of The CFO Agenda series featuring Brian Hogeland, CFO of Packer Fastener, a distributor of fasteners and industrial supplies. Brian and cohost Ian McCue kicks off the podcast episode by discussing Brian’s background and what brought him to the CFO role [2:06]. They then delve into the biggest challenges Packer Fastener has faced as it has grown [11:07] and its use of NetSuite [16:09]. They discuss talent and the workforce and how automation is playing a role in the future of finance and accounting [23:40]. Brian and Ian conclude the episode by discussing CFO priorities for 2025, including incorporating AI [30:47]. --------------------------------------------------------------- Episode Transcript: 00;00;04;10 - 00;00;34;10 Unknown Hey, listeners. Welcome to the NetSuite podcast. I'm Megan O'Brien, co-host of the podcast. And today we're continuing our CFO agenda series with Brian Hogland. Brian is the CFO of Packer Fastener, a rapidly growing distributor of nuts, bolts and other industrial supplies. Brian sits down with NetSuite Podcast co-host Ian McCue and walks him through his background and how roles across finance and technology prepared him for the C-suite. 00;00;34;13 - 00;01;01;01 Unknown He then explains how Packer Fastener has grown beyond its roots as a regional distributor, despite supply chain and inflationary challenges, as well as the specific framework its use to drive the business forward. The CFO explains how NetSuite helped the company manage its growing operations, which includes actively sourcing 30,000 items and specifically the value it's gained from NetSuite Analytics Warehouse. 00;01;01;04 - 00;01;32;08 Unknown With new technologies demonstrating potential to reshape the work of the finance team. Brian shares what skills he thinks will remain critical for finance professionals. He also offers perspective on what he looks for when he's hiring and how leaders can attract top finance talent. Brian then sheds light on Packer Fasteners’ ambitious plans for 2025. He walks through potential challenges, technology initiatives, and how he's preparing his team to leverage new AI tools. 00;01;32;11 - 00;01;39;29 Unknown Stay tuned, because all of that and more is coming momentarily. 00;01;40;02 - 00;02;06;19 Unknown You're listening to the NetSuite podcast, where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'll dive into the details about the software and the people in next week who are behind all the moving parts. We'll also feature customer growth stories discussing the ups and downs of running a company, and how one integrated system can help your business continue to scale. 00;02;06;21 - 00;02;27;16 Unknown So, Brian, let's start with a bit about your background and who you are. Was your plan always kind of to work in finance and hopefully become a CFO one day? It was. I graduated from college in the mid 90s, and the internet was this really cool thing that had just popped at the time. So I was graduating, graduating with a degree in accounting. 00;02;27;19 - 00;02;48;11 Unknown Really had been talking to a lot of CPA firms to come in and join them, but was really intrigued by this whole World Wide Web concept. I went into my library my last semester of college and actually bought tickets for the Grateful Dead. Actually sent in, like a money order back in the day. But, so it was this whole new, exciting environment. 00;02;48;14 - 00;03;11;02 Unknown And, so while I had the, obviously the discipline and the skills to understand finance was really intrigued by this technology part. So a couple of years after I started my career with Arthur Andersen, I moved over into a technology consulting role and really just really had a lot of fun with that, embraced it. And spent probably the next ten years of my career doing technology. 00;03;11;03 - 00;03;32;00 Unknown So it kind of went from being, you know, aspiring to maybe be a be like a CPA partner doing audits and tax work to maybe really hands on technology roles and, probably around 2010, I moved back into like a, typical finance role. So that's where I kind of started to do more of the progression, the typical financial leadership roles. 00;03;32;02 - 00;03;52;08 Unknown And I guess why? Why did you decide to go back into kind of the traditional finance accounting side after being more on the technology side for a while? Yeah. You know, the sort of there's an analytical aspect of all the financials. Right. So, that was intriguing. The company I had worked for at the time had just onboarded a significant, Oracle, actually, ERP solution. 00;03;52;11 - 00;04;09;29 Unknown And they were looking for somebody with a finance and technology background to kind of help ...
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    42 mins
  • NetSuite SuiteAnalytics: Listen and Learn

    NetSuite SuiteAnalytics: Listen and Learn
    Dec 9 2024
    Find out more about NetSuite LCS and check out a list of upcoming events and available courses: https://bit.ly/3Cypwbz NetSuite Principal Education Consultant Mark Gildea from the Learning Cloud Support (LCS) team goes deep on how NetSuite analytics and reporting work and how customers can get the most out of them for the second episode in our Listen & Learn series. Mark touches on who will benefit from a greater understanding of NetSuite SuiteAnalytics [3:34] before breaking down the different ways to query data in NetSuite [5:12], including saved searches, reports, and workbooks [7:08]. If you’re a beginner, Mark provides a few suggestions on how you can up your skills when it comes to NetSuite reporting [9:59]. He then shares SuiteAnalytics use cases where he’s seen customers find success [15:21] and how these insights can be valuable to employees across the business [18:25]. From there, the NetSuite expert shares more about live classes from LCS [19:29] and additional training sessions that come with the LCS Company Pass [25:38]. Like what you learned? Subscribe Now! http://bit.ly/NetSuiteYouTube Follow Us Here: Mark Gildea: https://www.linkedin.com/in/mark-v-gildea/ Oracle NetSuite LinkedIn: http://bit.ly/NetSuiteLI Facebook: http://bit.ly/NetSuiteFB Instagram: http://bit.ly/NetSuiteIG Twitter: http://bit.ly/NetSuiteTW #NetSuiteAnalytics #SuiteAnalytics #NetSuiteReports #NetSuite #NetSuiteERP -------------------------------------------------------- Episode Transcript: 00;00;04;07 - 00;00;21;17 Hey, SuiteListeners, welcome to The NetSuite Podcast. I'm Ian McCue, a cohost of this podcast, and today I'm excited to continue our Listen and Learn series. We kicked off this podcast series earlier this year with the goal of giving customers useful tips and tricks that will help them get more out of NetSuite, For part two of the series, 00;00;21;18 - 00;00;43;05 we're talking NetSuite Analytics with Mark Gildea, a principal education consultant on NetSuite’s Learning Cloud Support or LCS team. Mark describes the differences between NetSuite reports, saved searches, workbooks, and NetSuite Analytics Warehouse and the role each plays in giving stakeholders across your business the insights they need. He shares useful background information for beginners on how these tools work, 00;00;43;07 - 00;01;03;04 then dives into how you can identify the right tool for the job and specific use cases that have driven eye-opening takeaways for customers he's worked with. Mark also walks through the resources available for NetSuite users to deepen their expertise. That spans self-service training through MyLearn, a number of live events, and personalized training sessions with education consultants such as Mark. 00;01;03;06 - 00;01;26;29 If you're a NetSuite customer looking to take advantage of all the reporting analytics capabilities in NetSuite, this is the episode for you, and it's coming up next. You're listening to the NetSuite Podcast where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'll dive into the details about the software and the people at NetSuite who are behind all the moving parts. 00;01;27;02 - 00;01;40;27 We’ll also feature customer growth stories, discussing the ups and downs of running a company and how one integrated system can help your business continue to scale. 00;01;41;00 - 00;02;08;08 So to start out, Mark, can you tell us a little bit about yourself and your role at NetSuite? Absolutely. As you said, my name is Mark Gildea, and I'm based here in Miami, Florida. I've been at NetSuite for three years now, and I'm a senior education consultant. And in addition to that, I lead a team of some analytics experts who deliver live event webinars. 00;02;08;08 - 00;02;31;01 And then I also participate in what we call Learning Labs that we deliver at various cities around the country. And so you're part of NetSuite Education Services and the Learning Cloud Support or LCS team. Could you remind our listeners about what your team does? Absolutely. First, probably want to know what LCS is—it's Learning Cloud Support 00;02;31;03 - 00;03;02;24 and what we do is we support what's called the LCS company Pass. And there are two, there's the standard and the premium. And then we also have what we call LCS live events or webinars. We support event packs, we also create videos, student guides, we do quick reference guides. And then also we have some advising sessions that we deliver that support the online training and what we call MyLearn. 00;03;02;26 - 00;03;40;20 And can you share a bit more about what topic you're going to be covering today on the podcast? Absolutely. Analytics, without question. It's my favorite thing that I deliver and analytics does incorporate different topics. So there are reports, there are saved searches, workbooks, and then this brand new edition called NetSuite ...
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    32 mins
  • The CFO Agenda: Vytalize Health's Jess Wijesekera

    The CFO Agenda: Vytalize Health's Jess Wijesekera
    Nov 5 2024
    Learn more about NetSuite Planning and Budgeting: https://tinyurl.com/bdhm7phf In this special episode of the NetSuite Podcast focusing on the CFO’s agenda for 2025, cohost Megan O'Brien sits down with Jess Wijesekera, SVP of Global Accounting at Vytalize Health, a leading value-based care platform. They start the episode by discussing Jess’ background and what brought her to her current role [1:55]. Jess then delves into Vytalize Health and its exponential growth over the last several years [6:26]. Megan and Jess discuss technology and talent issues [15:49]. They end the podcast episode by covering Vytalize Health’s priorities for 2025 [31:52]. Follow Us Here: Vytalize Health: https://www.vytalizehealth.com/ Jess Wijesekera LinkedIn: https://www.linkedin.com/in/jessica-wijesekera-7290196/ Oracle NetSuite LinkedIn: https://social.ora.cl/6000wKFhC X (Twitter): https://social.ora.cl/6007wK2zD Instagram: https://social.ora.cl/6003wK2Hv Facebook: https://social.ora.cl/6005wK2Dv #NetSuite #CFOAgenda, #Accounting -------------------------------------------------------- Episode Transcript: 00;00;04;21 - 00;00;28;20 Hello, all you Suite listeners. Thank you so much for tuning in to the NetSuite podcast. I'm Megan O'Brien, a co-host of the podcast. Now you all are in luck because today's episode marks the start of a mini series we are doing called The CFO Agenda. As we approach the end of 2024, we wanted to gauge what's on the docket for finance and accounting leaders. 00;00;28;23 - 00;00;50;23 In the first installment of the series, we have Jess Wijesekera, SVP of Global Accounting for Vytalize Health, a leading value based care platform. If you attended SuiteWorld or if you tuned into NetSuite OnAir to watch the main keynote, you would have seen her make an appearance with NetSuite Founder and EVP Evan Goldberg. 00;00;50;25 - 00;01;19;08 Vytalize Health has grown by a casual 90,778% over the last three years, so this episode is a great pulse check on what high-growth companies are prioritizing this coming year. We talk all about Jess’ background and her current role of Vytalize Health, the company's exponential growth, and her plans for 2025. With that, let's go ahead and dive in. 00;01;19;11 - 00;01;45;23 You're listening to the NetSuite Podcast, where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'll dive into the details about the software and the people at NetSuite who are behind all the moving parts. We'll also feature customer growth stories discussing the ups and downs of running a company and how one integrated system can help your business continue to scale. 00;01;45;25 - 00;02;03;26 Hi, Jess. How are you today? Hey, Megan. Good. Really great to be here. Good. We're so happy to have you. Yeah. Thank you. All right, well, we're going to dive right in because we have so much to cover. We want to hear, first of all, about your background. Did you always know that you wanted to get into accounting? 00;02;03;29 - 00;02;26;29 I did not. But I was always very good at organizing people and organizing projects. And I think that organization has always really been a part of who I am. It's going to sound silly, but in kindergarten I used to and tell them where and how to jump rope, and they always just happily listened to what I had to say. 00;02;26;29 - 00;02;57;23 And I felt really like a natural leader and I knew I wanted to do something that captured my personality. So, for me, accounting is just a really nice because it's taking project management and organization and unpacking a puzzle takes a lot of patience, which I'm learning to have a lot of patience, but it takes a lot of kindness for interacting with other departments and some tenacity with dealing with service providers. 00;02;57;23 - 00;03;31;23 So, I didn't know I always wanted to do it, but it is feeling like a really good fit. I couldn't help but stalk you a little bit on LinkedIn. You majored in accounting at Villanova, which is where I went. Yeah, Wildcats, you know, so I know I just had a great experience there and I chose it really because they had a very solid business school and I had this accounting professor who taught financial accounting, and he told me that accounting was the hardest major in the business school. 00;03;31;26 - 00;03;58;08 And if I could do accounting, that I could do anything, I could do finance, I could do management, I could do marketing. And he was really right. And I followed my accounting degree up with a master's in finance at Boston College. And it's really worked well, I think, to have this understanding of everything that’s accounting is past and everything that's finance is future and we meet in the present. 00;03;58;12 - 00;04;28;26 So it's kind of helped shape my career and where it's gone. That is such a cool perspective on it. And, and speaking of your career, could you talk a ...
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    41 mins