From Manual Chaos to Seamless Control
How Bright Solutions Marketing Inc. Replaced Excel with Oracle NetSuite to Save Time and Reduce Errors.
The Company
Bright Solutions Marketing Inc.
Bright Solutions Marketing Inc., is a trade marketing agency serving a wide range of industries including fintech, FMCG, and telco. The agency specializes in events, activations, and field marketing across multiple retail channels such as supermarkets, groceries, and sari-sari stores.
The Challenge
Before NetSuite, all budgeting, approvals, disbursements, and reporting were done manually using Microsoft Excel. The process was:
- Time-consuming and repetitive
- Prone to human error
- Lacking visibility and real-time collaboration
- Dependent on multiple file versions for reports and budget tracking
The Turning Point
Jacqueline Pua, Managing Partner, shared that before implementing their new system, everything in their agency was done manually from handling budget requests to generating reports. She explained that relying on Excel was no longer enough to keep up with their growing needs, which led them to seek a more efficient solution.
As the business scaled, manual systems could no longer support their growing needs. Bright Solutions sought a scalable, cloud-based ERP and chose Oracle NetSuite, backed by OGIS CloudTech for implementation.
Solution
Why Oracle Netsuite + Ogis CloudTech
Partnering with CloudTech, Bright Solutions successfully implemented NetSuite with CloudTech’s expert implementation:
- Oracle's strong reputation for reliable systems
- NetSuite’s flexibility and customizability
- OGIS CloudTech’s hands-on, end-to-end support from business assessment to post-go-live
Results and Impact
| BEFORE NETSUITE | AFTER NETSUITE |
|---|---|
|
Manual Excel-based reporting. |
Automated, real-time dashboards |
|
Approval cycles unclear and unstructured |
Streamlined, role-based workflows |
|
Report generation took up to 2 weeks |
Reports now ready in 5 days |
|
High chance of human error |
Improved data accuracy and audit visibility |
|
Poor cross-team communication |
Enhanced collaboration and information flow |
|
No budget validation during fund requests |
System now flags requests outside approved budgets |
Looking Ahead
Bright Solutions Marketing Inc shared how proud they are that their agency now uses an ERP system. They explained that NetSuite has become an important part of their plan to grow the business and stay on track with their goals.
Bright Solutions is now focused on growth and making smarter, data-driven decisions. With the help of NetSuite, they aim to:
- Strengthen digital operations
- Deepen client relationships
- Leverage automation for continuous improvement
Recommendation
The executive team at Bright Solutions shared that partnering with NetSuite and OGIS CloudTech was a pivotal decision for their growing business. They emphasized how the team’s genuine care for their clients, combined with a results-driven approach, made a significant impact. As a result, they confidently recommend both NetSuite and OGIS CloudTech to other businesses looking to scale effectively.
“CloudTech provided tailored training and comprehensive documentation. They helped us set up customized reports, address compliance, and fine-tune audit trails.”
“We now complete reports faster, reduce human error, and support strategic finance goals more effectively.”
“This transformation brought agility, better data access, and empowered our teams to respond faster to market changes.”
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