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Whitepapers & eBooks

Adaptive Insights "5 Secrets to Success With Business Intelligence"

Learn the secrets to business intelligence success!  Organizations that have figured out how to gain deep insight into their business' performance are more able to analyze, make decisions and act on that insight! Discover in this whitepaper how to crack the code of business intelligence before your competitors pass you by.

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Avalara "6 Common Sales Tax Registration and Filing Errors"

This book is aimed at financial management professionals who want to explore ways to eliminate common sales tax and registration filing errors. 

Use the information in this book to learn a few best practices to help you avoid the costly penalties and fines that occur as a result of six common filing and registration errors. 

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HubSpot State of Inbound 2018

The State of Inbound 2018 is HubSpot's comprehensive resource on the current state of inbound marketing, sales strategy and operations. It is your go to business report for marketing and sales research. 

Check out this whitepaper to see how over 6200+ respondents in 99 countries are using inbound to help provide the benchmarks and insights needed to grow better. 

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Adaptive Insights Business Planning Cloud WhitePaper

Discover a new way to improve your business planning; a new strategy for companies to collaborate, gain business insights, and adapt with agility. 

Check out this whitepaper to see how over 3,800 companies are using Adaptive to change their pace from Slow, Static Manual Planning to Informed, Rapid-decision making that is Collaborative, Comprehensive and Continuous to get better visibility in business performance, confidence in the numbers, and to make better data-driven decisions

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The CFO Perspective: The Strategic Value of Treasury

Get Your Copy of "The CFO Perspective: The Strategic Value of Treasury" 

This eBook outlines the viewpoints of 10 CFOs to see the different ways treasury can fuel highly strategic growth and innovation, and to help you get ideas to drive change in your organization. 

  • Why treasury is the new value center of the enterprise
  • Why visibility is key to a successful 'cash culture'
  • How a treasury technology can drive productivity and growth 
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Executive ERP Evaluation & Investment Roadmap For The Modern Business

With So Many Solutions To Consider, You Need A Roadmap To Evaluate Your ERP Investment.

This guide, developed by NetSuite, is designed to help you and your team make the right decisions about your software stack.

The right ERP System, implemented efficiently and built to enable your business strategy can:

  • Create A Happier Work Environment
  • Improve Profit Margins
  • Increase Revenue
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Beyond Number Crunching: Six Best Practices of Top Controllers

Controllers today face some big challenges. And those added responsibilities you’ve assumed? Chances are, they didn’t come with added resources.

Your outdated, disparate financial systems can’t provide you with the real-time information your organization needs to adapt quickly to market changes. Your reporting systems also need to evolve. It’s not enough to provide pages of numbers. In addition to accurately stating your consolidated results, your reports must tell a story.

The good news is that many controllers have successfully met these challenges, and in the process, have made themselves strategic business partners to the rest of the organization. In this whitepaper, we look at the six best practices that today’s best-in-class controllers follow.

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Achieving Maximum Cash Visibility: A Best Practice Guide

Innovative treasurers continue to strive for improvement. They employ modern technology to streamline internal processes, minimizing financial costs for external borrowing and overdrafts.

They  optimize returns on surplus cash, with direct and indirect impact on the creditworthiness of the enterprise and interest income/expense performance.

Learn how you can:

  • Modernize Your Approach To Treasury
  • Improve Your Organization's Cash Visibility
  • Make Informed Cash Deployment Decisions
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The Expert Guide To Better Transportation Management

With This Insightful E-Book, You Will Learn:

  • How To Recognize When It's Time To Improve Your Shipping & Logistics Management Process
  • What Factors To Consider When Making A Change
  • What Solutions Are Available
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The New Flavor of Food & Beverage Manufacturing

This 6 Minute Read outlines Why Food & Beverage Manufacturers Choose NetSuite - and addresses specific, shared pain points for Manufacturers like:

  • Technology Challenges for Food & Beverage
  • The Solution of Choice for Fast-Growing Companies
  • Cloud Based Applications Leveling The Playing Field
  • A Path To Sustainable, Profitable Growth

Ultimately, this Whitepaper seeks to address the question "Will my Food & Beverage Manufacturing Company Run Better In The Cloud?"

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Sales & Use Tax Compliance For Dummies

This book is aimed at financial management professionals who want to explore ways to comply with sales and use tax regulations.

Use the information in this book to learn about Nexus (the obligation to collect and remit tax).

Examine the sales and use tax landscape in today’s economy, how well your business complies with sales and use tax regulatory requirements, and how to avoid sales and use tax audits, which can be far more costly than you may expect.

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Evolution of a Business System Hairball and How To Avoid It

This 6 Minute Read outlines How disparate business systems can cause unnecessary complexities for corporations and how your team can streamline operations with an integrated cloud-based ERP.

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The CFO's Guide To Reducing The Risk of Fraud

This eBook was designed to help CFO's identify the risk of fraud, it's origins, and to provide solutions to mitigate this risk through Corporate Culture and Risk Management Exercises. The handy "Fraud Prevention Checklist" towards the end of the presentation, gives CFO's actionable information to help reduce the exposure to fraud.

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The Money Story: Overcoming The Seven Barriers To Business Success

This 13 Minute Read - Overcoming The Seven Barriers To Business Success - asks the question "Can You Tell Your Companies Real Money Story?"

This whitepaper explores the Seven Barriers To Business Success:

  • The Hairball
  • Waiting For Real-Time Information
  • Billing & Rev Rec: Necessary Bedfellows
  • Upgrades Equal Downgrades
  • Where's The Money?
  • Uncoupled Product and Service
  • Misalignment of Strategy and Execution
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The Finance Dilemma: Rising Expectations, Diminishing Returns

Firms specializing in Financial Services are laser-focused on the challenges of competing in fast-changing, competitive markets. Executives and Managers at these organizations are expected to supply visibility into financial performance and help to shape strategic direction.

This Fourteen (14) Minute Read Covers:

  • Top Pressures Facing Finance Executives
  • Opportunities For High-Impact Improvement
  • Inflexible Legacy Financial Software
  • Limited Automation In Key Financial Processes
  • Characteristics of the Ideal Financial Management Solution
  • Benefits of Cloud-Based Financial Management
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Digital Transformation: Why Healthcare Companies Are Adopting A Suite Approach To Software

This 4 Minute Read outlines Why Healthcare Companies Are Adopting a Suite Approach to Software - and highlights how digital transformation has become a key strategic initiative for staying ahead of the curve. This whitepaper explores topics like:

  • The Competitive Advantage
  • The Customer Is King
  • Added Security
  • Licensing Complexity
  • Going For Growth
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Transforming Today's Manufacturers: NetSuite Provides The Foundation For Success

This 10 Minute Read outlines Why Manufacturers Choose NetSuite - and addresses specific, shared pain points for Manufacturers like:

  • "We Need Manufacturing Specific Capabilities"
  • "We Need A Sturdy, Reliable Platform"
  • "We Need Global Functionality"
  • "We Need To Focus On The Customer Experience"
  • "We Need A Flexible Solution"
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A Customer Case Study: Pro-Flex, Switching From Epicor To NetSuite

This 6 Minute Read outlines Why ProFlex Switched From Epicore To NetSuite - and highlights how they came to their decision, as well as the benefits they found by switching to NetSuite.

This whitepaper explores topics like:

  • Pain Points ProFlex Sought To Address
  • Criteria from the ERP Search
  • Added Benefits Beyond Financials
  • The State of the Business Today
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The Retailer's Blueprint For Success: Enabling Great Customer Experiences

This interactive eBook takes retailers on a journey, outlining "The Retailer's Blueprint For Success." From identifying challenges to providing solutions, this ebook is a great resource for established e-commerce retailers, and newbies alike.

Read This eBook To Discover:

  • Disruptions In Retail
  • Unique Challenges Facing Retailers
  • Customer Focused Musts
  • NetSuite For Retailers Overview
  • NetSuite Tools Descriptions and Use Cases
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5 Signs It's Time To Automate Accounts Payable

There are events that happen within the life of a company that make it the perfect time to automate. In this eBook, we’ll highlight five signs that it’s time to automate your accounts payable process.

The most compelling reason to look towards Accounts Payable Automation are:

  • Business Volume Is Increasing
  • A Veteran AP Employee Is Retiring
  • Your Last Audit Didn't Go So Well
  • Your Organization Has Been A Victim of Fraud
  • Your Internal Controls Aren't Up To Par
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Build The Foundation For Great Customer Experiences

A Great Customer Experience Must Be Relevant, Accurate, Timely and Consistent

Today’s customer, above all, demands seamless and relevant experiences. They want to move effortlessly across your online and offline channels from initial contact, to purchase and beyond.

In essence, they want a data-driven experience.

This Ten (10) Minute Read Covers:

  • The Urge To Disrupt
  • Success Where Others Have Failed
  • Why Does The Customer Experience Break?
  • How To Enable Great Customer Experiences
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Preparing For The New Rev Rec Standard With NetSuite

The new revenue recognition standard, ASC 606, represents the most sweeping change to revenue accounting rules in years. Now is the time for software and high tech companies to ready themselves and begin working toward compliance.

This insightful 10 minute read is a helpful guide.

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Blackline Whitepaper "Why The Best ERP Upgrades Start With Blackline"

Accounting is instrumental to the ERP Upgrade process, yet companies allocate very little time for finance professionals to complete important tasks.

By incorporating Blackline into your ERP Upgrade or Migration Process, you will free up valuable time, enabling your finance team to dig deep with the ERP transition team.

Read about Blackline's Four Step Onramp
To A Better ERP Upgrade:

  • Rapid and Tangible Win
  • Account Time To Focus
  • Make The Most of Your ERP Upgrade
  • Proactively and Continually Reduce Risk
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Is Your AP Department Stuck In 1982?

Take a step back in time and discover how the accounts payable department has changed with the times...


  • The Totally Awesome Office of the Eighties
  • Accounts Payable To The Max
  • Do You Remember The 90's?
  • What's the 411 on Accounts Payable in the 90's?
  • The New Millennium
  • Accounts Payable, Post-Y2K
  • Back to the Future: The Accounts Payable Department of 2016
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The Recurring Revenue Model: Challenges & Best Practices

Challenges & Best Practices

Subscription Services are one of the most exciting areas of business development today. This 12 Minute Readhighlights the Challenges and Best Practices of a recurring revenue based business.

This whitepaper explains why it's important to set up recurring revenue infrastructure, and explores best practices like:

  • Integrate Orders, Billing & Revenue Recognition
  • Automate Revenue Recognition
  • Allow For Flexible Pricing
  • Understand The Value of Each Customer
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Pivot Your Business

This 6 Minute Read outlines Why Companies of All Sizes Need A Modern Platform To Optimize Growth - and highlights some very significant advantages to running your business in the cloud like:

  • Quick & Affordable Deployment
  • Ability to Scale in Support of Future Growth
  • Ease of Administration and Management
  • Highly-Flexible w/ Built-In Intelligence
  • Unified View Across The Business
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The Case For A Continuous Close

This quick 5 Minute Read provides a compelling argument for the "Continuous Close" - a process of that allows for the continuous monitoring of critical business information while delivering this data to stakeholders and decision makers in real time.

Topics in this whitepaper include:

  • Continually Closing Is Not A Continuous Close
  • Transform Finance With The Continuous Close
  • Extending The Continuous Close To Compliance
  • Modern ERP Makes The Continuous Close A Reality
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