Client Case Study


Replaces complex, un-manageable Excel with collaborative & automated Reporting


Financial Transformation

  • Industry


  • Employees


  • HQ


  • Website

  • Product & Services used

    Oracle NetSuite Planning and Budgeting (NSPB)

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Everise streamlined and automated its financial reporting process with a best-in-class solution.

Everise is a technology-enabled outsourcing firm with expertise in transforming healthcare and technology experiences globally. The Company’s unique approach combines customer and technical support services with AI, robotic process automation, analytics, and secure cloud-based technology. Some of the world’s most loved brands have products and services that are perfected, protected, supported, and sold by Everise.

Their innovative digital outsourcing services are high performing, scalable, secure, agile, and have fluent proficiency in 32 languages, which helps brands to create seamless customer, product, digital, and home experiences. They strategically operate in seven markets to enable their partners to economically reach their customers across the globe.

Qubix was engaged to implement Oracle NetSuite Planning and Budgeting (NSPB) levering the NSPB Framework to provide a solution for their financial statements reporting (Income Statement, Balance Sheet, and Cashflow) and cost allocations on Actuals. Data was seamlessly integrated from their NetSuite ERP solution with the standard NSPB adaptor.

We executed the project leveraging our proven NSPB implementation method and pre-built assets to accelerate the project, delivering a comprehensive solution that enables streamlined and automated reporting processes. Accessible data empowers users to analyze and report on their business in near-real-time.

"Our company relied heavily on manual, excel-based reporting out of our ERP. This limited the transparency and granularity of the financial reporting which reduced insights and created latency in our close process."

Chase Bock

Chase Bock
Senior VP, Business Controllership


Approach to Requirements, Design & Build

Qubix worked closely with Everise to review their reporting requirements. We guided the client through a process of identifying the key business requirements and capturing that information and logic in a new requirements template that was used as a reference point to validate the design and solution build.

We then approached the requirements with a multi-dimensional design and tree structure of dependency tracking. Standardized naming and order of members for each dimension make future maintenance and enhancements easy.

Custom requirements on Cost Allocations were captured accurately by each dimension, scope of source, basis of allocation, and receiver. We also built an Excel model to achieve the off-line logic for Cost Allocations to ensure the business logic was correct and converted it into Groovy-based calculation rules.

We decided to use Groovy scripting to achieve better performance and to find the scope of potential intersections beforehand and before allocating the data. PowerShell-based batch automation was used and PowerShell framework has been built using a parametric and functions-based approach to re-use the code and ensure future scalability.


Our approach is to train our clients early, so they understand the solution and products sufficiently to make informed decisions around their requirements, and design and be able to test the solution. We also provide training that enables the clients to administer the solution themselves and gives them the capability to make small changes or develop new forms and reports.

Testing & Go-live

Qubix worked with Everise to test the solutions early through showcasing and hands-on testing, demonstrating the solution and comparing it to the requirements, to ensure the solution worked as expected.

We carefully planned the deployment, migrating all aspects of the solution and data & enabling the production integration. Post Validation Testing was done to check the solution behaved in the same way as the Test environment.


  • There was no centralized reporting and planning solution for Everise’s FP&A teams.
  • Complex cost allocation model for splitting the expenses from shared clients to all external clients.
  • Need for near real-time data refreshes from ERP to EPM to allow teams to access the data across the time zones and support fast-tracked month-end close.


  • Oracle NSPB with Income Statement, Balance Sheet, Cash Flow financial framework.
  • Cloud to cloud integration with NetSuite ERP.
  • Drill-through capability to go from summarized data to Data Management’s transaction and further to NetSuite pages (to exact posting).
  • Built custom BSO cubes for:
    • Revenue & Expense
    • Balance Sheet & Cash Flow
    • Cost Allocations.
  • Numerous automated calculations to support Cost Allocations.
  • PowerShell and EPMAutomate-based automation and schedules with future scalability.


  • Streamlined and automated financial reporting process.
  • Cloud SAAS FP&A system with proper access control, audit trail, and version control.
  • Single platform to access the actual, planned & budgeted information (both financial and non-financial) from a single source.
  • Seamless integration with client’s NetSuite ERP.
  • Metadata management and data sourcing from a single source of truth.
  • Multiple business insights achieved:
    • P&L by Venues, Locations, Verticals, Segments, Clients, Types, Products, Owners, and Departments.
    • Cost Allocations are segregated by allocation rules.
    • Ability to access Pre-allocated, Allocated & Un-Allocated data.
  • Automation of:
    • Hourly refresh of actuals from NetSuite to NSPB.
    • Twice a day cost allocation.
    • Error Handling and e-mail notifications.
    • Batch execution controls.


Why did Everise choose Qubix?

" With the support of the Qubix team, we implemented a best-in-class solution with EPBCS for our financial reporting. This provided access to the financials with updates every hour and allocations run twice a day. Prior to this implementation, the extraction of financials and the allocations added an extra two days to the close process. Both issues have been effectively eliminated. "

Chase Bock

Chase Bock

Senior VP, Business Controllership

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