Symptoms
- Teams exporting data to spreadsheets for analysis
- Inability to self-serve for basic reporting needs
- Reliance on IT for ad-hoc data requests
Root Causes
- Fear of complex search builders
- Lack of templates for common retail reports
- Limited understanding of filter conditions and result formatting
NetSuite
Impact: Slow decision-making, redundant data manipulation, and underutilisation of NetSuite's built-in intelligence capabilities, leading to operational bottlenecks. This breaks first.
Cogent Approach: Our administrators and super users training equips staff to build, modify, and share effective saved searches and reports, empowering them to extract business-critical data independently.