List of Oracle NetSuite Planning and Budgeting Customers
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Since 2010, our global team of researchers has been studying Oracle NetSuite Planning and Budgeting customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Oracle NetSuite Planning and Budgeting for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Oracle NetSuite Planning and Budgeting for EPM include: RingCentral, a United States based Professional Services organisation with 4260 employees and revenues of $2.40 billion, Midcounties Co-operative, a United Kingdom based Retail organisation with 6000 employees and revenues of $1.58 billion, Bark & Co., a United States based Retail organisation with 940 employees and revenues of $535.0 million, Bugaboo International, a Netherlands based Retail organisation with 1300 employees and revenues of $303.0 million, Jumio, a United States based Professional Services organisation with 1000 employees and revenues of $250.0 million and many others.
Contact us if you need a completed and verified list of companies using Oracle NetSuite Planning and Budgeting, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The Oracle NetSuite Planning and Budgeting customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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A2B Australia | Professional Services | 790 | $84M | Australia | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2019 | n/a | In 2019, A2B Australia implemented Oracle NetSuite Planning and Budgeting as its EPM solution. The deployment consolidated financial planning and forecasting for the publicly listed taxi services provider that employs over 790 people and is administered from its head office in Alexandria, New South Wales. The implementation targeted combined financial and operational metric reporting across the finance and planning functions. Oracle NetSuite Planning and Budgeting was configured to support automated forecasting for the Income Statement and Balance Sheet, driven by multiple non financial input measures and complex business calculations. The project created standardized data submission templates saved as Data Forms and enabled dynamic real time reporting through Excel Smart View functionality. Close process automation was introduced using checklist based user task assignments to standardize month end workflows. The implementation integrated source data from the company NetSuite ERP system to automate Actuals reporting, and it consolidated operational data from non ERP systems to derive combined financial and operational metrics for planning and reporting. Data integration and orchestration focused on aligning transactional Actuals with planning models inside Oracle NetSuite Planning and Budgeting, enabling a single planning record for reporting and variance analysis. Operational coverage included finance, forecasting and reporting processes across A2B Australia nationwide operations. Qubix acted as the professional services partner under a fixed price engagement, providing a structured scope of works and staged project delivery while maintaining active communication with A2B stakeholders. The result was automated forecasting and real time reporting capabilities, standardized submission templates, and streamlined checklist based close workflows implemented inside Oracle NetSuite Planning and Budgeting. | |
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BambooHR | Professional Services | 1300 | $160M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2021 | n/a | In 2021, BambooHR implemented Oracle NetSuite Planning and Budgeting as its EPM solution to centralize planning and budgeting for the 1,300 employee professional services oriented SaaS business. The implementation framed Oracle NetSuite Planning and Budgeting as the primary platform for financial planning and modeling across corporate finance and FP&A functions. The deployment focused on core EPM capabilities including driver based planning, annual budgeting, rolling forecasting, scenario modeling, and allocation rules to support multi-department financial plans. Configuration work emphasized configurable calculation scripts, version control for plan scenarios, and role based security to separate FP&A modelers from sales and marketing contributors. Requirements and solution design identified Salesforce and Tableau as adjacent systems within the tech stack, and integration design encompassed inbound sales forecast inputs from Salesforce along with staged exports for visualization in Tableau. Operational scope prioritized collaboration with SaaS Sales and Marketing leadership as primary stakeholder groups, with FP&A owning model orchestration and data validation workflows. Governance established centralized planning ownership in the finance organization, a monthly forecast cadence, and standardized model review and sign off processes to enforce data lineage and version governance. Training and stakeholder enablement plans targeted analyst roles with SaaS industry experience to sustain driver modeling and ongoing plan maintenance. | |
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Bark & Co. | Retail | 940 | $535M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2018 | n/a | In 2018 Bark & Co. implemented Oracle NetSuite Planning and Budgeting as an EPM application to centralize planning and budgeting workflows for Finance and Accounting. A Business Systems Analyst worked on the account from July 2018 to December 2021, leveraging NetSuite capabilities and customizations to enhance business processes and improve operational efficiencies across finance operations. Oracle NetSuite Planning and Budgeting was configured to support core planning and FP&A processes, with explicit use of NSPB for FP&A workflows and scenario modeling consistent with EPM capabilities. The implementation included designing and implementing streamlined workflows for Accounting, Finance, Procurement, and Inventory Management, and applying configuration and automation to reduce manual handoffs and standardize planning and budgeting cycles. The deployment integrated NetSuite Planning and Budgeting with a broad enterprise application landscape, including warehouse management systems WMS, transportation management systems TMS, EDI solutions eZCom, accounts payable automation Tipalti, travel and expense systems Abacus and Expensify, revenue recognition Leapfin, and product lifecycle management Centric. These integrations enabled end to end data exchange for master data and transactional flows between planning, revenue recognition, procurement, and inventory systems, improving data consistency across financial and operational systems. Governance and delivery followed formal SDLC oversight, with the team producing use cases, data and process flows, business requirements documents, statements of work, and RFP artifacts to establish documentation standards. Several projects were managed using a hybrid Waterfall and Agile methodology, and controls were implemented to ensure solutions adhered to SOX compliance requirements and formal product acceptance testing procedures. | |
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Retail | 1300 | $303M | Netherlands | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2020 | n/a |
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Professional Services | 1500 | $180M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2017 | n/a |
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Non Profit | 300 | $30M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2023 | n/a |
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Professional Services | 1500 | $105M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2021 | n/a |
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Retail | 50 | $8M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2023 | n/a |
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Non Profit | 850 | $50M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2018 | n/a |
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Professional Services | 1000 | $250M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2019 | n/a |
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Buyer Intent: Companies Evaluating Oracle NetSuite Planning and Budgeting
- Posidex Usa, a United States based Professional Services organization with 10 Employees
- Oliver Bonas, a United Kingdom based Retail company with 1500 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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