Zone Data Platform is a cloud-based suite that centralizes, extracts, and analyzes ERP (notably NetSuite) and CRM data. It provides both full-service and self-service tools for reporting, business intelligence, and financial planning. The platform is designed for finance, IT, and business teams to gain control over operational and financial data, automate reporting, and generate actionable insights without heavy IT overhead. Solutions include customizable BI dashboards, managed data warehousing, raw data extraction, and Excel-based FP&A reporting, all built to streamline data management and accelerate decision-making for organizations of varying data maturity.

Key Features

Centralized Data Integration Aggregate ERP, CRM, and other business data into a unified platform.

• Connects to NetSuite, Salesforce, and additional sources
• Supports custom fields and configurations

BI Dashboards & Reporting Pre-built and customizable dashboards for actionable insights.

• Over 100 industry-specific BI reports
• Power BI integration and Excel-based reporting
• Drill-down and drill-back to transaction details

Managed Data Warehouse Governed, SQL-based data warehouse for advanced analytics.

• Curated, ready-to-analyze datasets
• Built on Microsoft Azure
• Supports custom data models and ETL processes

Raw Data Extraction Self-service export of ERP data in CSV format.

• Quick access to raw transactional data
• Flexible for custom report building

FP&A Excel Integration Excel-based financial planning and analysis tools.

• Budgeting, forecasting, and reporting in Excel
• Direct ERP data connection for real-time updates

Automation & Scheduling Automate data extraction, transformation, and report updates.

• Scheduled exports and automated workflows
• Reduces manual data wrangling by up to 99%

Security & Compliance Cloud-based, secure hosting with robust data governance.

• Data confidentiality and compliance controls
• Managed access and change logging

Benefits

Accelerated Decision-Making Empower finance and business leaders with timely, accurate data.

• Reduces reporting time from weeks to days or minutes
• Enables real-time, data-driven decisions

Operational Efficiency Automate and streamline financial and operational reporting.

• Eliminates manual data collection and consolidation
• Frees IT and finance resources for higher-value tasks

Scalability & Flexibility Adaptable solutions for organizations at any data maturity level.

• Serves both full-service BI and self-service data needs
• Supports growth and evolving business requirements

Enhanced Data Control Gives teams full ownership and visibility of their data environment.

• Customizable to unique business processes
• Supports complex ERP customizations