Financial planning connected with NetSuite, delivered by OneKloudX
Vysarn Limited is an ASX-listed water services provider operating through specialist subsidiaries across Australia and New Zealand. Its businesses span consulting, engineering, dewatering, wastewater and asset management.
That breadth brings different planning requirements. A drilling business builds its outlook around contracts and utilisation, while another subsidiary may use rolling averages to forecast revenue and costs. Each approach needs to reflect the business it serves. At group level, finance needs to bring those perspectives together.
Industry
Public Sector (Energy Regulation)
Location
Head Office:
Sydney, NSW
Services Supplied
NetSuite Implementation and Optimisation Services
Solutions Replaced
GreenTree and Manual Processes
THE CHALLENGE
Connecting business forecasts to the group outlook
Vysarn already held its financial information in NetSuite, but forecasting relied on Excel templates and inputs from business managers. Those models captured the assumptions behind each business’s outlook, with different methods used across subsidiaries. The next step was to translate that planning into a shared environment, with rolling forecasts and a consolidated view across entities and business segments.
The requirement went beyond producing a revenue forecast. The finance team needed to bring profit and loss, balance sheet and cash flow planning together, consider capital expenditure, work across currencies and explore how alternative assumptions would affect the wider financial picture.
Starting with how Vysarn planned
OneKloudX began by reviewing Vysarn’s existing forecasting model and the processes behind it. Discovery established the planning requirements, data structures and reporting priorities before configuration began. Agreed user stories then gave both teams a clear basis for building and reviewing the solution.
Connecting the financial picture
NetSuite Planning and Budgeting (NSPB) was configured around that scope and integrated with Vysarn’s existing NetSuite environment. The implementation brought together multi-entity and multi-currency planning, three-way financial modelling, rolling forecasts and what-if scenarios. The finance team gained a connected framework for considering revenue, gross profit assumptions, operating expenditure and capital investment alongside the balance sheet and cash flow.
THE SOLUTION
Keeping familiar ways of working
Excel was already part of the finance team’s working day. Training included SmartView, the Excel add-in for working with NSPB data, alongside planning forms, integration schedules and financial reports. Training documentation and structured testing support helped Vysarn’s team work through the configured solution, raise questions and validate its behaviour before production deployment. OneKloudX provided extended hypercare after go-live.
Keeping the first phase focused
Both teams agreed clear boundaries for the initial implementation. Standard NSPB reporting was selected for go-live, while workforce planning, project planning and reporting, and synchronisation back into NetSuite remained outside the agreed scope. These decisions kept delivery centred on Vysarn’s immediate financial planning requirements and left additional capabilities for separate consideration.
NETSUITE PLANNING AND BUDGETING
A live planning platform connected to NetSuite
Vysarn went live on 8 September 2026. The completed solution brought its agreed financial modelling, forecasting, scenario planning and reporting requirements into NSPB, integrated with NetSuite. The project closure report confirms that the solution was operational and accepted by the business, with the agreed deliverables completed and validated.
Why OneKloudX
OneKloudX’s role began with understanding the models Vysarn already used and establishing how they would translate into NSPB. That work carried through configuration, testing, training and the transition into support.
The result was a completed implementation grounded in the finance team’s requirements, with clear scope decisions supporting delivery below the approved budget. Vysarn has both the planning platform delivered in this phase and a support team to help it continue using the solution.
Managing forecasts across several businesses?
Talk to OneKloudX about connecting your financial planning with NetSuite.
