Industry
Manufacturing and Distribution: Environmental & Field Products
Location
Brooklyn, Victoria, Australia
Services Supplied
NetSuite Health check/Audit, customisation, licensing, ongoing pre-paid support
Solutions Areas Addressed
NetSuite Optimisation, CRM and pipeline management
THE ORGANISTION
A manufacturer and distributor of innovative environmental products
FieldTech Solutions designs and supplies innovative products for environmental professionals, including its BioGone range, sold both through a dedicated e-commerce site and via a network of field consultants selling directly to customers. With manufacturing, warehousing, e-commerce, and a distributed sales team all running through NetSuite, FieldTech’s operations span a wide cross-section of the platform.
THE CHALLENGE
A platform with untapped depth, surfaced through a hands-on site visit
Rather than working from a ticket queue, OneKloudX’s Account Manager spent a day on-site at FieldTech, walking the warehouse floor and sitting with the Item Management, Finance, Purchasing, and CRM teams individually. What emerged was a picture of a NetSuite environment that had grown organically, where teams had built effective workarounds for gaps the platform could otherwise close natively.
On the commercial side, the clearest gap was in the sales function. The team was leaning on NetSuite CRM for quotes, but had not yet adopted the lead-to-opportunity pipeline functionality the platform offered, leaving the sales team without a clear, visual way to track deals moving through the pipeline.
THE SOLUTION
One fast, high-impact fix, backed by ongoing ad-hoc support
OneKloudX prioritised the issue with the most immediate commercial impact, pipeline visibility, and delivered it as a scoped, focused engagement.
Kanban Boards for a visual sales pipeline
OneKloudX implemented Kanban Boards for NetSuite across Opportunities, Quotes, Prospects and Leads, and CRM Activities, replacing the standard list views the sales team had been relying on with a visual, drag-and-drop way to manage the entire pipeline. Built natively inside NetSuite CRM rather than as a separate tool, the boards slot straight into the systems FieldTech’s team already uses every day, with room to extend the same workflow to other parts of the business as needed. Beyond this, further opportunities identified during the site visit remain available for FieldTech to pick up through its ongoing, pre-paid ad-hoc support as priorities allow.
THE RESULTS
Real, everyday wins from one focused fix
The Kanban Boards engagement didn’t just tick a box, it changed how FieldTech’s sales team works day to day. For a team that had grown used to piecing pipeline status together across separate lists, the shift was felt almost immediately. Four tangible changes stand out:
Deals updated with a drag, not a re-entry
Sales reps move a deal from one stage to the next by dragging it across the board, instead of opening the record and updating a field by hand
One board for the whole sales motion
Leads, Prospects, Quotes, and Opportunities now sit on the same visual board, so the sales team can see exactly where every deal stands without piecing it together across separate lists.
Built inside NetSuite, not bolted on
Kanban Boards run natively inside NetSuite CRM, so the sales team gets a visual pipeline without learning a separate app or maintaining another system alongside it.
Room to grow, without buying more
The solution was licensed with room to grow, giving FieldTech space to roll the same visual workflow out to other teams without a new purchase.
WHY ONEKLOUDX
A relationship built on showing up, not just ticketing
What set this engagement apart was the approach: rather than waiting for FieldTech to log support tickets, OneKloudX’s Account Manager went on-site and sat with each team individually, Item Management, Finance, Purchasing, and CRM, to genuinely understand how the business worked day to day. That hands-on discovery surfaced issues FieldTech had been quietly working around for some time, and gave OneKloudX the context to prioritise the fix that would deliver the most immediate value, and flag the rest as opportunities FieldTech could pick up through ongoing, ad-hoc support.
That same approach has carried through into the ongoing relationship. FieldTech’s consistent pre-paid support renewals, sustained for well over a year, reflect a partner that responds quickly, resolves issues properly the first time, and continues to surface opportunities for FieldTech to get more value from the platform they have already invested in.
