NetSuite Health Check

Clean, consistent data is crucial for accurate reporting and confident decision-making. A NetSuite health check can help you find duplication, inconsistency and integration issues. By improving data structure and syncing processes, we’ll ensure data flows smoothly across systems such as NetSuite ERP and CRM, preventing the small issues that cause big problems, eliminating errors, reducing manual rework, and ensuring your system supports reliable business intelligence and operational efficiency.

Performance issues can disrupt your operations and frustrate users, damaging productivity and trust in the system. We’ll review your NetSuite system to find bottlenecks caused by inefficient scripts, data overload, poorly implemented integrations or outdated features. We’ll look at speed, load times and workflow efficiency to pinpoint the causes of any issues and make actionable recommendations designed to streamline your NetSuite environment for faster, more reliable performance and better productivity. 

Outdated configurations, manual workarounds and inefficient workflows can hold your team back. We’ll assess your existing NetSuite setup, reviewing workflows, roles, permissions and customisations, to make sure it aligns with your business needs. Our audits are designed to eliminate inefficiencies and introduce automation, improving operational efficiency, reducing human error and enhancing the usability of your solution.

Compliance with NetSuite best practices is essential for optimum performance, scalability, and security. We’ll look for outdated and non-compliant practices, customisations, and configurations and provide tailored recommendations designed to bring your NetSuite system in line with platform standards. This will ensure you’re making the best use of all NetSuite’s features and set you up for future upgrades. 

Many businesses are not fully using their NetSuite capabilities. Your business is constantly evolving, and your NetSuite system must evolve too. With regular releases (around 2 per year), it’s important to keep pace with the latest features if you want to get the best out of your solution.

Our free health check will help you identify underused modules, missed automation opportunities and SuiteApps that could help streamline operations. We’ll help you close the “Value Gap” by showing you how you can get the best out of your NetSuite subscription, improving adoption and trust, reducing costs and setting your ERP up to deliver long-term, measurable ROI. 

We recommend carrying out a NetSuite health check once a year.

However, this is not a strict rule. The ideal period between health checks depends on the demands of your business and the set-up of your NetSuite system. 

The bigger and more complex your NetSuite system is, the more frequently we encourage performing a health check. As reliable as NetSuite software is, user error can affect its operation as well as leave you missing out on the benefits of new functions and updates. Regular checks will address this.

Due to the flexibility in size and scope of NetSuite software, it is impossible to say how long a NetSuite Health Check will take. Once we know the size and complexity of your NetSuite system and the needs of your business, we will be able to better advise on timescales.

Our initial consultation can be done either on-site or virtually. It usually lasts between 3-4 hours, during which we will run through your implementation with you and discuss any pain points or concerns. The optimisation report playback session usually lasts around 1 hour. 

Absolutely! Before we start your NetSuite Health Check, we will learn all about your needs and those of your business so we can ensure that your health check meets them. In addition, the NetSuite consultant who carries out your health check will have extensive industry-specific experience. 

Our many years of experience and position as a NetSuite Solution Partner mean we understand all the capabilities of NetSuite across a wide range of sectors. We’ll draw on this knowledge to tailor your health check and ensure it addresses all your relevant business processes and operations.