A NetSuite assessment can help identify and troubleshoot problem areas, reveal underlying optimization opportunities, help validate previous work, and much more.

NetSuite was designed to be the metaphorical ‘center of your universe’ from an operations and business process perspective, but it can also dynamically integrate with other systems and applications.

In this blog, we highlight four common scenarios that prompt customers to seek out a NetSuite assessment.

Inefficiencies and lack of customization lead to a NetSuite assessment

Several of the most compelling factors about NetSuite are its out-of-the-box capabilities and industry-specific modules or editions. However, all companies have unique core business processes that may not be addressed by a standard NetSuite implementation.

Is your team still doing manual data entry, struggling to automate tasks, or feeling unsatisfied about overall core operational efficiency? It could be time for a NetSuite assessment.

Additionally, some customers may require unique customizations, such as workflows, fields, web store templates, or forms, to better reflect specific processes. A needs assessment can help identify industry or process-specific customizations that can enhance productivity and performance.

Integration, data integrity and accuracy challenges

If customers have integrated NetSuite with other systems or applications, they may face difficulties with data synchronization, inconsistencies, or errors. Perhaps there is data leakage or middleware is not performing as expected.

A needs assessment can identify areas where integration may be performing poorly or broken, helping to improve data flow and system interoperability.

Even if NetSuite is the center of their universe, customers may encounter challenges with data integrity, including discrepancies, duplication, or incorrect information.

The NetSuite assessment could identify the root causes of these issues and a NetSuite partner could implement measures like code refactoring to ensure data accuracy and consistency.

Reporting and analytics limitations

Customers may find that their current NetSuite setup does not provide the desired reporting capabilities or fails to deliver the KPIs/insights they need for informed decision-making. Maybe there is a proprietary report or KPI that requires a unique workaround.

Separately, NetSuite releases two updates each year that have many general and industry or process-specific upgrades. For instance, NetSuite Analytics Warehouse was included in the 2022.1 release and is a powerful tool for many customers. These upgrades can be overlooked by NetSuite customers because they are busy with day-to-day activities.

So, NetSuite customers seek an assessment to identify gaps and explore options to enhance reporting, dashboards, and analytics functionalities. There could also be new products like Analytics Warehouse that would really move the needle for them.

User adoption and training needs discovered after a NetSuite assessment

If customers experience low user adoption or face challenges training employees on using NetSuite effectively, they may seek a needs assessment. Some of this depends on the original implementation timeline and what was included in phase two or post-go-live planning.

It’s not uncommon for companies to go live with NetSuite financials and bring other modules on board in a phased approach.

And there are different learning curves and organizational change management requirements when switching from another system, such as QuickBooks or SAP, to NetSuite.

A comprehensive NetSuite assessment will help identify where additional training, process simplification, and other changes to fully leverage the NetSuite investment.

Next steps

Let us know if your NetSuite is under-performing, there’s an integration issue, or if anything mentioned above resonates with your current implementation. Our NetSuite experts have decades of experience as consultants and customers, and we have backgrounds in numerous industries.