19 Dec, 2022

How NetSuite Health Check Helps NetSuite Users?

For the continuous success of an organization, effective management of its ERP software is crucial. In addition to a well-organized implementation technique, a vital system like NetSuite Cloud ERP should be periodically enhanced to optimize results. When not managed or maintained properly, businesses may struggle to achieve the desired return on investments (ROIs) even after successful execution.

Importance of NetSuite Health Check 

Despite NetSuite procedures being designed with industry best practices, they allow for adaptations to meet specific company needs. To accommodate these needs, many NetSuite users modify their setups, introducing custom records, scripts, fields, and saved searches. Keeping track of these changes over time can be challenging, leading to a potentially chaotic environment and a slower user experience.  

In addition, issues including process hindrances, transparency, the absence of substantial productivity increases, or a disparate rise in managerial expenses may be identified. You may boost productivity and efficiency by organizing and cleaning up your ERP system with the aid of a NetSuite health check. This process highlights areas where performance improvements can be made.

What is Meant by NetSuite Health Check

NetSuite Health Check is the process of analyzing and reviewing the performance of NetSuite in a business organization. This includes a detailed report of the existing NetSuite implementation and structure, identifying barriers to optimal utilization, and proposing solutions to address existing challenges.  

Through a NetSuite health check, a NetSuite solution provider helps identify potential risks and advantages, enhances awareness of unused capabilities in your NetSuite system, and provides practical recommendations for improvement in a detailed report.

When is NetSuite Health Check Required

When businesses realize that their current NetSuite is not efficiently supporting their business requirements.  

When the business organization is required to include extra capabilities to NetSuite ERP.  

When goals set during the initial implementation are not met. 

When enterprises introduce new business lines, products, services, or enter new markets. 

When an organization employs NetSuite ERP for some time, the processes must be enhanced to meet leading industry standards.  

When a company believes improvements can be made to assets, regulations, and validations in its NetSuite instance. 

During business restructures, reorganizations, or due to new legislative requirements. 

When a company looks to accelerate the return on its ERP investment.  

When a company desires to assess its ERP software regularly.

What's on Our Health Checklist

Pre-Consultation: In order to suggest alignment of NetSuite ERP to the more recent demands, this step entails a thorough analysis of the customer's company and current NetSuite deployment.  

Documentation: At this step, the operational problems and pain points for the firm are identified. NetSuite configuration for the client is mapped and documented.  

Examination: The potential for combining such data silo points into NetSuite is determined by evaluating the current third-party apps. Additionally, it entails searching for underused built-in reports, KPIs, functionality, and improvement possibilities.  

In order to meet operational and business demands, it also examines the need for any extra customization, improvements, new reports, automation, controls, division of roles, simplifying approvals, validations, and connectors. 

Reports and Recommendations: Considering the analysis, reports and suggestions are made in order to enhance the NetSuite instance, enable new features, and suggest ways to improve the system.  

What Exactly Does the NetSuite Health Check cover? 

Typically, the problems and difficulties that the client is facing are used to determine the scope of the health check. However, often, a NetSuite health check entails looking through the items listed below.  

NetSuite Modules Structure Analysis: Reviewing master configurations, elements, plug-in modules, activated and non-activated capabilities, the efficacy of outward interfaces to third-party applications, financial and accounting setups, custom centers, classifications, and scorecards. 

Dashboards, Searches, Lists, and Reports Examine: Assessing sales, and operations reports, role-based and communal dashboards, personalized financial views, customizable portlets, lists in the activated features, relationships, and case management.

Process Review: Identifying issues with regular procedures, unnecessary manual data points, faults in SOPs, suitability for more SuiteApps, and the need for additional adaptations.

Fitment Analysis: Evaluating the suitability of new SuiteApps, analytics, and improved specs and programs to enable productivity and achieve effective objectives. 

How Can Jobin & Jismi Assist you With NetSuite Health Check  

For over a decade, Jobin & Jismi has been a trusted partner in assisting businesses with NetSuite implementation, optimization, customization, improvement, maintenance, and support services.

Our services include:

Identifying gaps, issues, and enhancement areas in your ERP system   

Helping you achieve a greater return on your ERP investment

Comparing your system preferences to industry best practices 

Making suggestions for advancements in setups and configurations  

Providing advice on creating personalized workflows, scripts, and data 

Offering expertise in reports, dashboards, and process improvements  

Determining the potential for enabling advanced functionality in modules 

Recommending process changes and training methods

Need help with NetSuite? Let's talk! Our team of experienced NetSuite consultants is always ready to assist you. Connect with Jobin & Jismi to know more.