Detailed capabilities
Make the system you already have work better for your business.
Spreadsheets, duplicate entry and repeated workarounds can hide where NetSuite is falling short of your needs. We help assess those friction points and plan improvements to workflows, reporting, templates and the way people use the system.
Review routing, conditions and handoffs with the people who use them. Clarify the intended business rule before adjusting a workflow or adding automation.
Examine the purpose of a report, its filters and its source records. Help your team get a view that answers the business question instead of maintaining a parallel spreadsheet.
Review the fields and documents people use every day. Adjust forms, reports and templates around the information the process actually requires.
A useful first conversation
Choose a recurring task that is slow, confusing or unreliable. Bring a before-and-after example, the manual steps involved and the business reason for changing it. We can help prioritize work by impact, effort and dependencies.
Book a Conversation (opens in a new tab)Customer perspective
Firsthand feedback from the people running these businesses.
President / CEO
Advanced Fluid Technologies
“Their support has helped us make NetSuite more efficient and better aligned with the way our organization operates.”Read Advanced Fluid Technologies’s story
Chief Data Officer
Emergency Assistance Foundation, Inc.
“Their knowledge, responsiveness, and willingness to work through issues with us have made a real difference in helping us get more value from the platform.”Read Emergency Assistance Foundation, Inc.’s story
VP of Operations
Command Access
“Their expertise has helped us improve processes, resolve challenges, and maximize the value of NetSuite.”Read Command Access’s story
VP of Finance
Jinx
“Their responsiveness and attentiveness to our concerns were key factors in my decision to form this partnership.”Read Jinx’s story
No. Optimization can focus on targeted improvements within an existing NetSuite environment. The right approach depends on the process, the current configuration and the scale of the problem.
Advanced Fluid Technologies describes improved workflows, routing, reports and templates. Emergency Assistance Foundation describes help with workflows and custom fields. Their full testimonials are linked below.
Bring a real NetSuite priority. We’ll start with a conversation about your business and the work ahead.
