How NetSuite Health Check Helps NetSuite Users?

Effective management of its Enterprise Resource Planning (ERP) software is crucial for the continuous success of an organization. In addition to a well-organized implementation technique, a vital system like NetSuite Cloud ERP should be periodically enhanced to maintain optimal performance. Even after successful implementation, when not managed or maintained properly, businesses may struggle to achieve the desired return on investments (ROIs).  

Understanding NetSuite Health Checks 

So, what is a NetSuite Health Check? 

A Health Check for NetSuite is a comprehensive process of analysis and review of the performance of NetSuite in your organization. It includes: 

• A detailed assessment of your existing NetSuite implementation and architecture 

• Identification of barriers to optimum use 

• Proposed solutions to the identified challenges 

Through this process, a NetSuite solution provider will be able to help you understand the potential risks and benefits, enhance awareness of the otherwise unused capacities in your NetSuite system, and provides practical easy-to-implement recommendations for improvement.  

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.  

When is a NetSuite Health Check Required 

Consider a health check in the following situations:  

• When you realize that your current NetSuite setup is not efficiently supporting your business requirements.  

• When you need to include extra capabilities to your NetSuite ERP.  

• When goals set during the initial implementation are not met.  

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

• When you employ NetSuite ERP for some time, the processes must be enhanced to meet leading industry standards.   

• When you believe improvements can be made to assets, regulations, and validations in your NetSuite instance.  

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

• When you look to accelerate the return on your ERP investment.   

• As part of regular ERP software assessment.  

What’s on Our Health Check 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:  

Evaluation of current third-party apps and the potential for integration. 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, detailed reports and suggestions are made in order to enhance the NetSuite instance, enable new features, and suggest ways to improve the system.  

Scope of a NetSuite Health Check 

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, and plug-in modules 

• Assessment of the activated and non-activated capabilities  

• Evaluation of the efficiency of outward interfaces to third-party applications 

• Analysis of financial and accounting setups 

• Review of custom centers, classifications, and scorecards  

Dashboards, Searches, Lists, and Reports Examine:  

• Assessment of sales, and operations reports 

• Evaluation of role-based and shared dashboards 

• Review of personalized financial views and customizable portlets 

• Analysis of lists in activated features 

• Examination of relationships and case management  

Process Review:  

• Identification of issues in regular procedures and unnecessary manual data points 

• Evaluation of faults Standard Operating Procedures (SOPs) 

• Determination of suitability for more SuiteApps  

• Analysis of needs for further adaptations 

Fitment Analysis:  

• Evaluation of the suitability of new SuiteApps  

• Assessment of analytics tools 

• Identification of improved specifications and programs to enhance productivity and achieve effective objectives  

How Can Jobin & Jismi Assist you With Your 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  

Wrapping Up 

A NetSuite Health Check is invaluable for ensuring your ERP system continues to meet your evolving business needs. By regularly assessing and optimizing your NetSuite system, you can maximize your ROI, improve efficiency, and stay ahead in today's competitive business landscape. 

Ready to optimize your NetSuite experience? Connect with Jobin & Jismi's team of experienced NetSuite consultants. We're here to help you unlock the full potential of your ERP system and drive your business forward.