NetSuite Assessment
Find out what’s wrong with your NetSuite accountand what to fix first.
We review your account, meet with the people who use it, and give you a written plan. From there you can have us do the work, hand it to your own team, or stop.
- Account scan
- Sentry + security review
- Workshops
- Each process owner
- Written plan
- What to fix, in order
How the assessment works
Account review
We run Sentry and a security review across the whole account: scripts, revenue setup, roles and access, and data quality.
Team workshops
We meet with the people who run each process, from finance and procure-to-pay to inventory and your NetSuite admins, to understand the workarounds a scan won't show.
Written report
You receive a report listing each issue, what it costs you and the order to fix it. Your team can act on it, or we can.
What you receive
A findings register listing each issue we found, what it costs your close and the recommended fix, in priority order.
Book an Assessment| # | Finding | What it costs you | Fix |
|---|---|---|---|
| 1 | RevenueDeferred revenue doesn't tie to the GL | Manual true-up every close | Rebuild ARM rules and plans |
| 2 | IntegrationSalesforce orders fail to sync without an alert | Missed invoices until someone notices | Error handling and a monitor |
| 3 | ConsolidationIntercompany eliminated in a spreadsheet | Days added to each close | Eliminations inside OneWorld |
| 4 | SecurityToo many users with full Administrator access | Audit finding | Role redesign |
| 5 | AutomationMonth-end billing script hits usage limits | Jobs rerun by hand | Move to a batch process |