Oracle NetSuite Health Check assesses and measures how well NetSuite works within a business organization. This process includes a review of your current implementation and configuration to identify barriers to optimal use. You’ll walk away with a clear view of NetSuite’s strengths, weaknesses and underutilized areas, plus practical recommendations to address them.

Get an Actionable NetSuite Improvement Report

Based on the Health Check results, our team delivers a practical report showing the suggested financial and operational improvement opportunities. A NetSuite Health Check is important for making sure your organization’s ERP (Enterprise Resource Planning) System works well. Here’s why:

  • Current State Analysis: A NetSuite Health Check carefully evaluates your current NetSuite setup and configuration. It identifies what is preventing you from using NetSuite effectively and offers workable solutions to existing problems and challenges you face. Doing this evaluation will help you understand your system’s advantages and disadvantages, making it easier to decide what to do.
  • Opportunities for Improvements to Efficiency and Effectiveness: Businesses need to manage and maintain their NetSuite system or they may not get the expected return on investment, even if they did well initially. They must keep improving and updating NetSuite to match their organization’s changing needs. By using the expertise of a NetSuite Solution Provider, you can uncover potential areas of risk and find untapped advantages within your system.
  • Customizations, Personalization, and Streamlining: NetSuite enables customization to suit different company requirements. However, keeping track of which customizations are in use or still needed can be difficult over time. If not managed properly, modifications may create a disorderly environment, impair user experience and cause process delays.
  • Actionable Opportunities for Improvement: The NetSuite Health Check helps you identify and rank areas for improvement. It also helps you improve the performance of your ERP system by fixing problems and speeding up processes.

When To Consider a NetSuite Health Check

  • Have you completed an annual review of your NetSuite environment?
    • An annual review helps identify features that aren’t being used, are being used inefficiently or may be impacting performance.
  • Are you concerned your implementation isn’t meeting expectations?
    • A Health Check can help address lingering implementation gaps, project recovery needs or ongoing challenges that require additional support.
  • Are you looking to expand NetSuite beyond core financials?
    • A Health Check can help ensure your current setup supports added business processes and drives more value across the organization.
  • Are personalization or customizations no longer working as intended?
    • A Health Check can pinpoint what needs to be reconfigured, so the system supports your users and processes more effectively.
  • Are third-party integrations causing issues or producing inconsistent results?
    • A Health Check can uncover incorrect or incomplete integrations that may be disrupting workflows or reporting.

Schedule Your NetSuite Health Check

NetSuite ERP Health

Our team of experts will dive deep into your current setup, revealing strengths, weaknesses and areas of underutilization. We'll uncover  actionable opportunities for financial and operational improvements. Take the first step towards a more efficient and effective ERP system and schedule your NetSuite Health Check today.

What Does the Oracle NetSuite Health Check Cover?

Withum uses a “Show and Tell” approach that allows business process owners to demonstrate their use of the Oracle NetSuite application. A series of “by-process” demonstrations of your Oracle NetSuite application allows for a rapid understanding of your people, processes, application usage and key interactions that could be improved. Along the way, we will do the following:

  • Application Design and Configuration Assessment
    • Evaluate the existing setup of the Oracle NetSuite modules, such as Financials, CRM, Inventory and E-commerce, to verify they align with the application design and company processes and goals.
  • Personalization and Customization Analysis
    • Evaluating how customizations and scripts affect the system's performance, scalability and maintainability. This involves reviewing SuiteScripts, SuiteFlows and SuiteBundles to identify unneeded or outdated components.
    • Assessing workflows and automation processes to improve business operations and reduce barriers. This involves improving approval processes, notifications and triggers to increase efficiency and responsiveness.
  • Integrations and Connectors Check
    • Ensuring that links with external systems are consistent, aligned, and reliable. This is essential for producing accurate reports and making real-time decisions based on seamless communication between NetSuite and other applications.
  • Roles and Permissions Assessment
    • To keep your Oracle NetSuite environment working well and safely, you need to manage the roles and permissions of your users. The health check examines your users and role permissions with role-based access control to find areas of risk. The best practice is to follow the principle of “least privilege”, and our team will spot areas where permissions are given too much and help prevent risks and keep security. Also, we will look at areas where roles are given too little and help suggest role improvements to increase efficiency and reduce application annoyance.
  • Data Management including Searches, Alerts and Reporting Review
    • It takes a lot of time to verify the quality, accuracy and dependability of your data stored in the Oracle NetSuite application. The health check assesses your process to manage and maintain data quality, ensuring you generate reliable information to support actionable decision-making across the organization.

To conclude, a NetSuite Health Check helps you maintain your NetSuite application as a key resource, advancing your business efficiently. Investing in an Oracle NetSuite Health Check is a smart way to improve your ERP performance and secure long-term success on the Oracle NetSuite platform. You can schedule a session with our NetSuite Consulting Services Team to see how we can enhance your application and boost growth.

Contact Us

For more information on this topic, please contact a member of Withum’s NetSuite Consulting Services Team.