Oracle NetSuite Health Check assesses and measures how well Oracle NetSuite works within a business organization. This thorough process involves reviewing the current implementation and configuration, finding barriers that hinder optimal use, and proposing practical solutions to existing problems and challenges. By doing an Oracle NetSuite Health Check, organizations will learn about its system’s strengths and weaknesses and areas of application underutilization. Based on the Health Check results, our team delivers a practical and actionable report showing the suggested financial and operational improvement opportunities suggested opportunities for financial and operational improvement.
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 finds out what is stopping you from using NetSuite effectively and offers workable solutions to existing problems and challenges. Doing this evaluation will help you know 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 Should You Consider a NetSuite Health Check?
- An annual review helps identify application features that are not used, used poorly, or affect performance.
- Poor implementation/project recovery/heavy challenges and the need for Oracle NetSuite support services.
- Considering expanding use of the NetSuite application to provide value to added business processes beyond financials.
- Personalization or customization is not working as expected and requires re-configuration.
- Experiencing challenges with incorrect or incomplete integrations with third-party systems.
What Does the Oracle NetSuite Health Check Cover?
Withum uses a “Show & 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 & 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 & 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 & 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 & 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 & 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, ensure 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.
