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Kāladi Consulting Services is now ennVee Solutions Pvt. Ltd.

Kāladi Consulting Services is now ennVee Solutions Pvt. Ltd.

Why NetSuite Health Check is important for Your Business?

An ERP system needs to be managed for continued success. Besides a well-planned implementation approach, a dynamic solution like NetSuite Cloud ERP also needs to be optimized from time to time to maximize outcomes. Even after successful implementations, companies may still struggle to arrive at desirable ROIs. This is when the NetSuite environment is not maintained, managed, or optimized as it should be.  

A NetSuite health check is a good place to start with. An ideal implementation partner will assist you with detailed audits, identifying scope of improvements and modifications and in turn, helps in aligning your NetSuite environment to your changing goals.

What is a NetSuite Health-Check?

A NetSuite Health Check is a system for reviewing and evaluating a business’s NetSuite environment. This involves an in-depth report of customer’s current NetSuite implementation and configuration, identifying roadblocks to the complete utilization and advise on remediation of current issues and challenges.
With a NetSuite health check, a NetSuite solution provider helps you to identify your areas of risk or potential benefits, create awareness on various features in you NetSuite instance that are not yet leveraged by your business and guides with an actionable report on enhancement and improvement measures.

When is NetSuite health check necessary?

Why is NetSuite health check important?

Though NetSuite processes are designed based on industry best practices, it supports customizations incorporating the unique requirements of the business. To this end, many NetSuite users customize their configurations. There would be custom records, scripts, fields, saved searches, and with time it is difficult to track as to which are utilized or needed. Such unchecked customizations can lead to a disorganized environment which can slow down the experience.  

In addition to this, there could be concerns experienced like process bottlenecks, visibility concerns, no major productivity improvements, or lack of significant reductions in administration costs. A NetSuite Health Check will help you identify how can your ERP system be organized and cleaned-up so as to improve productivity and efficiency. It specifically highlights where performance can be improved and where enhancements can be made. 

NetSuite Health Check Process:

Pre-Consultation: This stage involves studying the customer’s business, existing NetSuite implementation at length to be able to propose alignment of NetSuite ERP to the newer needs.  

Documentation: In this stage, business’s pain areas & operational issues are defined. The customer’s NetSuite configuration is mapped and documented.

Examination: The existing third-party applications are assessed to identify the possibilities of consolidating such data silo points into NetSuite. It also involves looking for unused out of the box features, built in reports, KPIs, functionalities, and optimization opportunities.  

It also studies the need for any additional customization, enhancements, new reports, automations, controls, segregation of duties, streamlining approvals, validations, integrations that is required to address unique operational and business needs.

Reports & Recommendations: Based on the examination, reports and recommendations are presented to improve NetSuite instance, enabling new features and recommendations on how to scale the system.

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What is covered under NetSuite Health Check?

Usually, the scope of the health check is defined based on the concerns and challenges faced by the customer. However conventionally, a NetSuite health check shall comprise of the review of the below mentioned. 

NetSuite Modules Setup Review: Master setups, components, add-on modules, enabled non-enabled features, effectiveness of external integrations to third party applications, financial and accounting setups, custom centres, categories, scorecards. 

Dashboards, Searches, Lists and Reports Review: Custom reports from financials, sales, operations; role-specific, published dashboards, custom portlets; lists in the features enabled, relationships, case management. 

Process Review: Issues in the routine operations, excessive manual intensive data points, errors in SOPs, fitment for additional SuiteApps, need for additional customizations. 

Fitment Analysis: Applicability of additional SuiteApps, analytics, enhanced features / functionalities to support efficiency and effective utilization goals.

How can ennVee help you with NetSuite Health Check?

ennVee has been providing NetSuite implementation, optimization, customization, enhancement, managed and support services for more than 8 years. With a combined domain expertise of over a decade, we have been serving a global clientele across industries.

Contact sales@kaladi.in  to know more about Kāladi Consulting and for a quick demo of Oracle NetSuite.

Request more information

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14 February 2022
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28 January 2022
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05 January 2022
ERP solution that is SaaS to start with, offers an integrated solution for all key business functions...
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26 November 2021
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