Due to the significant financial, time, and/or resource commitments required for NetSuite implementations, the phrase “NetSuite health check” might elicit a range of reactions. These may show small scripting inefficiencies or more major implementation issues and data loss. You could not understand till a NetSuite Solution Provider inspects the engine.
We intend to address a few frequently asked queries concerning NetSuite health checks in this blog. Please feel free to contact our NetSuite specialists if any questions come to mind as you are reading or skimming.
Why is a NetSuite health check necessary?
Because each NetSuite implementation is different, there is a chance that flaws or inefficiencies were missed or were only discovered after you went live. Perhaps your organization could not afford a delay or stop, so you went live with a partially functional NetSuite installation even though you may not have been happy with your implementation partner.
There are countless reasons to conduct a NetSuite health check; however, a few typical situations include the following:
- Inadequate execution and necessity services for NetSuite users
- Integration with third-party systems improperly formatted
- You only implemented financials when you went live, and you now need to add other modules.
- Customizations need to be reconfigured because they are not operating as intended.
- Workflows need to be fixed or made more effective.
- Upgrade to SuiteCommerce Advanced
- Perhaps NetSuite is too stiff out of the box, and you require adjustments.
- investigating new NetSuite modules and costs
Fortunately, NetSuite already provides you with biannual upgrades to make sure the most recent functions and security improvements are activated. This might eliminate a lot of the difficulties in operating your NetSuite instance, but it is still recommended to seek a second view from an unbiased person.
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How frequently should we schedule NetSuite health checks?
A NetSuite health check should be a regular element of maintenance schedules because it comes with the nature of using NetSuite. Based on prior experiences and industry best practices, your own team can carry these out. Alternatively, you might ask a NetSuite Solution Provider with appropriate industry knowledge for a second opinion and evaluation.
Given that NetSuite updates every two years, it could be wise to use your internal team for smaller health checks before or throughout this period. These can be carried out on your sandbox account or ahead of the upgrades during quieter times and frequently consist of the following:
- A list or audit of the custom workflows and scripts
- Examining add-ons, add-on bundles, or modules
- examining system interconnections with external systems
- examining and mapping parent-child relationships
- reviewing the dashboard settings, saved searches, and customized reports
Additionally, if your company is seasonal, your internal team can perform more thorough health checks prior to peak season or once a year.
A yearly or just-before-peak-season health checkup should be considered. Getting a health check prior to a significant upgrade or new integration is another typical procedure.
It could be advantageous to occasionally engage with a third-party NetSuite Solution Provider if your business has the funds for it. particularly if the Solution Provider has a history of garnering accolades.
Should your business work with a NetSuite Solution Provider?
It depends, really. There are numerous benefits to working with a NetSuite Solution Provider, yet you might not have the funds available, or your internal staff might be more than capable. Additionally, it depends on the kind of NetSuite health check you want to carry out e.g
- Is it a regular or thorough health examination?
- Is it just a short review of modifications and processes following an upgrade, or are you working to fix a team-confusing integration problem?
Working with a NetSuite Solution Provider gives you the assurance that your implementation or problem will be examined by a new set of eyes. Whoever you decide to hire should spend the time to comprehend your business, implementation, adaptations, needs, and performance expectations.
Additionally, this NetSuite Solution Provider ought to provide options that benefit your business rather than just their own bottom line.
This is the approach we use at Seibert Consulting Group, SCG Team, for every NetSuite health check, project, and implementation. Our mission is to assist your business in maximizing the benefits of NetSuite so that it can support your objectives and long-term expansion.
Final Thought
Taking Your Business to the next step can only come to reality if you have the right expertise to deliver outstanding solutions. At Seibert Consulting Group, we specialize in delivering modern solutions to businesses that aim at taking full advantage of the eCommerce platform. We always customize our solutions to align with Your Business’ requirements and goals. Let’s start talking about your project and find out how we can help Your Business grow. Get in touch with us via our chatbot or email at hello@seibertconsulting.com and via our direct line at 760-205-5440.
