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Health Checks & Optimization
Find out what is holding your NetSuite account back.
A health check scores your account process by process, from security and customizations to order-to-cash and close. You get color-coded findings, risk ratings, and recommendations ranked by effort and business benefit, and we can help you put them in place.
- Best for
- Live accounts that work but should do more
- Starts with
- A free account snapshot, then a full assessment of the processes you choose
- Pricing
- Free snapshot; full assessments are fixed-fee
Signs this is the right fit
If more than one of these sounds familiar, it is worth a conversation.
- You suspect you are paying for features nobody uses
- Order-to-cash or the close feels slower than it should
- You have an audit, acquisition, or new controller coming
- Customizations have piled up over the years
- You are not sure how secure your roles and permissions are
What's included
Platform review
Security and roles, customizations, data quality, performance, and governance across the whole account.
Process assessments
Deep reviews of individual processes such as O2C, P2P, R2R, manufacturing, warehouse, and revenue.
Licensed capability review
Features and modules you already pay for but are not using, and what they would replace.
Scored findings
Each area rated Critical, High, Medium, or Good, with the evidence behind the rating.
Ranked recommendations
Every fix rated by effort and benefit so you can start with quick wins.
Optimization work
Optional help putting the recommendations in place, scoped from the findings.
How it works
Scope
Pick the processes to assess, or start with the account-wide general health check.
Review
We analyze configuration and transaction data directly in your account. Nothing is changed during the review.
Score
Findings scored by area, with risks and the business impact of each.
Read out
A walkthrough with your team and a written report with a prioritized roadmap.
The assessment library
Each process area has its own structured assessment, so findings are consistent and comparable from one review to the next.
- GENGeneral account health
- O2COrder to cash
- P2PProcure to pay
- R2RRecord to report
- FP&APlanning and budgeting
- ARMAdvanced revenue management
- ZABSubscription billing
- FAFixed assets
- MFGManufacturing
- D2BDesign to build
- WMSWarehouse management
- P2DProject to delivery
- CRMCRM and sales
- L2OLead to order
- M2RMarketing to ROI
- C2RCase to resolution
- HRHR and SuitePeople
- FSField service
- COMCommerce
- SaaSSaaS metrics
- NFPNot-for-profit
- HCAHealthcare
Common questions
What is the difference between the free snapshot and a full health check?
The free snapshot is an account-wide look at configuration, security, customizations, and data quality with your top findings. A full health check goes deep on the specific processes you choose.
Will you change anything in our account?
No. The review is read-only. Changes only happen if you decide to act on the recommendations.
What access do you need?
A dedicated role in your account with the permissions needed to read configuration and transactions. We will send the exact setup.
How long does it take?
The free snapshot comes with a 30-minute readout. Full assessments are scheduled once the scope is agreed.
Related services
Not sure where to start?
Start with a free health check. You get your top findings and a 30-minute readout with practical next steps.