Once you’ve been running on NetSuite for a while, it’s worth checking in. Business moves fast. Teams grow, processes shift and what worked at go-live might not be the perfect fit today.
At this point, undertaking a NetSuite business optimisation allows NetSuite customers to look under the hood, see what’s working well and spot where refinements could unlock more value – whether that’s automation, better reporting or simply a smoother day-to-day experience.
What is a NetSuite optimisation review?
An optimisation review is about making sure your NetSuite setup is keeping pace with your business. It typically includes:
- Reviewing how your teams are using NetSuite day-to-day
- Spotting where processes can be automated or improved
- Assessing whether your reports, dashboards and workflows still align with current priorities
- Identifying unused features or modules that could deliver value
- Reviewing integrations, user roles and access levels for efficiency and control
Essentially, it’s doing a health check that will help you uncover targeted, practical, and focused solutions that will help you drive better outcomes from the tools you already have.
Signs it might be time for a NetSuite optimisation review
Not every business needs an optimisation review every year. But if any of the below sound familiar, it could be time to reassess:
- You’ve grown quickly, but haven’t revisited your workflows or dashboards
- Teams are building workarounds outside the system (think spreadsheets or shadow tools)
- Reporting takes longer than it should or doesn’t quite tell the full story
- Key processes still rely on manual steps or approvals
- You’ve added new tools but haven’t yet integrated them or the integration isn’t quite working
- You’re unsure if you’re getting full value from your modules or licences
- You’ve been running NetSuite solo without a partner helping you evolve the setup over time
Even if things are running ‘fine’, a review can help ensure you’re not missing easy wins or smarter ways of working.
Key areas covered by an optimisation review
A thorough review takes a closer look at all the areas that directly impact how your business runs on NetSuite. And what you can do to rectify or improve the system.
- Workflows and automation
Are your processes as streamlined as they could be? An optimisation review looks at where automation could reduce manual effort which could include approvals, billing, bank feeds or inventory updates. - Reporting and dashboards
Your reports might have made sense at go-live but are they still telling you what you need to know? This part of the review checks whether your dashboards align with your current KPIs and business priorities, and where you can extract more value from your data. - User roles and permissions
Too much access creates risk. Too little slows teams down. A review helps ensure your role-based access is efficient, secure and easy to manage. - Integrations and data flow
Disjointed integrations can cause data delays, errors and inefficiencies. A review maps out how systems are connected and where improvements or monitoring might be needed. - Module usage and feature adoption
NetSuite is a powerful platform, but many businesses only use a fraction of what’s available. The review highlights underutilised features and helps prioritise which modules could add value next. - System configuration
Over time, configuration can drift. A review ensures your NetSuite setup still reflects your chart of accounts, tax rules, subsidiaries and business logic, especially if your structure has changed. - Change requests and workarounds
A review also identifies where teams have built workarounds outside NetSuite. These often point to pain points that could be addressed with better configuration or training.
An optimisation review is your opportunity to realign NetSuite with where your business is today and where it’s heading next. You’ll come away with a clearer picture of what’s working, what could work better, and a prioritised action plan to help you get more from the system you already use every day.
Ready to optimise your NetSuite ecosystem?
If you’re already working with Annexa, your Customer Success Manager can assist with a review. Or, if you’re new to Annexa, get in touch with our team to explore what a NetSuite optimisation could look like for your systems and business.