fbpx

Scott Ackerman Consulting

Fractional CFO | Finance and Strategy

Getting started with configuring NetSuite to support the growth of your business

NetSuite is one of the most commonly used Enterprise Resource Planning (ER) tools around the world. From small businesses to large-scale enterprises, NetSuite is the optimal tool for companies looking to take advantage of cloud-based accounting, finance, and operations services. In order to get the most out of NetSuite, it is essential for users to properly configure the service based on the company’s personalized characteristics.

To have optimal results, businesses need to configure NetSuite the right way to match their specific requirements. Whether you are based in a retail-oriented industry, or your direction leans more towards the service sector, a proper NetSuite Configuration will help bring the best out of your business by leveraging its core strengths. The platform is highly customer-centric, with a significant emphasis on personalized settings.

Even though it may feel overly-complicated to get things right, having support from SA Consulting can simplify the process for you.

What is the difference between Configuration and Customization?

Configuration is taking advantage of existing NetSuite features and settings to make NetSuite work for your business.

NetSuite comes, out of the box, with several features and settings that don’t require coding or a developer and can be configured to make NetSuite work for your business. For example, as you may already know, you can add custom fields to existing records. You can also create entirely new record types to store virtually any kind of data that you want in NetSuite. Taking it one step further, you can create custom segments, things like departments and classes that can be used across record types. Using Saved Searches and Workflows, you can automate your configurations to improve efficiency, decrease errors, and gain additional insights into your business. Best of all, these configurations are transparent to you. You will always know what I have done and how to make changes with confidence.

Customization is adding additional functionality to NetSuite via scripting or coding.

NetSuite comes with a scripting language, SuiteScript, that developers use to customize NetSuite. SuiteScript is built on JavaScript and is used by developers to do things that can’t be done via the out of the box features, settings, or configurations. One great example is using the API to connect to external systems. Customizations are great in the right circumstances. But the problem with customizations is that they are built on code, and you have to be a developer to use and understand them. So, when the code is turned on and given to the client if any further work or updates need to be done, a developer needs to be called in.

According to a recent study by Builtwith, NetSuite is actively powering the business operations of more than 10,000 Businesses worldwide.

Companies across the world are leveraging the true potential vested in NetSuite to propel their operations to the next level. Even though the configuration process can seem challenging without having prior development and coding experience, having the right support can take the stress off your shoulders by simplifying the process for you.

I have used NetSuite since 2015, leading multiple, successful NetSuite system implementations and NetSuite Administrator setups. Not every project requires custom scripting or support from a developer. Sometimes you need help getting the most out of NetSuite by someone who knows how to configure existing NetSuite features and settings that are accessible to the end-user. Working with you, I take a whole business approach to the solutions I design and implement. You will always know exactly what I have done, how it works, and, most importantly, you will be able to change or update any of the configurations I have made with confidence.

When effectively configured, the platform can be a major game-changer in transforming your business management operations. By elevating your functional usage and improving the range of services you can cover, NetSuite effectively allows you to re-adapt specific elements within your website to help you maximize your business potential.

Adapting a situation-oriented approach can help you optimize the applications relevant to your business.

Here is how the NetSuite Configuration plays in.

Effective NetSuite Configuration Process With SA Consulting

To build more on the configuration process, our approach follows a business blueprinting process to present you with the most effective solution for your business requirements. We evaluate your needs to make sure that we get things right and then add our suggestions on the right modules that can improve the effectiveness of the NetSuite implementation.

The whole process takes your goals and needs into consideration for optimal results. The first step is having a discussion and creating a comprehensive business blueprint.  

This personalized approach helps you in the following ways:

  • Process Automation – In most cases, turning on certain features that can automate inefficient, manual processes can lead to major time and cost savings. I help you remove limitations by simplifying the processes and embedding automated workflows in your NetSuite configuration.
  • System Cleanup – Some NetSuite installations are a mess from the start while others grow that way over time. Whatever the case, it can be helpful to have a trained set of eyes help you clean up your settings and setup.
  • Requirement-Oriented Approach – When it comes to NetSuite, there is no single solution that provides all the required functionalities. We extensively review your requirements to adopt the best approach suited to your needs.
  • Twoway Process – We ensure active two-way communication throughout the project, always seeking your input to make sure that we get things right. Because in the end, no one knows your business better than you do.

Use Qualified Consulting to Simplify Your NetSuite Configuration

Getting things configured with NetSuite can be a major hassle. Without qualified configuration support, you can waste many unproductive hours. Due to the highly technical nature of the service, you don’t want to mess things up from too much self-experimentation.

Having the right help will make a massive difference when it comes to your configuration process.



If You Need Help or Have Questions, Feel Free to Reach Out