![]() SuiteFlow: This feature allows the creation of workflows.Within NetSuite, there are two capabilities that can help in this regard: This gives you greater visibility and control in prioritizing automation projects. This type of examination can reveal automation opportunities, missing processes and features the client may already have-but are not using like prepaid expense amortization. By taking the time to detail every step in the process between a sales quote all the way to cash, it’s likely we’ll see data moving across multiple systems, clear handoffs, and/or multiple revenue recognition processes. For example, we might look at a quote-to-cash end to end. When thinking about automation in NetSuite, we’ll often examine one process at a time. Taking a per-process approach can help you discover opportunities for automation. As you can gather, it’s much harder to fix issues after implementation than before it. If you’re aware of the departmental silos and the data you need across them, you can build them into your implementation process. You need someone who can identify needs, processes, and goals, and then use them as a lens during the selection process-as well as implementation. The transition makes it possible to ask, “What’s my customer ID and how does it live across the systems, so we can cross-reference?”īecause systems like NetSuite are so powerful, the ERP selection process and ERP implementation involve a lot of operational analysis. Suddenly it becomes possible to integrate all the data in an easy way. These problems quickly reveal themselves when a company moves from a system like QuickBooks to NetSuite. And developers don’t know accounting-so they’re not likely to tackle organizational accounting problems with each deployment. This leads to a common scenario where departments have developers create individualized solutions to their needs. For example, if you’re developing a product, you probably don’t think about how accounting will manage it. ![]() ![]() In fast-paced companies, no one’s spending much time thinking about how to integrate across departments, or how to manage the entire product lifecycle. Generally speaking, departments have a tough time communicating and coordinating efforts. Operational acumen is critical when automating financial processes with Netsuite. Integration can be achieved by uploading customers and sales orders into NetSuite, implementing custom APIs, or using of third-party connectors like Celigo. That can create a lot of manual entry-and chances for errors and inconsistent data. Many companies use a separate CRM like SalesForce and skip integrating it with their ERP. However, because the client used NetSuite end-to-end, it was relatively easy to address these problems. Different SaaS Platforms: In working with another client on an acquisition, there were a lot of issues related to data integration between systems.But when we found it, it became an obvious automation opportunity. This could have been an impromptu solution to a problem that cemented into a standard process. Blind Spots or Assumptions of Efficiency: I once had a client that had an employee exporting saved search data from NetSuite and then importing it into Microsoft Access, where he would then work on reporting.The goal with automation is to eliminate physical handoffs and minimize the chances of mistakes in the data. Hard-Copy or Keyed-Entry Processes : These only increase the chances of errors, and typically offer low-hanging automation opportunities.But they usually have enough time to shed light on the way they work.īased on my experience, I’ve found these three things are worth listening for: Because of the nature of any full-time job, employees typically don’t have time to think about more efficient approaches while performing their day-to-day duties. When we work with clients to identify ways of automating financial processes with NetSuite, we start by listening to their explanations of processes. You can also improve simpler tasks like reporting. ![]() It also offers annual and quote-based enterprise pricing for more advanced features and bigger teams.Automation with NetSuite isn’t exclusive to bigger processes. TranZact offers a competitive free forever package containing a lot of essential features ideal for small teams.
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