Configuration
Core settings, forms, fields and preferences, checked against how your team actually works today.
NetSuite health check
NetSuite health check: find what's slowing your team down
A NetSuite health check is a review of your account's configuration, roles, scripts, workflows, saved searches and data quality. You receive a health check report and a prioritized action plan, so you know what to fix first, what to remove and what to leave alone.
What we review
What the NetSuite health check covers
Our consultants are finance professionals first, so we look at your account from the finance side as well as the technical side.
Roles and permissions
The right access for each user, with proper segregation of duties.
Scripts
What each SuiteScript does, whether it is still needed and whether it fails after updates or changes.
Workflows and approvals
Approval routing and automations, including steps that get stuck or go to the wrong person.
Saved searches and reports
Searches and reports checked against the books, with unused ones flagged for removal.
Data quality
Duplicate, incomplete or inconsistent records that cause reporting and process problems.
When to ask for one
Signs your NetSuite setup needs attention
If any of these sound familiar, a health check is a good place to start.
Go-live keeps slipping
Deadlines move and the scope is still unclear.
Spreadsheets on the side
Your team still works outside NetSuite to get things done.
Reports don't match the books
Nobody fully trusts the numbers NetSuite produces.
Month-end takes longer
The close is slower now than before NetSuite.
Customizations break
Scripts or workflows fail after updates or changes.
No one owns the system
Knowledge left with a person or partner, and nothing is documented.
Request a NetSuite health check
We'll review your account and recommend a clear plan.
How it works
From request to action plan
1. Tell us what's going wrong
Send a request with a short note on the issues your team is seeing. A consultant contacts you to arrange a call and agree the scope and fee up front.
2. We review your account
We work through configuration, roles, scripts, workflows, searches and data, and talk to the people who use NetSuite every day.
3. You get the report and plan
A health check report and a prioritized action plan. Your team can make the fixes, or we can carry them out as a defined project, a support retainer or on-demand hours.
Not ready for a full review?
Two free ways to start
Free 15-minute issue review
Bring your issue log or the problem that is blocking your team. A senior NetSuite consultant will go through it with you and suggest next steps.
Book a 15-minute reviewPost-go-live health checklist
38 checks in an Excel file that your team can work through on its own, with a summary of where most of the work is.
Get the free checklistFrequently asked questions
NetSuite health check FAQs
What does a NetSuite health check cover?
It reviews your account's configuration, roles and permissions, scripts, workflows, saved searches and data quality. The result is a health check report and a prioritized action plan.
How do I know if my NetSuite account needs a health check?
Common signs are spreadsheets on the side, reports that don't match the books, a month-end close that takes longer than before NetSuite, and scripts or workflows that break after updates.
Can you review an account set up by another partner?
Yes. We start with a health check to understand your configuration, customizations and open issues, then support, improve or stabilize it from there.
What happens after the health check?
You decide. Your team can work through the action plan, or we can make the fixes as a defined project, through a monthly support retainer or with on-demand hours.
How is a NetSuite health check priced?
Each engagement is scoped with you first, and the fee is agreed before work starts. Fees are billed in USD, with no hidden charges.
Get a clear plan for your NetSuite account
Tell us what's slowing your team down and we'll recommend where to start.