Process Optimization
Enhance your existing NetSuite implementation to improve efficiency, reduce costs, and maximize the value of your investment, with expertise in optimizing systems for global operations.
Overview
Many organizations have NetSuite up and running but aren't realizing its full potential. Over time, business processes evolve, requirements change, and new NetSuite features become available. Our Process Optimization services help you maximize the value of your existing NetSuite investment.
We conduct comprehensive assessments of your current NetSuite implementation, identify optimization opportunities, and implement improvements that deliver measurable results. Our approach focuses on enhancing efficiency, reducing costs, and improving user satisfaction across your global operations.
Whether you need to streamline workflows, automate manual processes, improve reporting capabilities, or enhance system performance, our optimization services ensure your NetSuite system continues to deliver maximum value as your business grows and evolves.
What's Included
Performance Analysis & Auditing
Comprehensive system health check, performance bottleneck identification, and optimization opportunities assessment across your global NetSuite environment.
Workflow Optimization
Review and optimize existing workflows, eliminate redundant steps, automate manual processes, and improve efficiency across international operations.
Automation Implementation
Identify and implement automation opportunities to reduce manual work, eliminate errors, and accelerate business processes worldwide.
Reporting & Analytics Enhancement
Improve reporting capabilities, create dashboards for better insights, and optimize analytics for informed decision-making across regions.
Best Practices Implementation
Apply NetSuite best practices, industry standards, and optimization techniques to maximize system performance and ROI.
Process Efficiency Improvement
Analyze and improve business processes, reduce cycle times, and enhance operational efficiency across all departments globally.
Use Cases & Examples
Dunning Process Automation
The Challenge
A European distribution company with 2,000+ customers struggled with collections. The accounts receivable team manually tracked overdue invoices in spreadsheets, sent reminder emails one by one, and had no systematic approach to collections. Overdue invoices averaged 45 days, and write-offs were increasing. The AR manager couldn't identify which customers needed immediate attention, and collection calls were reactive rather than proactive. Different subsidiaries used different collection processes, making it impossible to standardize.
What We Did
We implemented NetSuite's automated dunning process with customer aging analysis. Created automated email sequences for 30, 60, and 90-day overdue invoices with personalized messaging. Set up escalation workflows that route to collection managers based on aging and amount. Configured customer credit holds for excessive overdue balances. Built collections dashboards showing aging buckets, collection effectiveness metrics, and at-risk accounts. Integrated payment portal links in dunning emails for easy payment.
The Results
Average days sales outstanding (DSO) reduced from 45 to 32 days. Overdue invoices decreased by 40% within 3 months. Automated dunning emails reduced manual collection work by 70%. Collections team now focuses on high-value, high-risk accounts. Write-offs decreased by 35% through proactive collection management. Customer self-service payments through email links improved cash collection.
Why It Matters
Cash flow improved significantly with faster collection cycles, providing better working capital for business growth. The AR team transformed from reactive collectors to proactive relationship managers. Customer relationships improved with consistent, professional communication. The finance team can now accurately forecast cash collections, enabling better financial planning and decision-making.
Sales Order Processing Efficiency
The Challenge
A wholesale distributor processing 1,200+ orders monthly had a slow, error-prone order entry process. Sales representatives manually entered orders into NetSuite, often with incorrect pricing or inventory information. Credit checks required logging into a separate system, delaying order approval. Orders were frequently rejected due to credit issues discovered after entry. Fulfillment teams couldn't see order details clearly, leading to picking errors. The sales manager had no real-time visibility into order status, making customer communication difficult.
What We Did
We optimized the sales order process with NetSuite automation. Implemented automated pricing rules based on customer contracts and volume tiers. Created saved searches for quick order entry with pre-populated customer and item data. Configured automated credit checking with real-time credit limit validation. Set up order approval workflows for credit holds with automated notifications. Built order status dashboards for sales and fulfillment teams. Integrated barcode scanning for accurate inventory selection.
The Results
Order entry time reduced from 15 minutes to 3 minutes per order. Order accuracy improved to 99% with automated data validation. Credit rejections decreased by 85% through upfront checking. Fulfillment errors reduced by 60% with clearer order details. Sales team productivity increased 40% with faster order processing. Customer satisfaction improved with accurate, timely orders.
Why It Matters
The sales team can process 3x more orders in the same time, supporting business growth without additional staff. Customers receive accurate orders faster, improving satisfaction and repeat business. Reduced errors eliminated costly returns and re-shipments. The sales manager has complete visibility, enabling better customer communication and relationship management.
Automated Invoicing Process
The Challenge
An international distribution company was manually creating and sending 600+ invoices monthly. The sales team would email order details, and the accounting team would manually create invoices in NetSuite, attach PDFs, and send via email. Errors were common, invoices were frequently delayed, and there was no tracking of invoice delivery or payment status. Customers complained about missing invoices, and cash flow suffered from delayed billing cycles. The process took 3-4 days from order completion to invoice delivery.
What We Did
We optimized the invoicing process using NetSuite automation and workflows. Implemented automated invoice generation upon order fulfillment. Created custom invoice templates with company branding and multi-language support. Set up automated email delivery with delivery tracking. Integrated with NetSuite's payment portal for online payments. Built invoice tracking dashboards showing delivery status and payment progress. Configured automated reminders for overdue invoices.
The Results
Invoices now generate automatically within minutes of fulfillment. Invoice delivery time reduced from 3-4 days to same-day. Manual invoice creation eliminated, saving 30 hours monthly. Invoice accuracy improved to 99.5% with automated data capture. Customers receive invoices immediately with payment links, improving cash collection. Invoice tracking provides complete visibility into billing status.
Why It Matters
Cash flow improved significantly with faster invoice delivery and online payment options. The accounting team moved from data entry to customer relationship management. Customer satisfaction increased with prompt, accurate invoicing. The company reduced days sales outstanding (DSO) by 8 days, improving working capital. Automated processes support business growth without proportional increase in administrative staff.
Workflow Performance Optimization
The Challenge
A growing services company noticed their NetSuite system was becoming slower as they processed more transactions. Workflows were taking 30-60 seconds to complete, causing user frustration and productivity loss. Some workflows were failing intermittently, requiring manual intervention. The system had 50+ active workflows with complex dependencies, and the IT team couldn't identify performance bottlenecks. Users were experiencing timeouts during peak business hours, and critical business processes were delayed.
What We Did
We conducted a comprehensive workflow performance audit and optimization. Analyzed all workflows to identify bottlenecks and redundant processes. Consolidated duplicate workflows and eliminated unnecessary workflow steps. Optimized workflow triggers to reduce execution frequency where appropriate. Replaced slow saved searches with more efficient queries. Implemented workflow queuing and prioritization for critical processes. Created workflow monitoring dashboards to track performance and identify issues proactively.
The Results
Average workflow execution time reduced from 45 seconds to 5 seconds. Workflow failures decreased by 95% through optimization and error handling. System responsiveness improved significantly during peak hours. User productivity increased with faster process completion. Critical workflows now complete reliably within SLA requirements. Workflow monitoring provides proactive issue identification.
Why It Matters
The system now scales efficiently with business growth, supporting 3x transaction volume without performance degradation. User satisfaction improved dramatically with faster, more reliable processes. IT team can proactively identify and resolve workflow issues before they impact users. The optimized workflows provide a foundation for future automation and process improvements.
Key Benefits
- Increased operational efficiency
- Reduced costs through automation
- Better ROI on NetSuite investment
- Improved data accuracy and reliability
- Faster business processes
- Enhanced user satisfaction
- Scalable optimized processes
- Competitive advantage through efficiency
Ready to Optimize Your NetSuite?
Let's assess your current implementation and identify optimization opportunities