How NetSuite Improves Visibility, Productivity, and Business Processes
NetSuite Demo: Inside NetSuite through a JD Edwards Lens
Key Takeaways
- Personalized dashboards provide immediate access to KPIs, reports, and operational metrics.
- Built-in analytics allow users to drill from high-level metrics into detailed business data.
- Configurable reminders help users manage approvals, tasks, and daily activities.
- Global search makes it easy to find customers, transactions, reports, and records.
- Customer 360 views provide visibility into activities, orders, opportunities, and receivables.
- Workflow automation streamlines approvals, notifications, and business processes.
- Flexible reporting and customization enable organizations to analyze data and adapt as business needs evolve.
Organizations evaluating a move from JD Edwards to NetSuite often focus on cloud technology, infrastructure, and long-term modernization goals. But for end users, the biggest differences are often much simpler: how quickly they can find information, complete tasks, and make decisions.
We recently walked through several NetSuite capabilities that consistently stand out to JD Edwards users. From personalized dashboards to powerful search functionality, these features help organizations improve visibility, streamline daily work, and create a more connected user experience.
Watch the NetSuite Demo
See these capabilities in action below in Terillium’s NetSuite demo for JD Edwards customers.
1. Personalized Dashboards Put Critical Information Front and Center
One of the first differences JD Edwards users notice in NetSuite is the dashboard experience.
When users log in, they can immediately access personalized dashboards containing KPIs, reports, reminders, and operational metrics relevant to their role. NetSuite dashboards can be customized using standard NetSuite functionality, allowing users to organize information in a way that supports their daily responsibilities.
Whether you’re monitoring financial performance, sales activity, inventory metrics, or operational trends, NetSuite makes it easy to bring important information together in one place.
Users can also add, remove, and rearrange dashboard components without complex configuration or development work.
2. Real-Time KPIs and Analytics Are Built In
NetSuite includes built-in KPI tracking and reporting capabilities that allow users to monitor business performance directly within the application.
Users can view:
- Revenue performance
- Financial metrics
- Inventory activity
- Sales trends
- Operational KPIs
From dashboard metrics, users can drill directly into the underlying reports and transactions to gain additional context.
This ability to move seamlessly from summary information to detailed business data helps users make faster, more informed decisions throughout the day.
3. Reminders Help Users Manage Their Day More Effectively
One of the most practical productivity tools is NetSuite’s reminder functionality.
Rather than manually checking multiple areas of the system, users can configure reminders for activities such as:
- Sales order approvals
- Purchase order approvals
- Shipping tasks
- CRM activities
- Overdue invoices
- Inventory replenishment needs
Reminders update throughout the day and help users focus on the tasks that require immediate attention.
For many NetSuite users, reminders become a central part of their daily workflow.
4. Global Search Makes Information Easy to Find
Finding information quickly is critical for user adoption and efficiency.
NetSuite’s global search allows users to search across customers, transactions, contacts, reports, setup records, and menu options from a single search bar.
Users can:
- Filter search results
- Search across multiple record types
- Open records directly
- Access dashboards
- Jump to specific menu functions
Instead of navigating through multiple menus, users can quickly locate the information they need and move directly into the appropriate task.
5. Customer 360 Views Improve Visibility
NetSuite provides multiple ways to view customer information, including customer dashboards and 360-degree customer views.
Users can access:
- Customer activities
- Opportunities
- Estimates and quotes
- Sales orders
- Receivables
- Related transactions
Rather than switching between multiple screens, users can access a comprehensive view of customer information from a single location.
This improves visibility while helping teams make faster, more informed decisions.
6. Workflow Automation Streamlines Business Processes
NetSuite includes workflow capabilities that support approvals and business process automation.
Organizations can configure workflows for:
- Sales order approvals
- Notifications
- Status changes
- Business rules
- Routing activities
In addition to standard workflows, organizations can create custom workflows that align with their specific business requirements.
These workflows help reduce manual effort while improving consistency across business processes.
7. Reporting and Customization Support Continuous Improvement
NetSuite includes a broad library of standard reports covering finance, inventory, operations, sales, and other business functions.
Users can easily customize reports by:
- Adding fields
- Rearranging columns
- Modifying layouts
- Applying filters
- Creating personalized views
One particularly useful capability is that custom fields become available throughout NetSuite reporting tools, making it easier to analyze business information without extensive development work.
Reports can also be exported to Excel, PDF, and CSV formats for additional analysis and sharing.
Considering a Move from JD Edwards to NetSuite?
Transitioning to a modern ERP is about improving visibility, simplifying operations, and providing users with the tools they need to work more effectively.
Terillium combines decades of JD Edwards expertise with deep NetSuite implementation experience to help organizations evaluate modernization opportunities and develop a roadmap for success.
Whether you’re exploring NetSuite for the first time or actively planning a NetSuite migration, understanding the day-to-day user experience is an important step in determining what comes next.
