Prepare for Your NetSuite Health Check
Get your team ready for a more productive NetSuite health check. Download our free NetSuite Health Check Preparation Checklist to help your organization identify key participants, document common pain points, and prepare for meaningful discussions about your NetSuite environment.
A NetSuite health check assessment is an opportunity to evaluate how well your system supports your business today. Preparing in advance helps ensure your team can speak to what’s working well, where challenges exist, and which processes may benefit from improvement.
What’s Included in the Worksheet?
Use this worksheet to prepare your team and organize your thoughts before your health check meetings.
You’ll learn how to:
- Identify key participants across finance, supply chain, manufacturing, and other functional areas.
- Document common problems such as manual processes, reporting gaps, workflow challenges, and recurring system issues.
- Review business processes and identify where users rely on workarounds or steps outside NetSuite.
- Highlight what’s working well so successful processes and valuable functionality aren’t overlooked.
- Identify opportunities for improvement in automation, reporting, integrations, and system functionality.
- Gather supporting information to provide useful context during health check discussions.
Download the Worksheet
Download the free worksheet to help your team prepare, prioritize key discussion points, and make the most of your NetSuite health check.