NetSuite Optimization Self-Audit: Identify performance gaps in 30 minutes
If your NetSuite feels slower, clunkier, or more manual than it should, you’re not alone. Many growing companies hit a wall after their initial NetSuite implementation. Processes that once worked fine start dragging. Reports take longer to run. Teams rely on workarounds, and leadership loses visibility into what’s really happening across the business.
The good news? Most of these problems can be spotted quickly with the right framework. This 30-minute self-audit will help you identify where performance gaps are costing you time, money, and momentum.
Step 1: Evaluate your financial close process
If your month-end close is taking longer than five days, it’s a red flag. Review your journal entries, reconciliations, and approval chains. Ask: which parts could be automated or simplified? Many clients have reduced their close from ten days to four just by optimizing NetSuite workflows and approvals.
Step 2: Review automation and workflow uptime
Automation is only powerful when it’s reliable. Check for failed workflows, scripts, or integrations. If your automation uptime isn’t near 99%, you’re spending too much time firefighting instead of forecasting.
Step 3: Assess integration stability
Shopify, Amazon, 3PL, EDI—if any of these connections break, your business slows down. Audit your integration logs for recurring Celigo or API errors. Even a 2% failure rate can mean hundreds of delayed or lost orders a month.
Step 4: Measure reporting and visibility
How quickly can finance and operations leaders get answers to basic questions? If dashboards lag or data requires multiple exports, it’s time to tighten your data pipelines. A well-optimized NetSuite delivers real-time visibility across your entire business.
Step 5: Examine user experience and training
A powerful system is only as effective as its users. If your team relies on manual steps or can’t find what they need, productivity stalls. Review permissions, saved searches, and training resources to make everyday tasks easier.
When a self-audit isn’t enough
Sometimes, the gaps you uncover go deeper than expected. That’s where AlturaCare comes in. Every new AlturaCare engagement begins with a comprehensive HealthCheck, a deep, data-driven analysis that pinpoints exactly where inefficiencies are hiding and builds the roadmap to fix them. From there, our team stays hands-on to keep your NetSuite performing at its best, month after month.
Take the next step
Don’t wait for inefficiencies to become bottlenecks. Download the 30-Minute Optimization Checklist to pinpoint your biggest opportunities and see what’s possible when your systems are seamless.
Download your 30-Minute Optimization Checklist and uncover what’s slowing you down.
