NetSuite is a powerful platform designed to unify and streamline your business operations. A key part of its power lies in automation.
When used to its full potential, NetSuite automation can free your team from tedious tasks, reduce errors, and provide real-time insights. However, many businesses only scratch the surface of what’s possible, leaving significant efficiency gains on the table.
How can you tell if your team is underutilizing NetSuite? Look for these common signs.
- Do team members still rely heavily on external spreadsheets for reporting or data manipulation?
- Is repetitive, manual data entry a daily chore for your finance or sales teams?
If your systems feel disconnected and require constant manual intervention to sync information, you are likely missing out on key automation opportunities.
Maximizing your NetSuite investment starts with identifying these gaps. Here are a few actionable steps to take:
- Conduct an Internal Audit: Talk to your teams. Map out their daily workflows and pinpoint the most time-consuming manual processes. Simple tasks like generating invoices, sending customer reminders, or creating standard reports are prime candidates for automation.
- Explore Saved Searches and Workflows: Dive into NetSuite’s core automation tools. Saved Searches can automatically alert staff to important events, like a customer's credit limit being reached. Workflows can automate multi-step processes, such as routing purchase orders for approval without anyone needing to send an email.
- Prioritize Integration: If you use other business applications, explore integrating them with NetSuite. Connecting your e-commerce platform, CRM, or marketing software eliminates the need for manual data transfers, ensuring a single source of truth across your organization.
By taking a closer look at your current processes, you can unlock the full power of NetSuite automation. This shift not only boosts operational efficiency but also empowers your team to focus on more strategic, high-value work.