Service · Fixed fee · 10 business days

NetSuite Health Check

A structured audit of your live account — configuration, scripts, workflows, roles, and data hygiene — delivered as a board-ready findings report.

Overview

Most NetSuite accounts accumulate technical debt silently. Customisations built for yesterday's process, roles that exceed least-privilege, scripts that haven't been reviewed since go-live — none of these create immediate failures, but they compound. A Health Check is a structured examination across every dimension: configuration, SuiteScript, saved searches, roles and permissions, workflow logic, and data quality. You receive a findings report that is precise enough to act on and formatted to put in front of your board or auditors.

SCOPE OF ENGAGEMENT

—Configuration review across modules in use (Finance, Inventory, CRM, WMS)

—SuiteScript inventory — all deployed scripts, their triggers, failure states, and unused code

—Workflow audit — logic gaps, infinite loops, approval chain dead ends

—Role and permission review against least-privilege and SOD principles

—Saved search and report inventory — unused, broken, or performance-impacting

—Data quality sampling — duplicate vendors, orphaned transactions, inconsistent coding

—Integration touchpoints — inbound/outbound maps and failure modes

DELIVERABLES

—Board-ready findings report (PDF and editable DOCX)

—RICE-scored remediation backlog — prioritised by impact and effort

—Script inventory with risk classification

—Role matrix with SOD gap list

—Quick-wins log — up to five fixes implemented before final delivery

—Executive summary suitable for audit committee

Process & methodology

How the work runs.

01Kick-off & accessRoles provisioned in your sandbox and production accounts. Kick-off call to agree scope boundaries, access approach, and any areas explicitly out of scope.

02Automated scanAutomated tooling sweeps configuration, script deployments, saved search inventory, and data sampling. Parallel access to integration logs where applicable.

03Manual inspectionSitaram walks every active workflow, every deployed script, and key financial processes end-to-end against your current SOPs.

04Stakeholder interviewsShort structured sessions with AP, AR, and IT leads to surface workarounds and known issues not visible in the system.

05Findings & quick winsFindings prioritised and written. Up to five quick wins implemented in sandbox and demonstrated. Report drafted.

06DeliveryReport presented to your team. Questions answered. Remediation backlog handed over in your preferred format.

WHAT WE NEED FROM YOU

—Admin-level sandbox and production read access within two business days of engagement start

—Two hours of stakeholder interview time across AP, AR, and IT leads

—Access to existing SOP documentation (where it exists)

—Sign-off on remediation backlog prioritisation before final report

EXPECTED OUTCOMES

—Complete inventory of every SuiteScript, workflow, and saved search in the account

—Clear, ranked list of risks and opportunities — no ambiguity about what matters most

—Five or fewer quick wins implemented and demonstrated before report delivery

—A document the CFO can table at the next leadership meeting

SUCCESS METRICS

—100% of deployed scripts and workflows documented

—All findings RICE-scored and ranked

—Report delivered within 10 business days of access

—Quick wins implemented before final delivery

Frequently asked

Questions we hear before this engagement.

Do you need production access, or can this be done in sandbox only?

Will this disrupt our day-to-day operations?

We've had a health check from our implementation partner. Is this different?

Can you implement the fixes identified, or is this report-only?

How do you protect our data during the review?

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HOURLY RETAINER

Ongoing Support

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