Service · Milestone-based · 4–10 weeks

Process Improvement

We map a process end to end — order-to-cash, procure-to-pay, record-to-report — then redesign it inside NetSuite with your team.

Overview

Growth breaks processes that were designed for a smaller business. Procure-to-pay processes built for 50 vendors don't scale to 500. Month-end close procedures designed for one entity become unmanageable with five. Process Improvement engagements are structured differently from customisation work — they start with the business question, not the system. We map the current process, identify the constraint, redesign it, then implement the redesign in NetSuite.

SCOPE OF ENGAGEMENT

—End-to-end process mapping of the process in scope (P2P, O2C, or R2R)

—Constraint identification — the step that limits throughput or creates error

—Redesign workshop with the process owners

—NetSuite implementation of the redesigned process — configuration and scripting as required

—Change management support — training materials and team briefings

—Post-implementation measurement against the baseline

DELIVERABLES

—Current-state process map with constraint analysis

—To-be process design agreed by stakeholders

—Implemented process in sandbox, demonstrated and signed off

—Training materials for impacted roles

—30-day post-go-live measurement report against the agreed success metric

Process & methodology

How the work runs.

01DiscoveryStructured interviews with every role in the process. Current-state map built in real time — not reconstructed from SOPs.

02Constraint analysisWhere does work pile up? Where are manual steps? Where does quality fail? These are the points the redesign must address.

03Redesign workshopHalf-day structured session with process owners to design the to-be state. Consensus on the design before implementation begins.

04BuildConfiguration changes, scripting, workflow redesign — whatever the to-be design requires. Sandbox first.

05UAT & trainingProcess owners run the new process in sandbox. Training delivered before go-live.

06Go-live & measureProduction implementation. 30-day measurement period. Report against the agreed success metric.

WHAT WE NEED FROM YOU

—Process owners available for discovery sessions (four to six hours across two to three sessions)

—Half-day availability for the redesign workshop

—UAT resource for sandbox testing

—Agreement on the success metric before engagement starts

EXPECTED OUTCOMES

—A process designed for the business you are now, not the one you were at go-live

—Measurable improvement against the agreed metric (close days, exception rate, throughput)

—Your team trained on the new process and confident in it

—Documentation of the redesigned process for onboarding and audit purposes

SUCCESS METRICS

—Success metric agreed before engagement starts and measured after 30 days

—Process map completed within first two weeks

—All impacted roles trained before go-live

Frequently asked

Questions we hear before this engagement.

What processes do you typically improve?

How long does a process improvement engagement take?

Do we need to be NetSuite experts to participate?

What if the process can't be improved within NetSuite's constraints?

Related services

Often paired with this engagement.

MILESTONE-BASED

Workflow Enhancement

Approvals, notifications, and automated routing rebuilt to remove manual steps and dead ends from your existing workflows.

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MILESTONE-BASED

Customisation & SuiteScript

SuiteScript, custom records, fields, and forms — built to NetSuite best practice, documented, and handed over without creating dependency on us.

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INCLUDED IN PROJECTS

Scoping & Proposals

We turn a vague requirement into a precise scope: deliverables, milestones, acceptance criteria, and a fee you can take to the board.

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