Most NetSuite problems don't announce themselves. Performance slips gradually, workarounds become normal, and configuration debt piles up quietly. The SaasWorx Optimisation Audit is a structured, independent review of your entire NetSuite environment — uncovering exactly what's costing you time, money, and confidence in your data.
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Review of company settings, enabled features, accounting preferences, and module configuration across Financials, CRM, Inventory, and any other active modules. We check whether your setup reflects industry best practices and whether any features you're paying for are under-utilised or misconfigured. Saved searches, custom fields, custom records, and dashboards are evaluated for clutter and performance impact.
Audit of all deployed SuiteScripts, workflows, saved searches, and automation logic — identifying scripts that fire too often, fail silently, run on deprecated 1.0 framework, or duplicate work that standard NetSuite functionality could handle. We assess custom code compliance with NetSuite development best practices and flag anything that creates risk during platform upgrades.
Identification of duplicate records, inconsistencies between modules (GL vs AR/AP discrepancies, inventory counts that don't reconcile), data governance gaps, and fields that are populated inconsistently across the system. Clean, consistent data is the foundation of reporting you can trust — this review shows you exactly where it breaks down.
Review of all API connections, middleware (Celigo, MuleSoft, custom REST), data sync flows, and connector reliability across Salesforce, e-commerce platforms, 3PLs, HR, and payroll systems. We evaluate sync frequency, error handling, data duplication risk, and whether your integrations are operating within NetSuite's governance and concurrency limits.
Mapping of all active roles against actual user responsibilities — identifying over-permissioned accounts, redundant roles, users with access they no longer need, and gaps that expose sensitive financial data. Over time, roles become duplicated and overly broad. This review restores clean access control, improves audit readiness, and reduces operational risk across every entity.
Using NetSuite's Application Performance Monitor (APM) and system logs, we benchmark your ERP under load — surfacing slow page renders, failed scheduled jobs, memory overuse, and governance limit breaches. These are the performance issues that rarely appear in day-to-day usage but consistently drain productivity across your team.
Review of core transactional flows — Order to Cash, Procure to Pay, and Record to Report — against leading industry practices. We identify where NetSuite is being underused, where manual workarounds have replaced system automation, and where new features or modules could eliminate significant manual effort without a full re-implementation.
A detailed written report covering every area reviewed — findings, risk ratings, and specific recommendations. Written for both technical and non-technical stakeholders so your whole team can act on it.
Recommendations ranked by impact and effort — quick wins you can action this week, medium-term improvements, and strategic changes for the next planning cycle. No vague suggestions, no technical overload.
A clear summary of security gaps, permission risks, data integrity issues, and compliance exposures — so leadership knows exactly what needs to be addressed before your next audit or board review.
A 60–90 minute live session with your SaasWorx consultant to walk through the findings, answer questions, and help you decide what to prioritise. You leave the session with a clear next-step plan.
Identification of NetSuite features you've already paid for but aren't using — automation, reporting, or module capabilities that could eliminate manual work today without additional licence cost.
See how organisations across Financial Services, IT, Media, Healthcare, and Senior Living transformed their operations with NetSuite implemented by SaasWorx.
Real outcomes from enterprises across IT, Financial Services, Manufacturing, SaaS, and more.
Thank you, Saasworx Team, for your efforts in making this implementation successful. As we move forward, we are confident that we can rely on your continued support and expertise.
We really feel NetSuite will give us an enterprise-grade back office that can scale, improves the efficiency, functionality, and flexibility that we needed. Thank you, Saasworx Team, for your efforts in making this implementation successful.
The Saasworx team was highly instrumental in the successful software implementation, and their efforts in building the entire system are commendable.
We can manage the accounting of any entity in any currency and have the final reporting converted into US currency. That eliminates a lot of manual interventions to convert all the currencies.
Request a one-on-one meeting with our team to walk through your specific workflows, systems, andwhere Agentforce can have the most immediate impact for your Boston business.
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