You’ve heard of all the powerful features of NetSuite, but how do you actually customize them to your needs? Many businesses choose NetSuite expecting a seamless experience, but they run into generic functionalities and a lack of knowledge about the best methods for customization.
This one-size-fits-all solution doesn’t mean you want to take it “right out of the box” and use it as is. You want to tailor it to help you overcome those persistent pain points. Let’s look at seven ways to customize NetSuite to your business needs.
#1: Tailor Workflows to Match Your Processes
Every business has a unique way of doing things, and with the right customizations, you can build workflows to match your specific processes. This can revolutionize how your company operates.
Here’s how custom workflows can help your business.
- Improved efficiency by automating routine tasks and speeding up operations.
- Custom workflows ensure consistent performance based on predefined criteria.
- Real-time monitoring and reporting give you visibility into workflow execution so you can identify bottlenecks.
- As your business grows, you can easily iterate on workflows to accommodate new processes and evolving needs.
- Workflows encourage cohesive and efficient collaboration across departments.
Traits of a Business Needing Custom Workflows
Complex businesses gain the most from implementing custom workflows. If you’re juggling complex operations, custom workflows will streamline processes and enhance collaboration and efficiency.
Some of the traits of a business needing custom workflows include:
- Complex operations
- A high volume of transactions
- Industry-specific requirements related to compliance and operational standards
- Fast-growing
Customizable workflows are key to maintaining efficiency and consistency no matter where your company is in its growth journey.
#2: Develop Custom Scripts
Sometimes, you need even more advanced customizations than workflows. SuiteScript provides the flexibility to develop custom scripts, which is useful for automating complex business processes that standard workflows can’t handle.
Some ways custom scripts help founders include:
- Enhanced automation for complex and repetitive tasks.
- Custom solutions that address specific business challenges.
- Increased flexibility to modify system behavior so you can adapt to changing requirements faster.
- Improved integration with other systems ensures a seamless data flow across platforms.
Traits of Businesses Needing Custom Scripts
You might need custom scripts if you meet any of the following criteria.
- You have complex business operations that require advanced automation.
- Standard ERP solutions can’t accommodate your specific business requirements.
- You handle large volumes of transactions that require specialized processing.
- You’re operating in a rapidly changing environment.
Being able to create custom scripts through SuiteScript ensures your ERP system is efficient and adaptable to the unique demands of your business.
#3: Design Personalized Dashboards
So, we’ve covered custom workflows and custom scripts. Now, let’s look at designing personalized dashboards and why that matters for your business. With NetSuite, you can create customized dashboards that display KPIs and metrics that matter to your business. This customization allows for real-time visibility into your business’s performance so you can make informed decisions on the fly.
No more information overload because NetSuite will only present the data that matters to you and your teams. Let’s look at how personalized dashboards will help your business achieve key milestones.
- It improves decision-making with real-time insights based on current data.
- It displays only relevant KPIs so you can focus on the metrics that drive business success.
- Custom dashboards streamline access to critical information, saving time and improving operational efficiency.
- Real-time data visibility enables you to address issues before they become big problems.
Traits of Businesses Needing Personalized Dashboards
Personalized dashboards provide the agility you need to stay ahead of market changes and real-time insights to achieve your business objectives. Let’s look at the traits of businesses that might need personalized dashboards.
- If your business relies heavily on data for decision-making (it should), you will benefit from dashboards that highlight mission-critical metrics.
- If you’re in a fast-paced industry, real-time insights allow you to adapt to changes quickly.
- Complex organizational structures can benefit from personalized dashboards tailored to each team.
- Fast-growing businesses require dashboards that evolve with their changing needs to ensure continued alignment.
#4: Integrate Third-Party Applications
Seamless integration with third-party applications doesn’t sound very exciting, but it’s essential for the success of your business as you scale. NetSuite’s SuiteTalk allows for integration with other systems and solves the problem of data silos. Some of the benefits of custom integrations with third-party applications include:
- More streamlined operations and less room for error thanks to integrations that automate data transfer between systems.
- Enhanced collaboration is achieved by connecting various applications across departments.
- A comprehensive view of your data so you can make informed decisions based on complete and accurate information.
- Scalability because integrated systems can easily scale to accommodate increased data volumes and additional applications.
Traits of Businesses Needing Third-Party Integration
If your business juggles multiple software solutions, you need third-party integration to unify your data and streamline operations. Integration is crucial if you’re dealing with complex data management across various systems. Some of the traits of businesses that need third-party integration include:
- Businesses using multiple software solutions for different functions.
- Companies handling large volumes of data across many systems.
- Fast-growing businesses that require a scalable integration solution to keep up with expanding operations and data needs.
- Organizations in industries with specialized software requirements.
As your business experiences rapid growth, scalable integration solutions are vital for meeting the needs of your customers and staying competitive.
#5: Customize User Interfaces for a Better Experience
A user-friendly interface can enhance productivity, and NetSuite lets you customize user interfaces to suit the needs of different user roles. When you simplify navigation and only present relevant information, you reduce the learning curve and improve user satisfaction and adoption.
Customizing user interfaces in NetSuite addresses the problem of user resistance to new systems. Some other benefits of customer user interfaces include:
- Increased productivity with streamlined workflows.
- Enhanced user adoption with simplified and tailored interfaces.
- Improved user satisfaction because their interface is tailored to their specific needs.
- Reduced training costs with intuitive interfaces.
Traits of Businesses Needing Customized User Interfaces
Customizing user interfaces is a tactical move that can make all the difference. Keep reading to see if your organization has any traits that signal it’s time to implement customized user interfaces.
- You have diverse user roles that each have specific needs.
- You’re using complex ERP systems and need to simplify user interactions.
- You’re a fast-growing company that needs to accommodate new users and evolving business processes.
- You’re experiencing high employee turnover and need to reduce onboarding time and improve retention.
As a founder, you can ensure your team is more productive, engaged, and happy with the tools they use daily by providing customized user interfaces.
#6: Automate Reporting and Analytics
Automating reporting and analytics in NetSuite allows businesses to create custom reports and dashboards tailored to their specific needs. This means you can always access timely and accurate data without manual intervention. Customized reporting and analytics solve the problem of delayed insights, so your teams can make proactive decisions.
These custom reports and analytics dashboards have many benefits, including:
- Time and cost savings
- Enhanced decision-making
- Increased accuracy
- Improved efficiency
Let’s look at some of the traits of businesses needing automated reporting and analytics.
Traits of Businesses Needing Automated Reporting and Analytics
The short answer here is all of you need automated reporting and analytics to make sure your data is working for you. Any business could benefit from automated reporting and analytics, especially companies collecting large volumes of data. Let’s look at some other traits of the companies that need automated reporting and analytics.
- Your business relies heavily on data for strategic decision-making.
- You have multiple data sources and platforms and need to consolidate and interpret that data efficiently.
- You handle a large volume of transactions.
- You’re growing quickly and need a scalable reporting solution.
Founders who automate reporting and analytics through NetSuite are ready to capitalize on opportunities and address challenges quickly and thoughtfully.
#7: Implement Role-Based Access Control
Security is paramount for many businesses, and NetSuite’s role-based access control ensures users have appropriate access levels. You can customize access permissions to protect sensitive data while ensuring team members have the information they need to do their job.
You don’t have to worry about unauthorized access and data breaches with NetSuite. Here are some other benefits of implementing customized, role-based access control.
- RBAC minimizes the risk of unauthorized access and data breaches by restricting access to sensitive information based on user roles.
- RBAC helps you comply with industry regulations by providing a clear and auditable access control framework.
- You can reduce administrative overhead and errors with streamlined access management.
- As your business grows, RBAC provides a flexible framework that can easily adapt to new roles and responsibilities.
Traits of Businesses Needing Role-Based Access Control
Security is a top priority and concern for growing businesses. It’s your job to safeguard sensitive information at your company, and RBAC provides the control and compliance you need. Here are the specific traits of businesses that would benefit from role-based access control.
- You’re in finance, healthcare, or e-commerce, where data security is critical.
- You have multiple departments or subsidiaries and need RBAC to manage access across diverse roles and responsibilities.
- Your organization is subject to strict compliance requirements.
You can customize NetSuite and lean on their robust security solutions to fortify your data security strategy.
Key Takeaways to Customize NetSuite to Your Business Needs
Customizing NetSuite isn’t tweaking a few settings and calling it good. You need to transform this software into a strategic asset for your business to get the highest ROI. By leveraging these seven NetSuite customizations, you can enhance the user experience, improve efficiency, and gain a competitive advantage.
To recap, the seven ways to customize NetSuite to your business needs include:
- Tailoring workflows to match your processes
- Developing custom scripts
- Designing personalized dashboards
- Integrating third-party applications
- Customizing user interfaces for a better experience
- Automating reporting and analytics
- Implementing role-based user access
A NetSuite partner like Lineal CPA can guide you through the implementation process, ensuring every customization aligns with your business goals and unlocks the full potential of your business and NetSuite investment.
