NetSuite System Overhaul & Automation Expert
Starting at
$
2,750
About this service
Summary
FAQs
Q: Is my data safe?
A: Absolutely. All work is protected by a mutual NDA and handled with strict confidentiality. Your NetSuite access is used only for implementation purposes and never shared.
Q: Do you need full admin access?
A: I will request only the minimum access needed to complete tasks. If full access is required temporarily, it will be discussed transparently and revoked immediately after delivery.
Q: How long does a full overhaul take?
A: Most projects take 2–4 weeks, depending on complexity. A more detailed timeline will be shared after the discovery call.
Q: What happens if something breaks later?
A: I offer optional post-project support packages or hourly troubleshooting if issues arise after handoff.
Q: Can you train our staff?
A: Yes. I provide documentation and can run live training sessions as part of the final handoff.
Q: Will you sign an NDA?
A: Absolutely. I can sign your NDA or provide a pre-written one upon request.
What's included
End-to-End Workflow Automation
Full automation of key NetSuite processes using custom workflows, including POs, SOs, approvals, alerts, and exception logic.
Custom Saved Searches & Reports
Tailored saved searches and reporting tools built around your KPIs, departments, and audit needs — export-ready and filterable.
Executive Dashboards
Role-specific dashboards showing fulfillment, financials, purchasing, and operations in real-time with visual KPIs and summaries.
Vendor & Payment Optimization Setup
Automated logic to manage vendor prioritization, payment due dates, and purchase order scheduling — integrated with your existing flow.
Fulfillment & Ship Date Logic Engine
Dynamic system for calculating customer ship dates based on order type, inventory availability, and shipping method.
Role-Based System Access & Permissions Audit
Review and redesign of user roles, permissions, and approval levels to match business policies while maintaining control and security.
Alerts & Notifications
Custom triggers for overdue orders, risk flags, low inventory, or pending approvals — delivered via email or dashboard alerts.
Documentation & Knowledge Transfer
Clear documentation of all customizations, logic, and workflows — plus a handoff session to train your internal team.
Duration
2 weeks
Skills and tools
Industries