NetSuite System Overhaul & Automation Expert

Starting at

$

2,750

About this service

Summary

Unlock the full power of NetSuite with a customized system overhaul tailored to your business. I specialize in automating manual processes, optimizing vendor and fulfillment workflows, and delivering clean, scalable reporting solutions. With a proven track record across finance and operations, I build systems that don’t just work — they work smarter.

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

Business Analyst

Financial Consultant

Operations Manager

Google Sheets

Google Sheets

Microsoft Excel

Microsoft Excel

NetSuite

NetSuite

Notion

Notion

Slack

Slack

Industries

E-Commerce
Retail
FinTech & Payments