NetSuite Setup & Optimization (Async + Custom Workflows)

Starting at

$

110

/hr

About this service

Summary

I help NetSuite users eliminate manual bottlenecks and confusing workflows with async process design, custom fields, and saved search automation. Whether you're trying to streamline fulfillment, approvals, or team communication, I build clean, low-friction systems that actually work. No fluff — just functional NetSuite logic that scales.

FAQs

  • Q1: What access do you need to work on our NetSuite system?

    A: Ideally, temporary role-based access to a sandbox or cloned environment for testing. If not available, detailed screenshots, exports, and notes will work — I’m used to async constraints.

  • Q2: What types of processes can you help automate?

    A: I handle POs, vendor bills, approval routing, fulfillment prioritization, inventory workflows, customer-level customizations, and more — with an emphasis on async, clean logic.

  • Q3: Do you offer ongoing support or just project-based work?

    A: I can do both. One-off solutions are fine, but if you need ongoing improvements or support, I can create a flexible retainer or recurring maintenance structure.

  • Q4: What’s your turnaround time?

    A: Most projects are scoped and delivered within 3–10 business days depending on complexity. I’ll confirm realistic timelines before starting.

  • Q5: How technical do we need to be?

    A: Not at all. You explain what’s frustrating or what isn’t working — I translate that into NetSuite logic. I’ll walk you through any changes in plain English.

What's included

  • NetSuite Workflow Design

    Creation of tailored workflows to automate processes like approvals, notifications, and record updates — customized to your team's structure and logic.

  • Dashboard & Saved Search Setup

    Setup of role-based dashboards and advanced saved searches for finance, purchasing, or logistics teams — with filters, formulas, and alerts as needed.

  • Async Communication System

    Design of a fully async request/tracking system (e.g., for SO/PO approvals, fulfillment holds, ETA/ETD planning) using NetSuite fields, statuses, and no external calls.

  • User Documentation & Walkthrough

    Simple doc or Loom-style walkthroughs to explain new fields, workflows, and async process flows for team training and adoption (if requested).


Skills and tools

Business Analyst

Business Consultant

Operations Manager

Airtable

Airtable

Microsoft Excel

Microsoft Excel

NetSuite

NetSuite

Notion

Notion

Slack

Slack

Industries

E-Commerce
FinTech & Payments
Logistics & Supply Chain