
NetSuite Optimization & Automation
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About this service
Summary
FAQs
Q: Can you work with custom records or SuiteScripts?
Yes — I have experience with custom records, scripts, formulas, and workflows. If something is outside my scope (e.g. full script development), I’ll be transparent up front.
Q: Will you provide documentation for your work?
A: Absolutely. You’ll receive clear documentation explaining any changes made, plus optional guidance for future adjustments.
Q: Can you fix or optimize someone else’s saved search or workflow?
A: Yes, I can troubleshoot and improve existing configurations. If it’s poorly built or outdated, I’ll recommend the cleanest path forward.
Q: Do you offer consultations or video calls?
A: I primarily work asynchronously through messages and shared documents to save you time. However, I’m open to brief video calls if needed to clarify complex topics or unblock progress.
Q: What access do you need to get started?
A: Ideally, access to a NetSuite sandbox or a custom role with visibility into saved searches, workflows, and relevant custom records. I can guide you if setup is needed.
Q: What’s the typical turnaround time?
A: Most requests are completed within 3–7 business days depending on complexity. A detailed timeline is always provided before starting. You’ll receive a delivery estimate once I review your project requirements.
Q: How many revisions are included?
A: Each deliverable includes up to 2 rounds of revisions within 7 days of delivery. Revisions are limited to the original scope. Major changes may require a new proposal.
Q: Is my data confidential?
A: Absolutely. All data, documentation, and internal processes are treated as confidential. I do not reuse, share, or disclose any information without written consent.
What kind of post-delivery support is included?
Each project includes 5 business days of follow-up support for questions or small tweaks. Ongoing maintenance or new requests can be scoped separately.
What's included
Custom NetSuite Saved Searches & Dashboards
I’ll design custom Saved Searches, KPIs, and dashboards tailored to your business workflows — making key metrics easily visible and actionable.
Automated Workflows with SuiteFlow
I’ll build SuiteFlow automations for approval routing, field updates, task creation, and more — reducing manual tasks and improving process reliability.
Custom Form & Field Setup
I’ll configure custom fields, forms, and record types to better align NetSuite with your internal operations and data entry needs
SOP Documentation + Training Guide
You’ll receive a clear SOP and user-facing guide covering how your customizations work, along with tips for onboarding new users efficiently.
System Audit & Optimization Plan
I’ll audit your current NetSuite setup and provide a prioritized list of quick wins, system gaps, and process improvements based on your goals.
Skills and tools
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