NetSuite Optimization & Automation

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About this service

Summary

Streamline your operations with custom NetSuite automations, saved searches, and tailored configurations. I bring 7+ years of real-world experience as a Financial Controller using NetSuite across every department — translating directly into clean, practical solutions that eliminate manual work and improve decision-making.

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 If it’s poorly built or outdated, I’ll recommend the cleanest path forward.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

Business Consultant

Systems Engineer

Business Workflow Automation

Microsoft Excel

Microsoft Excel

NetSuite

NetSuite

Oracle Database

Oracle Database

Salesforce

Salesforce

SAP

SAP

Industries

FinTech & Payments
Accounting & Tax
Logistics & Supply Chain