Why Does Your Business Need a NetSuite Health Checkup?

An efficient  Enterprise Resource Planning (ERP) caters to the needs of your organization in an optimal manner. The smooth functionality of a company depends on the ERP system that continually manages day-to-day business activities, allowing you to perform complex operations with ease, and scale your business. 

Eg: Your business depends on efficient systems, and NetSuite is often at the heart of your operations. Over time, however, systems can degrade, processes may become outdated, and performance can suffer. That’s where a NetSuite health checkup comes in.

Performing a NetSuite Health checkup ensures that your business runs smoothly and is free from bottlenecks and vulnerabilities. Whether you’re aiming to improve system efficiency or safeguard your business from potential security threats, a comprehensive NetSuite health check is essential.

Just like the human body requires timely health checkups, so does your ERP system. A NetSuite Health Check is a proactive way to ensure that your NetSuite Cloud ERP is running at optimal performance, lowering risks, and boosting the efficiency of your organization. 

What Is NetSuite Health Check And Why Is It Important For Your Business?

NetSuite is a strong cloud-based ERP (Enterprise Resources Planning) software that helps businesses utilize and manage their various aspects of operations at their best potential. A NetSuite Health Check involves regulatory processes where the health of the system is carefully evaluated. It ensures that the ERP is functioning optimally, maintaining the security, configuration, validity, and integrity of data. It reviews the existing framework and analyzes areas that have potential for improvement. The ultimate goal of the NetSuite Health Checkup is to optimize business settings, increase its performance, and make sure that the organization is meeting its targeted needs efficiently.

Importance Of NetSuite Health Check 

NetSuite Health Check plays a vital role in any business relying on its ERP platform. Here’s why it is crucial to your business:

• Ensure quality of account data: Over time, various scripts, configurations, and customizations can lead to performance decrement. A health check will help in ensuring the slow-running operational systems, inefficient workflow, and database problems and will formulate an overall improvement of the speed and responsiveness.

To monitor changes made to NetSuite data, you can look at system node records. System notes for all record types can be found with a general system notes search. To ensure that the search results contain only system notes for a specific record type a system notes search can be filtered by record type. Results from searches of record types that support system notes may contain information about system notes. For instance, values for system notes fields pertaining to modifications to customer records may appear in the results of a customer search. 

A joint between system notes records and the parent records that are related to them serves as the foundation for this support. Because saved searches don’t alter data they don’t result in system notes. On the other hand, a log detailing the users who have executed or exported the search can be found for every saved search. This log details who has used the search over the last 60 days along with the user’s date and time of operation. Moreover, an audit trail detailing all modifications made to the saved searches is visible. 

• Resolve data integrity issues: For NetSuite security becomes the top priority as it manages sensitive business data. A regular health check comprises the system’s best security practices, detecting their vulnerability of its potential, and helps in maintaining the compliance with industry’s needs and regulations. To be notified when a duplicate transaction number is entered set a user-level preference. Navigate to Home Preferences. Check the Duplicate Number Warnings box on the Transactions subtab. You need the Set Preferences permission at the View level in order to access preferences. To get notified when a duplicate transaction number is entered set an account-level preference.
• Review the Login Audit Trail regularly, to determine if unauthorized people are trying to access the system: A dedicated search called the Login Audit Trail aids in monitoring account users’ login times and their locations. Check out the Login Audit Trail under Setup Users/Roles. The IP address that the user has at the start of their session is captured and recorded by the Login Audit Trail. Changes in IP addresses that may take place during a session like when a user connects to a Virtual Private Network (VPN) while the session is in progress are not captured by it. The IP address of the VPN will be recorded for that session if the user logs out of NetSuite and then logs back in while it is still open. One particular search that can be used to monitor account users’ login times and their locations is the Login Audit Trail.

You can access it by going to Setup Users/Roles View Login Audit Trail. At the start of the user’s session, the IP address is captured and recorded by the Login Audit Trail. It is unable to record IP address changes that might take place while a session is in progress such as when a user connects to a Virtual Private Network (VPN). When a user exits NetSuite and returns while the VPN is still active the VPNs IP address is recorded for that particular session. 

• Monitor SuiteScript usage with saved searches: You must go to a saved search definition page for a particular record type in order to create a saved search. There are several ways that you can view a saved search definition page.
• Go to Reports > Saved Searches > All Saved Searches > New and select the record type for the saved search.
• On a simple or advanced search definition page, click the Create Saved Search button.
• On a search results page, click the Save This Search button.
• For an existing saved search, go to Reports > Saved Searches > All Saved Searches, and click Edit next to the saved search you want to redefine. The maximum number of saved searches available in the NetSuite navigation menu is 100.

To define a saved search:

• On a saved search definition page, enter a title for the saved search.
  Try to make the title concise and meaningful, as it may appear in menu links, as a dashboard portlet header, or as a custom KPI name.
• If you are editing an existing saved search, you can use the Owner dropdown menu to change the search owner. By default, the user who created the saved search is the owner of the search. The Owner dropdown menu is available to administrators and, if the search is public or has an audience defined, to the search owner.

• Monitor and optimize NetSuite performance: How well a computer system or application performs its intended function is indicated by its system performance. NetSuite is based on an infrastructure that is intended to handle large amounts of data exchanges for tens of thousands of businesses worldwide. This material aims to assist administrators in maximizing the efficiency of their NetSuite application and resolving any potential performance problems that may arise for their NetSuite users. When using the NetSuite application it’s critical to realize that performance issues are frequently caused by customization within the application. For instance, the following adjustments may lengthen the time it takes for items in your NetSuite application to load: 

1. Alterations to the configuration. 

2. More scripting was added.

3. Extra procedures. 

4. Field and form additions.

5. Enabling functionalities and features.

Monitoring The Health Of Your NetSuite System

NetSuite Health Checks include constructing a set of best practices by using various tools and techniques to ensure that your NetSuite environment is optimized, secured, and functioning properly. Now, we will look at how you can monitor your NetSuite efficiently: 

• Built-in Monitoring Tools- NetSuite provides you with a dashboard that allows you to monitor your system performance in actual time, where you can track key performance metrics such as page-load times, transaction process times, and script execution times. The NetSuite system also monitors, system notes features like changes in your accounts, records updates, changes to workflows, and execution of scripts. If you have a high quantity of custom scripts then NetSuite also helps in monitoring the script queue to ensure that scripts are running efficiently without any delays or errors. 
• Data-Quality Monitoring Tools- NetSuite provides data-cleansing tools and scripts to regularly monitor efficiency by cleaning up duplicate records, outdated information, and inconsistent data that could affect reporting accuracy. It also helps in generating data integrity reports which regulates the critical data to remain accurate and reliable.
• Regular System Audits- To ensure that users’ roles and performances are perfectly configured and there are no unauthorized access attempts. Perform regular system audits. Over time, review your systems configuration audits and customizations by ensuring that your business processes are aligned and there’s no risk. 
• Setting up Alerts and Notifications- Configuring custom alerts within NetSuite to notify about specific events or issues, like if a script takes too long to execute or if there are many errors in the workflow. For critical system events, security breaches, failure of integration, or significant changes to key records settings, conducting Email notifications will work efficiently.
• Performance Test- During off-peak hours conduct a load testing to encourage high-traffic scenarios to assess your NetSuite environment performance under stress. Run regular performance tests on your NetSuite environment by implementing automated testing tools, these tools will help you monitor new customizations or new integrations that will impact your system performance. 
• Third-Party Monitoring Tools- To manage the overall impact on the system use NetSuite’s SuiteCloud Development Framework (SDF) to manage customizations. It can help you track changes and to ensure customizations are properly tested before the deployment.
• User Feedback and Help Desk Monitoring- Get Feedback on your system performance by conducting periodic surveys with your NetSuite users. This feedback will help you find problems that might not be apparent from your systems metrics and logs. Monitoring help desk tickets related to NetSuite can identify underlying problems or areas of improvement that the system indicates.
• Growth Monitoring and Scalability Test- Monitoring capacity planning regularly to ensure your NetSuite environment has potential for future growth. It can include tracking the number of users, transaction volumes, and storage usage. You can evaluate your NetSuite Environment by conducting a Scalability test that can accommodate increased demand, during seasonal peaks or after business expansion. 
• Backup Verifications and Disaster Recovery Monitoring- Back verifications regularly help in verifying your NetSuite so that it can be restored in the case of an emergency and they are functioning correctly. Conducting disaster drills becomes crucial to test your preparedness for different cases, such as data breaches or system failure. Monitoring the results of these drills to detect areas where your recovery plan might need improvement 

Monitoring NetSuite Health Checks is an ongoing process that needs a combination of automated tools, proactive management, and regular audits. By setting up monitoring practices, your NetSuite environment remains secure, performs optimally, and helps you achieve the evolving needs of your business. Regular monitoring not only helps in the early detection of problems but also ensures that your ERP is precisely supporting your business goals. 

Benefits Of NetSuite Health Check

Regular Health Checks benefit businesses in various aspects. Enlisting some benefits of NetSuite Health Check:

• Proper functionality: A regular Health check-up enhances systems performance and helps in achieving optimal functioning of operations by identifying and resolving problems that could cause slow-downs or errors.
• Efficient use of resources: It is cost-effective and cost-saving as it eliminates unnecessary modules and optimizes customizations. Organizations can reduce their operational costs, and improve ROI from their NetSuite investment. 
• Security: Improving and ensuring the security assessment that helps to protect the sensitive data, and ensures compliance with industry regulations. 
• Better user experience: A well-optimized NetSuite environment enhances user experience which can result in higher adaptation rates and increased satisfaction among users and employees.
• Growth prospects: A regular Health check makes sure that your NetSuite handles your business, supporting growth and future needs without performance degradation for future-proofing. 
• Scale: Benefiting in proactive resolution, by identifying potential issues before they become critical. It helps prevent systems downtime and data loss by promoting continuous business operations. 

When Does Your NetSuite ERP Need a Health Check?

A NetSuite health check may become essential in a variety of situations as it ensures the system runs smoothly and meets your requirements. Here are key insights that it might be time to get a Health Check: 

• When you notice some system performance issue, for instance experiencing frequent errors, showing signs of poor performance, or your system is slowing down a health check becomes essential to improve the system performance and optimize it at its best level. 
• When your configuration may need to be adjusted, As your company has experienced recent growth or changes in process, or entered a new market, then a health check can ensure a system scales with your needs. 
• When customizations, integrations, and scripts are irrelevant to the context or outdated. A health check can ensure identifying and resolving these issues with custom scripts, workflow, or third-party integrations.
•  When your configuration has not been updated and your Business processes are outdated, to reflect these changes a health check can align the system with current practices. 
• .If your NetSuite integration is not working as planned you may be having problems synchronizing data with other systems. These issues can be identified and fixed with a health examination.

Key Steps For Detailed NetSuite Health Checks

Conducting a detailed health check involves several key steps to comprehensively assess the system’s performance and align it with business needs. Here’s a guide for a detailed health check.  

1. Pre-Consultation: In the very first step, connecting with experienced ERP partners becomes essential to hold and perform the organization’s unique challenges and goals with NetSuite. Understanding points and finding areas where the system can improvise and boost its efficiency. This collaboration can ensure future health checks and focuses on your business needs and satisfaction.

2. Documentation:  In this step, After the consultation, ERP experts will use several techniques and specialized tools to analyze, map, and document your NetSuite for the clients. Also helps in identifying the operational problems and pain points for the firm. 

3. Examination: Experts will examine your NetSuite configuration and look for unused scripts or customizations. Will help you in regulating optimized potentials. 

4. Implementation and Follow-up: Implementing recommendations, addressing high-priority issues identified in the health check, and resolving each of them systematically. Regularly monitor system changes and follow up are implemented to ensure performance and improve your unnecessary customizations and your NetSuite experience for maximum user satisfaction.

How Can VNMT Help You With NetSuite Health Checks?

VNMT is a leading software development company, Oracle NetSuite ERP development, and NetSuite implementation partners with global footprints. We have genuine expertise in NetSuite Health check and Optimization in Oracle NetSuite ERP development. We believe in removing complexities, and unifying users’ experiences across departments and roles. While optimizing end-to-end business processes, we are an all-inclusive one-stop solution, catering to all your requirements around NetSuite ERP. Under our NetSuite Health Checks, we cover: 

• NetSuite Consultation expertise. 
• NetSuite Development: We cover all aspects such as implementation, optimization, migration, and administration.
• NetSuite eCommerce: NetSuite SuiteCommerce, NetSuite SuiteCommerce Advanced, and NetSuite SuiteSuccess
• NetSuite Support and maintenance 
•  NetSuite and Training

Our experts will guide you through each step of the process, ensuring that your Enterprise Resource Planning system operates to the best of its potential without any hindrance.

Conclusion

A NetSuite Health Check is a vital process for any organization relying on an ERP platform. It ensures that your system performance remains optimized, secure, and aligned with your Business’s evolving needs. By maintaining regular health checks, you can optimize your NetSuite investment, reduce operational risks, and validate your data and its integrity. It will positively impact the long-term growth of your organization. 

At VNMT Solutions, our experts will cater to the specific requirements of your business and ensure a smooth scale of operations that will take your business to new heights. Include regular health checks as part of your business strategy to ensure your ERP system will deliver you the best results possible. It will allow your business to reach its targeted goals and achieve optimal user satisfaction.

Read More: How NetSuite Offers Unparalleled Advantages for HealthCare Industry