Free NetSuite Business Review We look at your business, not just your software.
$3,200 value · yours free
Before we recommend anything, we invest 20 senior consulting hours into how your business runs inside NetSuite, and where it’s holding you back. You walk away with a full findings report and a prioritized roadmap, whether you engage us or not.
A NetSuite Business Review is a structured 20-hour assessment of how your business actually runs inside NetSuite. Across five focused sessions, senior consultants surface inefficiencies, misconfigurations, and missed opportunities, then hand you a prioritized roadmap with level-of-effort estimates.
How it works
5 focused sessions. Every area covered.
Structured around your business, not a generic checklist. Each session goes deep into one domain so nothing is missed.
- 5
- Discovery sessions
- 20 hrs
- Our senior hours
- $0
- Cost to you
01Company overview, governance & roles
~1.5 hrs
We start by understanding your business model, how decisions are made, and how your team is structured inside NetSuite, aligning on pain points, priorities, and how governance actually works today.
- Business model & strategic objectives
- Organizational structure
- NetSuite roles & permissions
- Approval workflows
- Integrations & third-party tools
- Current pain points
02Finance & accounting
~1.5 hrs
We dig into how your financials are configured: close processes, reporting structure, costing methodology, and compliance. Financial control risks found here are often the most urgent in the entire review.
- Chart of accounts & reporting hierarchy
- Financial close process & timelines
- Costing methodology
- Inventory valuation
- Revenue recognition
03Inventory & warehouse management
~1.5 hrs
We review how inventory is structured, managed, and tracked, from item master integrity to warehouse operations and replenishment. This is where most companies have the biggest gap between what NetSuite can do and what they use.
- Item master structure & data integrity
- Warehouse layout & bin structure
- WMS usage & fulfillment
- Replenishment & reorder points
- Cycle counting & accuracy
04Procurement
~1.5 hrs
We review your procure-to-pay process end to end, from how POs are created and approved to how bills are processed and paid. Automation gaps here directly impact cash flow visibility and AP accuracy.
- Vendor management & approval processes
- Purchase order lifecycle & controls
- 3-way match & bill processing
- Lead times & replenishment
- AP automation
05Order to cash
~1.5 hrs
We walk through the full order-to-cash cycle: how sales orders are entered, priced, fulfilled, billed, and collected. This session often reveals revenue leakage and manual workarounds that could be automated.
- Sales order entry & approval flows
- Pricing structure & discount controls
- Fulfillment & logistics
- Billing & collections
- Cash application
The investment
20 hours of senior consulting. Waived entirely.
Exactly where the time goes, so the $3,200 value is real, not a marketing number.
Your team is in the roomWork that happens without you
20 senior hours × $160/hr$3,200of consulting, free for new clients
6–7 hrs
Live Discovery Sessions
Five structured sessions across governance, finance, inventory, procurement, and order-to-cash. We come prepared so your team’s time isn’t wasted.
3–4 hrs
Quick-Win Fixes Applied
We don’t just observe. Where we spot something fixable (config gaps, missing workflows, simple automations), we fix it on the spot.
10 hrs
Prep, Analysis & Documentation
Pre-session research, system access review, findings documentation, LOE estimation, roadmap sequencing, and the full report. This is the consulting work.
The deliverable
A real report. Not a sales deck.
Every finding documented with an observation, business impact, a specific recommendation, and a level-of-effort estimate.
Critical financial-control risks
Issues directly impacting financial statement reliability, audit defensibility, and cash flow visibility.
Operational stabilization gaps
Process misalignments, manual workarounds, and visibility gaps slowing your team down daily.
Process-optimization opportunities
Automation, governance, and efficiency improvements your team hasn’t had time to tackle.
Strategic enablement initiatives
Longer-term capabilities (MRP, WMS, AI integrations) with a clear view of effort and impact.
Sample Findings Report
Critical · Financial Control
Vendor Prepayments: $1M+ Unapplied
Critical · Financial Control
Bank & Credit Card Integration Failures
Operational · Stabilization
Landed Cost & Accrual Misalignment
Optimization · Process
Cycle Count Classification & Scheduling
Strategic · Enablement
Demand Planning & MRP Evaluation
Questions
The free review, answered.
Is the Business Review really free?
Yes, completely. It is 20 hours of senior consulting, a $3,200 value, at no cost and with no commitment. You receive the full findings report whether or not you ever hire us.
What’s the catch?
There isn’t one. We do this because it is the best way to show you how we work, and because an honest assessment earns trust. If the report points to fixes your team can handle in-house, we will tell you that too.
How long does it take, and what do we need to commit?
About 2 to 5 business days end to end. That covers our 20 hours of work and roughly 6 to 7 hours of your team’s time across the five sessions. You commit nothing beyond scheduling those sessions and granting read-only access.
What do we walk away with if we don’t hire you?
Everything. A full findings report, a prioritized roadmap, and level-of-effort estimates for every item, all yours to keep. Many clients use it to fix things on their own or to brief another partner. That is fine with us.
Get started
Ready to see what’s really going on in your NetSuite?
Fill out the form and we’ll reach out within one business day to schedule your intro call and set up access.
- No cost, no commitment required
- A senior consultant assigned from day one
- You receive a full report regardless of next steps
- Response within one business day · works with any NetSuite edition
- NDA + read-only access, with a named consultant before we touch your system
Request received. Thank you.
We’ll review your setup and reply within one business day to schedule your free Business Review. Prefer to book now? Grab a time on Calendly.