Business woman reviewing financial dashboards in NetSuite ERP after implementation.

Are You Getting the Most Out of Your NetSuite ERP?

Business woman reviewing financial dashboards in NetSuite ERP after implementation.

Many businesses using NetSuite assume that once the system is live, the hardest part is over. But what happens when things don’t run the way you expected? You log in each day only to see a dashboard that doesn’t reflect what’s happening in your business. Reports take longer to generate than decisions take to make. And instead of empowering your teams, your ERP feels like just another task to manage. 

This is a common scenario, particularly for businesses that have undergone a NetSuite ERP implementation as part of a global rollout. While NetSuite is a powerful tool, it only delivers real value when it’s tailored to your specific business processes, team structures, and strategic goals. 

“We often see finance and operations teams sitting on incredible functionality but not using it because their NetSuite system wasn’t implemented with their local needs in mind,” says Brian Doherty, NetSuite Systems Design Specialist at OSSM. 

In this blog, we’ll examine why your NetSuite setup may not be delivering optimal results and outline ten practical ways to enhance its performance. From improving dashboards and KPIs to accessing local support, we’ll share tips to help you get more from your ERP system. You’ll also get a preview of OSSM’s upcoming NetSuite Masterclass, led by experts Brian Doherty and Laura Delaney.  

Common Post-Go-Live Challenges 

From the outside, a successful implementation may look seamless. But operationally, many users are dealing with ongoing frustrations that stem from a one-size-fits-all setup. Some of the most common challenges include:  

Dashboards that are too generic or cluttered 
Many businesses still operate with dashboards that haven’t been personalised for users or roles 

No one to call when something doesn’t work 
Without local support, even simple fixes can become major disruptions 

Missed training opportunities 
Go-live training often focuses on functionality, not day-to-day usability, leaving users unsure of how to optimise the system 

Inefficient financial processes 
Reporting, budgeting, and approvals may still be done manually, even though NetSuite can automate them 

Inconsistent data visibility 
Users struggle to find the information they need, or worse, are relying on outdated or incomplete reports 

It’s easy to fall into the trap of thinking your system is “good enough.” But with the right setup and support, NetSuite can evolve into a true strategic asset – one that actively drives business growth on a daily basis. 

10 Ways to Get More from Your NetSuite  

To help businesses unlock the true value of their NetSuite investment, we have compiled 10 practical insights for finance and operational leaders who want to level up their ERP experience: 

1. Make your dashboard meaningful 

Your homepage should reflect your priorities – custom KPIs, role-specific reminders, and real-time financial visibility 

2. Simplify what you see 

If your dashboard feels cluttered, it probably is – strip it back to the tiles and portlets that help you make decisions faster 

3. Use custom KPIs to your advantage 

Pre-set KPIs are a great starting point, but tailored metrics will tell you much more about your performance 

4. Improve short-term cash flow visibility 

With the right dashboard setup, you should be able to spot trends and risks before they become issues 

5. Distinguish between Admin and User views 

Knowing how to control what others see (and why) can improve efficiency across departments 

6. Highlight the right customer and vendor data 

Quick access to recent records and interactions saves time and enhances customer service 

7. Use reminders for accountability 

Set task-based triggers that keep everyone aligned, from finance to fulfilment 

8. Make reporting easier to digest 

A few dashboard tweaks can replace hours of manual report building each month 

9. Improve collaboration across teams 

With personalised views and shared data, teams can work from a single source of truth 

10. Make sure your system evolves with you 

Business needs change, so should your NetSuite setup 

“When you log into NetSuite, you should instantly see 95% of what you need, in one glance,” says Laura Delaney, Sales Account Manager at OSSM. “It’s not just about functionality but about giving users confidence in their numbers and their decisions.” 

Expert Help When You Need It Most 

At OSSM, we work closely with businesses across the UK and Ireland to make NetSuite work for them – not the other way around. Our services go beyond implementation. We help businesses assess their current configuration, identify gaps, and re-align NetSuite to match how they actually work. 

Our team understands that local support matters. You need someone you can speak to, who understands your compliance landscape, your market pressures, and your business model. 

“It’s not unusual for businesses to tell us they feel stranded after their initial implementation,” says Brian. “They’re left without ongoing support, or the system has been built around someone else’s idea of how they should operate.” 

If this sounds familiar, it might be time to consider a setup review, or a practical learning session tailored to real business use cases. 

Coming Soon: Practical Support for NetSuite Users 

If you’re tired of “making do” with a system that doesn’t fully support your business, it may be time to explore your options. OSSM is launching a free Masterclass series designed specifically for existing NetSuite users, helping you get more from your system without the need for expensive upgrades or time-consuming projects. 

Led by experts Brian Doherty and Laura Delaney, the first session in the series will focus on fine-tuning dashboards, leveraging KPIs, and addressing the most common challenges faced by users in the UK and Ireland.  

Book your place today. 

About the Author

Picture of Anna Carolan

Anna Carolan

Anna is an experienced professional in project management and change management roles, with a focus on IT systems development and implementation. Currently serving as the NetSuite Implementation Manager at OSSM, Anna assists in managing and implementing Enterprise Resource Planning (ERP) systems for large organisations and small-to-medium-sized companies.

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Maximising ERP Success with NetSuite Services

Investing in a cloud-based ERP system like NetSuite is a strategic move that can unlock numerous advantages. A well-implemented ERP system provides your business with the tools needed to streamline operations, improve productivity, and foster growth through powerful, real-time insights. However, implementing and managing an ERP system is a complex task, and businesses often face challenges during their NetSuite journey. These challenges can lead to inefficiencies, delayed processes, and an overall feeling that your ERP isn’t living up to its potential. 

That’s where OSSM steps in. As certified NetSuite ERP Partners, our mission is to empower businesses to optimise their ERP systems so that they work in perfect harmony with their goals. Whether you’re looking for support on an existing NetSuite ERP Implementation or require a new solution to drive your business forward, OSSM offers a full suite of NetSuite services tailored to meet the unique needs of your business. From customised training and thorough system health checks to advanced development and ongoing support, OSSM provides the expertise and solutions that ensure your NetSuite ERP performs at its best, giving your business the agility and confidence to thrive. 

In this blog, we’ll explore the five key services OSSM offers to help you make the most of your NetSuite ERP: NetSuite Training, NetSuite Implementation, NetSuite Support, NetSuite Health Check, and NetSuite Development. 

NetSuite Training 

An ERP system is only as effective as the people who use it. That’s why our NetSuite Training Services are designed to empower your team with the knowledge and skills they need to fully harness NetSuite’s extensive capabilities. We offer bespoke training solutions tailored to suit users at all levels, from those just starting their NetSuite journey to advanced users looking to deepen their expertise. 

Every training session is customised to address your specific business needs and goals, ensuring that your team can operate confidently and efficiently within the system. Whether your focus is on finance, inventory management, customer relationship management (CRM), or another aspect of NetSuite, our skilled specialists will help your staff understand how to make the most of NetSuite in their day-to-day activities. 

By ensuring that your users are fully equipped to leverage NetSuite’s features, our training services contribute to increased operational efficiency, reduced errors, and ultimately, greater business growth. Training can be delivered on-site or remotely, offering flexibility to meet the demands of your business. 

NetSuite Implementation 

The successful implementation of an ERP system requires meticulous planning, expert knowledge, and a clear understanding of a business’s unique operational requirements. At OSSM, we pride ourselves on delivering NetSuite Implementation Services that are specifically tailored to meet the individual needs of your business. 

The key to a successful NetSuite implementation is dedicating time to thoroughly listen to and understand the unique challenges each customer faces. Our workshop process facilitates this by helping us identify any bottlenecks. 

By thoroughly examining the details, we ensure that both our customers and our team have peace of mind, knowing we’ve accurately gathered all requirements and are aligned from project kick-off. With NetSuite SuiteSuccess “out-of-the-box” solutions, industry-specific reports, dashboards, and workflows are instantly accessible, speeding up time-to-value for our customers.

Configuring the NetSuite Sandbox is a critical step in the implementation process. It allows our team and customers to thoroughly test the system, resolving any issues before going live. This ensures your NetSuite system will be fully functional from day one, giving you peace of mind.

We don’t just leave you to figure things out on your own. Before go-live, we provide extensive training to ensure your users are confident in the new system. Our expert project management team works closely with you throughout, ensuring the project is delivered on time and within budget. We also offer go-live support to guide you through the transition, and post-go-live, we continue to provide support to quickly address any issues and keep everything running smoothly.

NetSuite Support 

The ERP journey doesn’t end with the implementation, it’s an ongoing process that requires continuous support and optimisation. That’s why local NetSuite Support Services are designed to offer you the assistance you need to keep your system running smoothly. 

At OSSM, we recognise that every business has unique challenges, which is why our support services are flexible and tailored to your specific needs. Whether you need help resolving technical issues, assistance with user queries, or advice on how to get the most out of your system, our expert support team is here to help. We offer both proactive and reactive support, aiming to resolve any issues quickly and minimise downtime. Our goal is to keep your NetSuite ERP system performing optimally, ensuring that your business continues to benefit from its full functionality. 

In addition to resolving immediate concerns, our support team provides guidance on how to optimise your NetSuite environment as your business evolves. This ensures that your ERP system remains a valuable tool for driving efficiency and growth, rather than becoming a burden due to unresolved issues or outdated configurations. 

NetSuite Health Check 

If your current NetSuite setup isn’t delivering the results you anticipated, or if your business has grown and evolved since the initial implementation, our NetSuite Health Check can provide the insights you need to get your system back on track. 

The NetSuite Health Check is a comprehensive service that assesses your current NetSuite configuration, identifying areas where performance can be improved, or inefficiencies reduced. We begin by conducting an in-depth review of your system and business processes, looking at how NetSuite is currently being used and identifying any gaps or issues that may be impacting its effectiveness. 

Once the review is complete, we provide a detailed report outlining our findings and recommendations. These recommendations are designed to help you make better use of NetSuite’s features, streamline your operations, and improve overall system performance. Whether it’s adjusting workflows, reconfiguring dashboards, or integrating additional features, our tailored recommendations are aimed at helping you maximise the value of your NetSuite ERP. 

The NetSuite Health Check is ideal for businesses that want to ensure their system is operating at peak performance, or for those who have experienced challenges with their ERP and need a fresh perspective on how to optimise it. 

NetSuite Development 

Every business is unique, and sometimes an out-of-the-box solution isn’t enough to meet your specific needs. That’s where our NetSuite Development Services come in. At OSSM, we go beyond standard implementations to provide a range of custom developed solutions that enhance and extend the functionality of your NetSuite ERP. 

Our development services range from building custom applications to integrating third-party software, automating processes, and creating custom workflows that align perfectly with your business processes. We use our extensive experience and creativity to develop solutions that address complex challenges, ensuring that your NetSuite environment is not only functional but also tailored to meet the specific demands of your industry and business. 

Whether you need a simple customisation or a complex integration, our development team is here to deliver solutions that are scalable, reliable, and designed to grow with your business. 

Why OSSM is the Right Partner for Your NetSuite Needs 

At OSSM, we understand that every business is unique, and so are its challenges. That’s why we approach every NetSuite project with a deep understanding of your specific needs and goals. With years of experience as certified NetSuite ERP partners, we’ve helped businesses across a range of industries optimise their ERP systems to achieve greater efficiency, agility, and growth. 

Our hands-on approach ensures that we’re not just implementing a system but partnering with you to ensure that NetSuite supports your long-term business objectives. We work with you every step of the way, from initial consultation and implementation to ongoing support and custom development. Our goal is to provide you with the tools, training, and expertise you need to make your NetSuite ERP a powerful asset for your business. 

If you’d like to learn more about how OSSM can help you optimise your NetSuite ERP, you can also Book your free consultation to explore our offerings in more detail. 

We’ll be exhibiting at this years ERP Head to Head event, where we’ll have a more detailed demonstration on Field Service Management, Manufacturing and Projects.

If you’d like to attend this demo or just come and chat to a member of our team, click below to register.

Don’t forget to use promo code OSSM20 for an early-bird discount.

About the Author

Picture of Roger Gribbin

Roger Gribbin

Roger Gribbin is an IT professional with over 25 years of experience in various roles, involving assisting customers with selection projects for ERP, CRM, and BI, as well as hands-on implementation and project management in medium-sized organisations in Ireland. He currently serves as the Sales Director for the Noledge Group.