Executives don’t have time to dig into workflows or scripts. What they care about is whether NetSuite is helping the business hit targets or quietly slowing it down.
The problem is, many leaders only discover issues when deadlines slip, reports don’t add up, or growth initiatives stall.
A NetSuite Health Check solves this by translating system complexity into executive-level insight. It surfaces where the ERP is underperforming, what risks are hiding in the setup, and how to turn those gaps into growth opportunities.
This isn’t about IT diagnostics. It’s about accountability, visibility, and ROI.
Here are 10 questions every executive should ask during a NetSuite Health Check along with the answers you should expect from a professional partner.
10 Questions to Ask in a NetSuite Health Check
A Health Check isn’t about ticking boxes. It’s about asking the right questions that reveal whether NetSuite is supporting your strategy or standing in the way.
Each of the ten questions below is designed to cut through technical detail and get to the heart of what matters for executives: speed, accuracy, security, adoption, and scalability.
1. Is our system slowing down critical processes?
System performance shows up in small ways that add up quickly.
If dashboards, searches, and approvals take half a minute to load, employees lose hours each week waiting on the system. That’s time not spent closing the books, fulfilling orders, or serving customers.
A Health Check should uncover the scripts, searches, or bloated records dragging performance down and provide actionable fixes to bring speed back.
2. Are we paying for manual workarounds we shouldn’t need?
Workarounds are a sign of weakness in the system.
If finance teams are pulling transactions into spreadsheets for reconciliations or operations staff are exporting orders to Excel for approvals, NetSuite is not doing its job.
These workarounds waste time and increase the chance of errors.
A Health Check should identify each manual step, show why it exists, and provide a roadmap to eliminate it through automation or smarter configuration.
3. Can I trust the data driving our decisions?
Executives need confidence that the numbers in front of them are accurate. Duplicates, misaligned fields, and failed integrations all chip away at that trust.
If revenue reports don’t match the close or inventory balances differ across systems, leadership is forced to second-guess every decision.
A Health Check should validate data integrity, highlight sources of inconsistency, and recommend solutions to ensure that reports align with reality.
4. Do dashboards reflect the same truth as our financial close?
Dashboards are powerful decision tools, but only if they reconcile with official reports.
If the CEO dashboard shows one revenue figure and the CFO’s report shows another, leadership ends up debating the data instead of acting on it.
A Health Check should align dashboard metrics with the financial close, making sure executives are all working from the same truth.
5. Who still has access to our system that shouldn’t?
Access permissions are often left unchecked until an auditor raises a red flag.
Former employees may still have active accounts, contractors may retain privileges they no longer need, and certain roles may be overpowered. All of these create unnecessary risk.
A Health Check should review users and permissions, remove or tighten where needed, and confirm that two-factor authentication is enforced. That way, the system remains secure without slowing down legitimate work.
6. Are our customizations helping or hurting?
Customizations solve real problems, but over time they can become fragile or outdated. A script that made sense three years ago might now conflict with a new feature. Extra fields may slow performance or clutter reporting.
A Health Check should review all customizations, determine which are still valuable, and flag those that can be retired or replaced with native NetSuite functionality.
Streamlining customizations reduces maintenance, simplifies upgrades, and improves stability.
7. Are our integrations putting revenue at risk?
When integrations fail, the impact is immediate. Ecommerce orders may not flow into NetSuite, inventory may go out of sync, and revenue recognition may stall.
These failures often happen quietly, only surfacing when a customer complains or an order is missed.
A professional Health Check should stress-test integrations with ecommerce platforms, CRMs, and warehouse systems. It should confirm that APIs are functioning, tokens are refreshed, and data is flowing reliably across every system that touches the customer experience.
8. Are employees using NetSuite the way we expect?
User adoption is not just a training issue. It is a leadership concern.
If employees are bypassing NetSuite in favor of spreadsheets or side systems, the business is paying for licenses it is not fully using.
A Health Check should identify where adoption is weak, explain why teams are avoiding the system, and provide solutions to bring them back in. Sometimes the answer is training.
Other times it’s simplifying a workflow or redesigning a dashboard. Whatever the case, adoption should increase after the review.
9. Are we aligned with compliance and audit expectations?
Compliance cannot be left to chance. From revenue recognition to tax handling, NetSuite must be configured correctly to pass audits and meet regulatory requirements.
A Health Check should provide clear proof that the system aligns with compliance standards.
If gaps exist, the report should show exactly what needs to change to avoid audit findings and strengthen financial integrity.
10. Can our system handle the next stage of growth?
The final question is about scalability. Today’s setup may be fine for current volumes, but what happens when orders double or new subsidiaries are added?
Without preparation, growth creates bottlenecks. A Health Check should test the system against projected scenarios, check license usage, and highlight where processes need to evolve.
Leaders should leave the review knowing NetSuite is ready for the future.
5 Things Executives Should Walk Away With
A proper Health Check should never leave you with vague advice. It should give you a clear picture of where things stand and what to do next.
At a minimum, you should walk away with:
- A clear Health Check Report that flags issues and opportunities
- Recommendations with business impact (time saved, risks reduced, revenue protected)
- An Action Plan Blueprint that prioritizes fixes for the next 3-12 months
- Optional administrator training so improvements last
- Confidence that if something critical is found, it won’t wait weeks to be resolved
Why Stockton10 Sets the Standard
Many providers hand you diagnostics and stop there. Stockton10 delivers something more: answers executives can use and a roadmap that leads to action. Our approach stands out because:
Ask the Right Questions, Get the Right Answers
A NetSuite Health Check is not just an IT exercise. It’s a leadership tool.
By asking the right questions, executives can uncover where their ERP is draining time, money, and focus, and turn it into a system that supports growth instead of holding it back.
If it’s been over a year since your last review (or if you’ve never had one), now’s the time to get answers you can trust.
Get your NetSuite Health Check Blueprint today and see how Stockton10 makes your ERP easier to run and easier to trust.
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