It’s still early in 2025, and now’s the perfect time to hit the refresh button for your business.
Whether you’ve been using NetSuite for years or you’re just getting started, it’s easy to overlook your system’s health when everything feels like it’s running smoothly.
But just like any tool, things can slowly get out of whack if they’re not properly maintained - and when that happens, you're not just looking at the minor glitches; you’re staring down the potential for missed opportunities and increased costs.
A NetSuite Health Check is the preventative measure your business needs to stay ahead of the game.
This isn’t about fixing something that’s already broken - it’s about future-proofing your system so it’s fully ready for whatever 2025 throws at you.
From optimizing workflows to ensuring your data is spot on, a little investment in maintenance now can save you from big headaches later.
In this article, we’ll walk you through five key areas to focus on with your NetSuite Health Check.
The goal? To make sure your system is firing on all cylinders, setting you up for success this year and beyond.
Ready to get your system in top shape?
1. Optimize Your Workflows to Avoid Bottlenecks
The Problem: Slow Workflows Hold Your Business Back
If your team is constantly waiting for approvals, chasing down missing data, or redoing tasks due to miscommunication, your workflows aren’t working - they’re working against you.
Disorganized processes waste time, slow down decision-making, and create frustration across teams.
Manual processes, like data entry or invoice approvals, can be some of the biggest bottlenecks. If they aren’t automated, they pile up fast, leaving your team stuck in an endless loop of repetitive tasks instead of focusing on bigger priorities.
The Fix: Automate and Simplify
Instead of forcing your team to work around inefficient processes, it’s time to fix the system itself. Here’s how:
- Automate repetitive tasks. NetSuite’s automation tools can handle approvals, send reminders, and update records without anyone needing to intervene.
- Simplify complex workflows. Do you really need five approval steps for every invoice? Cutting unnecessary steps keeps things moving.
- Use workflow triggers. Set up automatic actions based on certain conditions (e.g., when an order is placed, NetSuite can immediately update inventory and send an invoice).
Efficiency isn’t just about saving time - it’s about keeping your business competitive. A streamlined workflow means fewer delays, faster decision-making, and more room to focus on growth instead of fixing broken processes.
As 2025 ramps up, businesses that adapt quickly will have the upper hand. Optimized workflows let you scale without the growing pains.
2. Make Data Accuracy a Priority
The Problem: Small Data Errors Can Cause Big Issues
Messy data might not seem like a big deal - until it leads to costly mistakes. Inaccurate reports, duplicate records, and missing details can throw off everything from financial projections to customer service.
Maybe a customer’s shipping address is wrong, delaying their order. Maybe a pricing error in your system leads to lost revenue. These small issues add up fast, and the larger your business grows, the harder they become to fix.
The Fix: Keep Your Data Clean and Reliable
Bad data isn’t a one-time fix. It needs regular maintenance. Here’s how to stay on top of it:
- Regular data cleanups. Schedule routine checks to remove duplicates, fix errors, and update outdated records.
- Set up validation rules. NetSuite allows you to add automatic checks to catch errors before they happen (e.g., preventing duplicate invoices or incorrect tax codes).
- Ensure system integrations sync properly. If NetSuite connects with other platforms, make sure data flows correctly between them to prevent mismatches.
The more your business grows, the more data you’ll have to manage. If you don’t make accuracy a priority now, errors will multiply, making it harder to track finances, manage inventory, and serve customers effectively.
With clean, reliable data, you can make smart business decisions and scale confidently - without second-guessing the numbers.
3. Assess Integration and API Health
The Problem: Systems That Don’t Talk to Each Other
You rely on multiple tools: CRM, accounting software, inventory management, and more. But if those systems aren’t properly integrated with NetSuite, you’re dealing with delays, data mismatches, and extra manual work.
Think about it: If your sales team updates customer details in one system, but NetSuite doesn’t reflect those changes, your billing department might be invoicing the wrong person. Or maybe your inventory levels don’t update in real time, leading to stockouts - or worse, overselling.
The Fix: Regularly Test and Maintain Your Integrations
Your integrations need regular checkups to keep everything running smoothly. Here’s how to stay ahead of potential problems:
- Test data flow between systems. Are records syncing in real time, or do updates lag? Spot-check a few transactions to make sure everything matches.
- Look for error logs. Many integrations will flag failed connections. Don’t ignore them. If something’s breaking, fix it before it causes bigger problems.
- Keep APIs up to date. If your third-party apps update their API (the code that lets them connect to NetSuite), you might need to adjust your settings to maintain compatibility.
- Consider an iPaaS solution. If you’re juggling multiple integrations, an Integration Platform as a Service (iPaaS) like Celigo or Boomi can help centralize and automate connections.
Why This Matters in 2025
Your business isn’t slowing down, and neither is the tech you use. The last thing you want is an outdated integration blocking new opportunities - whether that’s connecting to a new e-commerce platform, automating reporting, or syncing with a growing vendor network.
Taking the time now to check your integrations means fewer headaches, smoother operations, and a system that’s ready for whatever’s next.
4. Evaluate Your Customization Strategy
The Problem: When Customization Becomes a Burden
NetSuite is designed to adapt to your business, but too much customization can backfire. Over time, excessive custom scripts, fields, and workflows can slow your system down, create unnecessary complexity, and make upgrades a nightmare.
Here’s a real-world example: A company builds a highly customized invoice approval process. It works… until they need to add a new layer of approvals. Now, instead of a quick tweak, they’re stuck rewriting the entire process because their original setup was too rigid.
The Fix: Keep It Flexible and Purpose-Driven
Customizations should make your life easier, not harder. Here’s how to keep them in check:
- Audit your existing customizations. Are they still serving a purpose, or were they built for a process you no longer use? Trim the excess.
- Prioritize configurations over customizations. NetSuite has built-in tools that might achieve what you need without extra scripts.
- Ensure compatibility with future upgrades. Over-customizing can make it difficult to update NetSuite. If your system is heavily modified, test upgrades in a sandbox environment first.
- Document everything. If your custom scripts go undocumented, troubleshooting becomes a guessing game. Keep a record of why changes were made and how they work.
Why This Matters in 2025
Business needs change, and NetSuite evolves with every update. If your system is buried under unnecessary customizations, it’ll be harder to scale, integrate new tools, and stay efficient.
A smart customization strategy keeps your system agile so you can adapt quickly without getting stuck in a web of outdated processes.
5. Regularly Review User Experience and System Performance
The Problem: A Clunky System Slows Everyone Down
You know that feeling when an app takes forever to load, and you start clicking around just to see if it’s frozen? Imagine that happening inside NetSuite every. single. day.
Slow load times. Confusing layouts. Too many clicks just to complete a basic task. It all adds up to wasted time, frustrated employees, and costly inefficiencies.
If your team dreads using NetSuite, it’s not doing its job.
The Fix: Make NetSuite Work for Your Users, Not Against Them
If NetSuite feels clunky, it’s not just an annoyance - it’s a productivity killer. Here’s how to fix it:
- Speed Test Your System. If reports take forever to generate or pages load at a snail’s pace, check your system performance. Too many custom scripts, excessive data, or outdated configurations could be the cause.
- Audit User Roles and Permissions. If employees see too much (or too little), they’ll waste time navigating irrelevant menus. Streamline their experience by giving them access to only what they need.
- Optimize Dashboards and Workflows. If users are clicking through multiple screens to complete routine tasks, it’s time to rethink your setup. Custom dashboards and saved searches can surface the right data faster.
- Test on Mobile. More employees work on the go. If NetSuite isn’t mobile-friendly for your team, you’re limiting their efficiency.
A system that’s hard to use isn’t just frustrating - it’s expensive. Time spent fighting with NetSuite is time that could be spent on actual work.
If your system is running slowly today, imagine how it will handle more users, more data, and more demands a year from now. Fixing these issues now means a smoother, more productive 2025.
Future-Proof Your Business with a NetSuite Health Check
Keeping NetSuite in top shape isn’t a one-time task. It’s an ongoing effort. Here’s a quick recap of the five areas that need attention:
- User Access and Security – Outdated permissions can be a security risk. Keep them updated.
- Data Management – Clean, organized data makes reporting and decision-making easier.
- Integrations and API Health – Broken connections lead to errors and inefficiencies. Test them regularly.
- Customization Strategy – Over-customizing can slow you down. Keep it simple and scalable.
- User Experience and Performance – A slow, clunky system drains productivity. Optimize it now.
The good news? You don’t have to figure this out alone. A NetSuite health check with Stockton10 ensures your system is running at its best - so you can focus on growing your business, not troubleshooting NetSuite issues.
Let’s make sure your system is ready for 2025.
Schedule a NetSuite health check with Stockton10 today, and we’ll help you get there.
