NETSUITE PROCESS ASSESSMENTS

Understand the process before you invest in the solution.

Choose a defined assessment with transparent pricing, practical deliverables, and a clear boundary between analysis and implementation.

FIRST STEP30 minutes

Fit & Direction Call

Free

A brief conversation—not a system assessment

Clarify the concern, identify the affected process, and decide whether a structured assessment is the responsible next step.

One primary process concern
High-level fit discussion
Recommended assessment level
No system review or written report

Request a free call

FOCUSED REVIEW60-minute session

NetSuite Finance Health Check

$299

One high-priority issue plus a written Action Plan

For a finance team that knows one NetSuite process is creating too much manual work, delay, or uncertainty.

Reporting, reconciliation, billing, A/R, A/P, close, permissions, or workflow
60-minute working session
Root-cause hypothesis and quick wins
Written 2–3 page Action Plan within 2 business days

Choose the Health Check

ADVANCED PROCESSUp to 12 hours

Advanced Process Assessment

$1,200

One defined complex process

For a process shaped by custom rules, multiple entities, operational dependencies, scripts, workflows, or exceptions.

Custom Billing, Intercompany, or WMS
Up to two stakeholder meetings
Business-rule and exception analysis
Future-state recommendation and 60-minute readout

Choose advanced assessment

CROSS-FUNCTIONALUp to 25 hours

Finance Operations Assessment

$2,500

Up to three connected processes

For organizations whose symptoms cross process, department, system, or ownership boundaries.

Standard and advanced processes
Up to four stakeholder meetings
Cross-functional process and control analysis
Prioritized 30-, 60-, and 90-day roadmap

Choose operations assessment

PROCESS-BASED SCOPE

Start with the workflow causing the problem.

Assessments are organized around the business process, not a predetermined software feature. This keeps the work focused on root causes and the smallest responsible improvement.

Order to CashOrders, fulfillment, invoicing, collections, and cash application.

Procure to PayPurchasing, receipt, vendor billing, approval, and payment.

BankingBank data, reconciliation, cash visibility, and transaction controls.

Custom BillingCustomer-specific rules, grouping, presentation, approvals, and exceptions.

IntercompanyCross-entity activity, settlements, reconciliation, and control.

WMSWarehouse execution where operational behavior affects accounting outcomes.

CLEAR ENGAGEMENT BOUNDARIES

Know what the assessment includes before work begins.

Assessment deliverables

Analysis, documented findings, prioritized recommendations, and the stated findings presentation are included.

Implementation is separate

Configuration, scripting, troubleshooting, data correction, and deployment require a separate approved scope.

Access and participation

The client provides timely stakeholder availability, relevant documentation, and appropriate NetSuite access for paid assessments.

Additional work

Work beyond the selected package is approved in writing and billed at $100 per hour or under a separate fixed-price proposal.

REQUEST AN ASSESSMENT

Tell James which process needs attention.

Select an offering and briefly describe the process, symptoms, and business impact. Your request will be reviewed before any paid work begins.