Streamline Business with NetSuite Workflows

The keystones of the business world today are efficiency and productivity. We all have to cut the fat from the meat in order to succeed – you can’t keep your business running on chaos and caffeine. And to lock down your workflows, you don’t need more employees – you need smarter processes. In this article we’ll explore one of the ultimate tools of smart, customizable workflows – NetSuite. Let’s dive in.

What the Heck Are NetSuite Workflows?

‘Workflow’ is an über trending word. The reason being is that it’s all-encompassing for modern businesses; it essentially boils down to your business process. A NetSuite workflow takes your workflow – which could be scattered across platforms and tools – and consolidates it into a single, streamlined workflow on one platform. NetSuite is renowned for its customizable processes that can automate much of your grunt work. This reduces the need for manual intervention and micromanagement, while also reducing the possibility of manual entry errors.

Why You Should Care About NetSuite Customization and Workflows

Efficiency That’s Real

With customizable automation, you can forget all about those endless, repetitive processes. These can include order processing, invoice generation, lead nurturing, or inventory management. Your team will be crying from relief – now they can stop wasting hours on nonsense and focus on getting things done.

Reliable Accuracy

Manual processes can never be 100% reliable. Humans make mistakes – that’s a fact. But with NetSuite’s process automation, those manual errors are a thing of the past. Automation doesn’t make mistakes. This can be particularly impactful in areas such as financial management, inventory control, and customer service.

Enhanced Productivity

This is an obvious one. With the menial tasks out of the way, that frees up a good chunk of hours every single day. That compounds to result in a ton of extra time for both you and your team. Human creativity is a wonderful thing when it’s not squandered on manual entry. With NetSuite automation, you can focus on getting more things done.

Compliance Sans the Headache

Nobody likes dealing with regulations and policies, but ignoring them is a ticket to trouble and major legal fines. By automating compliance-related tasks, businesses can dodge those pesky fines and legal issues.

Scalability

No matter the scale of your business – from scrappy startup to Fortune 500 company – NetSuite workflows can grow with you. NetSuite customization is nearly limitless and can be adapted for any business model with a savvy enough partner. It’s a platform that scales up your processes, not your stress levels.

How to Make NetSuite Workflows Work for You

Target the Time Wasters

Identify the most mind-numbing, repetitive tasks in your business. These are your prime candidates for automation. As mentioned, these processes could be: order processing, invoice generation, lead nurturing, inventory management, or others. These should be first on the chopping block for automation to maximize your human brain power. Again, your team will thank you.

Map Out Your Workflows

Before diving into the deep end with NetSuite, plan out the steps and actions involved in each process. This clear, visual picture will help you understand the flow of tasks and identify any potential trouble spots or functional inefficiencies. This will save you headaches down the line.

Take Advantage of NetSuite Customization

NetSuite is like a piece of clay. It needs to be formed and tailored to your specific needs before it can function properly. This is a good and bad thing; the bad part is that this customization is the hardest part of the process. The good part is that the depth of customization that you can reach with this platform means your workflows will fit your business like a glove.

Test, Test, Test (and Refine)

Once your workflows are set up, test the heck out of them. This means every scenario should be put to the grindstone. Then, gather feedback from your team and tweak as needed. Continuous improvement is the key to maximizing your investment here.

Train Your Team

Train them like it’s a boot camp. Not really, but it’s important that they know how much easier NetSuite can make their life. It has a bit of a learning curve, so this step may meet slight resistance – but they will be sure to thank you afterwards. But it’s on you to make sure they have all the support and resources they need to be comfortable and confident when they’re using this new platform.

NetSuite workflows are, simply put, the way we’re trending in the business world. And it’s easy to see why: they turn tedious tasks into automated actions, improve accuracy, and increase productivity. Not to mention lift your team out of the brain fog of monotonous manual entry. So, don’t be afraid to take advantage of this blazing hot resource – your business will thank you.