NetSuite Optimize Discovery Tool

1
Your Name* This field is required.
First Name
Last Name
2
Company Email* This field is required.
example@example.com
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Phone Number* This field is required.
Area Code
Phone Number
4
What NetSuite Products and Capabilities do you use in your company?* This field is required.Select All That Apply
ERP - Financials, Orders, Inventory, Supply Chain, Warehouse, Procurement
Accounting Software - GL, Cash, AR, AP, Account Reconciliation, Tax, Payments, Close
Global Business Management - Multiple Currencies, Languages, Tax Rules, Consolidated Reporting
CRM - Sales Force Automation, Customer Service, Marketing Automation, Partners, CPQ
Human Resource Management - HR, Payroll, Performance Mgmt., Workforce Mgmt.
Field Service Management - Scheduling and Dispatch, Assets, Inventory, Billing, Reports
Professional Services Automation - Project Accounting and Mgmt, Resources, Timesheets, Expenses
OpenAir/Time & Expense Reporting
Commerce - Point of Sale, Ecommerce, Order Mgmt., Inventory Mgmt.
Analytics and Reporting - Dashboards, Data Warehouse
Not Sure
Other
5
Which Areas in Your Company Use NetSuite* This field is required.Select All That Apply
Customer Service
eCommerce
Finance and Accounting
Human Resources
Manufacturing
Marketing
Order Receiving
Project Management/PMO
Purchasing
Sales
Shipping
Supply Chain
Warehouse Management
Other
6
What Key Issues Are You Experiencing With Your NetSuite System* This field is required.Please describe the issues and challenges you are having with your NetSuite system. Examples: AP/AR has a heavy reliance on spreadsheets, it takes too long to do (fill in the blank), difficulties reconciling inventory, monthly financial close takes manual intervention, etc. Which departments and groups are affected by these issues?
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Where has NetSuite Improved Your Operational Efficiency* This field is required.Select All That Apply
Document and Review Processes
Cross-department Communication
Reduce Silos
Information Transparency
Customer Service
Order Fulfillment
Reduce Bottlenecks
Track KPIs and Performance Metrics
Financial Strategies
Workplace Culture
Continuous Improvement
Not Sure
Other
8
How Are You Using NetSuite to Increase RevenueSelect All That Apply
Attract New Customers
Retain Customers
Sell More to Current Customers
Reclaim Returning Customers
Create New Revenue Streams
Enable New Products/Services
Improve Channel Performance
Reporting and Analytics
Not Sure
Other
9
How Are You Using NetSuite to Improve MarginsSelect All That Apply
Cost Optimization
Pricing Strategy
Product or Service Differentiation
Operational Efficiency
Revenue Diversification
Customer Retention
Reduce Overhead
Optimize Inventory Management
Not Sure
Other
10
How Are You Using NetSuite to Increase Customer SatisfactionSelect All That Apply
Provide Excellent Customer Service
Improve Product or Service Quality
Personalize the Customer Experience
Streamline and Simplify Processes
Gather and Implement Customer Feedback
Build a Customer-Centric Culture
Not Sure
Other
11
How Are You Using NetSuite to Improve Employee EngagementSelect All That Apply
Open Communication and Feedback
Recognize and Reward Employee Performance
Make Their Jobs Easier
Create a Positive and Inclusive Culture
Empower and Trust Employees
Not Sure
Other
12
How Are You Using NetSuite for Governance, Risk and ComplianceSelect All That Apply
Enforcing Internal Controls
Streamlining Compliance Management
Visibility to Potential Risks and Monitoring Risk Indicators
Data Security and Privacy
Financial Reporting and Audit Support
Incident and Issue Management
Not Sure
Other
13
What Other Systems are Integrated With Your NetSuite SystemPlease List All Software Systems or Platforms Connected to Your NetSuite System
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14
What Other NetSuite Issues or Opportunities Did We Not Cover?Please add anything here you think would add to your NetSuite Optimization Discovery. Thanks!
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