Part 1: Setting Default Field Values Using SuiteFlow

Posted by Sarah Meehan, Solutions Consultant on Jan 17, 2018 9:56:54 AM

When looking for ways to optimize your business operations, it is tempting to focus on “big wins” – the changes that will yield time savings in the minutes or hours.  However, it can be just as fruitful, if not more so, to find ways to save a few seconds on repetitive tasks that are performed hundreds of times each day by multiple employees. 

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Tags: NetSuite How To's

8 Speed Bumps to Consider When Setting Up Warranty & Repairs Management in NetSuite

Posted by Jenny Roman-Engelhart, Solutions Consultant on Jan 10, 2018 7:54:00 AM

This is part 2 of the Warranty and Repairs Management in NetSuite blog series. My first blog covered detailed instructions about how to set up Warranty and Repairs Management and all the great things that NetSuite can do. Once you've completed those 4 steps, you're almost ready to use NetSuite. 

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Tags: NetSuite How To's

10 Qualifying Questions to Close Your Hiring &Training Gap

Posted by Moo Choi, Trainer on Jan 4, 2018 6:30:00 AM

Ever hired an employee or invested in training an employee only to find that it was a complete miss? The employee is not the right fit, or the training that you invested your employee’s time and the company’s money in did not provide any results or improvement?

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Tags: Training

Dream BIG and Let Your People, Systems, and Processes Get You There

Posted by Amy Malmquist, President on Jan 2, 2018 6:48:00 AM

Happy New Year?

Yes, that was a question – is your new year really going to be HAPPY?

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Tags: People Management

Part 1: An Introduction to Approval Workflows in NetSuite

Posted by Rudy Ortiz, Solutions Consultant on Dec 28, 2017 8:52:00 AM

NetSuite provides companies with so many great options to manage their business. In this article, I am going to cover an introduction to workflows and how you can manage both simple and complex processes with this powerful tool. I have found many users need some guidance when it comes to how to approach a workflow to streamline internal processes and adhere to policies and procedures.

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Tags: NetSuite How To's

How to Use Email Alerts with NetSuite’s Saved Searches

Posted by Sarah Meehan, Solutions Consultant on Dec 21, 2017 8:58:00 AM

NetSuite’s saved search function gives you the ability to develop highly-customized reporting in a simple, point-and-click interface.  In previous posts, I’ve highlighted some of the more advanced techniques that can be used when creating saved searches within NetSuite, including formulas and SQL statements.  In contrast, this article will address one of the easiest-to-use and most powerful features available within saved searches – automated email alerts.  With just a few clicks, you can create automated emails that are specifically tailored to the unique processes of your business, all without any coding or development background.

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Tags: NetSuite How To's

3 Red Flags of an Inefficient Project Manager

Posted by Sara Duong, Project Manager on Dec 19, 2017 1:49:17 PM

Project management is both a science and an art form. There are many project management methodologies and tools out there to help a project manager, but without the human touch, you are less likely to be successful in pushing your projects through on time, on schedule, and within budget.  A good project manager is how efficient and effective they are at getting things done. However, there are many project managers who go through the motions without the “people” aspect that really makes a project manager successful.

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Tags: Project Management

Do You Trust a Sales Person?

Posted by Tim Barry, Director of Training & Development on Dec 14, 2017 8:39:29 AM

Sales is an interesting profession.  While I believe and know it can be a most honorable one, when I ask others what comes to mind when they hear that someone is ‘in sales,’ the answers are rarely positive. I usually get something to the effect of, “Ugh!  Someone who couldn’t get a real job" or "someone that is a good manipulator.” 

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Tags: Training

ERP? CRM? MRP? OMG What does it all mean!?

Posted by Catherine Hu, Project Coordinator on Dec 7, 2017 10:18:32 AM

You’re thrown into the world of business management software and data management systems and you are hit with acronyms upon acronyms. So what do they all mean? Here is a small cheat sheet to help you get through some of the highly referenced acronyms.

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Tags: ERP

Can you count on your company data?

Posted by Jenny Roman-Engelhart, Solutions Consultant on Dec 5, 2017 1:13:17 PM

Every time I implement a new system for a client, whether NetSuite or something else, the first thing we talk about is data.

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Tags: NetSuite

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