By Glenn Hofmann, KES Managing Director
For most of us, the idea of a periodic “health check” is something we know we need to do. Whether an annual physical or periodic vehicle maintenance, we know that performing a checkup is important to not only fix obvious issues but also to find potential problems and fix them before they become a major issue. So while it comes as second nature for these types of things, one area that is often overlooked for a “health check” is your ERP system and related processes.
When thinking about what is all involved with your ERP, it is truly a complex system that includes software, data, people, and processes, all working together to manage your business. Over time, as your business evolves, many of these areas that made sense in the past may no longer be optimal, or worse, may be detrimental to moving your business forward. Often these are overlooked or pushed aside until eventually they are just too painful to ignore…like the maintenance light on your car that is ignored until one day the car won’t run. That is why having a periodic health check for your ERP is so important, as it can identify small issues before they become large, as well as help proactively plan for future changes.
At KES, we are huge believers in annual health checks for our customers’ NetSuite ERP environment. That is why we include an annual health check with every one of our Customer Care plans. As part of our basic health check, we check all system configuration settings, installed bundles, customizations, and data usage. With our comprehensive health check, we also interview staff to review processes, discuss challenges, and do go-forward planning. All of this is then captured in an extensive report that we review with our clients, which can then be used as a go-forward blueprint for adjustments and other changes.
Taking the above approach, it is amazing how many things can be identified for improvement: anything from small screen adjustments to new/updated workflows/reports, all the way to entirely rethinking a business process flow or adding/removing modules. Even if nothing major is identified, just like a personal physical or vehicle maintenance check, it is good to know that everything is running well.
So be sure to ask your NetSuite partner if they offer health checks, and if they do, be sure to put it on your calendar to complete each year. If they do not, or if you do not have a NetSuite partner, please feel free to reach out to KES to learn more about our services and how we may be able to help optimize your NetSuite system and processes.