NetSuite continues to evolve, and so does your business. New AI capabilities, product updates, integrations and changing processes create more opportunities to get value from your system, but they also make ongoing optimization more important.
Going live with NetSuite isn’t the end of the journey. The way your team uses the system should continue to evolve as your business grows.
As you plan for 2027, here are ten areas worth reviewing to make sure NetSuite continues to support your team and your goals
1. Start With Clean, Reliable Data
Good decisions start with good data. Duplicate records, inconsistent information and outdated data can make reporting less reliable and create extra work for your team.
This becomes even more important as AI becomes part of everyday ERP. AI relies on the information already in your system, so keeping that information accurate and organized is an important foundation.
For 2027: Make data cleanup part of your regular NetSuite maintenance instead of waiting until inaccurate data becomes a larger problem.
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2. Review Your Saved Searches and Reports
Saved searches and reports tend to accumulate over time. Some remain essential, while others become outdated, duplicated or more complicated than they need to be.
Reviewing what your team actually uses can make it easier for employees to find the information they need and reduce unnecessary clutter.
For 2027: Identify your most important reports and saved searches, remove what no longer serves a purpose and make sure your team has easy access to the information they use most.
3. Make Dashboards More Useful
A dashboard should help someone understand what needs their attention. If it’s overloaded with information, that becomes harder to do.
Different roles also need different information. A CFO, sales leader and operations manager shouldn’t necessarily see the same dashboard.
For 2027: Review dashboards by role and focus them on the metrics, tasks and alerts each team actually uses to make decisions.
4. Make Sure Access Still Matches Your Team
Your organization changes over time. Employees change roles, responsibilities shift and new users are added. NetSuite access should evolve along with those changes.
Regularly reviewing roles and permissions helps make sure employees can access what they need without giving unnecessary access to sensitive information.
For 2027: Include roles and permissions in your regular NetSuite review, especially after organizational or staffing changes.
5. Stay Ahead of NetSuite Updates
NetSuite releases new functionality throughout the year. Those updates can introduce useful capabilities, but they can also affect existing workflows, customizations and integrations.
Waiting until an update reaches production to see what changed can create unnecessary surprises.
For 2027: Review upcoming releases ahead of time and identify anything your team should test, adjust or learn before the update reaches your live environment.
6. Review Your Integrations
NetSuite rarely operates alone. CRM, payroll, banking, ecommerce, expense management and other systems may all exchange information with it.
As those systems change, integrations can require attention too. An integration that worked well when it was first implemented may not always remain the best approach.
For 2027: Review your most important integrations and make sure they’re reliable, supported and still meeting the needs of your business.
7. Pay Attention to Performance
If NetSuite feels slower than it used to, don’t assume that’s simply the cost of growth.
Performance can be affected by searches, scripts, integrations, customizations and the way the system has evolved over time. Finding the source of the slowdown can improve the experience for everyone using the platform.
For 2027: Treat recurring performance issues as something to investigate and optimize rather than something your team has to work around.
8. Look for Processes You Can Improve
A process that made sense when NetSuite was first implemented may not be the best process for your business today.
If employees are still entering the same information multiple times, relying on spreadsheets or completing repetitive manual tasks, there may be opportunities to automate or simplify the work.
For 2027: Ask your teams where they spend the most time on repetitive work. Those areas are often the best places to start looking for improvements.
9. Help Your Team Keep Up
NetSuite can only deliver value if people know how to use it effectively. As features change and new capabilities become available, training shouldn’t stop after implementation.
Even small improvements in how employees use searches, dashboards, reports and workflows can save time across the organization.
For 2027: Give users ongoing opportunities to learn and make sure they know where to go when they have questions.
10. Don’t Wait Until Something Breaks to Ask for Help
NetSuite is a long-term investment, and getting the most from it requires ongoing attention. You don’t need to wait for a major problem or a new implementation project to bring in support.
The right partner can help you identify opportunities to improve performance, simplify processes, manage updates, support integrations and make sure NetSuite continues to fit the way your business operates.
For 2027: Think about NetSuite support proactively. Regular optimization can help you solve smaller issues before they become bigger ones and uncover opportunities to get more value from the system you already have.
Make 2027 the Year You Get More From NetSuite
NetSuite shouldn’t stay exactly the same while your business grows around it.
The best-performing environments are continually reviewed and improved as business needs change. Whether that means cleaning up data, improving reporting, reviewing integrations, automating manual processes or simply having someone to call when you need help, ongoing optimization helps protect the investment you’ve already made.
That’s where BOOST comes in. BOOST Managed Services gives your team ongoing NetSuite support and expertise to help you maintain, optimize and improve your environment throughout the year.