Folio3 offers NetSuite ERP discovery and evaluation services via a consulting engagement that lasts 3-5 weeks. We help you map your current financial and operational workflows, analyze your business-NetSuite fit, and deliver a clear NetSuite roadmap, business case, and project scope before you commit to implementation. Whether you’re implementing an ERP for the first time or looking to replace your existing ERP, our NetSuite discovery consultation helps you realize the business value of your ERP investment.
NetSuite Discovery and Evaluation is the foundational first step in the ERP implementation journey. For businesses evaluating NetSuite, this phase helps them map out their existing financial and operational processes, identify the challenges, and determine how NetSuite can be implemented to overcome these challenges and bring desired outcomes that include:
Folio3 delivers NetSuite discovery in nine phases, including requirements analysis, ERP roadmap, business case analysis, goals and objectives, gap analysis, data migration evaluation, integration evaluation, project scoping, and a four-week pilot program that is totally optional.
Before going through the NetSuite evaluation phase, it’s important to assess whether NetSuite is the right fit for your organization. If you’re facing any of the following scenarios, our NetSuite ERP discovery process is the ideal next step:
If your accounting runs on QuickBooks or Xero, or your month-end close takes more than 10 days because you rely on spreadsheets, NetSuite may be the solution for you.
If your data is scattered across multiple disconnected systems and it is difficult for you to reconcile them manually, NetSuite’s unified platform might help.
If you are operating across multiple entities, currencies, or locations, NetSuite’s multi-entity, multi-currency capabilities are designed for complex, global operations.
If your current technology holds your business back from expanding into new product lines or markets, NetSuite offers the scalability you need.
We help you determine whether NetSuite is the right fit for you or not. In case NetSuite doesn’t fit your business needs, we’ll tell you upfront, so you can avoid the costly mistake of investing in a system that doesn’t fit.
Businesses that are new to NetSuite or considering switching to NetSuite greatly benefit from NetSuite discovery and evaluation consulting. It is a strategic investment that helps businesses build a solid foundation for a successful implementation. Here is a breakdown of the key benefits for businesses:
A NetSuite ERP discovery phase helps deliver an understanding of the technology, workflows, and the people using them. Consultants work with your team to map out current operational workflows, identify inefficiencies, and define exactly what the new system needs to support.
NetSuite discovery and evaluation acts as a safety net for the entire project and prevents costly issues down the line. A thorough discovery phase reveals the true state of your operations. The knowledge obtained during this phase is crucial for building a single source of truth.
The discovery process produces deliverables that guide the entire project and make a case for the investment. NetSuite ERP evaluation provides a documented assessment of your current system’s health and a prioritized roadmap for improvements.
By evaluating your long-term business goals during ERP discovery, you ensure the system scales with your business. The insights gained during this phase help in developing a solution that supports continued expansion of the business.
Choosing the right partner for your NetSuite discovery needs is critical. Here is why businesses place their trust in us:
We have conducted over 60 NetSuite discovery and evaluation engagements with a 98% NetSuite-fit rate. Our strategic approach has helped our customers de-risk their investment and ensure that the final solution drives tangible results.
Our team consists of 75+ certified ERP consultants and 300+ resources that hold 150+ certifications. This depth of expertise ensures you are working with seasoned experts who understand NetSuite inside out and can identify the best path forward for your business needs.
Our NetSuite discovery consultants have deep domain expertise across multiple industries, including manufacturing, AFA, wholesale distribution, food and beverage, and more. We understand the unique challenges, compliance requirements, and best practices for your sector.
With 500+ successful implementations and dozens of migrations, we bring tested methodologies and market-driven insights to your ERP evaluation. Our track record is backed by 11 NetSuite Alliance Partner Spotlight awards and 2 NetSuite Partner of the Year awards.
We stay with you for the entire NetSuite journey. From discovery and implementation to integration, customization, support, and managed services, we are a single partner you can rely on throughout your NetSuite lifecycle. You get a frictionless experience without juggling vendors.
With consultants based in the US, UK, UAE, and other regions, we offer global expertise with the convenience of local support. Our glocal approach helps us understand your regional compliance requirements, while having the resources to support multi-entity operations.
Our NetSuite discovery consultants follow a comprehensive, phased approach to evaluate your NetSuite ERP against your business needs. From understanding your unique operational needs to validating the solution through a live pilot, each phase is designed to minimize risk and align technology with business strategy to ensure a successful implementation.
This assessment also clarifies the organization’s short-term priorities and long-term growth objectives. A validated set of business requirements is gathered using a business process questionnaire (BPQ).
Our NetSuite discovery and evaluation engagement delivers a comprehensive set of deliverables that give you the clarity and confidence you need to move forward. Here’s exactly what you walk away with:
Our NetSuite discovery and assessment is a fixed-fee engagement scoped after an initial assessment call, so you know exactly what you’re investing from the start.
We scope the engagement after understanding your business needs without giving you any surprises or charging any hidden costs.
The discovery fee is credited against NetSuite implementation if you choose to move forward with Folio3.
You own 100% of the deliverables. They’re yours to keep, regardless of whether you move forward with us or not.
There’s no pressure or commitment to continue using our services. You can walk away from us at any time.
Organizations rely on Folio3 to get the maximum value out of their NetSuite investment, backed by a proven track record of delivering successful NetSuite projects to hundreds of businesses.
Folio3 has a pool of 75+ certified NetSuite consultants who help you with NetSuite ERP discovery and evaluation. Have a look at some of our top consultants.
ERP Consulting Manager
ex-Capgemini and other orgs with 12 years of exp.
United States
Senior Functional Consultant
ex-Principal Functional Consultant @ Oracle
United States
Senior Functional Consultant
ex-Senior Principal Consultant @ Oracle NetSuite
United Kingdom
Principal Consultant
ex-Oracle EBS Functional Consultant @ A. F. Ferguson & Co.
United States
Schedule a 30-minute call with our NetSuite discovery and evaluation consultants who will review your current systems and the financial close process, tell you upfront whether discovery is needed, and send a scoped proposal within 3-5 business days.
Failed NetSuite implementations are often a result of misaligned expectations set during the process. That’s why a rigorous NetSuite discovery phase is critical, as it validates the solution’s fit and reveals any gaps before you sign a contract. This significantly mitigates the risk of a failed implementation.
Our evaluation involves a thorough needs assessment and honest conversations about gaps and limitations. We also offer platform-agnostic integration recommendations (both native and iPaaS) based on your NetSuite data model and business processes. This vendor-neutral approach helps us remain objective.
If the fit-gap analysis and strategic assessment conclude that NetSuite is not the right solution for your business, we will:
NetSuite discovery is a fixed-fee engagement scoped after an initial assessment call. The fee is fully credited against implementation if you proceed with Folio3. You own all deliverables and are under no obligation to continue with us.
You receive a comprehensive set of documented deliverables, including the following:
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