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Enhancing NetSuite for Company Growth: Your Partners in Optimization

It’s true: more than half of ERP implementations fail or are not fully optimized. So while your Finance team might already have a NetSuite system in place, it might not be living up to its potential — whether due to poor user adoption, underleveraged features, or explosive company growth. As a result, you’re likely spending unnecessary time on manual data entry/processing, dealing with frustrating system performance issues, and realizing a poor ROI — rendering NetSuite ineffective in guiding accurate financial decision-making for your business.

Enter: Accordion’s NetSuite Health Check experts.

While Accordion can provide end-to-end NetSuite implementation support, the full range of services is not always necessary. If your Finance team has already implemented NetSuite but you need help optimizing, Accordion’s NetSuite Health Check is right for you. While we work with both public and privately-owned companies, a Health Check might be especially critical for PE-backed CFOs requiring a well-integrated, fully functioning ERP system to accelerate the close process, reduce reporting time, and fulfill sponsors’ frequent metrics requests.

HOW IT WORKS: We’ll start with a comprehensive functional and technical view of current state configurations, customizations, and reporting capabilities (including Record-to-Report, Order-to-Cash, Procure-to-Pay, and Integrations). From there, we’ll identify system errors or gaps, and recommend opportunities for improvement – ultimately creating a roadmap to an optimized future state.

Accordion's NetSuite Optimization Roadmap

Our NetSuite consultants are a rare hybrid between technologists and accountants; we’ve not only successfully optimized countless NetSuite systems, but we’ve also been the end-user. In 4-6 weeks, we’ll evaluate your system for visibility, scalability, and best practices to expand and accelerate your business. We will:

Gather & Identify

Our team will gather information and identify key constituents for NetSuite system discussions and review.

Meet & Follow Up

We’ll facilitate end-to-end NetSuite workshops with key stakeholders (including process walkthroughs as required) and follow up with any outstanding questions.

Document & Assess

We’ll document current state observations — assessing NetSuite Master Data structure & dimensionality and reviewing business data flows — and determine our future state recommendations.


After synthesizing observations, our team will develop a roadmap and timeline for all improvement/strategic initiatives (including all NetSuite dependencies).

Outline & Review

We’ll outline priority initiatives with incorporated requirements (i.e., stakeholders, level of impact vs. effort, third-party support, etc.) and review this outline with your team (i.e., company management, sponsors, and all other necessary parties).


Once all initiatives are solidified, it’s time for our team to implement. With your optimized system, you’ll be leveraging the full capabilities of NetSuite to empower your finance team and increase value creation.

Featured Case Study

When a healthcare technology company’s initial NetSuite implementation went awry, they needed help reconfiguring the system to maximize functionality and provide automation – and they turned to Accordion.

Read Now

NetSuite Health Check Key Outcomes

  • Clean, Reportable Data Structure with Reliable, Real-Time Data

  • Automation of Manual Processes

  • A Single Source of Truth

  • Faster Month-End Closes

  • Data Integrity Across Your Tech Stack

  • Streamlined Business Processes

Meet (Some of) Accordion's NetSuite Experts

John Moser
John Moser
Managing Director

John is a Managing Director and the Head of Accordion’s NetSuite Team within the CFO Technology Practice. In addition to his leadership responsibilities, he works directly with senior executives in identifying, framing, socializing, establishing, and executing business improvement programs involving the deployment of cloud-based enterprise applications.   Read more

Eric Park
Eric Park
Managing Director

Eric is a Managing Director on Accordion’s NetSuite Team within the CFO Technology Practice. He has more than a decade of financial accounting, system implementation, and Enterprise Resource Planning (ERP) transformation experience, and he specializes in cloud-based technology architecture, business process optimization, and ERP system evaluations.  Read more

Joe Son
Joe Son
Managing Director

Joe is a Managing Director on Accordion’s NetSuite Team within the CFO Technology Practice. He has nearly two decades of NetSuite implementation and customization experience for companies ranging from Fortune 500 to small LLCs.   Read more

Aron Susman

“As a hyper-growth business, we needed a partner who could help us scale rapidly on NetSuite. Our partnership with Accordion has been extremely valuable and their NetSuite expertise is a great asset to our Finance and Accounting Team.””

Aron Susman
Chief Financial Officer, Ro

Ready for a NetSuite Health Check?

Contact us today to get started.