Expert-led sessions designed to help you get the most from NetSuite ERP – from dashboards and CRM to inventory, WMS, budgets and analytics.
Join us for Session 6 of our NetSuite series, designed for system administrators and operations teams.
In this session, you’ll discover how to:
Apply best practices for user, role, and permission management
Strengthen security and compliance through effective access controls
Monitor system performance and maintain stability as your organisation scales
Use core customisation tools to support operational efficiency and governance
Don’t miss this opportunity to strengthen control and visibility across your NetSuite environment. Register now and secure your place.
Here’s a recap of some of our Masterclasses that took place in 2025:
Session 1 – NetSuite Dashboards & KPIs
Kicking off the OSSM NetSuite Masterclass 2025, our experts showcased how to gain real-time visibility using role-based dashboards, saved searches, and KPIs. In just an hour, participants learned how finance teams and operations leaders can monitor performance from one central source of truth.
Missed the live session? Complete the form to watch the recording and download the exclusive guidebook.
Session 2 – NetSuite CRM & Sales Pipeline
Session 2 turned the spotlight on the sales cycle, demonstrating how NetSuite CRM handles contacts, opportunities, pipeline management, and forecasting. The session highlighted how sales and finance teams can work from a single source of truth to improve accuracy and visibility.
Missed the live session? Complete the form below to access the full recording and download the guidebook.
Session 3 – NetSuite Inventory
Management
Expanding on CRM, Session 3 concentrated on inventory management, including dashboards, manual and WMS stock counts, item imports, adjustments, traceability, and GL postings. Attendees also explored the Item 360 dashboard and reporting tools, providing finance and operations teams with full visibility of stock movements.
Fill in the form to access the session recording and guidebook.
Session 4 – Smart Warehousing with
NetSuite WMS
Following on from Session 3, this expert-led session delved deeper into inventory visibility and control. In just one hour, participants discovered how to manage fulfilment workflows, implement mobile scanning, configure bin locations, and optimise stock movements in real time – all within NetSuite WMS.
Missed the live session? Complete the form to watch the recording and download the guidebook.
Session 5 – Budgets, Planning & Forecasting in NetSuite
The 60-minute Masterclass focused on managing budgets, planning, and forecasts directly in NetSuite. It demonstrated how to build budgets, report on variances, and explored NetSuite Planning & Budgeting (NSPB) for advanced forecasting and modelling beyond spreadsheets. The session was designed for finance leaders and FP&A teams seeking greater control over their planning processes.
Complete the form to receive early access to the Budgets, Planning & Forecasting Guidebook and a free 30-minute consultation with an OSSM NetSuite expert.
Stay tuned for our upcoming Masterclasses in 2026:
Session 7 – NetSuite Project Management: Visibility
& Control
In this session, discover how to manage projects in NetSuite – from initial setup and task assignment to real-time tracking of time, resources, and budgets. Learn proven techniques to keep every project on course from start to finish.
Session 8 – Reporting, Analytics & AI
in NetSuite
The closing session of the OSSM NetSuite Masterclass series focuses on reporting and analytics. Discover how to create saved searches, work with SuiteAnalytics, monitor key KPIs, and leverage AI-powered insights to drive smarter decisions.
Browse our extensive list of frequently asked questions to find solutions and insights related to our products, services, and more.
A NetSuite Masterclass is a structured, expert-led training session designed to help users get more value from NetSuite ERP. Each session focuses on practical, real-world processes including dashboards, reporting, workflows, inventory, CRM, budgeting, analytics and more.
Masterclasses are built around live demonstrations, applied examples and best practices that you can immediately implement in your organisation.
NetSuite Masterclasses are ideal for system administrators, finance teams, operations managers, project managers and anyone responsible for managing or optimising NetSuite within their business.
Whether you’re looking to improve reporting, tighten inventory controls or gain better financial visibility, these sessions are designed to support real operational needs.
The OSSM NetSuite Masterclass series covers a wide range of practical ERP topics, including:
- Dashboards and KPIs
- CRM and sales pipeline management
- Inventory management and WMS
- Budgets, planning and forecasting
- Project management visibility
- Reporting, analytics and AI in NetSuite
Each session is focused on helping you improve performance, visibility and control across your NetSuite environment.
Attending a Masterclass helps you:
- Gain a deeper understanding of NetSuite functionality
- Learn best practices based on real implementations
- Improve efficiency in daily ERP processes
- Reduce manual errors and save time
- Stay up to date with new tools, including analytics and embedded AI
The goal is simple: help you maximise your NetSuite investment.
Yes. If you missed a live session, you can watch the recording and download the supporting guidebook by completing the form on the Masterclass Hub page.
This allows you to learn at your own pace and still benefit from the full session content.
The sessions are delivered by OSSM NetSuite experts with hands-on implementation experience across finance, operations and project-driven organisations.
Many Masterclasses also provide opportunities for follow-up discussions or 1-to-1 consultations if you require tailored support after the session.
