Business partners shaking hands in a modern office after discussing a successful NetSuite implementation project.

What to Ask Before Signing with a NetSuite Implementation Partner

Business partners shaking hands in a modern office after discussing a successful NetSuite implementation project.

Selecting a NetSuite implementation partner is one of the most important decisions you’ll make when investing in a new ERP system. While it’s natural to compare software functionality and project costs, the experience and approach of your implementation partner will play a significant role in determining whether your project delivers lasting value.

At OSSM, we’ve worked with organisations at every stage of their ERP journey. Some are preparing to implement NetSuite for the first time, while others already use the platform but feel they’re not getting the visibility, efficiency or reporting capabilities they expected. We also speak to businesses that have experienced a difficult implementation and want to get their project back on track.

Although every organisation’s situation is different, one thing remains true: asking the right questions before signing with a partner can prevent costly mistakes and help lay the foundations for a successful implementation.

Below are some of the most important questions every business should ask before choosing a NetSuite implementation partner.

Do they take the time to understand your business?

An experienced implementation partner won’t begin by recommending software features or system modules. Instead, they’ll spend time understanding your organisation, how your teams work and the challenges you’re trying to solve.

That means exploring your existing processes, reporting requirements, future growth plans and any areas where manual work or disconnected systems are creating inefficiencies. If a partner doesn’t investigate why employees rely on spreadsheets or where approvals are slowing operations, they’ll struggle to configure a solution that addresses the real issues.

Successful NetSuite implementations aren’t designed around technology alone – they’re built around the way your business operates.

Can they explain the implementation journey clearly?

ERP projects can appear complex, but a good implementation partner should make the process easy to understand.

They should be able to explain every stage of the project, from discovery and planning through to configuration, testing, user training, go-live and ongoing NetSuite support. You should have a clear understanding of responsibilities, project milestones, decision-making processes and how any changes to scope will be managed.

If the implementation process feels unclear before the contract is signed, it’s unlikely to become more straightforward once the project is underway.

Will they improve the way you work rather than replicate old processes?

A common misconception is that every existing process should simply be transferred into the new ERP system.

In reality, that’s rarely where the greatest benefits come from.

Experienced NetSuite implementation partners know when an existing process is working well and when there’s an opportunity to simplify it using standard NetSuite functionality. In many cases, removing unnecessary steps delivers greater efficiencies than simply automating outdated ways of working.

If your teams regularly switch between spreadsheets, disconnected systems and manual processes, there’s often an opportunity to simplify operations rather than simply digitise existing workflows. We explore this in more detail in our blog on improving project efficiency through NetSuite ERP implementation.

Have they helped businesses solve similar challenges?

Every organisation has different operational priorities.

A manufacturing company will require different reporting and operational insights from a professional services business, while organisations managing multiple entities will have different requirements to growing wholesale distributors.

Rather than asking whether a partner has worked with a business identical to yours, ask about the challenges they’ve helped customers overcome. Have they improved financial visibility? Simplified reporting? Helped leadership teams make faster, more informed decisions?

The strongest implementation partners don’t just understand NetSuite—they understand the commercial realities their customers face.

How do they manage data migration?

Data migration is often underestimated during an ERP project, yet it can have a significant impact on the success of the implementation.

Migrating to NetSuite isn’t simply about moving data between systems. It’s an opportunity to improve the quality of your information by removing duplicate records, correcting inconsistencies and deciding which historical data genuinely needs to be transferred.

Ask potential partners how they approach test migrations, how data accuracy will be validated and who will be responsible for each stage of the migration process.

If data migration is treated purely as a technical task rather than a business exercise, it’s worth exploring their approach in greater detail.

What happens after go-live?

Launching your new ERP system is an important milestone, but it’s only the beginning of the journey. The real value comes from how well the system supports your business in the months and years that follow.

As your organisation grows, reporting requirements evolve, new employees join the business and processes naturally change. That’s why ongoing NetSuite support is just as important as the implementation itself.

If you’re already using NetSuite, ongoing support doesn’t necessarily mean starting from scratch. In many cases, it involves reviewing your current configuration, identifying areas where users are experiencing challenges and making practical improvements that help teams work more efficiently.

For example, if employees continue exporting data into spreadsheets or avoid using dashboards, the issue may not be with NetSuite itself. More often, it’s a sign that the system no longer reflects how the business operates or that users haven’t been shown how to get the most from it.

How will they help your team adopt the new system?

Even the most carefully planned ERP implementation will struggle to deliver long-term value if employees don’t feel confident using the system.

Training should be viewed as an ongoing process rather than a single handover session before go-live. Different teams interact with NetSuite in different ways, so finance users, operational teams, project managers and senior leaders will all benefit from training that’s relevant to their day-to-day responsibilities.

Role-specific guidance, practical examples and continued learning opportunities all contribute to stronger user adoption and greater confidence across the business.

At OSSM, we support this through our free NetSuite Masterclass Series for existing customers. These sessions are designed to help organisations unlock more value from the system they already have by covering practical topics such as reporting, dashboards, CRM and analytics, rather than encouraging unnecessary upgrades.

Are they realistic about scope, costs and project timelines?

If an implementation sounds unusually quick, significantly cheaper than other proposals or appears to promise everything with very little effort, it’s worth asking more questions.

A trustworthy implementation partner will be open about what’s included within the agreed scope, what falls outside of it and which factors could affect the overall timeline or budget. While these conversations aren’t always the easiest, they help prevent misunderstandings, unexpected costs and project delays later on.

This is particularly important for businesses that have experienced challenges with a previous implementation. In many situations, the solution isn’t replacing NetSuite altogether. Instead, it’s about reviewing the existing configuration, identifying where the project went off track and making targeted improvements that enable the system to deliver the value it was intended to provide.

We explore this topic further in our blog on getting more from your existing NetSuite ERP system.

Choosing a partner, not simply a software provider

The most successful ERP projects aren’t defined by the lowest quotation or the longest list of software features.

They’re successful because the implementation partner took the time to understand the organisation, challenged inefficient ways of working where appropriate, communicated openly throughout the project and remained invested long after go-live.

Whether you’re implementing NetSuite for the first time, looking for more responsive NetSuite support or reviewing an existing implementation that hasn’t met expectations, asking the right questions from the outset will help you choose a partner with confidence.

At OSSM, we believe every NetSuite implementation should leave your organisation in a stronger position than before. That means delivering better visibility across the business, improving day-to-day processes and providing a platform that can continue to support your growth over the long term.

If you’re planning a NetSuite implementation, reviewing your current environment or looking for practical ways to maximise the value of your existing system, our team is here to help. And if you’re already a NetSuite user, explore our free NetSuite Masterclass Hub for practical guidance on reporting, dashboards, CRM and analytics, helping you get even more from your investment.

About the Author

Picture of Brian Doherty

Brian Doherty

Brian is an experienced Solution Consultant with deep expertise in the ERP software industry, having worked with NetSuite solutions since 2013. Prior to that, he supported and implemented Sage finance and ERP systems. Over the years, Brian has successfully project managed, implemented, and supported NetSuite across a range of industries. He brings a strong focus to business process analysis, working closely with customers to align solutions with their specific needs and objectives.

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Ten Steps to a Successful Rescue Implementation

Many businesses that have implemented a NetSuite ERP system describe the product as ‘transformative’ and a ‘game changer’ for streamlining processes and improving efficiency. In today’s ever-changing and technologically advanced world, it is important to stay ahead of the curve and embrace the latest innovations that drive efficiency and therefore improve the performance, delivery, and growth of organisations. For many, this means ERP. 

Unfortunately, some businesses have experienced challenges with their NetSuite ERP project. We understand that these challenges can lead to inefficiencies and disruptions. A well-planned and delivered ERP rescue implementation can and will address any issues you may be experiencing because of your ERP install and roll-out, and create a successful outcome that ensures a positive ERP experience. 

In this blog, we explore our proven ten-step process that will ensure a successful NetSuite ERP rescue implementation. These steps cover an initial ‘stop and assess’ of the current state of the implementation, engaging stakeholders (internal and external), and the planning and preparation required to ensure a streamlined and successful delivery and execution moving forward. Additionally, we explore the significance of preparation, effective communication, training, and support. 

At OSSM, we know that by following these steps, businesses can navigate the challenges they may be facing with their ERP software and achieve the desired benefits from a fully optimised and functioning system. Whether you are experiencing mid-project hiccups or are looking for a fresh perspective post-project implementation, this guide will provide the insights you need for a successful project outcome.     

Step One – Stop 

This is by far the most crucial, yet most difficult step. Stopping all ongoing activities is the only way to properly explore and identify the true extent of the challenge; and recognise what lies ahead and what is required for the implementation to be successful. This pause also allows you to prevent and manage any further complications that may occur. It is, of course, curcial to communicate this first step in the process to all users and stakeholders to manage expectations and avoid any potential confusion. 

Step Two – Assess and Review

Undergoing a detailed review and assessment of the current situation and status of the implementation is the next step in our process. Identifying the cause of the issues faced is a great starting point. This can be a lack of alignment between the project objectives and the software roll-out, including insufficient project days sold, inexperienced technical teams, inconsistent project delivery teams, data inaccuracies, or something else entirely. Once this has been identified, you can begin to unpick and plan the journey to recovery. If not already in place, the establishment of a project team is a much-needed step in this part of the process. Project plans and road maps identifying clear roles, responsibilities, actions, and timeframes can be created to ensure the project is managed efficiently and effectively. This step is all about creating a clear picture of what went wrong and what needs to be fixed. 

Step Three – Preparation 

Preparation is key for most things in life, and it is no different here. As mentioned in the ‘Assess and Review’ step, developing a comprehensive rescue plan that addresses the identified issues, sets realistic goals and timelines, and specifies the actions required ensures you have the right resources in place. This robust and transparent plan will be beneficial throughout the rescue implementation of your NetSuite ERP system. 

Step Four – Engagement

Communicating with all interested parties and stakeholders is vital. Keeping everyone informed about the issues identified, the process you are going through, the proposed solutions, and the revised implementation timeline is the best way to ensure that everyone is informed and all expectations are managed. It also allows you to gain their support during a difficult time. 

Step Five – Revisit the Goals

Business operations and technology are ever-evolving, developing, and changing, so this is a great opportunity to reassess the original goals of the ERP install. Are these the same and still relevant, and do they align with your business objectives? If necessary, build into the project delivery plan time to reassess and redefine, in line with the changes you are making to the ERP Implementation. Clear and achievable goals are essential here. 

Step Six – Technical Review 

Following on from the previous step, it is essential to also assess and review the NetSuite setup. You will now be aware of the challenges that have caused the implementation issues and therefore, you are better placed to ensure the new system aligns with your business processes and requirements. Technical issues can include failure to deliver on customisation or integration requirements, or data inaccuracies.  

Step Seven – Training and Future Support 

Inadequate training and support for end users is a common reason why ERP projects may fail. Ensuring that all users receive comprehensive training on how to use the ERP system effectively is key, as well as ongoing support moving forward. If this was not implemented as part of the original setup, it must be included in your rescue implementation plan moving forward. Ongoing support, preferably local, should be part of the rescue plan to get things back on track. 

Step Eight – Execution

It is time to deliver the rescue implementation plan. Following the revised rescue plan and roadmap diligently, as well as monitoring progress closely, reviewing each step, and addressing any new issues promptly, are the building blocks for the success of any ERP project.   

Step Nine – Monitor  

As mentioned in the previous step, monitoring the rescue implementation is crucial during this revised delivery. This is the same for testing the system thoroughly as you go. Regularly checking the system for any issues, validating that the data is accurate, and ensuring processes are functioning as intended is pivotal. This thorough, meticulous, and proactive approach will help to identify and resolve problems early, ensuring a smoother implementation. 

Step Ten – Celebration 

Celebrating the small wins along the way, as well as the successful implementation of the rescue programme, is key. Everyone loves and thrives on a success story, so after a turbulent initial implementation, it is important to say well done. Acknowledge and thank the delivery team and stakeholders for their dedication and support. 

Choosing NetSuite ERP Partners for Rescue Implementation  

With careful planning, clear communication, and precise execution, OSSM can help turn a challenging ERP implementation into a success story, allowing you to reap its full benefits. Visit our website to see a catalogue of our success stories. 

We combine strategic execution with effective cloud-based solutions that promote a circular economy and sustainable practices. We are always looking for opportunities to assist companies with their NetSuite projects. Our team excels at turning complex challenges into simple solutions using innovative tools and thinking. 

We would love to learn more about your unique needs and answer any questions you may have about NetSuite implementation. Contact us at our Dublin office at +353 (0)1 811 3811 or our Belfast office at +44 (0) 28 9002 3539. 

About the Author

Picture of Brian Doherty

Brian Doherty

Brian is an accomplished Project Manager with a background in the ERP software industry. He possesses expertise in Business Process, Sage Products, NetSuite, Requirements Analysis, and Technical Support. As the Operations Director of OSSM, a member of the Noledge Group, Brian has directly implemented or been involved in the implementation of NetSuite ERP cloud-based software in various businesses across multiple sectors.