Expert-led sessions designed to help you get the most from NetSuite ERP – from dashboards and CRM to inventory, WMS, budgets and analytics.
Here’s a recap of some of our Masterclasses that took place in 2025:
Session 1 – 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 – 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 – 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 6 – Admin Essentials: Control, Customisation & Confidence
Session 6 focuses on NetSuite system administrators, highlighting how to maximise the platform through smart user and permission management. Consultants will share practical tips to help operations teams boost performance while cutting routine admin tasks.
Session 7 – 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.
