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Customization is one of the best features of NetSuite, but if it isn’t applied correctly, you could make your software less efficient for your business instead of more. Whether your business wants to tweak its CRM software or adjust your ERP system, approaching your customization project the right way can make all the difference between success and a software flop. Keep these dos and don’ts in mind as you begin to customize your NetSuite software.

DO Understand What You Want to Build

Don’t customize your NetSuite platform simply because you can. Instead, have specific goals in mind for each project, so you can be sure the customized process meets your needs. Before you consider customizing NetSuite, you should be well versed in the basic features and functions, so you don’t overlook a functionality that already exists that could meet your needs. In some cases, it may even be more effective to change your own process than to customize your NetSuite platform. By being very clear about your end goals, you can determine what is and is not a worthwhile.

DON’T Customize Without Testing

NetSuite offers a sandbox feature that is ideal for testing customizations. Before you launch your customized process, invest in the sandbox tool. Using the sandbox to test your customizations allows you to catch any flaws and correct them before training your employees to use the new tools. The sandbox is also an ideal location for training to happen, whether you are teaching new employees how to use NetSuite or training your entire staff on working with your customizations.

DO Hire an Experienced NetSuite Consultant

A NetSuite consultant can tell you if there truly is a gap in your NetSuite service that requires customizations or if there are functionalities that you are overlooking. Your consultant can also guide you through the customization process and show you how to integrate your customizations into your platform with ease.