Oracle NetSuite gives a strong answer for automating many enterprise processes. One of the highly effective options is its built-in Workflow performance, which permits customers to automate quite a lot of duties throughout totally different enterprise features. The most typical use circumstances are for approvals, however workflows can even assist with automation round invoicing, record-keeping, billing, and even buyer administration.
To assist customers take full benefit of this, Oracle gives a local NetSuite idea referred to as SuiteFlow, which allows customers to arrange customized workflows for any enterprise course of.
Here is an instance of what you are able to do with NetSuite Workflows:
💡
Every time a brand new buyer report is created, mechanically set off an inner notification to the gross sales workforce. If the shopper belongs to a sure area, additionally assign them to a selected gross sales rep. As soon as verified, ship a welcome electronic mail and assign a follow-up activity in 7 days.
That is only a fundamental instance, however the prospects are limitless. Workflows in NetSuite may be personalized for nearly any course of, from managing buyer relationships to automating monetary duties.
Why have we created this information?
Whereas making a fundamental workflow in NetSuite is comparatively simple, constructing workflows that align with complicated enterprise wants may be difficult. Many customers face challenges when customizing workflows for particular use circumstances, particularly when scaling them throughout a number of departments.
Some widespread issues:
- Superior workflows will usually require a devoted developer or administrator, because it’s powerful to handle as a aspect exercise.
- NetSuite’s workflows generally lack the pliability wanted for some customized eventualities.
- Workflows can decelerate NetSuite’s efficiency if not optimized for bigger volumes. This may impression your NetSuite day-to-day operations.
- Constructing workflows that contain exterior techniques or further information may be difficult.
This information will provide help to navigate these points and create workflows which might be each highly effective and environment friendly.
What we’ll cowl on this article:
- Organising fundamental workflows utilizing NetSuite’s native SuiteFlow
- Understanding the variations between SuiteFlow and SuiteApp
- Dealing with extra complicated, multi-step workflows in NetSuite
- The professionals and cons of holding workflows inside NetSuite vs. extending them outdoors
- Utilizing third occasion instruments for superior workflow automation
Easy methods to arrange workflows in NetSuite
To arrange workflows in NetSuite, you’ll have to activate SuiteFlow. SuiteFlow is NetSuite’s software for outlining and automating enterprise processes. Relying in your wants, you may also contemplate SuiteApps, that are pre-built templates for particular workflows.
SuiteApps vs SuiteFlow
NetSuite gives two main methods to automate enterprise processes: SuiteFlow and SuiteApps. SuiteApps are pre-configured workflows designed for particular use circumstances. Should you want an easy workflow with minimal customization, SuiteApps could be the higher selection.
💡
When must you use SuiteApps?
– Should you want a pre-built answer for fundamental processes
– While you desire a quick, ready-to-use workflow with out customized improvement
– In case your approval or workflow construction is comparatively easy and linear
SuiteFlow, alternatively, gives way more flexibility for creating personalized workflows. Whereas it requires extra setup and configuration, it lets you deal with extra complicated processes with conditional logic, a number of phases, and integration with different techniques.
For instance, in the event you’re establishing a customized workflow for dealing with buyer assist tickets, SuiteFlow will can help you outline intricate processes based mostly on ticket precedence, buyer class, and escalation paths.
Nanonets automates finance approvals for NetSuite-heavy companies. Arrange seamless approval integrations with Groups/Slack/E mail/CRM in lower than half-hour!
Widespread challenges with workflows in NetSuite
Whereas NetSuite workflows may be extremely helpful, scaling them throughout your online business presents some challenges.
Listed below are some generally reported points:
- Restricted Workflow Logic
NetSuite lets you arrange fundamental workflows, however extra superior automation (like semantic logic or integrations) requires further customization utilizing SuiteScript or third-party instruments. - Complicated Routing
Dealing with a number of branches in a workflow, like parallel approvals or conditional routing, could make workflows complicated and troublesome to take care of. - Efficiency Points
Giant workflows, particularly these triggered in real-time, can decelerate NetSuite’s efficiency, significantly when dealing with giant datasets. - Context Switching
Maintaining the context intact as a report transitions between totally different workflow states is difficult. For instance, locking a report too early can result in errors, whereas permitting edits throughout key phases can create compliance points.
When to increase workflows outdoors NetSuite
Whereas NetSuite’s built-in instruments are highly effective, there are occasions when it is smart to increase workflows past the ERP system. Some examples embody:
- Integrating with exterior techniques
As an illustration, in case your workflow includes each NetSuite and an exterior CRM, it could be simpler to handle approvals or actions outdoors of NetSuite however nonetheless synchronize the info. - Lowering NetSuite licensing prices
In some circumstances, customers solely have to approve transactions or deal with particular duties. You may lengthen workflows to exterior platforms like E mail or Slack to keep away from buying further NetSuite licenses. - Vital context going lacking (lengthy electronic mail threads, Zendesk or JIRA tickets, Slack buyer channels) as a result of they do not combine with NetSuite.
Easy methods to use AI workflow automation for complicated workflows
Generally NetSuite’s native instruments aren’t sufficient to deal with superior workflows. In these circumstances, third-party automation instruments like Nanonets will help you handle workflows which might be extra complicated or require integration with a number of techniques.
For instance, Nanonets can combine your workflow approvals with platforms like Slack, electronic mail, and even your CRM, streamlining processes with no need to deal with complicated scripting inside NetSuite.
Benefits of Nanonets for Workflow Automation:
- Reduces guide duties with AI-driven automation
- Can combine with a number of platforms (Slack, Groups, Zendesk, and many others.)
- Simply manages complicated workflows that span a number of techniques
- Actual-time synchronization with NetSuite
Conclusion
NetSuite’s workflow instruments, particularly SuiteFlow, provide a robust method to automate and streamline enterprise processes. Nonetheless, relying in your particular necessities, you might want to mix SuiteFlow with third-party instruments like Nanonets to create extra versatile, scalable workflows.
By leveraging the right combination of automation instruments, you may streamline operations, enhance effectivity, and cut back guide duties throughout your group.