NetSuite 2026.2 Readiness Assessment

Section One

Your close and reporting environment

Q1How many entities do you close in a typical monthly cycle?

Single entity 2 to 5 entities 6 to 15 entities 16 or more entities

Q2How long does variance investigation typically take your team per close?

Under 2 hours 2 to 8 hours 8 to 24 hours More than 24 hours We do not systematically investigate

Q3Does your CFO or board regularly ask questions about balance changes that your close data cannot easily answer?

Yes, frequently Yes, occasionally Rarely No

Section Two

Your workforce and payroll setup

Q4Which payroll platform does your business use?

ADP Workforce Now NetSuite SuitePeople Payroll KeyPay, Xero Payroll, Employment Hero, or other Spreadsheet or manual process

Q5How well can you see labour cost against revenue and margin today?

Very well, integrated in one view We can get it but it takes effort Only at year-end or on request We cannot easily see this

Section Three

Your integrations and automation

Q6Do you have NetSuite Analytics Warehouse enabled?

Yes Considering it No Not sure

Q7How many non-NetSuite systems currently sync data into NetSuite through integrations?

0 to 2 systems 3 to 5 systems 6 to 10 systems 10 or more systems

Q8How does your team currently capture sales and service email activity into NetSuite?

Automatically via existing Outlook connector Through a separate CRM outside NetSuite Manually, by copy and paste Not systematically captured

Section Four

Your team and priorities

Q9Who owns release evaluation and activation in your organisation?

A dedicated NetSuite admin Our IT team Our finance team An external partner (like OKX) No formal owner

Q10How does your team currently learn about new NetSuite features?

Release notes and NetSuite webinars User Group sessions Partner sessions and briefings We rarely proactively evaluate features

Q11What is your top business priority for the next 12 months?

Efficiency (do more with the same team) Growth (scale operations or revenue) Compliance (audit, regulatory, controls) Cost reduction Integration or consolidation

Q12If you could fix one thing about your NetSuite environment today, what would it be?

Close cycle speed Reporting depth or flexibility Integration reliability Workflow automation User experience for the team Data quality

NetSuite 2026.2 Readiness Assessment

Your close and reporting environment

Your workforce and payroll setup

Your integrations and automation

Your team and priorities

Answer all 12 questions to reveal your personalised plan

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Top three features to activate first for your environment

Prerequisites and things to be aware of

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