1

Adoption & Engagement

2

Workflow & Visibility

3

Autonomy/Admin.

4

ROI & Outcomes

erp adoption scorecard

Your Netsuite Scorecard: How to get full value from your ERP

Take 3 minutes to assess adoption, usability, and ROI of your NetSuite environment. Discover what’s working, and what’s not. Find hidden value and learn how to fix the problems.

3 min.

Netsuite Calculator

step 1 - 1/3

Procurement requests (PRs, POs) are initiated directly in NetSuite by business users, without needing manual steps (email, Slack, spreadsheets).

1 = Not at all true | 3 = Sometimes true / Partial | 5 = Fully true

step 1 - 2/3

Non-finance teams like Ops and Marketing are actively using NetSuite for procurement or spend processes (e.g. raising POs, checking budgets) and able to self-serve.

1 = Not at all true | 3 = Sometimes true / Partial | 5 = Fully true

step 1 - 3/3

End-users rarely complain about NetSuite’s usability or avoid using it altogether.

1 = Not at all true | 3 = Sometimes true / Partial | 5 = Fully true

Step 2 - 1/3

Purchase-to-pay workflows are clearly defined, automated, and visible to both procurement and finance teams.

1 = Not at all true | 3 = Sometimes true / Partial | 5 = Fully true

Step 2 - 2/3

You have real-time visibility into committed spend (e.g. approved POs not yet invoiced), not just invoice-level data.

1 = Not at all true | 3 = Sometimes true / Partial | 5 = Fully true

Step 2 - 3/3

There is alignment between procurement and finance teams on supplier commitments and spend tracking.

1 = Not at all true | 3 = Sometimes true / Partial | 5 = Fully true

Step 3 - 1/3

Your team can modify approval flows, forms, or routing rules without needing developer or admin support.

1 = Not at all true | 3 = Sometimes true / Partial | 5 = Fully true

Step 3 - 2/3

Minor procurement process changes (e.g. adding a new cost centre or approval rule) are implemented within 1–2 days.

1 = Not at all true | 3 = Sometimes true / Partial | 5 = Fully true

Step 3 - 3/3

You are not dependent on integrators or technical admins for routine procurement or finance ops workflows.

1 = Not at all true | 3 = Sometimes true / Partial | 5 = Fully true

Step 4 - 1/3

Accounts Payable processes – e.g. invoice and PO matching – are automated and require minimal manual intervention.

1 = Not at all true | 3 = Sometimes true / Partial | 5 = Fully true

Step 4 - 2/3

You can accurately report on procurement KPIs like spend under management, policy compliance, and cycle times.

1 = Not at all true | 3 = Sometimes true / Partial | 5 = Fully true

Step 4 - 3/3

Since implementing NetSuite go-live, procurement efficiency (e.g. faster cycles, fewer errors, higher compliance) has measurably improved.

1 = Not at all true | 3 = Sometimes true / Partial | 5 = Fully true

Your organization details

High Maturity

Final score

XX

/60

Your ERP Adoption is optimised and scalable

You’re in a strong position - congrats! Your team has made NetSuite work across departments. See how you can now scale and simplify even further.

Let's talk!

G2 reviews pivot tool of 5/5 rating
5/5 on G2 (+25 reviews)
G2 reviews pivot tool of 5/5 rating
5/5 on Capterra

On the Right Track

Final score

XX

/60

Solid foundation with room to grow

Your setup is functional and gaining traction. Now’s the time to unlock more strategic value by improving agility and visibility.

Let's talk!

G2 reviews pivot tool of 5/5 rating
5/5 on G2 (+25 reviews)
G2 reviews pivot tool of 5/5 rating
5/5 on Capterra

Stalled Adoption

Final score

XX

/60

Partial progress with growing pains

You’ve made progress, but real transformation is being held back by usability issues, admin bottlenecks, or low engagement from business users.

Book a call with Pivot

G2 reviews pivot tool of 5/5 rating
5/5 on G2 (+25 reviews)
G2 reviews pivot tool of 5/5 rating
5/5 on Capterra

High Risk

Final score

XX

/60

Your ERP Adoption is underused and underperforming

Your NetSuite setup shows serious signs of underutilisation and poor adoption, particularly beyond the finance team. You may be missing out on the ROI you expected.

Book a call with Pivot

G2 reviews pivot tool of 5/5 rating
5/5 on G2 (+25 reviews)
G2 reviews pivot tool of 5/5 rating
5/5 on Capterra
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