NetSuite AI Discovery — Client Notes
Suggested follow-up contacts
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What are the company's long-term goals?
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What are the main challenges in reaching those goals?
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Current State & Pain Points
Which team or role spends the most time on repetitive NetSuite tasks?
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Are there any integrations that still break or need manual babysitting?
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When something goes wrong in NetSuite, who internally owns the fix?
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Has the team used any AI tools, inside or outside NetSuite?
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How interested are they in exploring AI for NetSuite?
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If AI could take one task off their plate completely, what would they hand it first?
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What main concerns do they have about working with AI in NetSuite?
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Is there anything they'd want AI to stay out of entirely?
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Who in the company would benefit most from using AI?
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Which NetSuite modules does the team use daily?
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How many people log into NetSuite regularly?
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Who should we include in a follow-up conversation?
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Anything else worth capturing from this conversation?
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