On-demand Webinar

Stop Fighting Your Data: Unlock the Hidden Power of NetSuite

Join Techfino’s free webinar to discover how to automate reporting, surface real-time insights, and maximize your NetSuite investment.

⁨⁨WATCH NOW

Trade in your outdated tech for the world’s #1 ERP

Most NetSuite users only scratch the surface of what’s possible. If you’re relying on spreadsheets, manually pulling reports, or struggling to gain clear business insights — this webinar is for you.

Our experts will walk you through how to:

Vector

Automate dashboards and reminders to free up time

Layer 1

Leverage powerful saved searches & financial reporting

Layer 2

Use SuiteAnalytics to unlock actionable business insights

Layer 2(1)

Maximize NetSuite’s built-in support tools and resources

Layer 2(2)

Avoid common pitfalls holding back operational efficiency

 

The Result:

More clarity, more time saved, and decisions that drive growth — all powered by the tools you already have.

Bonus Offer

 

Exclusive to attendees: Get a complimentary 1:1 consultation with a Techfino NetSuite expert to customize these strategies to your organization.

 

Webinar Details

When: Thursday, May 8th

Time: 1 PM EST

Where: Live Virtual Session (Zoom link provided upon registration)


Hosted by: Alyssa, Sean & Rich, Techfino Consultants

 

Agenda Highlights:

  • How to finally leverage your NetSuite data effectively
  • Dashboards, KPIs & Reminders – what works and what to watch for
  • The “hidden superpowers” of Saved Searches & SuiteAnalytics
  • Techfino’s favorite NetSuite Support & Self-Service tools

Meet the Hosts

 

While providing win-win solutions for our partners, clients, and communities is the only reward we need, we take pride in a few of the other accolades we’ve acquired.

 

 

sean

Sean Munzert


With 20+ years in ERP and over a decade in the NetSuite ecosystem, Sean is a strategic advisor known for aligning complex implementations with long-term business goals. His expertise spans partner enablement, go-to-market strategies, and delivering high-impact results across diverse industries.

alyssa

Alyssa Welling


Bringing 12+ years in SaaS, account management, and ERP delivery—including key roles at Oracle NetSuite—Alyssa focuses on optimizing client processes and driving adoption. She partners closely with organizations to maximize NetSuite’s value and support sustained success.

Jonathan

Jonathan Holley

 

Bringing 18+ years of experience and over a decade of NetSuite expertise to Techfino, he’s worked as both a NetSuite Administrator and Senior Implementation Consultant. Jonathan has deep knowledge in finance, manufacturing, and inventory management, also in CRM, and non-profit operations.

Don’t miss this oportunity!

To get started, simply fill out the form and we will be in touch.