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January 2025 · TechNotes by Techfino

Unlock the Future of NetSuite with AI & Strategic Planning

Dive into actionable insights on how AI is reshaping NetSuite right now, plus a behind-the-scenes look at SuiteWorld and team highlights from Canada & Uruguay.

Dive into actionable insights on how AI is reshaping NetSuite right now, plus a behind-the-scenes look at SuiteWorld and team highlights from Canada & Uruguay.

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Hi there - we're so glad you're here!

As 2025 winds down, one theme keeps coming up: planning for what’s next while closing this year strong. That’s why this month’s TechNotes is all about smarter closes, stronger planning, and how AI is reshaping NetSuite in real time.

In this edition of TechNotes:

Scroll through what matters most, or take it from the top. Let’s dive in!

The Year NetSuite Became More Than an ERP

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After 15 SuiteWorlds, Bryan’s seen every kind of product update, but this year was different. For the first time, NetSuite isn’t positioning itself as a system of record, it’s becoming a system of action. A platform that doesn’t just tell you what happened, but helps you decide what to do next.

The new NetSuite Next framework and MCP Connector open the door for real, secure collaboration between NetSuite and AI agents like ChatGPT or Claude. Add SuiteAgents, and the platform starts learning to execute with you, not just for you.

It’s a major architectural shift - one that redefines what readiness means for every NetSuite customer. Governance, data hygiene, and partner strategy now matter as much as configuration.

Bryan’s full recap breaks down what this evolution means for your roadmap and how to prepare your business for “AI-ready ERP.”

READ THE FULL RECAP HERE →

Leading Through the Noise: How We’re Approaching AI

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At Techfino, we’re bringing AI into NetSuite the same way we approach every transformation - intentionally, with structure, and measurable impact. Following SuiteWorld, our focus is on readiness.

We’re standardizing on Claude as our core AI environment, using NetSuite’s new MCP Connector to pilot secure, human-in-the-loop automations, and helping clients strengthen their data and governance foundations.

We’re also launching enablement quickstart guides to guide teams on how to adopt AI inside NetSuite today safely, responsibly, and how to prepare for what’s coming next.

“The future of ERP isn’t about replacing people,” Bryan said.
“It’s about reinforcing the way we already think about accuracy, control, and accountability.”

Team Spotlight: When Remote Becomes Real

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This fall, our Canada and Uruguay teams finally met in person after years of collaborating across screens. A week of working side-by-side turned into something more - shared meals, new friendships, and a deeper appreciation for the people behind the projects.

Between days in the Montevideo office and nights exploring the city, the team toured landmarks like Colonia del Sacramento and Punta del Este, visited the world-famous Tristan Narvaja market, and even fit in a few barbeques and video-game matches.

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We may spend our days building digital systems, but connection will always be our favorite kind of integration.

MEET THE TEAM →

Save The Date: Webcast Coming November 20

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Join Bryan Willman and Olivier Gagnon for a practical conversation on what it really takes to adopt AI inside your business. They’ll walk through how NetSuite’s MCP Connector, ChatGPT, and Claude are shaping what’s next for intelligent ERP, and share Techfino’s framework for deploying AI with the right guardrails in place. 

If you’ve been wondering where AI fits in your roadmap, this is where to start.

SAVE MY SEAT →

Feel free to share the link with teammates who live in NetSuite daily.

Already thinking ahead?
We’re planning our 2026 webcast lineup now and we’d love your input. Which topics would make the biggest impact for your team next year?

SHARE YOUR IDEAS →

Have 5 Minutes? Share Your Techfino Experience

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If Techfino has helped simplify your NetSuite world this year, we’d love to hear from you.

You can leave a quick note on G2 or Google, and if others on your team work with us too, we’d welcome their perspective. (Every role sees something different, and that’s what makes the feedback so valuable.)

We appreciate you!

LEAVE A REVIEW ON G2 →

LEAVE A REVIEW ON GOOGLE →

From the Blog: New Reads from Our Team

Want to dig deeper into strategy, updates, or best practices? Here’s what our team’s been writing about lately:

Post #2 {Customer Story}mathieu

The Engineering Mindset Every Consultant Needs


by Mathieu Goodman

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Teaching, Trust, & Tech: The Human Side of ERP Transformation

by Veronica Garicoits

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NetSuite Pricing: Cost Breakdown, User Licensing & Hidden Feesby Macklein Reyes

Explore more at

WWW.TECHFINO.COM/BLOG →

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