Hi there - we're so glad you're here!
In this edition of TechNotes:
Read the bits that matter to your team - or read the whole thing. Either way, let’s go!
Big News: We're Heading to SuiteWorld
October 6-9, 2025
Our team will be on-site at SuiteWorld in Vegas this year. If you’ll be there too, we’d love to sync up - coffee, cocktail, or a quick hallway chat.
Want to connect? Reply “SuiteWorld” to this email and we’ll coordinate a time that works for you.
Prefer a calendar slot?
Great Places to Work - Three Years Running
We’re proud to share that Techfino has been Certified™ by Great Place To Work® for the third consecutive year. This recognition is based entirely on employee feedback - in 2025, 74% of our people said Techfino is a great place to work, 17 points above the U.S. average.
“Our people join and stay at Techfino because they want to work with the very best,” said Bryan Willman, CEO of Techfino. “For them, that means NetSuite - a platform they believe sets the standard for ERP. Their enthusiasm fuels our culture of excellence.”
Product Update: NetSuite 2025.2
What to care about (and what to do)
NetSuite 2025.2 is packed with incremental changes that remove friction and speed everyday work. Below are the features we think will have the most practical impact for teams who run accounting, fulfillment, and operations:
Read our full NetSuite 2025.2 breakdown.
Need help with any of these? Reply to this message.
Missed Our Recent Webcast?Watch On-Demand
“Top 5 NetSuite Mistakes Costing You Time and Money (And How to Fix Them)”
Couldn’t join us live? The full replay is ready whenever you are, but here are five NetSuite mistakes you can start acting on today.
1Not Leveraging Automation & Optimization
Most teams still rely on manual clicks for processes that NetSuite can automate out-of-the-box. SuiteFlow workflows let even non-developers create approvals, notifications, and data handoffs without code.
Quick Win: Replace your team’s copy-paste habit - use field sourcing so customer notes or shipping details flow automatically between records.
Beyond the Webcast:
2Dashboards Without Actionable KPIs
If your dashboard is just a list of reports, you’re missing the point. NetSuite’s KPI scorecards and saved searches can be tailored so each role sees live, decision-ready data.
Quick Win: Build a custom KPI scorecard. Swap out irrelevant metrics and add saved search results (like “Customer Trend”) so your dashboard reflects the numbers you actually run the business on.
Beyond the Webcast:
3Not Using Segmentation Effectively
Classes, departments, and locations aren’t just for setup - they’re the backbone of clean reporting. Misaligned segmentation can make your P&L muddy or leave insights hidden.
Quick Win: Audit your current segments. If you keep exporting to Excel to slice data differently, it’s time to add a custom segment and pull those insights directly in NetSuite.
Beyond the Webcast:
4Not Utilizing Integrations
Manual imports and journal entries eat time and introduce risk. Whether it’s payroll, CRM, or e-commerce, NetSuite is built to connect.
Quick Win: Identify one manual data transfer - like recurring CSV uploads - you do every month. Automate it with a simple script or integration platform so NetSuite pulls the data directly - freeing your team for higher-value work.
Beyond the Webcast:
5No Internal Champion
Even the best implementation fails without adoption. Companies that empower an internal “power user” get more ROI, faster.
Quick Win: Nominate one or two team members as NetSuite champions. They don’t need admin rights - they just need the context and mandate to help their peers and coordinate with consultants.
Beyond the Webcast:
Bonus | Not Utilizing ContinuedSuccess
Your business evolves - acquisitions, new units, new requirements. NetSuite should evolve with you. TechFino’s ContinuedSuccess program gives you flexible hours and a dedicated team that knows your setup.
Quick Win: Start with a 10-hour block of flexible support. Use it to tackle one lingering process pain point - like procure-to-pay workflows - without long contracts.
Curious About ContinuedSuccess?
Ready to watch (or re-watch) on your own schedule?
Webcast Coming September 25:NetSuite Advantages Hiding in Plain Sight
A live back-and-forth built for people who use NetSuite daily - Joe and Jonathan will swap practical hacks, push each other to go deeper, and cap it with an exclusive SuiteWorld announcement you won’t want to miss!
Feel free to share the link with teammates who live in NetSuite daily.
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:
Level Up Your NetSuite PDF Customization with These Two Moves
by Johanna Acosta
The Future of NetSuite Is Here: Three MCP Use Cases That Prove It
by Olivier Gagnon
How to Send Dunning Emails via NetSuite’s Mass Update Function
by Macklein Reyes
Explore more at
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Philadelphia PA 19103
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