Join Cory Anderson of Stratos ERP Partners for a deep dive into customizing NetSuite to fit the way your business actually works. This session walks through core customization tools, then moves into a few more advanced techniques for those ready to push further.
Whether you’re new to NetSuite administration or a seasoned power user, you’ll leave with practical, applicable takeaways — concrete ways to tailor NetSuite around your users, your processes, and your company’s specific needs.
Cory Anderson of Stratos ERP Partners presents on SuiteFlow, otherwise known as Workflows. This session will provide a comprehensive look at NetSuite’s workflow capabilities — from foundational concepts to real-world automation strategies. Whether you’re new to workflows or looking to expand your existing knowledge, this presentation will offer practical insights and actionable takeaways.
Topics to be covered include:
• Overview of Workflow Options – Explore the types of workflows available in NetSuite, including the SuiteFlow visual workflow builder, workflow actions, and configuration best practices.
• Common Use Cases – Review frequently used workflow scenarios across departments such as Finance, Sales, and Operations, including approvals, notifications, and field updates.
• Leveraging AI with Workflows – See how to use Claude AI to assist in designing a workflow from concept to configuration, and how to generate a custom workflow action script. This segment will demonstrate how AI can accelerate development, reduce errors, and make advanced workflow scripting more accessible.
• Real-World Examples – Walk through live examples of workflows built to automate key business processes, with a focus on practical application and measurable impact.
