There’s a moment every finance team dreads.
You log into NetSuite on a Monday morning, coffee in hand, ready to close out the month and suddenly, things feel… off.
1. That dashboard your CFO relies on? Blank.
2. Approval workflows? Broken.
3. Custom scripts? Acting like they’ve forgotten what they were hired to do.
Well, NetSuite happened. Or more precisely an automatic upgrade did. The system got an update overnight. You didn’t ask for it. You didn’t schedule it. And now? You’re scrambling.
NetSuite upgrades are meant to be seamless, and in a perfect world, they would be. But in the real world? They tend to show up like surprise houseguests and they often leave a mess.
Here’s what we hear from finance teams all the time:
1. “We couldn’t close the books on time.”
2. “Our reports broke. Right before an audit.”
3. “We spent three days untangling a permissions issue no one saw coming.”
And here’s the truth: It doesn’t have to be this way.
At Code Merit, we believe NetSuite upgrades should be like good plumbing, something you barely notice because it just works. That’s why we built a framework around three key principles that turn chaos into calm:
1. Clear Governance: Everyone Knows Their Role
When things go wrong during an upgrade, everyone gets pulled in. But who’s actually responsible for what?
Governance gives your team a map. Who owns what process? What customizations are critical? What gets tested, when, and by whom?
It’s not about bureaucracy, it's about clarity. When everyone knows their lane, there’s no confusion when the road gets bumpy.
2. Thoughtful Automation: Test Before It Breaks
We get it. Finance teams are busy. Testing every corner of your system manually? Not happening.
That’s why we automate intelligently. Our tools simulate key business processes and stress-test customizations before the upgrade hits. You’ll get insights like:
1. “This script will break.”
2. “That role permission is changing.”
3. “Here’s where your workflow could fail.”
In other words, we find the cracks before you fall into them.
3. Proactive Testing: Dress Rehearsals, Not Fire Drills
Think of proactive testing as your dry run. We don’t wait for something to go wrong, we simulate the upgrade in a sandbox, run through your finance scenarios, and fix the issues ahead of time.
No drama. No 2 AM phone calls. Just readiness.
You might be thinking, “We’ve survived upgrades before we’ll figure it out.”
Sure. But at what cost?
1. Delayed closing.
2. Frustrated executives.
3. Manual workarounds that pile up.
4. Team burnout.
The better question is: What could your team do with that time, energy, and clarity?
We’re not here to sell fear, we're here to offer peace of mind.
Let’s connect for a complimentary upgrade readiness check. We’ll walk through your current setup, flag potential risks, and show you how to turn upgrades into non-events.