Course Description

Choosing a document management system shouldn’t be a gamble, especially if you use NetSuite. In this session, we’ll show you how to choose a DMS that integrates seamlessly with your ERP, captures unstructured data like emails and approvals, and gives your team full visibility across the lead-to-cash process. We’ll walk through the red flags to avoid, the features that matter, and why traditional tools like SharePoint and network folders are holding you back. Whether you're starting fresh or need to fix fragmented file storage, you’ll leave with a clear framework to make the right decision  and avoid regret.

Learning Objectives

• Understand the real risks of disconnected document workflows
• Identify how unstructured data like emails, approvals, and tasks can become visible and auditable in NetSuite
• Recognize what to look for in a NetSuite-compatible DMS
• Discover a framework to confidently evaluate and select the right DMS for your team
• Explore a real-world solution in action that solves these challenges

Prerequisites

• None

Who Should Attend

CPAs, accounting/finance professionals including those in mid-market finance struggling with: 

• Disconnected systems (ERP, SharePoint, email, client portals)
• Compliance and audit risks
• Manual or scattered document workflows
• Friction working with third parties or remote teams