The BlueScript Method

A predictable, 4-phase roadmap to stabilize and scale your NetSuite investment.

Stabilize

Stop the bleeding. See the full picture.

→ Foundation

Optimize

Design it right. Build it right.

→ Performance

Customize

Automate the routine. Connect the systems.

→ Capability

Analyze

See what matters. Inform decisions.

→ Intelligence

Jump to: 1 Stabilize 2 Optimize 3 Customize 4 Analyze

Why Order of Operations Matters

Most NetSuite rescues fail because they try to Optimize before they Stabilize. They build new features on top of broken foundations.

The BlueScript Method works because we respect the order of operations: we stop the bleeding first, so we can build the future on solid ground.

The Four Phases in Detail

Click any phase to expand. Each phase builds on the last.

Two parallel workstreams: Triage addresses critical issues immediately while Diagnose builds comprehensive understanding. You get both—relief and clarity.

Triage

Stop the bleeding

Address critical issues that are impacting daily operations. Quick wins that build trust and demonstrate competence.

Key Activities

• Critical issue identification and resolution
• Permission and access fixes
• Script and workflow emergency repairs
• Integration reconnection
• Data integrity firefighting

Diagnose

Comprehensive Health Assessment

Every engagement starts with a comprehensive health assessment—not as a separate deliverable, but as the foundation for understanding what's actually broken vs. what's just annoying.

Key Activities

• License vs. usage gap analysis
• Leading practices evaluation
• Configuration & customization audit
• Integration health check
• Data quality assessment
• Performance baseline
• Process efficiency mapping

Outcome

Foundation

Relief + Clarity

Relief from the immediate crisis AND clarity on the full picture

Two sequential stages: Design the architecture first, then Deliver the implementation. Not patches—the right solution, documented and sustainable.

Stage 1

Design

Architect the solution

Define how the system should work—solution architecture, process redesign, integration strategy. The blueprint before the build.

Key Activities

• Solution architecture documentation
• Process redesign specifications
• Integration remediation planning
• Technical debt resolution strategy
• Change management approach

Stage 2

Deliver

Build it right

Implement the designed solution: configuration, customization, integration build, testing, and validation.

Key Activities

• System configuration and customization
• Integration build and repair
• Data cleanup and migration
• Testing and validation
• User acceptance and sign-off

Outcome

Performance

System Works

A system that finally does what it's supposed to do

Automation and integration work: Automate handles exception-based workflows and process automation while Integrate connects your systems and data flows.

Automate

Work smarter

Automation that handles the routine so humans focus on exceptions. Exception-based workflows, process automation, and AI enablement.

Key Activities

• Exception-based workflow design
• Manual process automation
• Approval routing optimization
• AI enablement and MCP setup
• Continuous improvement framework

Integrate

Connect systems

Integration architecture and implementation that connects your technology ecosystem. Data flows reliably between systems.

Key Activities

• Integration architecture design
• API development and configuration
• Data sync and transformation
• Error handling and monitoring
• Integration documentation

Outcome

Capability

System Does More

A system that does more—humans handle exceptions, the system handles the rest

Business intelligence and due diligence: Insights surfaces the data that drives decisions while Diligence supports M&A evaluation and financial analysis.

Insights

See what matters

Business intelligence and reporting that turns data into decisions. Dashboards, KPIs, and analytics that surface what matters.

Key Activities

• Business intelligence development
• Executive dashboard creation
• KPI definition and tracking
• Data visualization design
• Self-service analytics enablement

Diligence

Inform decisions

M&A due diligence and financial analysis. System evaluation that supports investment decisions and acquisition integration planning.

Key Activities

• M&A technology due diligence
• Financial system evaluation
• Integration complexity assessment
• Risk identification and quantification
• Decision support documentation

Outcome

Intelligence

System Informs Decisions

A system that informs decisions—data-driven operations and confident decision-making

How Clients Engage

Choose the entry point that matches where you are today.

Recommended

Full Rescue

Complete transformation from crisis to clarity. Every engagement starts with a health assessment, then moves through stabilization to sustainable improvement.

Stabilize → Optimize

Timeline: 8-16 weeks

Typical for:

• Failed implementations needing rebuild
• Systems with no documentation
• Developer or partner is gone

Focused Improvement

Integration & Data

Connect systems and get data where it needs to go. Build reliable integrations and data extraction pipelines.

OptimizeCustomize

Timeline: 4-16 weeks

Focused Improvement

PSA & Revenue Recognition

Fix ARM configuration and optimize PSA for professional services companies.

OptimizeCustomize

Timeline: 4-8 weeks

What Happens Next?

After you reach out, here's exactly what to expect:

30-Minute Triage Call

We discuss your current situation, pain points, and goals. No prep work required on your end.

Phase Assessment

We identify which Phase (1-4) you're currently stuck in and what's blocking progress.

Engagement Proposal

We recommend a specific engagement model—Full Journey, Assessment, or Targeted—based on your needs.

Ready to Stabilize Your NetSuite?

Let's start with a conversation. I'll review your situation and give you a clear path forward—no prep work required.

Schedule a Triage Call

No pitch. No pressure. Just clear answers.