How to Choose the Right Document Management System

Disconnected documents. Buried approvals. No audit trail.
If you’re running finance on NetSuite, but your files live in SharePoint, inboxes or scattered folders, then your lead-to-cash process is already under pressure.
This practical, fast-paced webinar will show you how to take back control.
Join finance and ERP experts as they walk through the biggest red flags in document management, and what to do instead. You’ll leave with a clear checklist for choosing a DMS that actually works, without disrupting your team or draining your budget.
This session is made for NetSuite users, but if you’re working with any ERP and drowning in folders, it’ll hit home.
Disconnected documents. Buried approvals. No audit trail.
If you’re running finance on NetSuite, but your files live in SharePoint, inboxes or scattered folders, then your lead-to-cash process is already under pressure.
This practical, fast-paced webinar will show you how to take back control.
Join finance and ERP experts as they walk through the biggest red flags in document management, and what to do instead. You’ll leave with a clear checklist for choosing a DMS that actually works, without disrupting your team or draining your budget.
This session is made for NetSuite users, but if you’re working with any ERP and drowning in folders, it’ll hit home.
Disconnected documents. Buried approvals. No audit trail.
If you’re running finance on NetSuite, but your files live in SharePoint, inboxes or scattered folders, then your lead-to-cash process is already under pressure.
This practical, fast-paced webinar will show you how to take back control.
Join finance and ERP experts as they walk through the biggest red flags in document management, and what to do instead. You’ll leave with a clear checklist for choosing a DMS that actually works, without disrupting your team or draining your budget.
This session is made for NetSuite users, but if you’re working with any ERP and drowning in folders, it’ll hit home.
In This Webinar
Spot the warning signs: Learn how to recognise when disconnected documents are costing you more than you think, from compliance risks to duplicated work and slow approvals.
Ditch the folder illusion: Find out why SharePoint, Google Drive and network folders are failing modern finance teams.
Make unstructured data usable: See how emails, approvals and Slack messages can become visible, auditable records inside NetSuite.
Build your DMS checklist: Walk away with a clear framework for evaluating document management tools, and making the right choice the first time.
Watch a real solution in action: No fluff. Get a walkthrough of a NetSuite-connected DMS that actually solves the problems discussed, live and in real time.

Meet Your Presenters


