Free NetSuite Discovery Session

Get a Free NetSuite Discovery Session With a Certified Oracle NetSuite Alliance Partner

In one focused 30-minute call, an EPIQ NetSuite consultant reviews your current setup, costs and pain points, then maps out exactly how NetSuite, or your existing NetSuite instance, should be configured for your business. No pressure, no generic pitch, just a clear, actionable plan.

Certified Oracle NetSuite Alliance Partner · Serving mid-market & enterprise across the USA since 2013

100+
NetSuite Projects Delivered
15+
Years of Oracle ERP Expertise
96%
Client Retention Rate
24/7
Global Delivery Coverage
What It Is & Why It Matters

What Is a NetSuite Discovery Session?

A NetSuite Discovery Session is a structured, no-obligation consultation where a certified EPIQ NetSuite expert reviews your business processes, current systems (NetSuite or otherwise), and growth goals, then identifies the gaps, costs and quick wins specific to your environment.

Most companies evaluating or already running NetSuite make decisions with incomplete information: unclear total cost of ownership, unused modules they're already paying for, workflows that should be automated, or integrations that quietly break every release. A discovery session closes that gap before you sign a contract or spend another budget cycle guessing.

Unlike a generic sales demo, EPIQ's session is consultative: we ask about your order-to-cash cycle, your reporting pain, your tech stack, and your team's bandwidth, then give you a written summary of findings and next steps, whether you engage us or not.

This session is right for you if:

  • You're evaluating NetSuite vs. another ERP and want an unbiased fit assessment
  • You already run NetSuite but suspect it's misconfigured or underused
  • Month-end close, reporting or inventory accuracy is taking too long
  • You're scaling fast and your current QuickBooks/spreadsheets/legacy ERP can't keep up
  • You want real pricing and a realistic implementation timeline, not a sales script
  • You need a second opinion before renewing or expanding your NetSuite license
Comprehensive & Consultative

What's Covered in Your Free Discovery Session

Every session is run by a certified NetSuite consultant, not a sales rep, and tailored to where you are in your NetSuite journey.

🧭

Current-State Review

A walkthrough of your existing systems, workflows and reporting to identify what's working, what's costing you time, and what's at risk.

💰

Cost & Licensing Clarity

Transparent guidance on NetSuite editions, modules and realistic total cost of ownership, no inflated quotes or hidden fees.

🛠️

Gap & Opportunity Analysis

We flag the workflow, integration, reporting or data gaps most likely to slow your team down, ranked by business impact.

🗺️

Implementation or Optimization Roadmap

A realistic, phased plan, whether you're implementing NetSuite for the first time or optimizing an existing instance.

🔌

Integration Fit Check

How NetSuite would connect to your CRM, eCommerce, payroll and finance tools, Salesforce, Shopify, Avalara and more.

📄

Written Summary & Next Steps

You leave with a documented summary of findings and recommendations, useful even if you never engage EPIQ.

How It Works

What Happens During Your 30-Minute Call

A focused, four-part agenda designed to respect your time and leave you with clear answers.

01

Tell Us Where It Hurts

We start with your biggest operational or reporting pain points, not a product pitch.

02

Quick Environment Review

We look at your current systems, data volume, team size and integration needs.

03

Fit & Cost Discussion

Honest guidance on whether NetSuite fits, what edition makes sense, and ballpark investment.

04

Recommendations & Next Steps

You receive a short written summary, with or without a follow-up proposal from us.

Why EPIQ Infotech

Why Businesses Trust EPIQ for Their NetSuite Discovery

Enterprise ERP heritage, certified NetSuite expertise, and a discovery process built on transparency, not quota pressure.

01 · 15+ Years of Oracle ERP Depth

From JD Edwards to NetSuite and Oracle Fusion, our consultants bring architectural depth most NetSuite-only resellers don't have.

02 · Certified NetSuite Consultants

Every discovery session is run by a certified Oracle NetSuite Alliance Partner consultant, not a junior sales rep.

03 · 100+ NetSuite Projects Delivered

Implementation, optimization, integration and managed services experience across mid-market and enterprise teams.

04 · USA-Based, Global Delivery

Onshore presence in the United States with global delivery centers enabling 24/7 coverage and cost-efficient models.

05 · 96% Client Retention

Clients stay because we deliver outcomes, faster closes, cleaner data, fewer fire drills, not just signed contracts.

06 · No-Pressure Process

We tell you honestly if NetSuite isn't the right fit yet. Our goal is the right outcome for your business, not a quick close.

In Their Words

What Clients Say After Working With EPIQ

"EPIQ's discovery call gave us more clarity in 30 minutes than three vendor demos combined. Their team reduced our month-end close from 12 days to 4 once we engaged them."
CFOManufacturing Company, USA
"Having EPIQ walk through our setup before we committed to anything was the difference-maker. No pressure, just an honest assessment and a clear roadmap."
Director of ITWholesale Distribution, USA
Decide With Confidence

Free Discovery Session vs. a Standard Sales Demo

Here's how EPIQ's consultative discovery approach differs from a typical vendor pitch.

FactorStandard Sales DemoEPIQ Discovery Session
Led bySales representativeCertified NetSuite consultant
FocusProduct features & pricing tiersYour specific processes, gaps and costs
OutcomeGeneric proposalWritten summary with tailored recommendations
Pressure to buyOften highNone, useful even if you don't engage us
Time required45–60 minutes30 focused minutes
Post-call deliverableRarely providedDocumented findings & next-step roadmap
Industry Expertise

Discovery Sessions Tailored to Your Industry

We bring industry-aware context to every conversation, the workflows, compliance needs and reporting your sector actually requires.

Manufacturing Healthcare & Pharma Retail & eCommerce Wholesale Distribution Food & Beverage Professional Services Technology & SaaS Nonprofit
Frequently Asked Questions

Free NetSuite Discovery Session FAQ

What exactly happens in a free NetSuite discovery session?

A certified EPIQ NetSuite consultant spends 30 minutes reviewing your current systems and challenges, discussing NetSuite fit and pricing, and identifying gaps or quick wins. You receive a written summary of findings and recommended next steps.

Is the discovery session really free, with no obligation?

Yes. There is no cost and no requirement to purchase or sign anything. Many companies use the session purely to get an independent, expert opinion before making a decision.

Do I need to already be using NetSuite to book a session?

No. The session works for businesses evaluating NetSuite for the first time, those running it but suspecting it's misconfigured, and existing customers looking to optimize or expand their instance.

How long does the session take and how is it conducted?

Sessions typically run 30 minutes via video call or phone, at a time that fits your schedule. We keep it focused so you leave with actionable answers, not a lengthy sales presentation.

Who runs the discovery session, sales or a NetSuite expert?

A certified NetSuite consultant from EPIQ Infotech, a certified Oracle NetSuite Alliance Partner with 15+ years of Oracle ERP experience and 100+ NetSuite projects delivered.

What should I prepare before the call?

Nothing is required, but having a rough sense of your current systems, team size, and top two or three operational pain points helps us tailor the conversation and recommendations.

Will I get pricing during the discovery session?

You'll get realistic, transparent guidance on NetSuite editions, modules and likely total cost of ownership. A detailed, scoped quote typically follows as a next step if you choose to proceed.

Stop Guessing. Get Clarity on NetSuite in 30 Minutes.

Book your free, no-obligation NetSuite Discovery Session with a certified Oracle NetSuite Alliance Partner today.

Book My Free Discovery Session →
Schedule Your Session

Get Your Free NetSuite Discovery Session

Connect with a certified EPIQ NetSuite consultant for a focused, no-obligation 30-minute call. We'll review your current setup, answer your questions honestly, and send you a written summary with next steps, whether you engage us or not.

  • No-obligation, no-pressure conversation
  • Led by certified NetSuite consultants, not a generic sales rep
  • Written summary and roadmap included
  • Backed by 15+ years of Oracle ERP delivery and 100+ NetSuite projects
Contact us

Have questions? We're here to listen.

We’re happy to answer any questions you may have and help you determine which of our services best fit your needs.

Your benefits:
What happens next?
1

We Schedule a call at your convenience 

2

We do a discovery and consulting meeting

3

We prepare a proposal 

Schedule a Free Consultation
By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.