How to use Kanban in NetSuite to streamline sales and workflows

Use Kanban in NetSuite to visualize workflows, boost efficiency, and gain better process control across your operations.

Where can you use Kanban in NetSuite?

Kanban is a powerful visual method for managing workflows and processes – and it integrates seamlessly with NetSuite. By using Kanban in various business areas, teams can increase efficiency, gain real-time visibility, and improve collaboration.

Here are some key areas where Kanban is especially effective within NetSuite:

1. Sales Processes

Kanban is ideal for managing sales pipelines, from lead generation to closed deals. With visual tracking, sales teams can follow each opportunity through the sales funnel, prioritize tasks, and ensure timely follow-ups. The result? A smoother, faster, and more structured sales cycle.

Kanban boards.

2. Project Management

Keep your projects on track with Kanban boards. Visualize tasks, deadlines, and team responsibilities to improve communication, accountability, and coordination. See what’s planned, what’s in progress, and what’s completed – all at a glance.

Kanban boards.

3. Order Management

For businesses processing a high volume of orders, Kanban makes it easy to visualize order status, track shipments, and monitor inventory levels. It ensures nothing falls through the cracks and helps streamline logistics and fulfillment.

4. Product Development

Agile teams love Kanban – and for good reason. In product development, Kanban supports continuous delivery, backlog management, and real-time prioritization. Teams can easily identify bottlenecks and balance workloads across sprints or ongoing tasks.

5. Customer Support

Managing support tickets becomes clearer and more efficient with Kanban. Track incoming requests, monitor response times, and follow each case from open to resolved. It ensures better service levels and happier customers.

Kanban boards.

6. Financial Processes

Use Kanban to manage key financial workflows such as billing, payments, approvals, and reconciliations. With visual boards, finance teams can easily follow each step, avoid delays, and stay compliant with internal processes.

Kanban boards.

7. Manufacturing & Production Control

Kanban has its roots in manufacturing – and still excels there. Integrated with NetSuite, it helps manage production schedules, optimize material flows, and track work-in-progress. It’s a great fit for lean operations and just-in-time production models.

8. HR & Recruitment

From job applications to interviews and offers, HR teams can use Kanban to track every step in the hiring process. Visual status updates ensure no candidate is forgotten and help streamline recruitment workflows for both speed and structure.

Boards for NetSuite by SuiteCorner

Boards for NetSuite is a fully native Kanban solution built directly into NetSuite – designed exclusively for NetSuite users. It enables businesses to visualize, track, and control workflows across all departments.

With rapid deployment and no coding required, you can:

• Customize boards to match your fields, statuses, and workflows

• Define actions triggered when a card moves between columns

• Manage everything via a simple configuration record in NetSuite

Boards for NetSuite can be purchased as a standalone product, or as part of SuiteCorner’s vertical solutions – such as CRM Accelerate or Project Accelerate.

Why choose Suitecorner?

With a 100 percent focus on NetSuite since 2006, SuiteCorner has helped hundreds of customers elevate their ERP environments through smart, scalable, and user-friendly solutions.

We offer:

• Native NetSuite products

• Fast onboarding and expert support

• A practical approach to digital process improvement

Want to Learn More?

You can explore more of our solutions and download product sheets directly on our website. And if you’d like to see Boards for NetSuite in action, you’re welcome to book a free demo at a time that suits you.

By integrating Kanban into your NetSuite setup, you’ll give your teams the tools to work smarter, with better visibility, structure, and flow.

/Daniel Remming, Netsuite expert at Suitecorner.