Quick overview
See the status of cases and tasks directly in NetSuite.
Kanban Boards for NetSuite ERP & CRM – Turn complexity into clarity
With SuiteCorner’s interactive Kanban Boards for NetSuite, you can visualize your sales pipelines, cases, and projects in real time. Move tasks forward, assign responsibility, and trigger automated actions — all within NetSuite.
What is a Kanban Board?
The word Kanban originally comes from Japan and roughly means “visual card.” It was first used in the manufacturing industry on assembly lines to signal when something was needed, ensuring the line never had to stop. Today, it is a de facto standard in modern process management for visualizing tasks and their status using information cards instead of text-based lists.
SuiteCorner has developed a principle within NetSuite to manage all types of cases and tasks through visual and interactive Kanban boards. For example, sales pipelines, support cases, marketing tasks, projects, and much more.
Smooth workflow
Move cards between stages and trigger automated actions.
Flexible to your needs
Customize boards for sales, support, projects — or your own processes.
Measurable results
Track KPIs such as order values, cases, and average processing times in real time.
How SuiteCorner’s Kanban Boards for NetSuite work
Simply put, a Kanban Board consists of several columns that represent different statuses. When a case comes in — for example, an email inquiry from a potential customer — it appears as a card in the first column, such as Prospect. The card contains the information received in the email.
A salesperson then takes the card and drags it to the Lead column. When this happens, certain actions are triggered automatically. The card becomes a Lead and is assigned to the salesperson who moved it. From there, meetings can be scheduled, notes can be added, contact persons can be included, and more — directly from the card.
The process continues in the same way. For each step taken with the contact, the card is moved to the appropriate column. The information can be edited along the way, and a status change can notify another department that something is in progress.
A major advantage is transparency. Everyone can see what has been completed and what remains before a deal is closed, ensuring that nothing falls through the cracks.
Of course, you define all the criteria for the information displayed on the cards, the rules for how cards can be moved, what actions are triggered automatically, and where the information should be recorded — all based on the workflows and processes within your organization.
As mentioned, SuiteCorner’s Kanban Boards are designed to handle virtually any type of process where something moves between different statuses and specific actions need to take place depending on the stage.
CRM and the customer journey in Kanban Boards for NetSuite
In SuiteCorner’s solution CRM Accelerate for NetSuite Kanban Boards are an important part of visualizing flows, steps, and statuses of various customer cards. Looking, for example, at the Pipeline Board where a Lead ends up after an initial positive contact, the entire process from opportunity through qualification, quote, negotiation, to purchase and finally, won sales is visualized.
As soon as an account manager takes a potential customer out of opportunity and puts it into qualification, it is linked to the account manager, and all planned meetings, calls, and documents are tied to the customer card and follow through the entire process.
All account managers can see where the customer is in the process, what needs to be done, and nothing needs to fall through the cracks. Together with clear KPIs and various filters, you have full control, all the time.
Project Management in Kanban Boards for NetSuite
Thanks to the flexibility SuiteCorner has built into Kanban Boards, it is possible to handle all sorts of projects in one board. With the help of various filters, you as a project manager can easily display and manage multiple projects at a truly high level where you can easily see the overall status of all projects, which project has just started, which is close to completion, and so on.
Or on a specific project, see how the different major phases are progressing, or at a detailed level, how are individuals’ tasks in line with the plan? This flexibility makes Kanban Boards for projects just as suitable in a management meeting as in the weekly meeting for detailed planning and prioritization.
Connect KPIs to each board
To give you an even clearer view of how the different cards and their statuses impact processes and outcomes within the organization, we have linked a number of KPIs to each Kanban Board.
For Sales, this may include aggregated estimates of order values, quotations, and closed versus lost deals. For Support, it can include the number of incoming, active, and resolved cases, average handling time per case, and more.
Naturally, these KPIs are configured based on how you measure your business, ensuring they are accurately represented not only within each Kanban Board but also in the reports generated from NetSuite.
Different kinds of Kanban Boards
CRM Kanban Boards
- Lead Board
- Pipeline Board
- Marketing Board
- Task Board
- Phone Call Board
- Support Board
Project Kanban Boards
- Project Board
- Project Task Board
Custom
- For all record types
- Easy configuration
- Based on saved searches
Kanban Boards for NetSuite have given us a better overview of our sales processes, and now the salespeople have full control over customers and ongoing deals.
Roger Lindstrand, Regional Sales Manager. Sigicom Nordic
Get started with Kanban Boards in NetSuite
At SuiteCorner, we have laid the foundation for you. To help you get started quickly and maximize the value of Kanban Boards, there are several preconfigured and ready-to-use boards available within sales, marketing, support, and project management. Of course, you can also create your own Kanban Boards tailored to a specific process and the data you want to visualize.
If your specific needs require additional configuration, SuiteCorner is always there as your partner whether through training or by helping you implement the solution directly.
Frequently asked questions about Kanban Boards for NetSuite
Boards for NetSuite is a visual Kanban board solution that makes it easy to track status across sales processes, project workflows, and support cases. SuiteCorner developed Boards to increase visibility and productivity directly within NetSuite.
Boards can be used to visualize sales pipelines, project workflows, case management, and internal processes that require clear stages and statuses — ideal for organizations that want to work more visually with Kanban boards.
Boards make NetSuite more intuitive and visual, improving the user experience, increasing adoption, and providing better structure compared to traditional Kanban boards.
Boards are preconfigured and can be quickly implemented in your NetSuite environment. Many customers are up and running after a short introduction. With support from SuiteCorner, you can tailor the boards to your processes and gain maximum value from day one.
No, Boards is designed to be user-friendly and configurable without coding. You can customize columns, rules, and views based on your needs. For more advanced configurations, SuiteCorner is available to provide support.
Boards are valuable for anyone working with processes: sales representatives, project managers, support teams, and marketers. Managers and executives also benefit from increased visibility and real-time measurability.
Yes, Boards works seamlessly for organizations with multiple business units or global entities. You can create separate boards for each team, business unit, or process — each with its own KPIs and settings.
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