Businesses that have relied on MYOB Exo for their financials and operations often reach a point where they want a cloud-based ERP system that can unify processes, improve visibility, and support future growth. While Exo continues to serve many companies well, a modern cloud ERP like NetSuite offers a broader platform to handle finance, operations, inventory, CRM, and eCommerce in a single system.
This guide will help you understand what to prepare, why it matters, and how to make the transition smooth and successful.
Switching to a new system isn’t about replacing one software with another — it’s about empowering your business to operate more efficiently and make better decisions. Some signals that a cloud ERP might be the right next step include:
The need for remote access and real-time data across locations
Increasing complexity in operations or multi-entity businesses
A desire for more integrated systems, including eCommerce, CRM, and 3PLs
The need for advanced dashboards and consolidated reporting
Growing requirements for automation and workflow optimisation
NetSuite provides a unified cloud platform designed to meet the needs of modern, growing businesses. Key advantages include:
Unified platform: Manage finance, inventory, CRM, eCommerce, and supply chain operations in a single system
Cloud architecture: No servers, no patching, and access from anywhere
Scalability: Supports multi-entity, multi-currency, and global operations
Automation and workflows: Reduce manual tasks and improve accuracy
Built-in reporting and dashboards: Provides real-time insight for leadership and operations
Together, these features allow companies to streamline processes, consolidate data, and gain visibility across the business — without sacrificing flexibility.
Proper preparation is the key to a smooth transition. Here’s what to focus on before making the move:
1. Understand Your Current Processes
Document your workflows in finance, purchasing, inventory, fulfillment, and sales. Identify which processes are working well, which could be improved, and which might benefit from automation. Understanding these workflows will help you map the right NetSuite configuration.
2. Prepare & Clean Your Data
Data quality is critical for a successful migration. Focus on:
Chart of accounts structure
Customer and supplier lists
Inventory SKUs and units of measure
Open transactions and balances
Formatting and standardisation
3. Define Reporting & Dashboard Requirements
Think about the reports and KPIs your business relies on: month-end reporting, operational dashboards, financial statements, inventory reports, and sales metrics. NetSuite can automate many of these, but clarity on your requirements is essential.
4. Review Integrations
Consider the systems currently connected to Exo:
eCommerce platforms like Shopify or BigCommerce
Warehouse management and 3PL integrations
POS systems
CRM and marketing automation
5. Prepare Your Team for Change
Successful adoption depends on your people. Identify project owners and internal “champions” across finance, operations, sales, and fulfillment. Communicate the benefits, set expectations, and align on goals to ensure everyone is ready for the transition.
A typical NetSuite migration involves several stages:
Discovery & requirements gathering – Understand your processes and system dependencies
Solution design – Build workflows and configuration based on best practices
Data migration – Move critical financial, operational, and inventory data
Configuration & integrations – Connect required systems and optimise workflows
User acceptance testing – Validate processes, reports, and data
Training & go-live – Ensure staff are confident using the new system
Ongoing support – Provide guidance and adjustments after launch
Being aware of each stage helps set expectations and ensures a smoother transition.
Even with preparation, there are common pitfalls to watch for:
Migrating unnecessary historical data, leading to clutter
Expecting NetSuite to replicate Exo workflows exactly, instead of leveraging modern ERP capabilities
Under-preparing staff for new processes
Lack of clear KPIs and success metrics
Insufficient testing before go-live
Planning ahead and addressing these challenges proactively reduces risks and helps you realise the full benefits of NetSuite.
Working with a trusted NetSuite partner ensures your transition is efficient and aligned with best practices:
Clear project scoping to reduce surprises
Guidance on which processes to modernise
Data migration support and validation
Integration planning with eCommerce, WMS, CRM, and POS systems
Change management and staff training
Ongoing support after deployment
Ogg’s experience with 250+ NetSuite implementations means we help businesses move confidently, avoiding common pitfalls and ensuring the system delivers real value.
Switching from MYOB Exo to NetSuite is an opportunity to unify your business, automate workflows, and gain real-time visibility across operations. Proper preparation — from understanding processes and cleaning data to aligning your team — is critical for success.
👉 Ready to explore how NetSuite can work for your business? Book a consultation today where we’ll assess your readiness, map out timelines, and provide a high-level migration plan tailored to your company’s needs. Let us guide you through a smooth, confident transition to a modern, cloud-based ERP.