Bringing a sprawling saved search library under control
Years of ad-hoc report requests had produced hundreds of saved searches — many near-duplicates, many broken, several slow enough to affect the users who still relied on them. Nobody knew which searches were safe to delete.
Client profile: Long-tenured NetSuite account with hundreds of accumulated saved searches. Details anonymized.
The problem
Users didn't trust the numbers, couldn't find the right search, and key reports timed out at exactly the moments they were needed.
The approach
- 1
Inventoried the full search library with usage and ownership analysis, assisted by AI-based classification of titles and criteria
- 2
Interviewed each team about the questions they actually needed answered
- 3
Consolidated duplicates into a curated, documented core library
- 4
Tuned the slowest searches — joins, filters, and formula columns
The solution
A curated saved search library organized by role, with naming conventions, documented owners, and an archive process so the sprawl doesn't return.
What changed
- One trusted search per question instead of five conflicting ones
- The slowest everyday reports load in seconds instead of timing out
- Teams find the right report without asking around
NetSuite areas involved
Next step
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