Maintaining data governance when customer records sync across NetSuite and CRM platforms requires comprehensive monitoring that standard reporting tools can’t provide, especially for compliance tracking and data quality validation.
This guide shows you how to implement automated governance monitoring that ensures customer data maintains compliance standards and quality requirements across all integrated systems.
Implement comprehensive governance monitoring using Coefficient
NetSuite’s standard reports lack comprehensive data governance tracking across integrated systems and can’t effectively monitor data quality or compliance across sync processes. Coefficient provides advanced monitoring capabilities that ensure governance standards are maintained.
How to make it work
Step 1. Establish master data validation baselines.
Import complete NetSuite customer records using Records & Lists to establish data quality metrics and identify governance violations before they sync to CRM platforms. Include all compliance-related custom fields like GDPR consent flags, data retention indicators, and privacy settings that standard reports often miss.
Step 2. Create data quality monitoring queries.
Use SuiteQL queries to identify customer records with missing required fields, invalid formats, or inconsistent data that could compromise governance standards. Write queries like “SELECT customer.entityid, customer.email, customer.phone FROM customer WHERE email IS NULL OR phone IS NULL” to find incomplete records that violate data completeness policies.
Step 3. Set up automated governance alerts.
Configure scheduled refreshes to monitor for governance violations such as incomplete customer records, unauthorized data changes, or missing compliance fields. Use daily automated refreshes to continuously track customer data changes with timestamps and user information, creating comprehensive audit trails for governance compliance.
Step 4. Build cross-system validation dashboards.
Create comparison dashboards showing NetSuite customer data alongside governance requirements using advanced filtering to identify policy violations. Apply AND/OR logic filters to isolate customers with data inconsistencies that indicate governance policy violations during sync processes, making violations immediately visible.
Ensure governance compliance across all systems
Data governance requires comprehensive monitoring capabilities that standard NetSuite functionality can’t provide. With automated compliance tracking and quality validation, you can maintain governance standards across all your integrated customer data systems. Start building your governance monitoring today.