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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
NetSuite lacks built-in tools to analyze permission overlaps between roles or model consolidation scenarios before implementation, making role cleanup a risky guessing game.
Here’s how to develop data-driven role consolidation strategies by identifying overlapping permissions and modeling the impact before making changes.
Analyze permission overlaps and model consolidation using Coefficient
Coefficient enables comprehensive analysis of overlapping permissions that NetSuite and NetSuite native tools can’t effectively identify. You can create detailed permission matrices and test different consolidation approaches before implementing changes.
How to make it work
Step 1. Import comprehensive role and permission data.
Use Records & Lists to import all Role records with detailed permission fields. This creates a complete matrix of what each role can access across your entire NetSuite instance.
Step 2. Import user assignment and organizational data.
Pull in Employee/User records to understand who would be affected by role consolidation. Include subsidiary, department, and location data to see the full organizational impact.
Step 3. Create permission overlap analysis.
Build formulas to calculate permission similarity percentages between roles. Use conditional formatting to highlight roles with 80%+ overlap, indicating strong consolidation candidates.
Step 4. Model consolidation scenarios with “what-if” analysis.
Create separate sheets to test different consolidation approaches. Model how combining specific roles would affect user permissions and identify any gaps or excessive permissions that would result.
Step 5. Analyze user coverage and impact.
Use pivot tables to determine which users have redundant role assignments and how consolidation would change their effective permissions. Create impact reports for management review before implementation.
Make confident consolidation decisions
This data-driven approach ensures role consolidation decisions are based on actual usage patterns rather than assumptions, reducing the risk of removing necessary access. Start analyzing your role overlaps today.
