Book Image

NetSuite for Consultants

By : Peter Ries
Book Image

NetSuite for Consultants

By: Peter Ries

Overview of this book

NetSuite For Consultants takes a hands-on approach to help ERP and CRM consultants implement NetSuite quickly and efficiently, as well deepen their understanding of its implementation methodology. During the course of this book, you’ll get a clear picture of what NetSuite is, how it works, and how accounts, support, and updates work within its ecosystem. Understanding what a business needs is a critical first step toward completing any software product implementation, so you'll learn how to write business requirements by learning about the various departments, roles, and processes in the client's organization. Once you've developed a solid understanding of NetSuite and your client, you’ll be able to apply your knowledge to configure accounts and test everything with the users. You’ll also learn how to manage both functional and technical issues that arise post-implementation and handle them like a professional. By the end of this book, you'll have gained the necessary skills and knowledge to implement NetSuite for businesses and get things up and running in the shortest possible time.
Table of Contents (27 chapters)
1
Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
5
Section 2: Understanding the Organization You Will Implement the Solution for
11
Section 3: Implementing an Organization in NetSuite
21
Section 4: Managing Gaps and Integrations
Appendix: My Answers to Self-Assessments

Analyzing the other process groups

If you review Table 8.1 of this chapter, you'll see that the other remaining business processes are going to be relatively more or less important to each of your clients, based on their industry and their specialty within it. Not every NetSuite client uses the cases/issues/knowledge base features, for instance, but those that make them a part of their customer-facing business consider them to be very important indeed.

Let's talk through a few of the more commonly used processes here then, and get an idea of the information you need to gather from the client when analyzing them.

Design to Build

In the previous chapter, we talked about gathering requirements for items, but this process includes more than that. If your client has a manufacturing department of any sort, you might need to understand their need for work orders and assembly builds or more transactions, depending on how deeply they wish to track their shop processes. NetSuite...