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)
Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
Section 2: Understanding the Organization You Will Implement the Solution for
Section 3: Implementing an Organization in NetSuite
Section 4: Managing Gaps and Integrations
Appendix: My Answers to Self-Assessments

Change management for all of your custom objects

If I could go back in time and counsel my clients on one thing they should do differently in their implementations, it would be to do a better job of managing (and limiting) the changes they make in their account. NetSuite's amazing flexibility is great up to a point, but you know you've overdone things when users start to complain that they can never find the fields they need to set values in, or when nobody knows what a set of fields on a screen is used for, if they are used at all.

It's for these reasons and more that developing a solid, workable change management plan is such an important part of every NetSuite implementation. This process can be very simple or much more formal and complicated, depending on what the business wants and needs. I have worked with clients who were small enough that we just wrote up a single Microsoft Word document, describing all the custom configuration and automation we created...