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

Chapter 10: Centers and Dashboards

NetSuite's centers feature allows us to group features according to who will use them. Each NetSuite account includes a Classic center for general access, a Sales center for salespeople, a Support center for all personnel, and more.

Dashboards are the screens most users see when they first log in, and they can be customized to fit the needs of each group of users a client has. In this chapter, you will learn to set up these centers and dashboards for your user groups.

In this chapter, you will learn about the following topics:

  • Setting up native centers
  • Using custom centers for even greater control over the user interface (UI)
  • Use case – setting up and using the Customer center
  • Setting up dashboards for groups by role

As you work through these topics with your clients, you will want to engage subject-matter experts (SMEs) from each department to make sure they're satisfied that their users' centers...